Talent Pool: Corporate Health Specialist & Employee Benefits Consultant (Pretoria) MMH250603-5

Role Purpose

This talent pool is actively managed to proactively identify and engage qualified candidates ahead of upcoming vacancies.

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

The Employee Benefits (EB) Consultant supports Independent Financial Advisors (IFAs) and consultants within the business by providing specialized expertise and guidance on employee benefits-related matters. EBs serve as trusted advisors, helping internal consultants navigate the complexity of employee benefits and achieve their business objectives. Their strategic insights and proactive support enable consultants within the business to effectively address the evolving needs of their IFAs and drive positive outcomes in a competitive marketplace.

Requirements

Qualifications:

• 3-year BCom degree in the following fields: Financial Planning, Investment Management, Business Management, Finance, Marketing, Education or Legal (preffered)
• Honours degree is an advantage.
• CFA and/or CFP is an advantage.
  
  

Experience

• 3 to 5 years’ financial service industry experience, which must include employee benefits or corporate business development/corporate client services, sales or marketing.
• Experience in Momentum Employee Benefits/ Corporate Health is an advantage.
• Strong knowledge of the Employee Benefits/Corporate Health 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.
  
  

Duties and Responsibilities

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.
  
  

Enable And Empower Through Partnership

• IFA having the perception that Momentum are thought leaders.
• Have a very clear understanding of the impact of regulation on the IFA practice.
• 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.
  
  

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