Reference Number MMH241217-7
Job Title Senior Consultant
Position Type Permanent
Role Family Sales
Cluster Momentum Corporate
Remote Opportunity Some of the time
Location - Country South Africa
Location - Province Gauteng
Location - Town / City Centurion
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 toclients by managing a portfolio ofclients, facilitating Trustee andadvisory body meetings andproviding advice on employeebenefits related matters.
Requirements
QUALIFICATIONS
- Relevant bachelors degree or equivalent
- Certified Financial Planner (CFP) (Advantagetous)
- Regulatory Exam (RE)
- FAIS requirements met
- 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
- Sense of urgency
- Analytical thinking
- Commercial thinking and business acumen
- Presentation and facilitation skills
- Influencing
- Planning and Organizing
- Interpersonal Relationships
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
- 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 employees expectations and requirements
- Develop plans based on clients 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
- 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
- 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
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.
- Anticipates, meets and exceeds clients needs by creating long-lasting relationships that support the client value proposition, supports their financial wellness and ensures client centricity.
- Drive a sense of urgency, focus, accountability, agility and execution to deliver business results.
- Actively leads change, does what is right for the business and drives continuous improvement through innovation.
- Prioritizes the business interests of MMI and invests in the success of the group by aligning effort across divisions.
- Persuades, convinces, influences and inspires others, both within MMI and externally to win support, loyalty and gain commitment to the purpose of MMI.
- Manages self and relationships with others effectively and provides perspective in difficult situations.
- 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.
