Branch Head: Simeka Benefit Consulting

2 weeks ago


Durban, KwaZulu-Natal, South Africa Sanlam Full time
About Us

Sanlam is a leading consulting and advisory business in the employee benefits industry, offering innovative solutions and services to a wide range of clients.

Job Summary

We are seeking a highly skilled and experienced Branch Head to lead our Benefit Consulting team in Durban. The successful candidate will be responsible for managing a portfolio of clients, ensuring client satisfaction, retention, and expansion, while driving a high-performance culture based on our core values.

Key Responsibilities
  • Manage the Durban benefit consulting team and be a leader within the broader Sanlam business.
  • Ensure that a portfolio of clients is adequately serviced.
  • Provide technical excellence and client-centricity in servicing corporate clients.
  • Embody TCF in client interaction.
  • Drive a robust high-performance culture based on our core values.
  • Manage the communication plan of the Funds.
  • Facilitate and coordinate 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 Sanlam's vision to become a thought leader.
  • Strong focus on growing the business.
Requirements
  • BCom Degree or BA Law / LLB or equivalent NQF level.
  • CFP advantageous.
  • FAIS accreditation required.
  • Own car and driver's license.
  • Minimum of 7 years Benefit Consulting Experience at a management level 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 organisational 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.


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