Senior Benefit Consultant

Sanlam -
Sandton, Gauteng

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Job Details

Permanent
15 hours ago

Full Job Description

About Sanlam Corporate

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 awesome client experience and comprehensive solutions that enable the financial resilience and prosperity of those entities and their employees.

We believe in creating and cultivating a positive, diverse, energised working environment that gives every individual the opportunity to achieve success and deliver meaningful value.

Purpose of the role

This role is for SImeka Consult, founded in 1998 through the merger of Sanlam Consultants & Actuaries and Simeka Oracle Employee Benefits, Simeka provides innovative employee benefits solutions to retirement funds, employers, medical schemes, trade unions, and individual fund members.

As the Senior Consultant, you will 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.

Key Responsibilities

Ensuring that a portfolio of clients is adequately serviced
Technical excellence in servicing corporate clients
Embodying TCF in client interaction
Effectively and independently 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 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
Participation in growing the business

Qualification and Experience

Bcom Degree or BA Law / LLB or equivalent NQF level
CFP advantageous
FAIS accreditation required
Minimum of 5-7 years Benefit Consulting Experience is required

Knowledge and Skills

Minimum of 5-7 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
Product knowledge and understanding of the Group Risk and/ or Retirement Fund Industry
Computer literate with proficiency in Microsoft Office (Word, Excel and PowerPoint)
Own car and drivers license

Core Competencies

Cultivates Innovation - 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

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.
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.

Build a successful career with us

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 five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

Turnaround time

The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers. Closing Date 28 August 2026

Our commitment to transformation

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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