Senior Consultant
Details:
- Closing Date: 3 January 2025
- Reference Number: MMH241217-7
- Position Type: Permanent
- Location: Centurion, Gauteng (Partial Remote Opportunity)
- Cluster: Momentum Corporate
Company Overview
Momentum Metropolitan, through its range of brands, offers innovative financial solutions to empower people and businesses to achieve their goals. With a focus on growth, protection, and investment, Momentum Corporate provides tailored solutions across employee benefits, health, insurance, and investments. Visit Momentum Group for more details.
Role Purpose
To provide expert consulting services to a portfolio of clients, managing employee benefits solutions, facilitating meetings, and ensuring exceptional client service delivery.
Requirements
Qualifications:
- Relevant bachelor’s degree or equivalent.
- Certified Financial Planner (CFP) advantageous.
- Regulatory Exam (RE).
- FAIS accreditation.
Experience:
- 5–8 years of consulting experience in the employee benefits environment.
- In-depth knowledge of Section 37C of the Pension Funds Act.
- Comprehensive knowledge of financial services, health, insurance, and investment industries.
Key Responsibilities
Internal Processes:
- Implement consulting strategies and collaborate across segments and product houses.
- Develop and package financial solutions (retirement, insurance, healthcare).
- Oversee the re-broking process and ensure accurate reporting.
- Resolve queries promptly and maintain effective service delivery.
- Prepare product education material and assist with onboarding new clients.
Client Services:
- Build and maintain strong, client-centric relationships.
- Provide accurate and timely advice on employee benefits solutions.
- Implement quality management processes to align with SLA requirements.
- Identify and develop new business opportunities.
- Develop strategies for client retention and growth.
People Leadership:
- Lead and inspire a high-performing team.
- Ensure resource allocation meets client service delivery requirements.
- Foster a positive work culture emphasizing growth, collaboration, and innovation.
- Manage team performance and drive continuous improvement.
Financial Management:
- Manage budgets and implement financial controls.
- Enhance cost efficiency and operational effectiveness.
- Mitigate reputational and financial risks in client interactions.
Competencies
Business Acumen:
- Understands business operations, risks, and opportunities to drive profitability.
Client Commitment:
- Builds long-term relationships by exceeding client expectations and delivering value.
Drive for Results:
- Ensures accountability, agility, and execution to achieve business objectives.
Change Leadership:
- Leads innovation and continuous improvement while adapting to change.
Collaboration:
- Aligns efforts across divisions to prioritize business success.
Impact and Influence:
- Persuades and inspires stakeholders to achieve goals and foster loyalty.
Diversity and Inclusiveness:
- Embraces and respects diverse perspectives, creating inclusive environments.
This is an opportunity for an experienced consultant to join a dynamic team and contribute to delivering innovative employee benefits solutions while driving client success and satisfaction.
