Franchise Enablement Consultant

MomentumCape Town, Western Cape, South Africa

9 days ago

Job description

Momentum Cape Town, Western Cape, South Africa

Momentum

Consult by Momentum is a registered Financial Service Provider (FSP) with a Category I and II licence, delivering top-tier financial planning, advice, and investment management services. Catering to a diverse clientele that includes high net worth individuals, the affluent sector, upper retail, and small business enterprises (SMEs), Consult by Momentum is recognised as one of South Africa’s largest financial planning and advice specialists enabling us to present a full spectrum of product solutions from all major providers of life, health, savings, investments, short‐term, and employee benefits in South Africa. We are committed to the ethos of treating our customers fairly, thereby ensuring that our clients receive industry‑leading solutions.

Role Purpose

As our company expands its national short‑term insurance franchise network and enhances its franchise value proposition, we are seeking a Franchise Enablement Consultant to support the successful execution of our enablement strategy across the franchise network by embedding the franchise value proposition, driving best practices, promoting technology adoption and ensuring consistent franchise performance aligned with regulatory standards and strategic objectives.

Requirements & Qualifications

Business related qualification e.g. Business Administration, Insurance, Operations Management, Risk management or related field
RE5 essential
Short‑term insurance experience essential
3 – 5 years’ experience in a client facing, operations, training or enablement role
Exposure in supporting decentralised teams or multi‑branch operations
Valid driver’s license
Willingness to travel nationally

Competencies & Skills

Strong Interpersonal and Relationship Management skills

Practical understanding of short‑term insurance processes

Excellent communication skills

Tech savvy; comfortable using InsureTech platforms and training others on digital tools

High attention to detail

Strong sense of initiative and accountability

Duties & Responsibilities

Proactively embed, support, and monitor franchise engagement with the value proposition.

Guide franchises in leveraging the full suite of Consult’s operational, marketing and compliance support.

Build strong relationships with advisers.

Provide tailored support to franchises.

Facilitate regular franchise check‑ins, progress reviews and feedback sessions.

Serve as the primary point of contact for franchise enablement, ensuring seamless operational support and guidance.

Embed and monitor operational standards across the franchise network.

Identify performance gaps and collaborate on improvement plans.

Monitor franchise adherence to operational standards and implement corrective measures where necessary.

Identify, assess, and mitigate operational and advisory risks within the franchise network to ensure compliance with organizational and regulatory standards.

Provide guidance and training to franchises on risk‑related policies, procedures, regulatory expectations, best practices and support on the effective use of the technology ecosystem.

Investigate incidents and non‑compliance and implement corrective actions to prevent recurrence.

Conduct regular engagement sessions to track franchise progress throughout onboarding and ensure a smooth transition and full integration of business processes.

Facilitate knowledge sharing and peer learning between franchises or advisers.

Contribute to continuous improvement of the enablement strategy.

Monitor technology utilisation and troubleshoot user issues.

Encourage efficient, tech‑enabled operations within each franchise.

Principles

Client First

Integrity and fairness

Objectivity

Competence

Confidentiality

Diligence

Transparency

Professionalism

Seniority level

Mid‑Senior level

Employment type

Full‑time

Job function

Sales and Business Development

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Consultant • Cape Town, Western Cape, South Africa