Coverage & Engagement Specialist

2 months ago

Cape Town, 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**
- To increase new business opportunities and achieve sales targets for Structured Investments and Annuities (SIA) through productive engagements and negotiations with financial advisers, corporate clients, channel stakeholders and strategic alliances and partners.**Requirements**:

- Relevant Degree
- MBA or equivalent
- 4 - 6 years' experience in corporate business development and sales, or corporate client service or marketing within a financial services environment
- Exposure to B2B integration

**Duties & Responsibilities**

**INTERNAL PROCESS**
- Work with Head of Structuring and Engagement and other stakeholders to develop and embed an engagement and coverage model that speaks to the entire landscape of our business, such as direct, corporate investment consultants and the employee benefits market.
- Engage with channels to identify opportunities for sales and to provide relevant sales support.
- Develop innovative methods to identify and develop new channels and business opportunities.
- Engage with prospective corporate clients, financial advisers and partners to determine their needs and provide them with appropriate solutions.
- Collaborate with internal stakeholders to translate client requirements into products, solutions and business cases.
- Contribute to and coordinate the solution design process based on a client’s requirements to effectively package and market products or solutions to meet their financial needs.
- Prepare proposals for deal-makers, technical marketing and product houses that capture client requirements and the relevant aspects of the solution.
- Facilitate presentations, meetings and discussions with key senior stakeholders and create awareness of the features and benefits associated with the various solutions.
- Establish appropriate feedback mechanisms to understand the outcomes of the sales and implementation process.
- Contribute to the development of product training material for channels, clients, and financial advisers.
- Continuously develop own expertise in terms of professional, industry and legislation knowledge.
- Work closely with the member solutions team and other intermediated channels to execute on the SIA strategy.
- Roll out SIA solutions to all Momentum distribution teams and work with them to segment and identify target markets.
- Identify other partners and replicate successful models.
- Identify other SIA opportunities and target aggressively.
- Do a client/financial adviser audit and gauge needs, satisfaction levels, challenges, get IP about competitors, etc.
- Research the SIA landscape.
- Identify new strategic partners and grow the coverage footprint.

**CLIENT**
- Build and maintain an exceptional trusted un-bias client advisory relationship at a senior decision-making level and other key stakeholders, providing them with authoritative expertise and advice
- Develop in-depth client and industry needs and intelligence and sharing this analysis with the business to assist in identifying growth opportunities
- Create strategic partnerships with other external stakeholders to identify growth opportunities based on targeted client’s priorities and requirements
- Work closely with internal distribution resources, building appropriate relationships to create an environment that facilitates new business growth
- Contribute to sustaining a competitive edge through external networking and representation on related forums
- Contribute to the design of client journeys that result in a superior client experience.
- Engage with key internal and external stakeholders to identify changing client needs and align service offering with client needs
- Participate and contribute to an entrepreneurial culture which builds rewarding relationships, facilitates feedback and provides exceptional client service

**PEOPLE**
- Demonstrate personal involvement, commitment, and dedication in support of organisational values and positive work culture
- Drive a learning, innovative and growth culture whereby information regarding successes, issues, trends, and ideas are actively shared between team members
- Collaborate effectively with colleagues, and the various teams that we interact with across the Group
- Drive an entrepreneurial culture that guides and directs best practice, fostering an environment of continuous learning, improvement and cohesiveness

**FINANCE**
- Implement and manage financial risk methodologies, techniques and systems and use to monitor and report on financial activities.
- Implement and provide feedback on the effectiveness of financial policy, practice and procedures: preventing illegal, unethical or improper conduct.
- Implement risk management, governance and compliance policies in own practice area, to identify and manage governance and risk exposure liability.
- Investigate reported wilful acts of non-com

  • Employment Engagement Specialist

    7 months ago

    Cape Town, South Africa Boldr Full time

    **A LITTLE BIT ABOUT Boldr**: - Boldr is the first global B-Corp dedicated to delivering world-class Client experiences while creating access to dignified, meaningful work in communities around the world. - We are a global team, united by our desire to connect diverse people with common values for boldr impact. - We employ just over a thousand team members...

