Associate Benefit Consultant at Sanlam Group

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:

• Assist in the preparation of Agenda packs
• Assist in drafting minutes of Board and sub-committee meetings
• Assist the senior consultant in managing funds in terms of their service level agreement
• Assist in investigating complaints and obtaining supporting documentation
• Project manage communication projects
• Assisting with drafting member communication
• Facilitating and co-ordinating interaction between internal departments
• Self-development

Qualification and Experience

• Relevant business degree or diploma or industry recognised qualification on a NQF5 or higher
• CFP advantageous
• FAIS accreditation required

Knowledge and Skills

• Knowledge of Employee Benefits and wider financial services industry and process
• Proficiency in Microsoft Office (Word, Excel, Outlook, Powerpoint)

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.

Behavioural Competencies

• 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.