Business Development Consultant

2 days ago


Centurion, South Africa Momentum Metropolitan Holdings Full time

-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..
Role Purpose

To provide specialist product specific enablement to Momentum's channels and clients (where required) by understanding the unique market segments they operate in and engaging proactively on Momentum Trust's product offering.
Requirements
- B Degree or equivalent
- Legal Bachelors' degree (advantageous)
- 1 -3 years' work experience
- Prior experience with wills, estate or financial planning will be advantageous
- Valid driver's license and own transport
Duties & Responsibilities
- Collaborate with business stakeholders and channel management in order to understand product specific enablement needs
- Engage with channel management and clients in a client centric manner that will enable a better understanding of Momentum Trust's product offering
- Conduct training to intermediaries and Broker Consultants on Momentum Trust's products and services and the opportunity that exist with integrating the Estate Provider Benefit product.
- Assist in the collection and encouragement of filing will into safe custody
- Contribute towards the compilation of marketing material
- Identify new trends, practices and competitor products in the market in order to facilitate the improvement of products and services.
- Liaise with clients and channel management to effectively explain the collaboration between Myriad and Momentum Trust.
- Engage with channel management to demonstrate a working knowledge of estate planning and wills drafting that enables the planner and/or broker in drafting a will
- When required, and in conjunction with the planner or broker, engage with the client on taking and processing a Will instruction
- Engage with the channel management community to provide necessary support on the Estate Provider Benefit product
- Support the flow of information within the manager's office, ensuring that matters requiring their personal attention are handled speedily
- Timeously escalate client related complaints and queries to the relevant stakeholders
- Collate, compile and distribute documents to the required standards within defined time-frames
- Provide authoritative, expertise and advice to stakeholders
- Build and maintain relationships with internal and external stakeholders
- Deliver on service level agreements made with internal and external stakeholders in order to ensure that expectations are managed
- Make recommendations to improve channel and client experiences within area of responsibility
- Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.
- Contribute to effective and consistent service delivery and support to all clients in line with the company's values.
- Develop and maintain productive and collaborative working relationships with peers and stakeholders
- Positively influence and participate in change initiatives
- Continuously develop own expertise in terms of professional, industry and legislation knowledge
- Contribute to continuous innovation through the development, sharing and implementation of new ideas
- Take ownership for driving career development
- Actively participate in Continuous Professional Development
- Live the Momentum values of Accountability, Diversity, Excellence, Integrity, Innovation and Teamwork in all interactions
Competencies
- Planning and Organizing
- Business Acumen
- Collaboration
- Customer/ Stakeholder Commitment
- Impact and Influence
- Drive for Results
- Reporting and Interpretation

Policy

We are committed to Employment Equity, diversity and inclusion when recruiting internally and externally. All appointments are made in alignment to our Employment Equity goals and we encourage people with disabilities to apply.



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