Branch Head: Simeka Benefit Consulting
2 weeks ago
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 SummaryWe 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.
- 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.
- 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).
- 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.
- 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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