Date: 18-May-2021
Location: Bellville, Western Cape, South Africa
Company: Sanlam Group
Who are we?
Sanlam Corporate Cluster comprises of the two existing businesses – Sanlam Employee Benefits (SEB) and Sanlam Health Management (SHM) and the soon to be established Sanlam Corporate Solutions. These businesses enhance our corporate business offering through providing integrated solutions for corporate clients both in South Africa and across the African continent by providing tailored solutions to targeted corporates.
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.
What will you do?
Key Responsibilitis:
The Retirement Benefits Counsellor will be responsible to assist members and provide retirement planning support through:
- Telephonic and written counselling, information and support
- Technical product knowledge of retirement funds and retirement-related investment products
- Creating a positive client experience
- Effective and technically-competent resolution of queries and complaints
- Maintain and improve in-house systems and business processes
- Collaboration and relationship management with internal and external stakeholders
- Efficient administration
- Dealing with complaints efficiently and fairly
What will make you successful in this role?
- Relevant tertiary qualification (related to financial planning)
- Minimum 2 – 5 years’ experience dealing with clients within an Employee Benefits and/or Financial Planning environment
Qualification and Experience
Degree or Diplom with 2 – 5 years related experience
Knowledge and Skills
Investment Industry Knowledge
Business knowledge and analysis
Client Communication
Compliance and Risk Management monitoring
Reporting and Administration
Core Competencies
- Cultivates Innovation by creating new and better ways for the organisation to be successful.
- Client Focus – Building strong customer relationships and delivering customer-centric solutions.
- Drives Results – Consistently achieving results, even under tough circumstances.
- Collaborates – Building partnerships and working collaboratively with others to meet shared objectives.
- Resilience – Rebounding from setbacks and adversity when facing difficult situations.
Personal Qualities
- Organisational Savvy – Maneuvering comfortably through complex policy, process and people related organizational dynamics.
- Manages Complexity – Making sense of complex, high quantity and sometimes contradictory information to effectively solve problems.
- Drives Engagement – Creating a climate where people are motivated to do their best to help the organisation achieve its objectives.
- Business Insight – Applying knowledge of the business and marketplace to advance the organisation’s goals.
- Displays Care – Showing care and consideration to our clients that extends beyond professionalism.
