Retirement Benefits Counsellor

2 weeks ago

Bellville, South Africa Sanlam Full time

Who are we?
Sanlam Corporate Cluster comprises of the two existing businesses - Sanlam Employee Benefits (SEB) and Sanlam Health Management (SHM) and the soon to be established Sanlam Corporate Solutions. These businesses enhance our corporate business offering through providing integrated solutions for corporate clients both in South Africa and across the African continent by providing tailored solutions to targeted corporates. What will you do?

**Key Responsibilities**:
The Retirement Benefits Counsellor will be responsible to assist members and provide retirement planning supportthrough:
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 Qualification and Experience
Degree or Diplom with 2 - 5 years related experience
Relevant tertiary qualification (related to financial planning)
Minimum 2 - 5 years' experience dealing with clients within an Employee Benefits and/or Financial Planningenvironment 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.
Displays Care - Showing care and consideration to our clients that extends beyond professionalism. Turnaround time
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.

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