  • Community Engagement Specialist

    2 weeks ago

    Cape Town, Western Cape, South Africa Tower Group Full time

    Job Title: Community Engagement SpecialistLocation: Tower Group, Western Cape Provincial ParliamentEstimated Salary: R732,576.75 (annually)About the RoleThe Western Cape Provincial Parliament is seeking a highly skilled Community Engagement Specialist to join their team. As a key member of the Public Education and Outreach section, you will play a vital role...

  • Customer Engagement Specialist

    2 weeks ago

    Cape Town, Western Cape, South Africa Scholtz Partners International (Pty) Ltd Full time

    We are seeking a Customer Engagement Specialist to join our team at Scholtz Partners International (Pty) Ltd. This role is based in Cape Town, providing a great opportunity for the right candidate to grow their career in the office automation industry.As a Customer Engagement Specialist, you will be responsible for making appointments for our sales...

  • Customer Engagement Specialist

    1 month ago

    Cape Town, Western Cape, South Africa Huzzle Full time

    We are seeking a highly motivated Customer Engagement Specialist to join our team at Huzzle. As an Appointment Setter, you will be responsible for engaging potential clients and partners through various channels, including phone, email, and social media platforms.About the RoleThis is a fantastic opportunity for individuals who enjoy building relationships...

  • Healthcare Engagement Specialist

    1 month ago

    Cape Town, South Africa Ariston Global Full time

    Join our International client, a market leader in the Pharmaceutical Industry as an HCP Engagement Specialist and become the essential link connecting healthcare professionals with ground-breaking pharmaceutical advancements! Are you ready to make a significant impact in the healthcare sector? If you have a passion for fostering connections and building...

  • Private Wealth Banker

    7 months ago

    Cape Town, South Africa Absa Bank Limited Full time

    Empowering Africa’s tomorrow, together one story at a time. - With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job Summary To...

  • Customer Engagement Specialist

    2 weeks ago

    Cape Town, Western Cape, South Africa West Coast Personnel Full time

    Job DescriptionWe are looking for a Customer Engagement Specialist to join our team at West Coast Personnel. As a key member of our sales team, you will play a crucial role in driving business growth through effective customer engagement.In this role, you will be responsible for contacting potential property sellers to set up meetings for Estate Agents. You...

  • Digital Community Engagement Specialist

    2 weeks ago

    Cape Town, Western Cape, South Africa Callforce Direct Full time

    Job Description:Vacancy for a highly skilled Digital Community Engagement Specialist to join our dynamic team at Callforce Direct in Cape Town CBD.We offer a competitive salary of R250,000 per annum, commensurate with experience.Company Overview:At Callforce Direct, we pride ourselves on providing exceptional customer service and support through our various...

  • Digital Community Engagement Specialist

    2 weeks ago

    Cape Town, Western Cape, South Africa Callforce Direct Full time

    Job Description:We are seeking a dedicated Digital Community Engagement Specialist to join our team at Callforce Direct. As a key member of our social media community, you will play a vital role in ensuring our customers receive prompt and efficient assistance through online chat and messaging platforms.With a strong focus on customer service, your primary...

  • Youth Engagement Specialist

    1 month ago

    Eastern Cape, South Africa HSRC Recruitment Full time

    **Job Advert Summary**: In delivering ‘social science that makes a difference’ the Research Divisions, Units, Institutes and Centres of the Human Sciences Research Council (HSRC) undertake policy-oriented research from its offices in Pretoria, Cape Town, and Sweetwaters. Our public purpose mandate is set out in the Human Sciences Research Council Act of...

