Associate Benefit Consultant - Cape Town at Sanlam Group

Overall purpose of the role :

• To consult to the trustees/management committees of funds, assist in the daily managing and logistical control of the funds, to co-ordinate and facilitate between departments, with the ultimate objective of providing overall assistance and backup to the Senior / Principal Consultant.

Key Responsibilities:

• Ensuring that a portfolio of clients is adequately serviced
• Technical excellence in servicing corporate clients
• Embodying TCF in client interaction
• Demonstrating client centricity
• Manage the communication plan of the Funds
• Facilitating and co-ordinating internal departments
• Self-development
• Build client relationships and ensure client retention
• Attend and coordinate Trustee Meetings or join Forum Meetings 
• Awareness of regulatory legislation and developments within the industry

Qualification and Experience :

• Bcom Degree or BA Law / LLB or equivalent NQF level
• CFP advantageous
• FAIS accreditation advantageous
• Minimum of 1-3 years Benefit Consulting Experience is required
• Knowledge and Skills:
• Knowledge of Employee Benefits and wider financial services industry and process
• Computer literate with proficiency in Microsoft Office (Word, Excel and PowerPoint)
• Own car and drivers license

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.