Senior Benefit Consultant

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Date: 10-Jun-2021

Location: South Africa

Company: Sanlam Group

What will you do?

Overall purpose of the role 

To consult to the trustees/management committees of funds, assist in the daily managing and logistical control of the funds, to co-ordinate and facilitate between departments, with the ultimate objective of owning the relationship of a portfolio of clients and in some instances working with another Principal Consultant.


Key Responsibilities


•    Ensuring that a portfolio of clients is adequately serviced
•    Technical excellence in servicing corporate clients
•    Embodying TCF in client interaction
•    Effective management of a portfolio of clients
•    Demonstrating client centricity
•    Manage the communication plan of the Funds
•    Facilitating and co-ordinating internal departments
•    Self-development
•    Build client relationships and ensure client retention
•    Ensure that the overall standard of agenda packs, minutes and consulting advice is maintained
•    Attend and coordinate Trustee Meetings
•    Provide monthly reporting via required reports on operating functions of portfolio
•    Direct employee training to improve efficiency
•    Ensure that standard procedures, practices and Client servicing are maintained and adhered to
•    Risk awareness and the management of these risks
•    Awareness of regulatory legislation and developments within the industry
•    Monitor budgets, targets and fees

What will make you successful in this role?

Qualification and Experience


•    Bcom Degree or BA Law / LLB or equivalent NQF level
•    CFP advantageous
•    FAIS accreditation required

Knowledge and Skills


•    Minimum of 7 years Benefit Consulting Experience is required
•    A proven track record of managing people is advantageous
•    Knowledge of Employee Benefits and wider financial services industry and process
•    Proficiency in Microsoft Office (Word, Excel, Outlook)

Qualification and Experience

Appropriate financial degree with 6 to 8 years related experience

Knowledge and Skills

Directs and coordinates the development of complex financial solutions for clients
Negotiates and converts feasible projects into bankable projects
Management of client relationships
Compliance and risk management
Utilises negotiation and communication skills and related, risk, financial and legal expertise in the management of the client relationships.

Personal Attributes

Interpersonal savvy - Contributing through others
Manages complexity - Contributing through others
Plans and aligns - Contributing through others
Optimises work processes - Contributing through others

Build a successful career with us

We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping  our employees to realise their worth. Through its business clusters – Sanlam Personal Finance, Sanlam Emerging Markets, Sanlam Investments, Sanlam Corporate, Santam, Miway, as well as the Group Office – the group provides many opportunities for growth and development.

Core Competencies

Cultivates innovation - Contributing through others
Customer focus - Contributing through others
Drives results - Contributing through others
Collaborates - Contributing through others
Being resilient - Contributing through others

Turnaround time

The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers. 

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