Retirement Benefit Counsellor Mmh251029-3

Momentum; Gauteng; On-site; ZAR 250 000 - 400 000; Full time

Job summary

A financial services company seeks a Retirement Benefit Counsellor in Centurion to deliver face-to-face and telephonic benefit counselling. The role focuses on empowering clients with financial knowledge, converting leads, and nurturing corporate relationships. Candidates should have at least Matric, preferably a BCom degree, along with 1-5 years of relevant sales experience and knowledge of investment products. Fluency in English and local languages is essential.

Qualifications

• 1-5 years' experience in sales or retirement benefit counselling in financial services.
• Knowledge of annuities, preservation, and investment products.
• Fluent in English, Sotho, and Zulu.

Responsibilities

• Provide individual or group benefit counselling and financial coaching.
• Deliver factual information to help members make informed financial decisions.
• Guide clients with pre-retirement planning and annuity product selection.

Skills

Sales experience

Benefit counselling

Financial coaching

CRM usage

Education

Matric

BCom (Relevant business degree)

Job description

Overview

Retirement Benefit Counsellor Location : Momentum Centurion, Gauteng, South Africa Position : Retirement Benefit Counsellor MMH -3 Seniority level : Entry level Employment type : Full-time Job function : Sales and Business Development

Role Purpose The Retirement Benefit Counsellor plays a dual role in delivering both face‑to‑face and telephonic / digital benefit counselling and financial wellness education to members within the corporate client base.

The primary focus is to empower members with factual, unbiased information at key stages of their membership journey, onboarding, during active membership, and at exit or retirement.

This role also supports business growth by converting leads into retail clients, facilitating product uptake, and nurturing key relationships within corporate accounts, including HR and other decision‑makers.

Responsibilities

• 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.
• 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 client accounts.
• Refer clients to financial advisers when advice is required.
• Make outbound calls to retirees, leavers, and joiners.
• Receive inbound calls to assist with RBC, product execution, and education.
• Provide support aligned to individual member engagement strategies.
• Implement and manage face‑to‑face worksite engagements for clients.
• Build and maintain strong relationships with HR and key stakeholders in corporate accounts.
• Collaborate with corporate clients' stakeholders to identify and manage business opportunities.
• Accurately capture client data and actions in CRM.
• Complete all administrative and reporting tasks within agreed timeframes.
• Ensure compliance with legislative and internal requirements.

Requirements

• Minimum: Matric; Preferred: BCom (Relevant business degree); Regulatory: RE5 1–5 years' experience in sales or retirement benefit counselling in financial services.
• Knowledge of annuities, preservation, and investment products.
• Fluent in English, Sotho and Zulu.
• Willingness to travel locally and own reliable transport.
• Advantageous: CFP or other professional financial planning qualification.