Job Description

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 PurposeThe 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.
RequirementsQualifications:

• 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 & ResponsibilitiesEngage 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.

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.
• 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 ones 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.

Momentum