Job Description

Closing Date 2025/02/28
Reference Number MMH240905-5
Job Title Financial Planner (Call Centre Sales)
Position Type Permanent
Role Family Sales
Cluster Health Solutions
Remote Opportunity None of the time
Location - Country South Africa
Location - Province Gauteng
Location - Town / City Centurion
IntroductionMomentum Health, an entity of Momentum Group delivers sustainable, integrated health solutions that meet the needs of clients in the different segments and maximise lifetime client value. We build and maintain a culture of innovation, and create value through unique insights of how to achieve specific outcomes by using a defined set of Health capabilities.
Disclaimer As an applicant, please verify the legitimacy of this job advert on our company career page.
Role PurposeThe Business purpose is to grow the Health client book. This specific role will support this purpose by the engagement with potential Momentum Health members, to provide advice on the Momentum Health value proposition in order to facilitate membership of Momentum Health and provide ongoing engagement activities.
Requirements

• Matric
• RE5 Qualification advantageous.
• Tertiary / Post Matric qualification advantageous
• Minimum of 1-year Sales or Industry related experience is advantageous

Duties & Responsibilities

• Adhere to organisational best practice and legislative requirements.
• To understand and convey the full Momentum Health Value Proposition including ancillary products such as Multiply, Health Saver, Momentum Gap cover and any other additional products as required. This entails offering tailored Advice on all healthcare needs of a client.
• Identify clients at risk of termination and proactively address possible termination.
• Drive and support the achievement of personal targets and KPIs.
• Engage with potential members to facilitate membership of Momentum Health in a professional manner.
• Display the Momentum Metropolitan value in all interactions with clients / potential clients.
• Generate leads and referrals
• Engage in appropriate training interventions to promote own professional development.
• Display the Momentum Metropolitan values.

Competencies

• Ability to drive for results
• Demonstrate excellent client/customer centeredness
• Good interpersonal skills
• Ability to influence and impact client/customer
• Demonstrate high level of integrity in all interactions with internal or external stakeholders
• Good planning and organisational skills
• Ability to operate in a high pressure environment

PolicyWe are committed to Employment Equity, diversity and inclusion when recruiting internally and externally. All appointments are made in alignment to our Employment Equity goals and we encourage people with disabilities to apply.

Momentum Group