Sunday , February 25 2024

Careers at Sanlam – Associate Benefit Consultant

Website Sanlam

Job Description:

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.

Job Responsibilities:

  • Build client relationships and ensure client retention
  • Embodying TCF in client interaction
  • Manage the communication plan of the Funds
  • Technical excellence in servicing corporate clients
  • Self-development
  • Demonstrating client centricity
  • Facilitating and co-ordinating internal departments
  • Attend and coordinate Trustee Meetings and/or Joint Forum Meetings Awareness of regulatory legislation and developments within the industry
  • Ensuring that a portfolio of clients is adequately serviced

Job Requirements:

  • Computer literate with proficiency in Microsoft Office (Word, Excel and PowerPoint)
  • Knowledge of Employee Benefits and wider financial services industry and process
  • Own car and Driver’s Licenceitation advantageous

Qualification & Experience:

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

Job Details:

Company: Sanlam

Vacancy Type:  Full Time

Job Location: Centurion, Gauteng, SA

Application Deadline: N/A

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