Retirement Benefit Counsellor MMH251029-3
4 weeks ago
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 #J-18808-Ljbffr
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Retirement Benefit Counsellor MMH251029-6
2 weeks ago
Centurion, South Africa Momentum Full timeRetirement Benefit Counsellor MMH -6 Momentum Centurion, Gauteng, South Africa 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...
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Retirement Benefit Counsellor MMH251029-6
2 weeks ago
Centurion, South Africa Momentum Full timeRetirement Benefit Counsellor MMH -6 Momentum Centurion, Gauteng, South Africa 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...
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Retirement Benefit Counsellor
3 weeks ago
Centurion, South Africa Momentum Metropolitan Holdings Limited Full timeJob title: Retirement Benefit Counsellor Job Location: Gauteng, Centurion Deadline: December 04, 2025 Quick Recommended Links Jobs by Location Job by industries 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...
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Retirement Benefit Counsellor
3 weeks ago
Centurion, South Africa Momentum Metropolitan Holdings Limited Full timeJob title: Retirement Benefit Counsellor Job Location: Gauteng, Centurion Deadline: December 04, 2025 Quick Recommended Links Jobs by Location Job by industries 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...
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Retirement Benefit Counsellor
1 week ago
Centurion, South Africa Momentum Corporate Full time**Introduction** **Disclaimer** - As an applicant, please verify the legitimacy of this job advert on our company career page. **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...
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Retirement Benefit Counsellor
1 week ago
Centurion, South Africa Momentum Corporate Full time**Introduction** **Disclaimer** - As an applicant, please verify the legitimacy of this job advert on our company career page. **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...
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Retirement Benefit Counsellor
2 weeks ago
Centurion, Gauteng, South Africa Momentum Corporate Full time R250 000 - R500 000 per yearIntroductionThrough 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...
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Retirement Benefits Advisor
1 week ago
Centurion, South Africa Momentum Metropolitan Holdings Limited Full timeA leading financial services company in Gauteng seeks a Retirement Benefit Counsellor. You will empower members with unbiased information about retirement products and provide financial wellness education. This role involves engaging clients, managing corporate accounts, and supporting business growth. Ideal candidates have a minimum of Matric, relevant...
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Retirement Benefits Advisor
2 weeks ago
Centurion, South Africa Momentum Full timeA financial services firm in Centurion is seeking a Retirement Benefit Counsellor who will deliver face-to-face and digital counselling, empowering corporate clients with essential financial information. The ideal candidate will have sales experience and be fluent in both English and Afrikaans while managing client relationships and generating business...
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Group HR/ Benefits Consultant
1 week ago
Centurion, South Africa RJPersonnel Full time3years HR Administration: - Delivering, planning, and organising their own work routine and task execution in an effective and efficient manner - Preparation of employee information for payroll - ensuring variation information is received and updated timeously and meeting the deadlines - Ensuring accurate processing of payroll administration on various...
