Senior Benefit Consultant at Sanlam

  • Accounting Jobs In South Africa
  • Full time
  • 1 year ago
  • South Africa
  • Salary Rand 1000-2000 / Monthly
  • Shift Full Time
  • Job Qualifications Bachelor’s Degree
  • Number of vacancies 9 openings
  • Job experience 1 year
  • Job level Officer

Job Description

To consult to the trustees/management committees of funds, assist in the daily managing and logistical control of the funds, to co-ordinate and facilitate between departments, with the ultimate objective of owning the relationship of a portfolio of clients and in some instances working with another Principal Consultant.

Duties & Responsibilities

The successful applicant will be responsible for but not limited to the following job functions:

What you’ll do

•    Ensuring that a portfolio of clients is adequately serviced
•    Technical excellence in servicing corporate clients
•    Embodying TCF in client interaction
•    Effective management of a portfolio of clients
•    Demonstrating client centricity
•    Manage the communication plan of the Funds
•    Facilitating and co-ordinating 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
•    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

What will make you successful in this role?
Qualification and Experience

•    Bcom Degree or BA Law / LLB or equivalent NQF level
•    CFP advantageous
•    FAIS accreditation required
Knowledge and Skills



•    Minimum of 7 years Benefit Consulting Experience is required
•    A proven track record of managing people is advantageous
•    Knowledge of Employee Benefits and wider financial services industry and process
•    Proficiency in Microsoft Office (Word, Excel, Outlook)

Desired Experience & Qualification

Required Knowledge and Experience

We pride ourselves with having the best people, which are our most important assets. Our company has been recognized for having the highest ethics and strives for excellency through distinctly higher standards than the norm.

We therefore urge only candidates with these unique requirements and experience to apply for this stimulating position.

  • Appropriate financial degree with 6 to 8 years related experience

Knowledge and Skills

  • Directs and coordinates the development of complex financial solutions for clients
  • Negotiates and converts feasible projects into bankable projects
  • Management of client relationships
  • Compliance and risk management
  • Utilises negotiation and communication skills and related, risk, financial and legal expertise in the management of the client relationships.

Personal Attributes

  • Interpersonal savvy – Contributing through others
  • Manages complexity – Contributing through others
  • Plans and aligns – Contributing through others
  • Optimises work processes – Contributing through others

Mode of Application



How to apply: Interested and qualified? Sanlam South Africa 

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