Financial Coach (Durban) MMH261102-5

Momentum; Durban; Sur place; ZAR 360 000 - 600 000; Plein temps

Résumé du poste

Momentum in Durban seeks a Financial Coach to deliver Retirement Benefit Counselling (RBC), financial wellness education, and member engagement across corporate clients via face-to-face and digital channels.

You will empower members with unbiased information through onboarding, active membership, preservation, retirement, and exit. The role drives growth through lead conversion, asset retention, and product uptake, building strategic corporate relationships.

Qualifications

• BCom (Relevant business degree) required
• RE5 regulatory qualification
• CFP® designation advantageous
• 3–5 years’ experience in retirement benefits/financial services
• Fluent in English and Zulu
• Willingness to travel locally with reliable transport

Responsabilités

• Provide individual or group benefit counselling and financial coaching.
• Deliver factual, unbiased information to help members make informed financial decisions.
• Guide clients with pre-retirement planning and product selection.
• Host webinars and wellness days to deliver financial education.
• Educate clients on investment principles and risk/return concepts.
• Maintain workplace engagement plans and relationships with HR/re trustees.

Connaissances

English fluency

Zulu fluency

Lead conversion

Stakeholder management

Engagement

Formation

BCom (Relevant business degree)

RE5

CFP® Professional designation

Description du poste

• Minimum: BCom (Relevant business degree)

Role Purpose

The Financial Coach is responsible for delivering Retirement Benefit Counselling (RBC), financial wellness education, and member engagement solutions across assigned corporate clients through both face-to-face and digital channels. The role empowers members with factual, unbiased information throughout their membership journey, including onboarding, active membership, preservation, retirement, and exit. The incumbent drives business growth through lead conversion, asset retention, product uptake, and the development of strategic relationships with corporate clients and key stakeholders.

Requirements

• Minimum: BCom (Relevant business degree)


• Regulatory: RE5


• Advantageous: CFP® Professional designation


• 3-5 years’ experience in retirement benefits, financial advice support, employee benefits, or financial services


• Proven experience in member engagement, lead conversion, and stakeholder management.


• Knowledge of retirement funds, preservation, annuities, and investment products.


• Fluent in English and Zulu


• Willingness to travel locally and own reliable transport

Duties and Responsibilities

Client Engagement & Counselling

• Provide individual or group benefit counselling and financial coaching.


• Deliver factual, unbiased information to help members make informed financial decisions.


• Guide clients with pre-retirement planning, annuity product selection, and execution of financial solutions.


• Host webinars, workshops, and attend wellness days to deliver financial education.


• Educate clients on investment principles, portfolio performance, and risk vs. reward.

Sales & Lead Conversion

• Execute on sales campaigns and initiatives, capturing feedback via CRM.


• Guide the conversion of RBC leads into acquisitions (e.g., product take-up, asset retention)


• Source new business opportunities within corporate clients’ accounts.


• Refer clients to financial advisers when advice is required.

Digital Support

• Conduct outbound member engagements across digital and telephonic channels.


• Support retirees, leavers, joiners, and active members with counselling, education, and solution implementation.


• Execute digital member engagement strategies to improve member participation and outcomes

Corporate Account Management

• Manage workplace engagement plans and member education initiatives for assigned corporate clients.


• Build and maintain strong relationships with HR representatives, trustees, and key client stakeholders.


• Collaborate with internal and external stakeholders to identify member needs and business growth opportunities.


• Represent Member Solutions at client meetings, wellness days, retirement seminars, and other stakeholder forum.

Administration & Compliance

• Accurately capture member interactions, opportunities, and activities within CRM.


• Complete reporting, administration, and record-keeping requirements within agreed service levels.


• Ensure compliance with all legislative, regulatory, and internal governance requirements.


• Maintain high standards of data quality and client record management.