Retirement Benefits Counsellor: Admin and

2 weeks ago

Bellville, Western Cape, South Africa Sanlam Full time
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.

Overall Description

The Retirement Benefits Counsellor will assist the IMSOR team with telephonic engagements particularly language engagements as and when required. The role will be split between administration duties and telephonic counselling when requested by the team. What will you do?

Administrative Duties:
Manage IMSOR mailbox and communicate to the relevant internal or external team members Log referrals to the relevant teams using Elite Wealth Proactively follow up on referrals with relevant team Proactively provide feedback on referrals to the relevant administration teams Communicate with relevant PE Human Resources as requested by the funds Perform administrative tasks as needed by the team

Counselling Duties:
Assist members with support during onboarding, and provide support to beneficiaries and members regarding risk benefits through What will you do? (continues) 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 Qualification & experience Relevant tertiary qualification (related to financial planning) Minimum 2- 3 years' relevant administration skills Minimum - 5 years' experience dealing with clients within an Employee Benefits and/or Financial Planning environment (advantageous) Minimum - 5 years' experience dealing with risk benefits in an Employee Benefits and/or Financial Planning environment (advantageous)

Knowledge and Skills Investment Industry Knowledge Risk and Employee Benefits knowledge Business knowledge and analysis Client Communication Compliance and Risk Management monitoring Reporting and Administration Must be able to communicate in most Northern Languages:
Sepedi, Sotho, Venda, Tswana, Tsonga etc Personal Qualities
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 (continues)
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 business clusters - Sanlam Personal Finance, Sanlam Emerging Markets, Sanlam Investments, Sanlam Corporate, Santam, Miway, as well as the Group Office - the group provides many opportunities for growth and development.

Turnaround time


The Sanlam Group is committed to transformation and embracing diversity and our employment equity plan and targets will be considered as part of the recruitment process.

This commitment is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce, representative of the demographics of our society as well as people with disabilities.

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