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  • Posted: May 10, 2021
    Deadline: Not specified
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    Since our establishment in 1918, Sanlam has been a prominent part of the South African business landscape. We have always held a long-term view of how business adapts to the demands of the environment in which it operates. Today, in a dynamic world, we see an evolving set of social, economic, political and environmental imperatives that require our skilfu...
    Read more about this company

     

    Associate Benefit Consultant

    What will you do?
    To assist in the daily managing and monitoring controls of the funds, to co-ordinate and facilitate interactions between departments, with the ultimate objective of providing overall assistance and back up to the senior and principal consultants.

    Key Responsibilities
    Our clients range from complicated standalone funds to standard umbrella clients. This position will have a standalone fund focus. Key performance areas are:

    • Fund Meetings
    • Administration
    • Assist the senior consultant in managing funds
    • Assist in investigating complaints and obtaining supporting documentation
    • Project manage communication projects
    • Facilitating and co-ordinating interaction between internal departments
    • Self-development

    Qualifications and Experience

    • Matric / Grade 12
    • CFP advantageous
    • FAIS accreditation required

    Knowledge and Skills

    • Knowledge of Employee Benefits and wider Financial Services Industry and processes
    • Proficiency in Microsoft Office (Word, Excel, Outlook)

    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 Attributes

    • 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

    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. 

    Our commitment to transformation

    • The Sanlam Group is committed to achieving transformation and embraces diversity.  This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa.  The Group's Employment Equity plan and targets will be considered as part of the selection process.

    Method of Application

    Interested and qualified? Go to Sanlam Group on careers.sanlamcloud.co.za to apply

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