  • Resource Planner

    6 months ago

    Cape Town, South Africa FirstRand Full time

    Job Description To ensure that the correct number of people are scheduled at the right time to achieve and maintain a desired service level To drive the various operational and tactical objectives of efficiently meeting the customer service demands and improving cost effectiveness within the greater customer contact centre environment. - Manage costs /...

  • Energy Efficient consultant

    5 months ago

    Cape Town, South Africa Curiska Full time

    Hiring: Energy Efficiency Consultant (Client Engagement Specialist) - CapeCompanyOverview: Join a dynamic sustainability team dedicated to delivering cutting-edge data analytics solutions in the energy sector. We are seeking a passionate Client Engagement Specialist with expertise in Energy Efficiency or Renewable Energy to drive client satisfaction and...

  • Employee Engagement Lead

    6 months ago

    Cape Town, South Africa TTEC Full time

    Employee Engagement Lead-03WMN **Description**: Employee Engagement Lead - Cape Town Bringing smiles is what we do at TTECfor you and the customer. As a Lead Communication Specialist working on site in Cape Town, you’ll be a part of creating and delivering amazing customer experiences while you also #experienceTTEC, an award-winning employment experience...

  • Stakeholder Engagement Specialist

    6 months ago

    Cape Town, South Africa Engen Full time

    **Position Level: FH**: **Location: Zenex House (GRO)**: **Purpose of the Job**: To ensure that the stakeholder engagement portfolio is adequately supported, and that the role is equipped to deliver best practice in stakeholder engagement and support the stakeholder engagement and transformation function **Who You Are**: - You are a negotiator - You have...

  • Customer Engagement Specialist

    4 weeks ago

    Cape Town, Western Cape, South Africa ShopriteX Full time

    Role PurposeThe Customer Engagement Manager is responsible for enhancing Shoprite's customer experience through digital and analytical solutions, focusing on customer growth and profitability within the Rewards program.This role involves generating and interpreting data into actionable insights while working with data scientists, analysts, product managers,...

  • Customer Specialist

    4 weeks ago

    Cape Town, South Africa Boldr Full time

    Job title : Customer Specialist (Employment Engagement Associate) Job Location : Western Cape, Cape Town Deadline : December 11, 2024 Quick Recommended Links Jobs by Location Job by industries WHAT IS YOUR ROLE The Employer Engagement Associate will research & identify small to mid-size companies along with corporate 500 companies that...

  • Employee Engagement Lead

    7 months ago

    Cape Town, South Africa TTEC Full time

    Employee Engagement Lead **Employee Engagement Lead - Cape Town** Bringing smiles is what we do at TTECfor you and the customer. As a Lead Communication Specialist working on site in Cape Town, you’ll be a part of creating and delivering amazing customer experiences while you also #experienceTTEC, an award-winning employment experience and company...

  • Employee Engagement Lead

    7 months ago

    Cape Town, South Africa TTEC Full time

    Employee Engagement Lead -03WQX **Description**: **Employee Engagement Lead - Cape Town** Bringing smiles is what we do at TTECfor you and the customer. As a Lead Communication Specialist working on site in Cape Town, you’ll be a part of creating and delivering amazing customer experiences while you also #experienceTTEC, an award-winning employment...

  • Regional Specialist, Nbs Stakeholder Engagement

    4 months ago

    Cape Town, South Africa South Pole Full time

    South Pole is an energetic, global company offering comprehensive sustainability solutions and services. With offices spanning all continents across the globe, we strive to create a sustainable society and economy that positively impacts our climate, ecosystems and developing communities. With our solutions, we inspire and enable our customers to create...

  • Branch Manager

    3 months ago

    OR Tambo, Eastern Cape, South Africa Metropolitan Life Full time

    **Introduction** **Introduction** Metropolitan is one of the oldest financial services brands in South Africa. With a 125-year legacy of serving the communities in which it operates, Metropolitan represents true empowerment in serving Africa's people through affordable financial solutions that create financial growth and security. Metropolitan operates in...