Channel Enablement Specialist at Momentum

Role Purpose    

• Myriad specialist is responsible for the delivery of Myriad channel enablement and to provide specialist support to all relevant stakeholders.

Requirements    

• Matric (essential)
• Relevant business degree or qualification (essential)
• CFP qualification (advantagiuos)
• 3-5 years’ experience in business development,  client service, marketing or sales environment within a financial services environment (essential) 
• Sound knowledge of advice policies, procedures and processes  (essential)
• Knowledge of business-related rules and regulations  (essential)
• Knowledge of relevant regulatory and compliance requirements  (essential)
• Extensive relevant product knowledge  (essential)
• Knowledge of complaints handling processes and procedures  (essential)

Duties & Responsibilities    

• Support the sales enablement strategy that enables a positive client/adviser experience and positively contributes to achieving business objectives.
• Support the development of a client value proposition (CVP) and broker/planner/advisor strategies to ensure operational considerations are incorporated.
• Support and contribute to client enablement standards.
• Upheld and support the quality and service standards related to the applicable client enablement solution.
• Support and contribute to the development of standard operating procedures in order to determine the optimal process to implement the various client enablement solutions.
• Actively engage in and support the client enablement function, ensuring timeous and accurate support service delivery.
• Identify and report process and system failures and enhancements to improve enablement experience.
• Contribute to an effective Coaching Programme that will enhance our abilities to position Myriad competitively with our financial advisers and ultimately increase sales.
• Maintain specialist knowledge and skills by fulfilling enablement functions as a Myriad enablement specialist.
• Establish productive, professional relationships with key stakeholders in the various channels. Engage with relevant stakeholders to identify opportunity for sales and provide relevant sales support.
• Develop innovative methods to identify and develop new channels and business opportunities. Develop plans and tactics for the achievement of sales targets.
• Engage with prospective clients, brokers and intermediaries to determine their financial wellness needs and provide them with clear and accurate information.
• Collaborate with internal stakeholders to translate client requirements into products, solutions and business cases.
• Contribute to and coordinate the solution design process based on client requirements in order to effectively package and market products or solutions to meet clients financial wellness needs. Prepare proposals that capture client requirements and the relevant aspects of the product or solution.
• Facilitate presentations, meetings and discussions with key senior stakeholders and to create awareness of the various features and benefits associated with the various products.
• Establish appropriate feedback mechanisms to understand the outcomes of the sales and implementation process.
• Introduce the new business management team to a new client and put in place processes to ensure that new individual business flows are extracted from the client.
• Contribute to the development of product training material for the client.
• Client Provide authoritative, expertise and advice to clients and stakeholders.
• Build and maintain relationships with clients and internal and external stakeholders.
• Deliver on service level agreements made with clients and internal and external stakeholders in order to ensure that client expectations are managed.
• Make recommendations to improve client service 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.
• People Develop and maintain productive and collaborative working relationships with peers, clients and stakeholders.
• Positively influence and participate in change initiatives.
• Continuously develop own expertise in terms of professional, industry and legislation knowledge.
• Contribute to continuous innovation through the development, sharing and implementation of new ideas. Take ownership for driving career development.
• Effectively manage time and ensure optimal productivity.
• Ensure technical product and legislative knowledge is always current in order to propose the most relevant and innovative client solutions and comply with governance requirements.
• Finance Control the budget for area, including the authorisation of expenditures and implementation of financial regulations.
• Manage high risk and problematic financial issues in area of accountability and contribute to the development of policy.
• Plan and implement a cycle of medium-term improvements to drive pricing of services and products.
• 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.
• Adhere to turnaround times and quality standards and resolve issues speedily to enhance client enablement service delivery.
• Drive client enablement service delivery goal achievement in line with predefined standards in order to ensure that clients receive appropriate Myriad specialist support.
• Support client query processes and ensure that queries are accurately resolved and used as a mechanism to improve enablement and business processes.
• Contribute to regular reports on delivery of services against agreed service level agreements and in terms of overall business targets.
• Provide authoritative, expertise and advice to clients and stakeholders.
• Build and maintain relationships with internal and external stakeholders.
• Deliver on service level agreements made with internal and external stakeholders in order to ensure that client expectations are managed.
• Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional enablement support.
• Contribute to a positive work climate and culture to energise colleagues and stakeholders, give meaning to work, minimise work disruption and maximise productivity.
• Develop and maintain productive and collaborative working relationships with peers and stakeholders.
• Positively influence and participate in change initiatives.
• Continuously develop own expertise in terms of professional, industry and legislation knowledge.
• Contribute to continuous innovation through the development, sharing and implementation of new ideas.
• Effectively manage time and ensure optimal productivity.
• Be accountable and contribute to minimising expenditure in alignment with tactical delivery plans.
• Report wilful acts of non-compliance to organisation policy and practice and report on findings.
• Contribute to the adherence of the financial policy.

Competencies    

• Interpreting Data - Interprets data rationally by quantifying issues; applies technology as a means to evaluating data; evaluates information objectively.,
• Generating Ideas - Is creative in producing ideas; assumes an original approach when generating ideas; adopts radical solutions.,
• Exploring Possibilities - Is conceptual when developing ideas; applies theories to problem solving; prefers to learn by thinking and identifying underlying principles.,
• Interacting with People - Is lively and projects enthusiasm; is talkative in making contact; is focused on interacting and networking with people.,
• Convincing People - Is comfortable having to persuade others; shapes opinions by being outspoken; seeks to negotiate with others.,
• Articulating Information - Is articulate in giving presentations; is eloquent and explains things well; projects social confidence when articulating information.
• Seizing Opportunities - Identifies business opportunities; creates additional sales for future growth; wants to win and outperform competitors.

Closing Date: 17th, May 2022