Job Opportunities at Momentum

Role Purpose

To develop and implement a best practice framework for the Corporate Member Solutions strategy that aims to create and capture retailisation opportunities arising in the Large Corporate and SMME market segments.

Requirements

• Experience and Qualifications
• Relevant business degree
• Representative Exams (RE:5) and Key Individual Exams (RE:1)
• At least 5 years' experience in the Employee Benefits or Investment environment
• Experience in fostering and maintaining long term, strategic relationships with varying clients
• Post graduate qualification will be advantageous

Duties & Responsibilities

INTERNAL PROCESS

• Partner with the market segment, product house and distribution channels within MMH to enable the implementation of the retailisation strategy.
• Design and execute new business implementation processes that enhances client financial wellness.
• Ensure implementation of customised solutions for large corporate and retirement funds focusing on existing retailised opportunities.
• Provide input into the product development process and develop initiatives to enhance client experience.
• Monitor service practices to ensure that they meet client's needs.
• Oversee the assessment and analysis of service delivery gaps and implement remedial action strategies.
• Drive the application of good governance principles and legislative compliance within employee benefits operations.
• Contribute to a client service excellence culture which builds enduring relationships and allows team to provide exceptional client service.
• Develop opportunity roadmaps to optimize wallet share by facilitating member solutions opportunities
• Contribute to the development and packaging of financial services to facilitate effective client service and client retention
• Ensure that operational considerations and client financial wellness needs are incorporated into the development process
• Ensuring that the Retirement Benefit Counsellor meets their targets
• Collaborating with employees at all levels of a company to improve job performance through training and development programs.
• Developing relationships with key clients in order to improve sales of the FAW Trustees default solutions
• Implement business process
• Monthly, quarterly, and annual reports on the Retirement Benefit Counsellors initiative, Management Information System (MIS).
• Implement a strategy for increasing member engagement and awareness of Retirement Benefit Counselling services.
• Communicating and enforcing company standards and procedures to employees
• Ensure that the Retirement Benefit Counsellors adhere to regulatory and compliance requirements.
• Should be FAIS compliant

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.
• Define fair and innovative client service practices which build rewarding relationships, and allows team to provide exceptional client service.
• Contribute to a client service excellence culture which builds enduring relationships and allows team to provide exceptional client service.
• Drive efforts to improve client service and fair treatment of clients within area of responsibility.
• Incorporate client feedback into the enhancement of daily business processes and management operating systems.
• 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 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
• Drive a culture that guides and directs best practice, fostering an environment of continuous learning, improvement and cohesiveness.
• Effectively manage performance within the team in order to ensure business objectives are achieved.

FINANCE

• Identify opportunities to enhance cost effectiveness and increase operational efficiency
• Manage financial and other company resources under your control with due respect
• Provide input into the risk identification processes and communicate recommendations in the appropriate forum
• 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.

Competencies

• Collaboration
• Drive for results
• Leads change and innovation
• Impact and influence
• Business Acumen
• Client and stakeholder commitment and relationship building