Member Solutions Manager - Sandton at Momentum

Role Purpose

• To develop and implement a best practice framework for the Retirement Benefit Counselling strategy that aims to create and capture retailisation opportunities through the delivery of retirement benefit counselling and member education to fund members.

Requirements

Experience and Qualifications

• Relevant business degree
• Representative Exams (RE:5) and Key Individual Exams (RE:1)
• At least 3 to 5 years' experience in the Employee Benefits /Investments /Insurance sales distribution
• Experience in fostering and maintaining long term, strategic relationships with varying clients.
• CFP and KI qualifications will be advantageous.
• Experience in managing small teams

Duties & Responsibilities

INTERNAL PROCESS

• Partner with the market segment, product house and distribution channels within MMH to enable the implementation of the retailisation strategy.
• Identify opportunities for continuous process improvements and digitalisation to achieve process efficiencies and improve member experience. 
• 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 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 guidance 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 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 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