Employee Benefit Consultant
MomentumJohannesburg, Gauteng, South Africa30+ days ago
Job description3 to 5 years’ financial service industry experience, which must include employee benefits. Experience in Momentum Employee Benefits is an advantage. Strong knowledge of the Employee Benefits industry and market including but not limited to retirement funds. A proven track record in successfully dealing with clients and / or IFAs in a practice. A proven track record in successfully dealing with clients and / or IFAs in a practice management environment is an advantage. Support the Retail Business Consultant and Investment Consultant on all referrals. Understand the target audience, the landscape they are working in, competitor influences, events that will enthuse, and critical moments of truth used. Ensure long‑lasting, deep, and meaningful relationships with the IFA. Move IFAs from non‑active supporters to active supporters, to ambassadors. Connect to the brand and digital way of work. Produce / retain and grow assets. IFA will regard Momentum as a thought leader and a good source of information. EB Consultant will coach every IFA that they look after through 1 : 1 coaching sessions and regular engagements. EB Consultant will have a very clear understanding of the impact of regulation on the IFA practice. Be accountable, innovative, excellent, honest, diverse, and influential in business dealings. 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 development, sharing and implementation of new ideas. Take ownership for driving career development. IFA will regard Momentum as a thought leader and a good source of information. EB Consultant will coach every IFA that they look after through 1 : 1 coaching sessions and regular engagements. EB Consultant will have a very clear understanding of the impact of regulation on the IFA practice. Be accountable, innovative, excellent, honest, diverse, and influential in business dealings. Leading change and innovation Diversity and inclusiveness Drive for result Ability to drive and influence IFA commitment Collaboration Impact and influence Growing talent Self‑awareness and insight
Employer
Momentum, Johannesburg, Gauteng, South Africa.
Role Purpose
Employee Benefits (EB) Consultant crafts passionate, meaningful partnerships around our employee benefits products that will stand the test of time with independent financial advisers (IFAs). Product, market, and sales knowledge applied in the IFAs practice will set them apart from their counterparts. The EB Consultant / IFA business relationship will be strengthened by first‑class service, in‑depth business analysis and continuous improvement.
Qualifications
- 3‑year BCom degree in Financial Planning, Investment Management, Business Management, Finance, Marketing, Education or Legal.
- Honours degree is an advantage.
- CFA and / or CFP® is an advantage.
Experience
Duties & Responsibilities
Enthuse through Brand, SME Service & Digital
Enable and Empower through Partnership
Influence through Coaching and Learning
Competencies
Seniority Level
Mid‑Senior level
Employment Type
Full‑time
Job Function
Human Resources
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Consultant • Johannesburg, Gauteng, South Africa
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