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HRM Team Leader
| Closing Date | 2024/12/02 |
| Reference Number | MMH241122-2 |
| Job Title | HRM Team Leader |
| Position Type | Permanent |
| Role Family | Medical |
| Cluster | Health Solutions |
| Remote Opportunity | None of the time |
| Location – Country | South Africa |
| Location – Province | KwaZulu-Natal |
| Location – Town / City | Durban, Cornubia |
Introduction
Momentum Health Solutions, an entity of Momentum Metropolitan Holdings 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 Purpose
To work together with the Fund, Hospitals and all associated Service Providers to co-ordinate and monitor a Beneficiary’s out of hospital benefits, Hospitalization and Post- Hospitalization health care needs in order to manage quality and costs in line with clinical guidelines and protocols and intervene when appropriate.
Requirements
Matric
Registered Nurse with Degree or Diploma (General, Psychiatric and Midwife).
Current registration with SANC, on application.
ICU trained or experience would be advantageous.
Minimum 3 years’ experience in managed health care industry.
Minimum 2 years supervisory experience in a service environment.
Previous experience or knowledge of the managed healthcare industry and financial services.
Strong knowledge of PMB legislation, Clinical Coding (ICD 10, CPT & NHRPL), hospital and doctor’s billing guidelines is highly advantageous.
Strong Oracle system knowledge is an advantage.
Duties & Responsibilities
Improve customer satisfaction by meeting all customer commitments in the delivery of the integrated value healthcare proposition of the schemes
Supervising medicine risk, disease risk, prescribed minimum benefit and hospital risk programmes
Performing regular quality assurance checks
Communicating the policies and procedures of the company to the team, ensuring that they are implemented and adhered to duly
Providing operational expertise
Speed up the time to resolution and ensure consistency of service delivery
Increase efficiency with tools that enable case managers/coaches to maintain and monitor cases and member journey experiences.
Decrease number of manual processes and in-process time through workflow automation and consolidation of processes
Improve service quality and customer satisfaction through the dissemination of knowledge and best practices – patient advocacy
Accurate reporting to internal and external stakeholders
Ensure that health risk management programmes meet cost containment criteria based on clinical protocols
Adhere to the Service level agreements between the scheme and the administrator.
Ensure that team functions optimally and in line with agreed upon key performance indicators
Competencies
Understands how the business operates, what the key issues and risks are that drives business success; and how they impact on the commercial viability of potential ventures and the profitability of the Group
Anticipates, meets and exceeds client’s needs by creating long lasting relationships that support the client value proposition, supports their financial wellness and ensures client centricity.
Drive a sense of urgency, focus, accountability, agility and execution to deliver business results.
Actively leads change, does what is right for the business and drives continuous improvement through innovation.
Creates and maintains an open, positive working environment by generating commitment, building trust, a shared sense of purpose, empowerment in others and encouraging them to contribute to the best of their ability.
Prioritises the business interests of MHS and invests in the success of the group by aligning effort across divisions.
Persuades, convinces, influences and inspires others, both within MHS and externally to win support, loyalty and gain commitment to the purpose of MHS.
Manages self and relationships with others effectively, deals with ambiguity, uncertainty and pressure, and provides perspective in difficult situations.
Is sensitive to individual and cultural differences and demonstrates humility and an openness to engage people from diverse backgrounds and cultures to the mutual benefit of all parties concerned.
Takes responsibility for own development; and actively mentors, coaches and develops talent in others. Builds leadership bench strength for MHS by providing opportunities and experiences to develop skills, competencies and business knowledge.
Investment Consultant
| Closing Date | 2024/11/30 |
| Reference Number | MMH241119-10 |
| Job Title | Investment Consultant |
| Position Type | Permanent |
| Role Family | Sales |
| Cluster | Momentum Distribution Services |
| Remote Opportunity | Some of the time |
| Location – Country | South Africa |
| Location – Province | KwaZulu-Natal |
| Location – Town / City | Umhlanga |
Introduction
Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit andinnovative 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 investmentmarkets in SA
Disclaimer As an applicant, please verify the legitimacy of this job advert on our company career page.
Role Purpose
The Investment Consultant crafts passionate, self-starter, energetic and meaningful partnerships that will stand the test of time with investment and wealth independent financial advisors (IFAs). Product, market, and sales knowledge will set them apart from their counterparts. The SIC/IFA business relationship will be strengthened by client engager (diversity), first-class service, in-depth business analysis and continuous improvement of the IFA’s business.
