Talent Pool: Corporate Health Specialist & Employee Benefits Consultant (Pretoria)

Momentum; Pretoria; On-site; ZAR 300,000 - 600,000; Full time

Job summary

Momentum seeks professionals for the roles of Corporate Health Specialist and Employee Benefits Consultant, aimed at enhancing group health schemes and advisor support. Ideal candidates possess a BCom degree and relevant experience in financial services, specifically in employee benefits, to foster client relationships and drive business growth.

Qualifications

• 3-5 years in financial services, especially corporate client services or employee benefits.
• Experience with Momentum Employee Benefits/Corporate Health is an advantage.
• Strong knowledge of Employee Benefits and retirement funds.

Responsibilities

• Attract, acquire, and retain group health schemes.
• Support Independent Financial Advisors with employee benefits guidance.
• Build long-lasting relationships with IFAs and ensure retention.

Skills

Sales

Client Relations

Financial Advisory

Education

3-year BCom degree in Financial Planning, Investment Management, Business Management, Finance, Marketing, Education, or Legal

Honours degree

CFA and/or CFP

Job description

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

This talent pool is actively managed to proactively identify and engage qualified candidates ahead of upcoming vacancies.

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.

The Employee Benefits (EB) Consultant supports Independent Financial Advisors (IFAs) and consultants within the business by providing specialized expertise and guidance on employee benefits-related matters. EBs serve as trusted advisors, helping internal consultants navigate the complexity of employee benefits and achieve their business objectives. Their strategic insights and proactive support enable consultants within the business to effectively address the evolving needs of their IFAs and drive positive outcomes in a competitive marketplace.

Requirements

Qualifications:

• 3-year BCom degree in Financial Planning, Investment Management, Business Management, Finance, Marketing, Education, or Legal (preferred)
• Honours degree is an advantage.
• CFA and/or CFP is an advantage.

Experience:

• 3 to 5 years’ experience in the financial services industry, including employee benefits or corporate business development/corporate client services, sales, or marketing.
• Experience in Momentum Employee Benefits/Corporate Health is an advantage.
• Strong knowledge of the Employee Benefits/Corporate Health industry and market, including retirement funds.
• A proven track record in successfully dealing with clients and/or IFAs in a practice.
• A proven track record in successfully dealing with clients and/or IFAs in a practice management environment is an advantage.

Duties & Responsibilities

Enthuse through Brand, SME Service & Digital:

• Support the Retail Business Consultant and Investment Consultant on all referrals.
• Understand the target market, the landscape they operate in, competitor influences, and critical moments of truth.
• Ensure long-lasting, deep, and meaningful relationships with the IFA.
• Move IFAs from non-active supporters to active supporters, to ambassadors.
• Connect to the brand and digital ways of working.
• Drive production, business retention, and growth of assets.

Enable and empower through partnership:

• Position Momentum as a thought leader among IFAs.
• Understand the impact of regulation on IFA practices.
• Develop and maintain productive relationships with peers and stakeholders.
• Participate positively in change initiatives.
• Continuously develop professional, industry, and legislative knowledge.
• Contribute to innovation through new ideas.

Competencies

• Working with people: Respect, empathy, support, sharing information, team building, conflict resolution, adaptability.
• Adhering to Principles and Values: Ethics, integrity, diversity, responsibility towards community and environment.
• Relating and Networking: Building relationships, effective communication, humor, warmth.
• Presenting and Communicating Information: Clear, confident, engaging, responsive, authoritative.
• Persuading and Influencing: Negotiation, political savvy, impactful communication.
• Applying Expertise and Technology: Technical knowledge, technology use, professional development, organizational awareness.
• Analyzing: Data analysis, pattern recognition, judgment, understanding systems.
• Delivering Results and Meeting Customer Expectations: Customer focus, quality standards, systematic work, goal achievement.
• Adapting and Responding to Change: Flexibility, openness to new ideas, interpersonal adaptation.
• Coping with Pressures and Setbacks: Positivity, productivity under pressure, emotional control, learning from criticism, work-life balance.
• Achieving Personal Work Goals and Objectives: Enthusiasm, effort, responsibility, personal development.
• Entrepreneurial and Commercial Thinking: Market awareness, opportunity identification, financial awareness, cost control.