Job Description

Introduction

Consult by Momentum is a registered Financial Service Provider (FSP) with a Category I and II licence, delivering top-tier financial planning, advice, and investment management services. Catering to a diverse clientele that includes high net worth individuals, the affluent sector, upper retail, and small business enterprises (SMEs), Consult by Momentum is recognised as one of South Africa's largest financial planning and advice specialists enabling us to present a full spectrum of product solutions from all major providers of life, health, savings, investments, short-term, and employee benefits in South Africa. We are committed to the ethos of treating our customers fairly, thereby ensuring that our clients receive industry-leading solutions.

Disclaimer

As an applicant, please verify the legitimacy of this job advert on our company career page.

Role Purpose

As our company expands its national short-term insurance franchise network and enhances its franchise value proposition, we are seeking a

Franchise Enablement Consultant

to support the successful execution of our enablement strategy across the franchise network by embedding the franchise value proposition, driving best practices, promoting technology adoption and ensuring consistent franchise performance aligned with regulatory standards and strategic objectives.

Requirements

Qualifications and Experience

Business related qualification e.g. Business Administration, Insurance, Operations Management, Risk management or related field
RE5 essential
Short-term insurance experience essential
3 - 5 years' experience in a client facing, operations, training or enablement role
Exposure in supporting decentralised teams or multi-branch operations

Other

Valid driver's license
Willingness to travel nationally

Duties & Responsibilities

The successful incumbent's key areas of performance include:

Value Proposition Enhancement & Delivery:

Proactively embed, support, and monitor franchise engagement with the value proposition.
Guide franchises in leveraging the full site of Consult's operational, Marketing and Compliance support
Build strong relationships with Advisers
Provide tailored support to Franchises
Facilitate regular Franchise check-ins, progress reviews and feedback sessions
Serve as the primary point of contact for franchise enablement, ensuring seamless operational support and guidance.

Franchise Vesting & Capability Development:

Embed and monitor operational standards across the franchise network
Identify performance gaps and collaborate on improvement plans
Monitor franchise adherence to operational standards, identifying areas for improvement and implementing corrective measures where necessary
Identify, assess, and mitigate operational and advice risks within the franchise network to ensure compliance with organisational and regulatory standards
Provide guidance and training to franchises on risk-related policies, procedures, regulatory expectations, best practices and support on the effective use of our technology ecosystem
Investigate incidents and non-compliance and implement corrective actions to prevent recurrence
Conduct regular engagement sessions to track franchise progress throughout onboarding phase and ensure a smooth transition and full integration of business processes
Facilitate knowledge sharing and peer learning between Franchises or Advisers
Contribute to continuous improvement of enablement strategy
Monitor Technology utilisation and troubleshoot user issues
Encourage efficient, tech enabled operations within each franchise
Monitor Technology utilisation and troubleshoot user issues


The successful incumbent must be able to align to a principals-based environment and work in a culture that stands for the following principles:



Client First
Integrity and fairness
Objectivity
Competence
Confidentiality
Diligence
Transparency
Professionalism

Competencies

Skills and Competencies

Strong Interpersonal and Relationship Management skills
Practical understanding of short-term insurance processes
Excellent communication skills
Tech Savy (Comfortable using InsureTech platforms) and comfortable with training others on digital tools
High attention to detail
* Strong sense of initiative and accountability