Requirements
Experience and Qualifications:
Qualifications:
- 3-year BCom degree in the following fields: Business Management, Investments (essential)
- Honours degree is an advantage
- CFA and/or CFP is an advantage
Experience:
- 3 to 5 years’ financial service industry experience – must include investments (essential)
- Experience in Momentum Investments is an advantage
- Strong knowledge of the investments and wealth management industry in SA and international markets including but not limited to Fund Selection, DFM and Securities.
- A proven track record in successfully dealing with clients and/or IFAs in a practice management environment is an advantage.
- Technology Savvy
Duties & Responsibilities
Enthuse through Brand, SME Service & Digital
- Understand who we are 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
- Momentum is seen as the business partner of choice
- SIC understands the power of financial planning and advice and how our products can assist the IFA to grow.
- Advice-led coaching competence of the IFA
- Have a good understanding of the strengths, vulnerabilities, risks, and opportunities of the panel they support.
Influence through coaching and learning
- IFA having the perception that Momentum are thought leaders. Good source of information.
- Investment consultant will coach every IFA that they look after through 1:1 coaching sessions and regular engagements
- Investment Consultant will have a very clear understanding of the impact of regulation on the IFA practice.
- Be accountable, innovative, excellent, honest, diverse, and influential in your business dealings
Competencies
- Leading change and innovation
- Diversity and inclusiveness
- Drive for results
- Ability to drive and influence IFA commitment
- Collaboration
- Impact and influence
- Growing talent.
- Self-awareness and insight
Coverage & Engagement Specialist
| Closing Date | 2024/11/26 |
| Reference Number | MMH241112-4 |
| Job Title | Coverage & Engagement Specialist |
| Position Type | Permanent |
| Role Family | Sales |
| Cluster | Momentum Corporate |
| Remote Opportunity | Some of the time |
| Location – Country | South Africa |
| Location – Province | Western Cape |
| Location – Town / City | Cape Town/Sandton |
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 Group provides practical financial solutions for people, communities and businesses. Visit us at www.momentumgroupltd.co.za
Disclaimer As an applicant, please verify the legitimacy of this job advert on our company career page.
Role Purpose
To increase new business opportunities and achieve sales targets for Structured Investments and Annuities (SIA) through productive engagements and negotiations with financial advisers, corporate clients, channel stakeholders and strategic alliances and partners.
Requirements
Relevant Degree
MBA or equivalent
4 – 6 years’ experience in corporate business development and sales, or corporate client service or marketing within a financial services environment
Exposure to B2B integration
Duties & Responsibilities
INTERNAL PROCESS
Work with Head of Structuring and Engagement and other stakeholders to develop and embed an engagement and coverage model that speaks to the entire landscape of our business, such as direct, corporate investment consultants and the employee benefits market.
Engage with channels to identify opportunities for sales and to provide relevant sales support.
Develop innovative methods to identify and develop new channels and business opportunities.
Engage with prospective corporate clients, financial advisers and partners to determine their needs and provide them with appropriate solutions.
Collaborate with internal stakeholders to translate client requirements into products, solutions and business cases.
Contribute to and coordinate the solution design process based on a client’s requirements to effectively package and market products or solutions to meet their financial needs.
Prepare proposals for deal-makers, technical marketing and product houses that capture client requirements and the relevant aspects of the solution.
Facilitate presentations, meetings and discussions with key senior stakeholders and create awareness of the features and benefits associated with the various solutions.
Establish appropriate feedback mechanisms to understand the outcomes of the sales and implementation process.
Contribute to the development of product training material for channels, clients, and financial advisers.
Continuously develop own expertise in terms of professional, industry and legislation knowledge.
Apply key financial adviser management principles to existing clients/financial advisers and develop a growth and retention strategy.
Work closely with the member solutions team and other intermediated channels to execute on the SIA strategy.
Roll out SIA solutions to all Momentum distribution teams and work with them to segment and identify target markets.
Identify other partners and replicate successful models.
Identify other SIA opportunities and target aggressively.
Do a client/financial adviser audit and gauge needs, satisfaction levels, challenges, get IP about competitors, etc.
Research the SIA landscape.
Identify new strategic partners and grow the coverage footprint.
