Job Description

Introduction

Through our client-facing brands Metropolitan and Momentum, 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. Through our own network of advisers or via independent brokers and utilising new platforms Momentum Group provides practical financial solutions for people, communities and businesses. Visit us at www.momentumgroupltd.co.za

Disclaimer

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

Role Purpose

The Retirement Benefit Counsellor plays a dual role in delivering both face-to-face and telephonic/digital benefit counselling and financial wellness education to members within the corporate client base. The primary focus is to empower members with factual, unbiased information at key stages of their membership journey, onboarding, during active membership, and at exit or retirement. This role also supports business growth by converting leads into retail clients, facilitating product uptake, and nurturing key relationships within corporate accounts, including HR and other decision-makers.

Requirements

Minimum:

Matric

Preferred:

BCom (Relevant business degree)

Regulatory:

RE5
1-5 years' experience in sales or retirement benefit counselling in financial services
Knowledge of annuities, preservation, and investment products
Fluent in English and Afrikaans (both are prerequisites)
Willingness to travel locally and own reliable transport

Advantageous:

CFP or other professional financial planning qualification

Duties & Responsibilities

Client Engagement & Counselling

Provide individual or group benefit counselling and financial coaching.
Deliver factual, unbiased information to help members make informed financial decisions.
Guide clients with pre-retirement planning, annuity product selection, and execution of financial solutions.
Host webinars, workshops, and attend wellness days to deliver financial education.
Educate clients on investment principles, portfolio performance, and risk vs. reward.

Sales & Lead Conversion

Execute on sales campaigns and initiatives, capturing feedback via CRM.
Guide the conversion of RBC leads into acquisitions (e.g., product take-up, asset retention)
Source new business opportunities within corporate clients accounts.
Refer clients to financial advisers when advice is required.

Digital Support

Make outbound calls to retirees, leavers, and joiners.
Receive inbound calls to assist with RBC, product execution, and education.
Provide support aligned to individual member engagement strategies.

Corporate Account Management

Implement and manage face-to-face worksite engagements for clients.
Build and maintain strong relationships with HR and key stakeholders in corporate accounts.
Collaborate with corporate clients' stakeholders to identify and manage business opportunities.

Administration & Compliance

Accurately capture client data and actions in CRM.
Complete all administrative and reporting tasks within agreed timeframes.
Ensure compliance with legislative and internal requirements.

Competencies

Client-centric orientation
Accountability and ownership
Planning and organising
Strong communication and presentation skills
Adaptability and resilience
* Influencing and persuasion