Associate Benefit Consultant - Centurion

at  Sanlam

ABOUT SANLAM CORPORATE:

Our vision is to be the preferred partner to Corporate and Public Sector by providing an awesome client experience and comprehensive solutions that enable the financial resilience and prosperity of those entities and their employees. We believe in creating and cultivating a positive, energised working environment that gives every individual the opportunity to achieve success, embracing diversity and committed to transformation. We do this through living our values of having the courage to be bold, care, collaboration and an intolerance for mediocrity. 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.

QUALIFICATION AND EXPERIENCE :

• Bcom Degree or BA Law / LLB or equivalent NQF level
• CFP advantageous
• FAIS accreditation advantageous
• Minimum of 1-3 years Benefit Consulting Experience is required

KNOWLEDGE AND SKILLS:

• Knowledge of Employee Benefits and wider financial services industry and process
• Computer literate with proficiency in Microsoft Office (Word, Excel and PowerPoint)
• Own car and drivers license

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 providing overall assistance and backup to the Senior / Principal Consultant.

KEY RESPONSIBILITIES:

• Ensuring that a portfolio of clients is adequately serviced
• Technical excellence in servicing corporate clients
• Embodying TCF in client interaction
• 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
• Attend and coordinate Trustee Meetings and/or Joint Forum Meetings
• Awareness of regulatory legislation and developments within the industry