Job Description

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 Metropolitan provides practical financial solutions for people, communities and businesses. Visit us at www.momentummetropolitan.co.za

Disclaimer

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

Role Purpose

The Channel Enablement Specialist is responsible for driving product technical enablement, providing specialist support, and supporting business development initiatives. This role ensures that financial advisers and channel consultants are empowered with the right knowledge, tools, and insights to effectively promote the business's products. The incumbent will play a critical role in

enhancing digital adoption, resolving complex product and process queries, and identifying sales growth opportunities

to contribute to business success.

Requirements

Formal Qualifications

Qualification

Importance

Relevant business or related degree

Essential

On-the-job Training / Qualifications

Training/Qualification

Importance

Product Knowledge

Desirable

Digital Sales Enablement Tools & CRM Platforms

Desirable

Specific Licensing or Registration

Certification

Importance

Certified Financial Planner (CFP)

Desirable

Knowledge

Relevant knowledge of the financial services and insurance industry .
Understanding of

digital tools, sales enablement platforms, and financial adviser engagement best practices

.
Strong analytical ability to interpret

channel performance reports and sales data

.

Experience

3-5 years of experience

in financial services, product training, or sales enablement.
Experience working with

financial advisers, channel consultants, or sales teams

.
Prior exposure to

retirement savings, investments, or insurance products

is an advantage.

Duties & Responsibilities

INTERNAL PROCESS

1) Product Technical Enablement

Deliver

IKnow training

sessions to financial advisers and channel consultants to improve their understanding of the business's product offerings.
Develop

engaging content

(presentations, guides, FAQs, and videos) to support product awareness and technical training.
Facilitate

financial adviser engagement sessions

, ensuring that key product messages, updates, and best practices are well-communicated.
Drive

digital adoption

by educating advisers on digital tools and self-service platforms to streamline client interactions.
Work closely with marketing and product teams to refine

training materials and product positioning strategies

.

2) Specialist Support

Provide expert resolution for

product and process queries

, ensuring timely responses to financial advisers and internal stakeholders.
Conduct

product comparisons

to highlight the competitive advantages of the business's offerings.
Prepare

channel reporting

and insights to track product uptake, adviser engagement, and sales performance.
Identify

sales opportunities

through in-depth analysis of adviser behavior, industry trends, and client feedback.

3) Business Development

Support

sales targets

by equipping channel consultants and financial advisers with the right tools and knowledge to drive product adoption.
Grow the number of

advisers actively selling business products

by fostering engagement and trust in the value proposition.
Monitor

lapse rates

and implement proactive measures to retain clients and enhance persistency.
Work closely with the

distribution teams

to align channel enablement efforts with business growth strategies.

CLIENT

Provide authoritative guidance to financial advisers, channel consultants, and internal stakeholders.
Build and maintain strong relationships with key distribution partners.
Deliver on service level agreements (SLAs) to ensure client expectations are met.
Actively contribute to a

culture of knowledge-sharing

, continuous learning, and client-centric thinking.

PEOPLE

Develop and maintain productive and collaborative relationships with peers and stakeholders.
Stay informed about

industry trends, regulatory changes, and best practices

within the retirement savings sector.
Contribute to innovation by recommending

enhancements to training, digital tools, and sales enablement strategies

.
Take ownership of personal and professional development, ensuring expertise in the business's products and market positioning.

FINANCE

Support financial efficiency by

enhancing product understanding

, reducing reliance on manual processes, and improving digital engagement.
Identify cost-effective ways to

optimize sales enablement strategies

and product training initiatives.
Ensure financial advisers are equipped to

maximize revenue generation

through the business's products.

Competencies

Skills

Strong

presentation and training skills

to deliver compelling product enablement sessions.
Ability to

influence and engage financial advisers and channel consultants

effectively.
Excellent

problem-solving and query resolution capabilities

.
Proficiency in

digital platforms and sales enablement tools

.
Ability to translate complex product details into

engaging and easily understood content

.

Behavioural Competencies

Developing Expertise

- continuously refining product knowledge and training techniques.

Interacting with People

- building strong relationships with advisers and internal teams.

Influencing and Persuading

- ensuring financial advisers see the value in our offerings.

Pursuing Goals

- driving product uptake, sales growth, and business success. *

Seizing Opportunities

- proactively identifying gaps, trends, and areas for improvement.