Retirement Benefits Counsellor 1 at Sanlam Group

What will you do?

Key Responsibilities:

• The Retirement Benefits Counsellor will assist members with support during onboarding, and provide support to beneficiaries and members regarding risk benefits through:
• Telephonic and written counselling, information, and support
• Technical product knowledge of retirement funds and retirement-related investment products
• Technical knowledge of risk benefits such as death, disability and critical illness
• 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
• Minimum 2 – 5 years’ experience dealing with risk benefits in an Employee Benefits and/or Financial Planning environment

Personal Qualities

• Organisational Savvy – Manoeuvring 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

Knowledge and Skills

• Investment Industry Knowledge
• Business knowledge and analysis
• Client Communication
• Compliance and Risk Management monitoring
• Reporting and Administration