Job Description

Who are we?
Sanlam Corporate forms part of the Sanlam Group which offers retail and corporate life insurance, health and investment products in South Africa. Our vision is to be the preferred partner to Corporate and Public Sector by providing an awesome client experience and comprehensive solutions that enable the financial resilience and prosperity of those entities and their employees. We tap into over 100 years of expertise to provide cost-effective Employee Benefits and Healthcare Solutions that enable financial confidence for our members. We enable our clients to make better retirement and risk decisions today through determined and passionate thought leadership and best-in-class people, innovative products and proven processes all designed to help people live a better life tomorrow.
We believe in creating and cultivating a positive, energised working environment that gives every individual the opportunity to achieve success by embracing diversity and growing our talent.
What will you do?
You will 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 owning the relationship of a portfolio of clients of SIMEKA CONSULT and in some instances work with another Principal Consultant. This role is based in Tygervalley, Cape Town.
Key Responsibilities

• Ensuring that a portfolio of clients is adequately serviced
• Technical excellence in servicing corporate clients
• Embodying TCF in client interaction
• Effectively and independently management of a portfolio of clients
• 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
• Ensure that the overall standard of agenda packs, minutes and consulting advice is maintained
• Attend and coordinate Trustee Meetings and/or Joint Forum Meetings
• Provide monthly reporting via required reports on operating functions of portfolio
• Direct employee training to improve efficiency
• Ensure that standard procedures, practices and Client servicing are maintained and adhered to
• Risk awareness and the management of these risks
• Awareness of regulatory legislation and developments within the industry
• Monitor budgets, targets and fees
• Participate in Simeka's vision to become a thought leader
• Participation in growing the business

Qualifications and Experience

• Matric
• Bcom Degree or BA Law / LLB or equivalent NQF level
• CFP advantageous
• FAIS accreditation required
• Own car and valid driver's license
• Minimum of 7 years Benefit Consulting Experience is required

Knowledge and Skills

• A proven track record of managing people is advantageous
• Knowledge of Employee Benefits and wider financial services industry and process
• Product knowledge and understanding of the Group Risk and/ or Retirement Fund Industry
• Computer literate with proficiency in Microsoft Office (Word, Excel and 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

Build a successful career with us
We're all about building strong, lasting relationships with our employees. We know that you have hopes for your future - your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its five business clusters - Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office - the group provides many opportunities for growth and development.
Turnaround time
The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.
Our commitment to transformation
The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa. The Group's Employment Equity plan and targets will be considered as part of the selection process.

Skills Required