Short-Term Marketing Advisor (Short Term Relationship Consultant)

Momentum Group Limited; Wes-Kaap; On-site; ZAR 300,000 - 500,000; Full time

Job summary

A leading financial services group is seeking to build a sustainable Short-Term Insurance business unit. The role requires identifying and training Financial Advisors, generating sales, and possessing solid technical knowledge in short-term insurance. Candidates should have a relevant degree and experience in the industry, along with excellent relationship-building skills.

Qualifications

• FAIS Credits (minimum 30 credits in short-term insurance)
• Knowledge of current regulatory environment (FAIS, FICA, POPIA)
• Minimum of 4 years short-term insurance experience

Responsibilities

• Identify and source new FAs and Specialist FAs.
• Train and support FAs regarding Momentum Insure and its offerings.
• Generate sales and travel extensively.

Skills

Relationship building

Convincing ability

Presentation skills

Cross-selling ability

Education

Matric/Grade 12

Relevant marketing and/or sales degree/diploma

Job description

Introduction

Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations.

We help people grow their savings, protect what matters to them, and invest for the future. We support companies and organizations in caring for and rewarding their employees and members. Through our own network of advisers or via independent brokers and utilizing new platforms, Momentum Group provides practical financial solutions for people, communities, and businesses. Visit us at www.momentummetropolitan.co.za

Role Purpose

• The purpose of this role is to build a sustainable Short-Term Insurance business unit that provides Short-Term Insurance solutions to Intermediaries through training and technical sales support.
• Create marketing opportunities for Financial Advisors (FAs) to increase market share for the business.

Responsibilities and Work Outputs

• Identify and source new FAs and Specialist FAs.
• Train and support FAs regarding Momentum Insure and its offerings.
• Identify opportunities for FAs to pursue.
• Generate sales.
• Travel extensively.

Competencies Required

• Technical skills and competence.
• Relationship building.
• Convincing ability.
• Results-focused mindset.
• Tenacity.
• Presentation skills.
• Risk awareness.
• Cross-selling ability.

Experience and Qualifications

• Matric/Grade 12 (minimum).
• Relevant marketing and/or sales degree, diploma, or equivalent (beneficial).
• FAIS Credits (minimum 30 credits in short-term insurance if appointment date is before 2010); or a full recognized qualification as per FSCA list if on or after 01/01/2010.
• Knowledge of current regulatory environment (FAIS, FICA, POPIA).
• In-depth specialist knowledge of short-term insurance products (personal and commercial lines).
• Minimum of 4 years short-term insurance experience (independent financial advisory or brokers).
• Face-to-face engagement experience with Brokers.
• Valid driver's license and own transport.

Location

The position is currently available at our office in Cape Town.

We promote employment equity and encourage people with disabilities to apply.