Consultant MMH250122-2 - Sandton - Momentum Metropolitan Holdings Limited

    Momentum Metropolitan Holdings Limited
    Momentum Metropolitan Holdings Limited Sandton

    5 days ago

    Default job background
    Description

    About Our Client-Facing Brands

    We operate through our client-facing brands Metropolitan and Momentum, as well as Multiply (a wellness and rewards programme), and other specialist brands including Guardrisk and Eris Property Group.

    We empower businesses and individuals 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.

    Our Financial Solutions

    • We provide practical financial solutions for people, communities, and businesses through our network of advisers or independent brokers and new platforms.

    Role Purpose

    The purpose of this role is to assist the Principal and Senior Consultant with day-to-day activities required to manage a portfolio of clients.

    Key Requirements

    • 3-5 years' consulting experience in the employee benefits environment.
    • In-depth knowledge of Employee Benefits and related legislation and its application.
    • Familiarity with the financial services and employee benefits industry.

    Duties & Responsibilities

    • Establish and maintain effective relationships with internal and external clients.
    • Tackle queries promptly and efficiently ensuring timely resolution.
    • Become a point of contact for service providers to ensure seamless service delivery to clients.
    • Maintain a consistent level of service delivery to enhance client retention and satisfaction.
    • Contribute to accurate calculations and allocation of commission and invoices to clients.
    • Verify retainer income invoicing for stand-alone funds and ad-hoc services excluded in the retainer.
    • Present high-quality agendas, minutes, and file notes for client meetings.
    • Follow up on action items post-meetings and execute tasks within agreed timelines.
    • Lead the re-broke process for all clients in the portfolio and prepare comprehensive reports.
    • Manage section 14 processes within legislated timelines.
    • Assist in installing new business while maintaining efficiency and meeting agreed deadlines.
    • Provide current advice and information regarding solutions to clients/stakeholders.
    • Participate in initiatives that improve or enhance the client experience.
    • Make recommendations to enhance client service and fair treatment of clients and employees.
    • Implement, track, and measure client deliverables in line with SLA.
    • Promote client retention through successful service delivery.
    • Ensure accurate reports and documentation are provided to clients as per agreement.
    • In executing the CVP, identify opportunities for new business or cross-selling under senior consultant guidance.
    • Travel to client offices in South Africa's other provinces.
    • Attend Board of Trustees meetings and deliberate on death claims, making recommendations.
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