Reference Number MMH240701-3
Job Title Employee Benefits Consultant - Cape Town
Position Type Permanent
Role Family Sales
Cluster Momentum Distribution Services
Remote Opportunity Some of the time
Location - Country South Africa
Location - Province Western Cape
Location - Town / City Cape Town
Introduction
Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and investment markets in SA.
Role Purpose
The Employee Benefits (EB) Consultant crafts passionate, meaningful partnerships around our employee benefits products that will stand the test of time with independent financial advisers (IFAs). Product, market, and sales knowledge applied in the IFAs practice will set them apart from their counterparts. The EB Consultant/IFA business relationship will be strengthened by first class service, in-depth business analysis and continuous improvement.
Requirements
Qualifications:
- 3-year BCom degree in the following fields: Financial Planning, Investment Management, Business Management, Finance, Marketing, Education or Legal.
- Honours degree is an advantage.
- CFA and/or CFP is an advantage.
- 3 to 5 years financial service industry experience, which must include employee benefits.
- Experience in Momentum Employee Benefits is an advantage.
- Strong knowledge of the Employee Benefits industry and market including but not limited to retirement funds.
- A proven track record in successfully dealing with clients and/or IFAs in a practice.
- A proven track record in successfully dealing with clients and/or IFAs in a practice management environment is an advantage.
Enthuse Through Brand, SME Service & Digital
- Support the Retail Business Consultant and Investment Consultant on all referrals.
- Understand who we a targeting, the landscape they are working in, competitor influences, events that will enthuse, critical moments of truth used.
- Ensure long-lasting, deep, and meaningful relationships with the IFA.
- IFAs to move from non-active supporters to active supporters, to ambassadors.
- Connection to the brand and digital way of work.
- Production/Business retention & growth of assets.
- IFA having the perception that Momentum are thought leaders. Good source of information.
- EB Consultant will coach every IFA that they look after through 1:1 coaching sessions and regular engagements.
- EB Consultant will have a very clear understanding of the impact of regulation on the IFA practice.
- Be accountable, innovative, excellent, honest, diverse, and influential in your business dealings
- Develop and maintain productive and collaborative working relationships with peers and stakeholders.
- Positively influence and participate in change initiatives.
- Continuously develop own expertise in terms of professional, industry and legislation knowledge.
- Contribute to continuous innovation through the development, sharing and implementation of new ideas.
- Take ownership for driving career development.
- IFA having the perception that Momentum are thought leaders. Good source of information.
- EB Consultant will coach every IFA that they look after through 1:1 coaching sessions and regular engagements.
- EB Consultant will have a very clear understanding of the impact of regulation on the IFA practice.
- Be accountable, innovative, excellent, honest, diverse, and influential in your business dealings.
- Leading change and innovation
- Diversity and inclusiveness
- Drive for results
- Ability to drive and influence IFA commitment
- Collaboration
- Impact and influence
- Growing talent.
- Self-awareness and insight
