Corporate Health Specialist - Pretoria

Momentum; Pretoria; Hybrid; ZAR 30 000 - 70 000; Full time

Job summary

An established industry player is seeking a Corporate Health Specialist to drive business growth in the health sector. This dynamic role involves attracting and retaining corporate health schemes, collaborating with advisers, and enhancing client experiences. The ideal candidate will have a strong background in corporate business development and a passion for delivering exceptional service. Join a forward-thinking company that values innovation and client relationships, and be a part of a team dedicated to making a positive impact in the financial services landscape.

Qualifications

• 3-5 years' experience in corporate business development or client service.
• Proven track record in dealing with clients in a financial services environment.

Responsibilities

• Deliver on service level agreements and improve client experience.
• Implement sales strategies to increase product uptake and cross-selling.

Skills

Corporate Business Development

Client Service

Sales

Marketing

Financial Planning

Education

NQF 7 qualification/BCom or BCom Honours

Certificate in Financial Planning

Job description

Closing Date 2025/04/28

Reference Number MMH240830-17

Job Title Corporate Health Specialist - Pretoria

Position Type Permanent

Role Family Sales

Cluster Momentum Distribution Services

Remote Opportunity Some of the time

Location - Country South Africa

Location - Province Gauteng

Location - Town / City Pretoria

Introduction

Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture, is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and investment markets in SA.

Disclaimer As an applicant, please verify the legitimacy of this job advert on our company career page.

Role Purpose

The Corporate Health Specialist role attracts, acquires, and retains group health schemes by identifying corporate client leads and marketing Momentum Health Solutions to generate new business. Additionally, the role collaborates in the delivery of an integrated Health and Employee Benefits proposition for the SMME segment to support and develop advisers moving into group Health in the SMME segment.

Minimum Requirements

Qualifications:

• Business Management, Marketing, or finance-related NQF 7 qualification/BCom or BCom Honours degree (preferred)
• Certificate in Financial Planning or working towards it (advantageous)

Experience:

• 3-5 years' experience in corporate business development / corporate client service, sales, or marketing within a financial services environment.
• A proven track record in successfully dealing with clients and/or IFAs in a practice.
• Experience in practice management environment is an advantage.

Duties & Responsibilities

Engage and Enthuse through Brand, SME Service & Digital

• Deliver on service level agreements made with clients and stakeholders.
• Make recommendations to improve client experience and fair treatment of clients.
• Participate in building rewarding relationships and providing exceptional client service.
• Support and resolve queries in group Health business.
• Work with advisers to understand opportunities and develop client leads.
• Support advisers in developing competency in advising corporate clients.
• Collaborate with stakeholders across departments.
• Build and maintain relationships with clients and stakeholders.

Enable And Empower Through Partnership

• Implement sales strategies to increase product uptake and cross-selling.
• Provide industry insights and identify opportunities for business growth.
• Contribute to budget planning and operational efficiencies.
• Implement risk management, governance, and compliance policies.
• Stay updated with industry trends, legislation, and best practices.
• Achieve sales targets and analyze performance reports.

Competencies

• Working with people, adhering to principles, relating and networking, persuading and influencing, applying expertise, analyzing, delivering results, adapting to change, coping with pressures, achieving personal goals, and entrepreneurial thinking.