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

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.

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

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 & 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.
  
  

Competencies

• Working with people: Shows respect for the views and contributions of other team members; shows empathy; listens, supports and cares for others; consults others and shares information and expertise with them; builds team spirit and reconciles conflict; adapts to the team and fits in well.
• Adhering to Principles and Values: Upholds ethics and values; demonstrates integrity; promotes and defends equal opportunities, builds diverse teams; encourages organisational and individual responsibility towards the community and the environment.
• Relating and Networking: Easily establishes good relationships with customers and staff; relates well to people at all levels; builds wide and effective networks of contacts; uses humour appropriately to bring warmth to relationships with others.
• Presenting snd Communicating Information: Speaks clearly and confidently, conveying opinions, information, and main arguments with precision. Demonstrates adeptness in making presentations and engaging in public speaking, exhibiting confidence and proficiency. Shows responsiveness to audience needs, reactions, and feedback, ensuring swift adjustments as necessary. Projects authority and trustworthiness in their communication style.
• Persuading and Influencing: Gains clear agreement and commitment from others by persuading, convincing and negotiating; makes effective use of political processes to influence and persuade others; promotes ideas on behalf of oneself or others; makes a strong personal impact on others; takes care to manage one’s impression on others.
• Applying Expertise and Technology: Applies specialist and detailed technical expertise; uses technology to achieve work objectives; develops job knowledge and expertise (theoretical and practical) through continual professional development; demonstrates an understanding of different organisational departments and functions.
• Analysing: Analyses numerical data and all other sources of information, to break them into component parts, patterns and relationships; probes for further information or greater understanding of a problem; makes rational judgements from the available information and analysis; demonstrates an understanding of how one issue may be a part of a much larger system.
• Delivering Results and Meeting Customer Expectations: Focuses on customer needs and satisfaction; sets high standards for quality and quantity; monitors and maintains quality and productivity; works in a systematic, methodical and orderly way; consistently achieves project goals.
• Adapting and Responding to Change: Adapts to changing circumstances; tolerates ambiguity; accepts new ideas and change initiatives; adapts interpersonal style to suit different people or situations; shows an interest in new experiences.
• Coping with Pressures and Setbacks: Maintains a positive outlook at work; works productively in a pressurized environment; keeps emotions under control during difficult situations; handles criticism well and learns from it; balances the demands of a work life and a personal life.
• Achieving Personal Work Goals and Objectives: Accepts and tackles demanding goals with enthusiasm; works hard and puts in longer hours when it is necessary; seeks progression to roles of increased responsibility and influence; identifies own development needs and makes use of developmental or training opportunities.
• Entrepreneurial and Commercial Thinking: Keeps up to date with competitor information and market trends; identifies business opportunities for the organisation; maintains awareness of developments in the organisational structure and politics; demonstrates financial awareness; controls costs and thinks in terms of profit, loss and added value.