CLIENT
Build and maintain an exceptional trusted un-bias client advisory relationship at a senior decision-making level and other key stakeholders, providing them with authoritative expertise and advice
Develop in-depth client and industry needs and intelligence and sharing this analysis with the business to assist in identifying growth opportunities
Applying a deep understanding of client requirements in designing and structuring client appropriate solutions
Create strategic partnerships with other external stakeholders to identify growth opportunities based on targeted client’s priorities and requirements
Work closely with internal distribution resources, building appropriate relationships to create an environment that facilitates new business growth
Contribute to sustaining a competitive edge through external networking and representation on related forums
Contribute to the design of client journeys that result in a superior client experience.
Engage with key internal and external stakeholders to identify changing client needs and align service offering with client needs
Participate and contribute to an entrepreneurial culture which builds rewarding relationships, facilitates feedback and provides exceptional client service
PEOPLE
Demonstrate personal involvement, commitment, and dedication in support of organisational values and positive work culture
Drive a learning, innovative and growth culture whereby information regarding successes, issues, trends, and ideas are actively shared between team members
Collaborate effectively with colleagues, and the various teams that we interact with across the Group
Drive an entrepreneurial culture that guides and directs best practice, fostering an environment of continuous learning, improvement and cohesiveness
FINANCE
Implement and manage financial risk methodologies, techniques and systems and use to monitor and report on financial activities.
Implement and provide feedback on the effectiveness of financial policy, practice and procedures: preventing illegal, unethical or improper conduct.
Implement risk management, governance and compliance policies in own practice area, to identify and manage governance and risk exposure liability.
Investigate reported wilful acts of non-compliance to organisation policy and practice and report on findings.
Competencies
Business Acumen
Client/ Stakeholder Commitment
Results Driven
Leading Change and Innovation
Collaboration
Impact and Influence
Accountability
Self-Awareness and Insight
Diversity and Inclusiveness
Excellent Communication skills
Teamwork
Service Specialist
| Closing Date | 2024/11/29 |
| Reference Number | MMH241011-9 |
| Job Title | Service Specialist |
| Position Type | Permanent |
| Role Family | Client Services |
| Cluster | Momentum Life |
| Remote Opportunity | Some of the time |
| Location – Country | South Africa |
| Location – Province | Gauteng |
| Location – Town / City | Centurion |
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
Resolving Myriad product related queries and accurately processing information in response to requests about the Myriad product offering received from clients
Requirements
Garde 12( Matric)
Completed or studying towards a degree or diploma (preferred)
EXPERIENCE
1-2 Years Call Centre experience of customer service principles and practices. (preferred).
CHARACTERISTICS
Have passion for service.
Enjoys interacting with clients and intermediaries.
Takes accountability for own development.
Duties & Responsibilities
Engage with clients and intermediaries in a professional and client centric manner in order to evaluate and resolve their query.
Provide clients and intermediaries with the relevant information and documentation as required in line with policy guidelines and within Service Level Agreements to provide incredible client service.
Adhere to compliance requirements in the service process in line with legislative requirements and serve our clients and intermediaries fairly and in line with our Values.
Identify and report process and system failures, suggest enhancements to improve client experience.
Provide authoritative expertise to clients and stakeholders to creating a positive and lasting client experience.
Live the MMI values namely: Accountability, Diversity, Excellence, Integrity, Innovation and Teamwork.
Competencies
WRITING AND REPORTING
Writes convincingly, clearly, succinctly and correctly;
Avoids the use of unnecessary jargon and abbreviations; writes in a well-structured and logical way; structures information to meet the needs and understanding of the intended audience.
LEARNING AND RESEARCHING
Rapidly learns new tasks.
Demonstrates an immediate understanding of newly presented information and gathers comprehensive information to support decision making.
PRESENTING AND COMMUNICATING INFORMATION
Speaks fluently and has the ability to effectively express oneself, information and key points of an argument clearly; responds quickly to the needs of respective clients and intermediaries.
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 judgement from the available information and analysis; demonstrates an understanding of how one issue may be a part of a much larger system.
ADHERING TO PRINCIPLES AND VALUES
Upholds MMI Code of Ethics and values, demonstrates integrity, promotes and defends equal opportunities, encourages organisational and individual responsibility towards clients, intermediaries and the work environment.
ADAPTING AND RESPONDING TO CHANGE
Adapts to changing circumstances, accepts new ideas and changes initiatives; adapts interpersonal style to suit different people or situations and shows an interest in new experiences.
DECIDING AND INITIATING ACTION
Takes responsibility for actions, projects, clients and intermediaries; takes initiative and works under own direction; initiates and generates activity; makes quick and clear decisions.
PERSUADING AND INFLUENCING
Communicates in a constructive manner to influence people.
