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 Momentum Health Advice and Engagement Consultants, to provide compliance support and coaching during the advice activity. Ensure relevant training of all new recruits and ongoing training support.

Requirements

Matric
Regulatory Exam for representations (RE5) License (Essential)
Regulatory Exam for Key Individuals (RE 1) license required (Essential)
National Wealth Management (NQF5) Qualification
CMS Health accreditation.
Gap cover accreditation
ODETDP [Trainer] qualification
Minimum of 4-5 years relevant Health Sales and Advice experience.
Proven track record in excellent sales and advice
Knowledge of Oracle (Health System)
Good knowledge of Excel
FAIS & Compliance knowledge
Coaching experience
Callbi system knowledge

Duties & Responsibilities

INTERNAL PROCESS

Quality checks on calls (Advice and non-advice)
Training needs identification from Assessment audit + Engage Sales Team Leader on red flags and training initiatives
Work with Sales Team Leaders and advise them of progress of staff
Identify process and system shortfalls in order to improve efficiencies
Keeping a record of complaints and the corrective action taken to resolve problematic areas within the business
MHA Compliance requirements for FSCA and CMS:

+ Annual PI cover/Marsh declarations
+ Fit and Proper declarations
+ CMS accreditation and renewals
+ Annual CPD initiatives and update of register
+ Supervision/mandate updates on FSCA register
+ Ensure updates on changes in legislation is communicated and implemented



FSP 6406 Licence Management + Direct and Indirect Supervision
Audits: Complaints and Non-Disclosure
CMS transcripts
Monthly compliance reporting (to Business Compliance Officer)
Ensure that the appropriate service recovery measures and plans are implemented to handle member escalations
Create awareness within business regarding new compliance requirement or provide guidance on potential impact of compliance requirements
Support the business stakeholders identify compliance risks or weaknesses for which the business should consider additional mitigating action, or processes and/or procedures
Monitor changes in relevant legal requirements and other regulatory developments which may impact on the company and advise business on their implications


CLIENT



Display the Momentum Metropolitan value in all interactions with clients / Consultants.
Build and maintain relationships with clients and stakeholders that promote cross delivery practice solutions.
Identify changing client needs and make recommendations to align offering with client needs.
Make recommendations to improve client service and fair treatment of clients within area of responsibility


PEOPLE



Engage in appropriate training interventions to promote own professional development.
Display the Momentum Metropolitan values.
Demonstrate exemplary leadership behaviour, through personal involvement, commitment and dedication in support of organisational values
Identify employee growth and development needs and schedule interventions to enable ongoing development, training and personal growth.
One on One feedback to Consultants on Supervision, trends and training.
Assist with staff development by identifying trend analysis and training needs through QA
Listen to calls and coach employees on improve on Sales


FINANCE



Implement quality control and measures

Competencies

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