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  • Posted: Jun 22, 2022
    Deadline: Not specified
  • 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 skilful ...
    Read more about this company


    Retirement Benefits Counsellor 1

    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

    Method of Application

    Interested and qualified? Go to Sanlam on to apply

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