Member Solutions Manager

4 months ago

Sandton, South Africa Momentum Corporate Full time

**Introduction**Role Purpose**
- To develop and implement a best practice framework for the Retirement Benefit Counselling strategy that aims to create and capture retailisation opportunities through the delivery of retirement benefit counselling and member education to fund members.**Requirements**:
**Experience and Qualifications**
- Relevant business degree
- Representative Exams (RE:5) and Key Individual Exams (RE:1)
- At least 3 to 5 years' experience in the Employee Benefits /Investments /Insurance sales distribution
- Experience in fostering and maintaining long term, strategic relationships with varying clients.
- CFP and KI qualifications will be advantageous.
- Experience in managing small teams

**Duties & Responsibilities**

**INTERNAL PROCESS**
- Partner with the market segment, product house and distribution channels within MMH to enable the implementation of the retailisation strategy.
- Identify opportunities for continuous process improvements and digitalisation to achieve process efficiencies and improve member experience.
- Design and execute new business implementation processes that enhances client financial wellness.
- Ensure implementation of customised solutions for large corporate and retirement funds focusing on existing retailised opportunities.
- Provide input into the product development process and develop initiatives to enhance client experience.
- Monitor service practices to ensure that they meet client's needs.
- Oversee the assessment and analysis of service delivery gaps and implement remedial action strategies.
- Contribute to a client service excellence culture which builds enduring relationships and allows team to provide exceptional client service.
- Develop opportunity roadmaps to optimize wallet share by facilitating member solutions opportunities.
- Contribute to the development and packaging of financial services to facilitate effective client service and client retention.
- Ensure that operational considerations and client financial wellness needs are incorporated into the development process.
- Ensuring that the Retirement Benefit Counsellor meets their targets.
- Collaborating with employees at all levels of a company to improve job performance through training and development programs.
- Developing relationships with key clients in order to improve sales of default solutions.
- Implement business process Monthly, quarterly, and annual reports on the Retirement Benefit Counsellors’ initiative, Management Information System (MIS).
- Implement a strategy for increasing member engagement and awareness of Retirement Benefit Counselling services.
- Communicating and enforcing company standards and procedures to employees
- Ensure that the Retirement Benefit Counsellors adhere to regulatory and compliance requirements.
- Should be FAIS compliant.

**CLIENT**
- Provide authoritative, expertise and guidance to clients and stakeholders.
- Build and maintain relationships with clients and internal and external stakeholders.
- Deliver on service level agreements made with clients and internal and external stakeholders to ensure that client expectations are managed.
- Define fair and innovative client service practices which build rewarding relationships and allows team to provide exceptional client service.
- Contribute to a client service excellence culture which builds enduring relationships and allows team to provide exceptional client service.
- Drive efforts to improve client service and fair treatment of clients within area of responsibility.
- Incorporate client feedback into the enhancement of daily business processes and management operating systems.
- Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.

**PEOPLE**
- 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.
- Drive a culture that guides and directs best practice, fostering an environment of continuous learning, improvement, and cohesiveness.
- Effectively manage performance within the team to ensure business objectives are achieved.

**FINANCE**
- Identify opportunities to enhance cost effectiveness and increase operational efficiency.
- Manage financial and other company resources under your control with due respect.
- Provide input into the risk identification processes and communicate recommendations in the appropriate forum.
- 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 e

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