Corporate Distribution Support Administrator

**Introduction**
- Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture, is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and investment markets in SA.

**Disclaimer**
- As an applicant, please verify the legitimacy of this job advert on our company career page.

**Role Purpose**
- The Corporate Distribution Support Administrator provides quick and accurate administrative support, to enable the corporate health specialist and employee benefits consultant to deliver a professional service to Financial Advisers and other stakeholders within Service Level Agreements and legislative/compliance requirements, gaining comprehensive, hands-on experience in the overall corporate health and employee benefits support function.

**Requirements**:
**Qualifications**:

- Grade 12/Matric
- Relevant NQF 7 Business-related qualifications (preferred) Business Management, Marketing or finance-related NQF 7 qualification/ BCom or BCom Honours degree. (preferred)

**Experience**:
Proven minimum of 1 - 3 years' office administrator experience in the financial services industry

Experience in the MDS Sales environment will be an advantage

Proficient in Afrikaans and English (written and verbal)

Knowledge of Microsoft Suite (Word, Excel, Windows etc.)

**Duties & Responsibilities**

**Internal Processes: Sales and Service Experience**
- Understanding of end-to-end processes across product lines Develop a deeper understanding of all aspects of corporate health and employee benefits.
- Understanding of end-to-end systems capabilities across product lines
- Challenge processes that do not serve the business - ease of business
- Good understanding of Compliance process adherence and impact of non-adherence
- Quotes fulfillment and tracking
- Professional presentation of quotes and relevant supporting documentation that support the 'advice-led' process
- Accountable for the new business process - end to end completed with least amount of comeback
- Provide administrative and operational support for corporate health programs
- Engage with Financial Adviser practice staff to ensure processing happens smoothly with full ownership of the process through understanding and conveying the reason for requirement
- Exposure to the Independent financial advisor market and the relationship with the Momentum distribution services.
- Log appropriate activities, timeously (quotes and Financial Adviser engagements)
- Consult systems to view progress - those documents pull through correctly
- Manage pipeline - keep clean and relevant. Drive submission of requirements to ensure cases issue
- Having regular engagement sessions with Business Consultant to update on status of all quotations, pipeline business and any other sales enablement updates
- Prepare Consultant for engagement - by providing reports, quote feedback, pipeline business
- Co-accountability for Momentum Distribution Service target achievement with consultant
- Administratively support Consultant on all planned marketing calls - to follow through in support
- Understanding of all available reports such as Power BI, lapse and arrear reports, reinstatement reports
- Training of Financial Adviser practice staff through knowledge sharing of digital capabilities (such as Power BI, Campaign master and etc.)
- Comfortable to be a first point of call on Financial Adviser /practice staff online navigation enquiries
- Log appropriate activities, timeously (quotes and Financial Adviser engagements)
- Help gather and analyze data for corporate health and employee benefits.
- Support the communication and promotion of initiatives for corporate health
- Collaborate with cross-functional teams to enhance the corporate health function
- Gain exposure in presentations and advisor engagements
- Ensure that all training interventions are recorded on appropriate reports
- Provide support to other branches (nationally) when need arises to ensure business continuity
- Identify and report process and system failures and enhancements to improve client experience
**Stakeholder Engagement**:

- Ensure all internal and external engagements are conducted in a professional manner
- Maintain meaningful business relationships with all stakeholders ? Provide authoritative expertise to clients and stakeholders.
- Deliver on service level agreements made with clients and internal and external stakeholders in order to ensure that client expectations are managed.
- Make recommendations to improve client service and fair treatment of clients within area of responsibility.
- Participate and contribute to a culture which builds rewarding relationships, facilitating feedback and provides exceptional client service
**Collaboration and Self-development**:

- Develop and maintain productive and collaborative working relationships with pe