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Senior Consultant

4 months ago

Sandton, South Africa Momentum Corporate 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 an effective service to clients by managing a portfolio of clients, facilitating Trustee and advisory body meetings and providing advice on employee benefits related matters.

**Requirements**:
**QUALIFICATIONS**
- Relevant Bachelor’s Degree or equivalent
- Certified Financial Planner (CFP)
- Regulatory Exam (RE)
- FAIS requirements met

**EXPERIENCE**
- 5-8 years’ consulting experience within employee benefits environment
- Knowledge of the financial services, health, insurance and investment industry

**ATTRIBUTES**
- Sense of urgency
- Analytical thinking
- Commercial thinking and business acumen
- Presentation and facilitation skills
- Influencing
- Planning and Organising
- Interpersonal Relationships

**Duties & Responsibilities**

**INTERNAL PROCESSES**

Implement consulting strategy
- Support collaboration and innovation initiatives across the various segments, channels and product houses in order to address the needs of the clients
- Contribute to the development and packaging of financial services (including retirement, insurance and healthcare) solutions and ensure that operational considerations and clients/ clients’ employees’ financial wellness needs are incorporated into the development process
- Facilitate re-broke process of all client in portfolio and prepare re-broke reporting
- Take ownership of all queries and ensure that they are resolved timeously and effectively
- Maintain a network of relationships with service providers ensuring effective service delivery to clients
- Maintain a consistent service delivery to ensure client retention and satisfaction
- Manage client invoicing and commission calculations ensuring that it is calculated accurately and allocated to clients/brokers
- Manage the retainer income invoicing of stand-alone funds to clients and any other ad-hoc services invoice excluded in the retainer
- Follow up on action items from client meetings ensuring that they are executed within agreed time lines
- Prepare product education material for area of responsibility
- Manage the section 14 process and ensure that they are process with time line as per legislation
- Assist in the installation

**CLIENT SERVICES**

Enable client centricity within area of responsibility
- Provide accurate, current advice and information regarding solutions to all clients/stakeholder
- Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service
- Assess and analyse service delivery gaps and challenges, and implement remedial action strategies
- Implement quality management processes which ensure service delivery is line with the client and their employees expectations and requirements
- Develop plans based on client’s financial services requirements in order to effectively on-board and service clients
- Develop and implement initiatives to improve or enhance the client experience
- Make recommendations to improve client service and fair treatment of clients and their employees within area of responsibility
- Ensure implementation, tracking and measurement of all client deliverables in line with SLA
- Implement fair and innovative client service practices which build rewarding relationships, and allows team to provide exceptional client service
- Contribute to the process of negotiating objective and realistic service level agreements, monitor appropriateness and recommend adjustments
- Ensure follow up on all leads within area of responsibility
- Develop strategies to identify and develop new business opportunities in existing and under penetrated markets
- Contribute to sustaining a competitive edge through external networking, benchmarking and representation on related forums
- Participate in the development of and implement a comprehensive client strategy that will enable grow and retention of clients

**PEOPLE**

Effectively lead a team
- Ensure sufficient resources are in place to meet client service delivery requirements.
- Create a positive work climate and culture to energise employees, give meaning to work, minimise work disruption and maximise employee productivity.
- Demonstrate exemplary leadership behaviour, through personal involvement, commitment and dedication in support of organisational values.
- Select and recruit suitably qualified talent in line with Employment Equity principles and MMI values
- Drive a culture that guides and directs best practice, fostering an environment of continuous learning, improvement and cohesiveness.
- Enable a learning and growth culture whereby information regarding successes, issues, trends and ideas are actively