Retirement Benefit Counsellor MMH251029-6

Retirement Benefit Counsellor MMH -6

Momentum Centurion, Gauteng, South Africa

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Role Purpose

The Retirement Benefit Counsellor plays a dual role in delivering both face-to-face and telephonic / digital benefit counselling and financial wellness education to members within the corporate client base. The primary focus is to empower members with factual, unbiased information at key stages of their membership journey, onboarding, during active membership, and at exit or retirement. This role also supports business growth by converting leads into retail clients, facilitating product uptake, and nurturing key relationships within corporate accounts, including HR and other decision-makers.

Requirements

• Minimum : Matric
• Preferred : BCom (Relevant business degree)
• Regulatory : RE5
• 1–5 years’ experience in sales or retirement benefit counselling in financial services
• Knowledge of annuities, preservation, and investment products
• Fluent in English and Afrikaans (both are prerequisites)
• Willingness to travel locally and own reliable transport
• Advantageous : CFP or other professional financial planning qualification

Duties and Responsibilities

Client Engagement & Counselling

Sales & Lead Conversion

Digital Support

Corporate Account Management

Administration & Compliance

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Seniority level

Entry level

Employment type

Full-time

Job function

Sales and Business Development

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