Retirement Benefits Counsellor at Sanlam Group

The Retirement Benefits Counsellor will be responsible to assist members and provide retirement planning support through:

• Telephonic and written counselling, information and support
• Technical product knowledge of retirement funds and retirement-related investment products
• 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

Qualification And Experience

• Degree or Diplom with 2 - 5 years related experience

Knowledge And Skills

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

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 Qualities

• 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.