FOLLOWING INSTRUCTIONS AND PROCEDURES
Appropriately follows business instructions, follows procedures and policies; keeps to schedules; arrives punctually for work and meetings; demonstrates commitment to the organization; complies with legal obligations and safety requirements of the role.
DELIVERING RESULTS AND MEETING CUSTOMER EXPECTATIONS
Focuses on client and intermediaries needs and satisfaction; sets high standards for quality and quantity; monitors and maintains quality and productivity; works systematically, methodical and orderly way; consistently achieves targets
Experienced Health Financial Advisor
| Closing Date | 2024/11/27 |
| Reference Number | MMH240920-2 |
| Job Title | Experienced Health Financial Advisor |
| Position Type | Permanent |
| Role Family | Sales |
| Cluster | Health Solutions |
| Remote Opportunity | Some of the time |
| Location – Country | South Africa |
| Location – Province | Gauteng |
| Location – Town / City | Centurion / Durban / PE or any other region |
Introduction
Momentum, an entity of Momentum Metropolitan Holdings 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.
Momentum Health Solutions is looking for talented and passionate Health Financial Advisors who share our values of putting our clients first and treating customers fairly. If you are an experienced hand in healthcare sales, then this opportunity is for you!
Disclaimer As an applicant, please verify the legitimacy of this job advert on our company career page.
Role Purpose
The individual will be responsible for acquiring, retaining, and growing a client base market for Momentum Medical Aid and its Complementary products to generate new business and to provide after-sales service to clients to ensure client retention, increase market share and contribute to the overall business objectives and its long-term viability.
This includes providing clients across different market segments (middle-income, affluent, professional market, and business) with expert advice through sound financial planning. This opportunity is set in a franchise environment, focusing on health solutions.
In line with our Financial Wellness philosophy, we create unique journeys to success for each of our clients by delivering excellent client experience through continuous engagement on their financial needs, in a tangible and practical way.
Requirements
Matric / equivalent
FAIS requirements based on DOFA date
FSCA-approved qualification
Relevant regulatory examinations (RE5) if you are already working in the financial services industry.
2 years’ experience as a financial advisor
Has large and solid business, social and close contact networks.
Duties & Responsibilities
Meeting with clients to determine their financial goals, needs, and risk tolerance.
Providing strategic advice on various financial products and services, such as Medical aid, Health insurance, Health Saver, Gap cover Insurance, etc.
Preparing and reviewing financial plans and ensuring their accuracy and suitability.
Responding to client queries and resolving any issues.
Supporting investment professionals and cultivating client relationships.
Engage with prospect clients to understand their financial needs.
Sell products that align with the clients’ financial requirements.
Comply with legislative regulations and adhere to all compliance requirements.
Competencies
Business Acumen
Client/ Stakeholder Commitment
Drive for Results
Collaboration
Impact and Influence
Self-Awareness and Insight
Corporate Health Specialist – KwaZulu-Natal
| Closing Date | 2024/11/30 |
| Reference Number | MMH240830-19 |
| Job Title | Corporate Health Specialist – KwaZulu-Natal |
| Position Type | Permanent |
| Role Family | Sales |
| Cluster | Momentum Distribution Services |
| Remote Opportunity | Some of the time |
| Location – Country | South Africa |
| Location – Province | KwaZulu-Natal |
| Location – Town / City | Durban |
Introduction
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
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.
Requirements
Qualifications:
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 & Responsibilities
Engage 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 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.
Corporate Health Specialist- Johannesburg
| Closing Date | 2024/12/04 |
| Reference Number | MMH240830-18 |
| Job Title | Corporate Health Specialist- Johannesburg |
| Position Type | Permanent |
| Role Family | Sales |
| Cluster | Momentum Distribution Services |
| Remote Opportunity | Some of the time |
| Location – Country | South Africa |
| Location – Province | Gauteng |
| Location – Town / City | Johannesburg |
Introduction
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
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.
Requirements
Qualifications:
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 & Responsibilities
Engage 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 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.
Corporate Health Specialist – Pretoria
| Closing Date | 2024/12/04 |
| Reference Number | MMH240830-17 |
| Job Title | Corporate Health Specialist – Pretoria |
| Position Type | Permanent |
| Role Family | Sales |
| Cluster | Momentum Distribution Services |
| Remote Opportunity | Some of the time |
| Location – Country | South Africa |
| Location – Province | Gauteng |
| Location – Town / City | Pretoria |
Introduction
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
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.
Requirements
Qualifications:
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 & Responsibilities
Engage 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 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.
All the best with your applications
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