Worksite Financial Consultant

4 months ago

Centurion, South Africa Momentum Corporate Full time

**Introduction**
- Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our others 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 what**Disclaimer**
- As an applicant, please verify the legitimacy of this job advert on our company career page.**Role Purpose**
- To provide financial guidance to retirement fund members at various stages in their careers and to ensure that these members have access to appropriate financial advice.To educate members on financial matters using their retirement fund as the platform and demonstrate how the various solutions of Momentum Corporate can benefit them. The Worksite Financial Consultant will be supported by a team of dedicated individual financial planners who will execute on opportunities in targeted worksites where individual financial advice is required.

The Worksite Financial Consultant will partner and collaborate with Scheme advisors, Employers, Retirement Benefit Counsellors, Client Liason Managers and Individual Financial Planners to ensure a seamless and holistic member, advisor and employer experience

**Requirements**:

- Bachelor's degree in finance, economics, business, or related field.
- CFP qualification.
- Minimum of 3 years’ experience in the sales of annuity/life assurance/investment products.
- RE 5 qualification.

**Duties & Responsibilities**
- Partner with Client Liaison Managers and Scheme advisors to understand their needs and business processes and maintain good business relationships.
- Partner with employers to understand their Human Resources processes in order to effectively engage with members.
- Partner with the Retirement Benefit Counseling (RBC) team to create an effective channel to execute on advice opportunities.
- Engage with retirement fund members through group sessions and one-on-one interactions at their worksites to understand their financial goals and demonstrate how the Momentum Corporate solution set can benefit them.
- Educate members on retirement planning, investment options, and risk management.
- Embed a team of financial planners in targeted worksites in collaboration with the scheme advisor and employer.
- Employ a robust referral process to ensure that financial planners work with qualified referrals.
- Ensure that financial planners adhere to the agreed Corporate Houseview.
- Take accountability for the overall product sales from targeted worksites through the management of the team of embedded financial advisors and the RBC team.
- Accurately capture client information, relevant actions and sales on the systems for reporting purposes and record keeping.
- Accurately complete all administrative and reporting requirements within agreed timeframes.
- Perform onsite Member Engagement services that includes but is not limited to member presentations and one on one education engagements to fulfil the Trustee mandate and broker partnership agreements.
- Stay informed on industry trends, market changes, and regulatory updates.

Partner and collaborate with Retirement Benefit Counsellor and Client Liason Managers to ensure a seamless and holistic member, broker and employer experience.

**Competencies**
- Excellent communication, interpersonal, and presentation skills.
- Ability to work independently and as part of a team.
- High level of integrity, professionalism, and ethics.
- Passion for helping people achieve their financial goals.
- Strong analytical, problem-solving, and decision-making skills.

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