Job Description

Introduction

Through our client-facing brands Momentum Group, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings, protect what matters to them and invest for the future. We help companies and organisations care for and reward their employees and members.

Disclaimer

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

Role Purpose

To engage with potential Momentum Health members, to provide administrative support on the Momentum Health value proposition in order to facilitate membership of Momentum Health and provide ongoing engagement activities.

Requirements

Matric
RE5 Qualification
FAIS Accredited qualification
CMS Health accreditation
Gap cover accreditation preferred
Minimum of 2 years relevant Health Sales and Advice experience
Proven track record in excellent sales and advice
Minimum of 2 years of Retention or Onboarding experience
Knowledge of Oracle (Health System)
Face to Face sales experience an advantage

Duties & Responsibilities

INTERNAL PROCESS

Adhere to organisational best practice and legislative requirements
To understand and convey the full Momentum Health Value Proposition including ancillary products such as Multiply, Health Saver, Momentum Gap cover and any other additional products as required
Communicate any outstanding underwriting requirements and Final decision letters to clients
Queue management - Health system BIN for all after sales queries and requests
Drive and support the achievement of targets and KPI's
Retention of existing clients - unpaid report and lapse client interaction
Client Servicing
Potential face to face sales - when required


CLIENT EXPERIENCE



Engage with potential members to facilitate membership of Momentum Health in timeously and in a professional manner
Display the Momentum Metropolitan value in all interactions with clients / potential clients
New Business administration : activation of memberships, engagement relating to Underwriting Final decision letters and Outstanding requirements
Action on requests and instructions of the Health system : Oracle, Sales Record updates
General Administration support to team
Identify opportunities for improvements to processes


PEOPLE



Engage in appropriate training interventions to promote own professional development
Display the Momentum Metropolitan values

Competencies

Business Acumen
Collaboration
Client / Stakeholder Commitment
Impact and Influence
Drive for Results
Self-Awereness and Insight
Leads Change and Innovation
Diversity and Inclusiveness
Motivating and Inspiring Team
* Growing Talent