Job Description

About us
Our vision is to be the preferred partner to Corporate and Public Sector entities by providing an awesome client experience and comprehensive solutions that enable the financial resilience and prosperity of those entities and their employees.
Why join us
This is a unique opportunity to play a pivotal role in shaping the future of Sanlam Corporate and the broader Sanlam Life and Savings (SLS) Business. If you're a strategic thinker who thrives at the intersection of business, people, and transformation, this role offers exciting career growth.
Overall purpose of the role
To manage a portfolio of clients as well as a team of consultants. To consult on strategic, and when required, on operational level to employer groups within the portfolio. To co-ordinate and facilitate between various role players such as medical schemes, GAP cover providers, primary care providers, etc. on behalf of clients and consultants within the portfolio, with the ultimate objective of owning the relationship of a portfolio of clients and in some instances working with other Principal Consultants.
Key responsibilities

• Ensuring that a portfolio of clients is adequately serviced
• Ensuring the profitability of the portfolio, as well as ensuring that new business targets are met
• Technical excellence in servicing corporate clients
• Embodying TCF in client interaction
• Effective and independent management of a portfolio of clients
• Demonstrating client centricity
• Facilitating and co-ordinating internally as well as with other stakeholders
• 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 co-ordinate client committee 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 and targets
• Participate in Simeka's Health vision to become a thought leader
• Participation in growing the business
• Ensure that all compliance related aspects within the portfolio is adhered to

Qualifications and experience

• B-Com Degree or BA Law / LLB or equivalent NQF level
• Financial Services Industry related qualification (120 credits at NQF 5 level)
• Passed Regulatory Examinations RE5 & RE1
• CFP advantageous
• FAIS and CMS accreditation required (must not work under supervision)
• Own car and driver's license
• 5 - 7 years corporate healthcare consulting experience is required
• 2 years experience in management

Knowledge and skills

• A proven track record of managing people is advantageous
• Knowledge of healthcare and wider financial services industry and process
• Product knowledge and understanding of all healthcare related products and services
• Computer literate with proficiency in Microsoft Office (Word, Excel and PowerPoint)

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

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

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