Overview
Consultant Jobs in Sandton at Momentum Corporate
Introduction
Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other 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 matters to them and invest for the future. We help companies and organisations care for and reward their employees and members. Through our own network of advisers or via independent brokers and utilising new platforms Momentum Group provides practical financial solutions for people, communities and businesses. Visit us at www.momentumgroupltd.co.za
Disclaimer
As an applicant, please verify the legitimacy of this job advert on our company career page.
Role Purpose
To assist the Principal and Senior Consultant with the day-to-day activities required to manage a portfolio of clients.
Requirements
- Diploma or equivalent qualification
- 3-5 years’ experience in Employee Benefits Consulting
- In Depth knowledge of Employee Benefits and related legislation and application thereof
- Knowledge of the financial services, health, insurance and investment industry advantageous
Duties & Responsibilities
- Build and maintain effective relationships with internal and external clients
- Take ownership of all queries and ensure that they are resolved timeously and effectively
- Build a network of relationships with service providers in order to ensure effective service delivery to clients
- Provide a consistent service delivery to ensure client retention and satisfaction
- Assist with client invoicing and commission calculations ensuring that they are accurately calculated and allocated to clients
- Check the retainer income invoicing of stand-alone funds to clients and any other ad-hoc services invoice excluded in the retainerPrepare all agendas, minutes and file notes for client meetings ensuring quality and accurate reporting
- Follow up on action items from client meetings ensuring that they are executed within agreed timelines
- Facilitate re-broke process of all clients in portfolio and prepare re-broke report
- Manage the section 14 process and ensure that they are processed within timeline as per legislation
- Assist in the installation of new business ensuring efficiency and that everything is processed within agreed timelines
- Provide accurate, current advice and information regarding solutions to all clients/stakeholder
- Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service
- Give input in the development of initiatives to improve or enhance the client experience
- Make recommendations to improve client service and fair treatment of clients and their employees within area of responsibility
- Ensure implementation, tracking and measurement of all client deliverables in line with SLA
- Ensure client retention by ensuring successful service delivery
- Ensure accurate reports and documentation are provided to the clients as per agreement
- In the execution of the CVP, look for new business opportunities and or cross selling opportunities under the guidance of the Senior or Principal Consultant
Competencies
- Client Commitment
- Drive for results
- Collaboration
- Self – awareness
- Diversity and Inclusiveness
- Impact and Influence
Title: Consultant
Company: Momentum Corporate
Location: Sandton
