Corporate Health Specialist - Pretoria MMH240830-17

Role Purpose

The Corporate Health Specialist role attracts, acquires and retains group health schemes by identifying corporate client leads and marketing Momentum Health Solutions to generate new business. Additionally, the role collaborates in the delivery of an integrated Health and Employee Benefits proposition for the SMME segment in order to support and develop advisers moving into group Health in the SMME segment.

Requirements

Qualifications:

• Business Management, Marketing or finance-related NQF 7 qualification/ BCom or BCom Honours degree. (preferred)
• Certificate in Financial Planning or working towards it. (advantageous)
  
  

Experience

• 3-5 years' experience in corporate business development / corporate client service, sales or marketing within a financial services environment.
• 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.
  
  

Duties and Responsibilities

Engage and Enthuse through Brand, SME Service & Digital

• Deliver on service level agreements made with clients and internal and external stakeholders in order to ensure that client expectations are met and managed.
• Make recommendations to improve client experience and fair treatment of clients within area of responsibility.
• Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.
• Provide support and efficient resolution of queries in the area of group Health business.
• Work with advisers to understand group opportunities and identify client leads within their books.
• Support advisers in developing competency and confidence in offering advice to corporate clients.
• Work collaboratively with consultants, EB specialists, Health and EB product house stakeholders.
• Build and maintain relationships with clients and internal and external stakeholders.
  
  

Enable And Empower Through Partnership

• Implement the sales strategy to increase product uptake, encourage cross selling and enable product engagement.
• Provide insights to consultants on industry trends, competitor analysis and ways to improve their business, including identifying corporate leads and unlocking cross selling opportunities across product lines for corporate clients.
• Ensure implementation of budgets, contribute to the budget planning process and identify opportunities to enhance cost effectiveness and increase operational efficiencies in line with tactical delivery plans.
• Implement risk management, governance and compliance policies in own practice area, to identify and manage governance and risk exposure liability.
• Keep abreast with trends, legislation and best practices within the employee benefits and health industries in order to optimize the function and empower advisers.
• Enables the growth of new business sales and achieves set targets for the products.
• Interrogate performance reports to identify areas of opportunity and potential risks.
  
  

As an applicant, please verify the legitimacy of this job advert on our company career page.-346021236