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

To provide an effective service to clients by managing a portfolio of clients, facilitating Trustee and advisory body meetings and providing advice on employee benefits related matters.

Requirements

QUALIFICATIONS

Relevant bachelor's degree or equivalent
Certified Financial Planner (CFP) (Advantagetous)
Regulatory Exam (RE)
FAIS requirements met

EXPERIENCE

5-8 years' consulting experience within employee benefits environment
In Depth knowledge and application of S37C
Knowledge of the financial services, health, insurance and investment industry

Duties & Responsibilities

INTERNAL PROCESSES

Implement consulting strategy
Support collaboration and innovation initiatives across the various segments, channels and product houses in order to address the needs of the clients
Contribute to the development and packaging of financial services
(including retirement, insurance and healthcare) solutions and ensure that operational considerations and clients/ clients 'employees' financial wellness needs are incorporated into the development process
Facilitate re-broke process of all client in portfolio and prepare re-broke reporting
Take ownership of all queries and ensure that they are resolved timeously and effectively
Maintain a network of relationships with service providers ensuring effective service delivery to clients
Maintain a consistent service delivery to ensure client retention and satisfaction
Manage client invoicing and commission calculations ensuring that it is calculated accurately and allocated to clients/brokers
Manage the retainer income invoicing of stand-alone funds to clients and any other ad-hoc services invoice excluded in the retainer
Follow up on action items from client meetings ensuring that they are executed within agreed timelines
Prepare product education material for area of responsibility
Assist in the installation

CLIENT SERVICES

Enable client centricity within area of responsibility
Provide accurate, current advice and information regarding solutions to all clients/stakeholder
Participate and contribute to a culture which builds rewarding relationships, facilitates feedback
and provides exceptional client service
Assess and analyze service delivery gaps and challenges, and implement remedial action strategies
Implement quality management processes which ensure service delivery is line with the client and their employee's expectations and requirements
Develop plans based on client's financial services requirements in order to effectively on-board and service clients
Develop and implement initiatives to improve or enhance the client experience
Make recommendations to improve client service and fair treatment of clients and their employees within area of responsibility
Ensure implementation, tracking and measurement of all client deliverables in line with SLA
Implement fair and innovative client service practices which build rewarding relationships, and allows team to provide exceptional client service
Contribute to the process of negotiating objective and realistic service level agreements, monitor appropriateness and recommend adjustments
Ensure follow up on all leads within area of responsibility
Develop strategies to identify and develop new business opportunities in existing and underpenetrated markets
Contribute to sustaining a competitive edge through external networking, benchmarking representation on related forums
Participate in the development of and implement a comprehensive client strategy that will enable grow and retention of clients

PEOPLE

Effectively lead a team
Ensure sufficient resources are in place to meet client service delivery requirements.
Create a positive work climate and culture to energize employees, give meaning to work, minimize disruption and maximize employee productivity.
Demonstrate exemplary leadership behavior, through personal involvement, commitment and dedication in support of organizational values.
Select and recruit suitably qualified talent in line with Employment Equity principles and MMI values
Drive a culture that guides and directs best practice, fostering an environment of continuous learning, improvement and cohesiveness.
Enable a learning and growth culture whereby information regarding successes, issues, trends and ideas are actively shared between team members
Identify employee growth and development needs and schedule interventions to enable ongoing development, training and personal growth
Effectively manage performance within the team in order to ensure business objectives are achieved
Encourage innovation, change agility and collaboration within the team

FINANCE

Manage budget and implement sound financial controls
Identify solutions to enhance cost effectiveness and increase operational efficiency
Manage financial and other company resources under your
control with due respect
Take responsibility for managing both reputational and financial risk as a result of interactions with both internal and external clients

Competencies

BUSINESS ACUMEN

Understands how the business operates, what the key issues and risks are that drives business success; and how they impact on the commercial viability of potential ventures and the profitability of the Group.

CLIENT COMMITMENT

Anticipates, meets and exceeds client's needs by creating long-lasting relationships that support the client value proposition, supports their financial wellness and ensures client centricity.

DRIVE FOR RESULTS

Drive a sense of urgency, focus, accountability, agility and execution to deliver business results.

LEADS CHANGE ANDINNOVATION

Actively leads change, does what is right for the business and drives continuous improvement through innovation.

COLLABORATION

Prioritizes the business interests of MMI and invests in the success of the group by aligning effort across divisions.

IMPACT AND INFLUENCE

Persuades, convinces, influences and inspires others, both within MMI and externally to win support, loyalty and gain commitment to the purpose of MMI.

SELF-AWARENESS AND INSIGHT

Manages self and relationships with others effectively and provides perspective in difficult situations.

DIVERSITY AND INCLUSIVENESS

Is sensitive to individual and cultural similarities and differences and demonstrates humility and an openness to engage people from diverse backgrounds and cultures to the mutual benefit of all parties concerned.