Head of Member First - Financial Planner at NMG Benefits

Role Overview

• The purpose of the role is to unlock opportunities between NMG’s “Member First” (M1) Division and our members by coordinating Benefit Counselling and the subsequent allocation of leads to our Financial Advisors. The role requires the initial hands-on build of the business:  designing the curriculum for the Benefit Counselling offering, recruiting and training Benefit Counsellors and rolling out of the solution across our entire Membership base.    

Responsibilities

Build the business:

• Design and build the curriculum for the Benefit Counselling offering
• Ensure Benefit Counsellors are trained and competent to provide information to Members and thus unlock business leads
• Service the existing client base with the Benefit Counselling offering through collaboration with KAMs
• Budget management

Co-ordinate and facilitate Benefit Counsellor activities at various clients

Manage the relationship between Benefit Counsellors and Financial Advisors

Line Manager functions

Qualifications and Experience Required

• Relevant Bachelor's Degree
• Financial Planning Qualification – minimum of a National Certificate in Financial Planning
• Level 5 Regulatory Exam
• 2-5 years investment, annuity, preservation funds, insurance and/or Employee Benefit experience
• Team management experience
• Experience with training design and co-ordination

Competencies & Skills Required

• People skills and the ability to build and manage relationships
• Customer/ Stakeholder Commitment
• Motivating and Inspiring Team
• Collaboration
• Impact and Influence
• Business Acumen
• Self-starter
• Establish the business
• Leadership and Management

Application due date:

05 May 2023