Job Description

Closing Date 2024/03/26
Reference Number MMH240318-4
Job Title Retirement Benefit Counsellor
Position Type Permanent
Role Family Finance
Cluster Momentum Corporate
Remote Opportunity Some of the time
Location - Country South Africa
Location - Province Gauteng
Location - Town / City Centurion
IntroductionThrough 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
Role PurposeThe Retirement Benefit Counsellor will work directly with members and/or clients to ensure that that they can reach their educational, financial, and asset goals through benefit counselling and financial wellness education.
RequirementsExperience and Qualifications:

• Relevant business degree.
• RE5
• 1-5 years' experience in sales or retirement benefit counselling in a financial services environment.
• Knowledge of annuities, preservation and investment products.
• Excellent verbal and written communication skills essential.
• Excellent presentation skills.
• Additional professional qualifications such as CFP will be a distinct advantage.
• Must be able to speak IsiXhosa, TshiVenda, XiTsonga and Zulu fluently (Nguni languages)
• Must be willing to travel locally.
• Own transport is a requirement.

Duties & ResponsibilitiesResponsibilities and work outputs:

• Provide individual or group benefit counselling and/or coaching as part of the employee financial wellness service.
• Provide factual information to members/clients in line with the engagement strategy to enhance client's financial wellness and also helping members/clients to make informed financial decisions.
• Engage with prospective clients to highlight the features and benefits of various products based on their financial wellness needs to support and guide their decision-making process with specific focus on the Trustee Endorsed solutions.
• Provide one-on-one counselling and coaching sessions for members to assess their financial situations, reviewing their budgets, credit reports, balance sheets and other financial documents.
• Assist clients with pre-retirement planning and application of annuity products. Focusing on the trustee endorsed annuity strategy.
• Host webinars and workshops on key financial education concepts to clients.
• Attend wellness days nationally to provide benefit counselling and/or financial education face to face when required to do so onsite.
• Accurately capture client information, relevant actions, and sales on the client relationship management systems (CRM).
• Accurately complete all administrative and reporting requirements within agreed timeframes.
• Achieve set targets on production, quality, and conversion.
• Adhere to compliance requirements in the sales process in line with legislative requirements.
• Fulfil retirement benefit counselling and financial coaching role within the Member Solutions team.
• Refer fund members or clients to a financial advisor if financial advice is required.
• Monitor participants' progress toward financial goals and follow up with participants on referrals to other financial service professionals when applicable.
• Maintain files and database for all participants including the financial plan, credit report, coach's appointment notes, analysis, and corrective action plan.

Competencies

• Client Centric orientated
• Accountability
• Planning and organising
• Communicating with impact
• Adaptability
• Influencing and persuading
• Strong communication and presentation skills

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 Metropolitan