Corporate Health Specialist - Pretoria at Momentum Metropolitan Holdings Limited

Requirements

Qualifications:

• Business Management, Marketing or finance-related NQF 7 qualification/ BCom or BCom Honours degree. (preferred)
• Certificate in Financial Planning or working towards it. (advantageous)

Experience:

• 3-5 years' experience in corporate business development / corporate client service, sales or marketing within a financial services environment.
• 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.

Duties & Responsibilities

Engage and Enthuse through Brand, SME Service & Digital

• Deliver on service level agreements made with clients and internal and external stakeholders in order to ensure that client expectations are met and managed.
• Make recommendations to improve client experience and fair treatment of clients within area of responsibility.
• Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.
• Provide support and efficient resolution of queries in the area of group Health business.
• Work with advisers to understand group opportunities and identify client leads within their books.
• Support advisers in developing competency and confidence in offering advice to corporate clients.
• Work collaboratively with consultants, EB specialists, Health and EB product house stakeholders.
• Build and maintain relationships with clients and internal and external stakeholders.

Enable and empower through partnership:

• Implement the sales strategy to increase product uptake, encourage cross selling and enable product engagement.
• Provide insights to consultants on industry trends, competitor analysis and ways to improve their business, including identifying corporate leads and unlocking cross selling opportunities across product lines for corporate clients.
• Ensure implementation of budgets, contribute to the budget planning process and identify opportunities to enhance cost effectiveness and increase operational efficiencies in line with tactical delivery plans.
• Implement risk management, governance and compliance policies in own practice area, to identify and manage governance and risk exposure liability.
• Keep abreast with trends, legislation and best practices within the employee benefits and health industries in order to optimize the function and empower advisers.
• Enables the growth of new business sales and achieves set targets for the products.
• Interrogate performance reports to identify areas of opportunity and potential risks.

Competencies

• Working with people: Shows respect for the views and contributions of other team members; shows empathy; listens, supports and cares for others; consults others and shares information and expertise with them; builds team spirit and reconciles conflict; adapts to the team and fits in well.
• Adhering to Principles and Values: Upholds ethics and values; demonstrates integrity; promotes and defends equal opportunities, builds diverse teams; encourages organisational and individual responsibility towards the community and the environment.
• Relating and Networking: Easily establishes good relationships with customers and staff; relates well to people at all levels; builds wide and effective networks of contacts; uses humour appropriately to bring warmth to relationships with others.
• Persuading and Influencing: Gains clear agreement and commitment from others by persuading, convincing and negotiating; makes effective use of political processes to influence and persuade others; promotes ideas on behalf of oneself or others; makes a strong personal impact on others; takes care to manage one’s impression on others.
• Applying Expertise and Technology: Applies specialist and detailed technical expertise; uses technology to achieve work objectives; develops job knowledge and expertise (theoretical and practical) through continual professional development; demonstrates an understanding of different organisational departments and functions.
• Analysing: Analyses numerical data and all other sources of information, to break them into component parts, patterns and relationships; probes for further information or greater understanding of a problem; makes rational judgements from the available information and analysis; demonstrates an understanding of how one issue may be a part of a much larger system.
• Delivering Results and Meeting Customer Expectations: Focuses on customer needs and satisfaction; sets high standards for quality and quantity; monitors and maintains quality and productivity; works in a systematic, methodical and orderly way; consistently achieves project goals.
• Adapting and Responding to Change: Adapts to changing circumstances; tolerates ambiguity; accepts new ideas and change initiatives; adapts interpersonal style to suit different people or situations; shows an interest in new experiences.
• Coping with Pressures and Setbacks: Maintains a positive outlook at work; works productively in a pressurized environment; keeps emotions under control during difficult situations; handles criticism well and learns from it; balances the demands of a work life and a personal life.
• Achieving Personal Work Goals and Objectives: Accepts and tackles demanding goals with enthusiasm; works hard and puts in longer hours when it is necessary; seeks progression to roles of increased responsibility and influence; identifies own development needs and makes use of developmental or training opportunities.
• Entrepreneurial and Commercial Thinking: Keeps up to date with competitor information and market trends; identifies business opportunities for the organisation; maintains awareness of developments in the organisational structure and politics; demonstrates financial awareness; controls costs and thinks in terms of profit, loss and added value.

  Requirements

  Qualifications:

• Business Management, Marketing or finance-related NQF 7 qualification/ BCom or BCom Honours degree. (preferred)
• Certificate in Financial Planning or working towards it. (advantageous)

• Experience:

• 3-5 years' experience in corporate business development / corporate client service, sales or marketing within a financial services environment.
• 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.

• Duties & Responsibilities

  Engage and Enthuse through Brand, SME Service & Digital

• Deliver on service level agreements made with clients and internal and external stakeholders in order to ensure that client expectations are met and managed.
• Make recommendations to improve client experience and fair treatment of clients within area of responsibility.
• Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.
• Provide support and efficient resolution of queries in the area of group Health business.
• Work with advisers to understand group opportunities and identify client leads within their books.
• Support advisers in developing competency and confidence in offering advice to corporate clients.
• Work collaboratively with consultants, EB specialists, Health and EB product house stakeholders.
• Build and maintain relationships with clients and internal and external stakeholders.

• Enable and empower through partnership:

• Implement the sales strategy to increase product uptake, encourage cross selling and enable product engagement.
• Provide insights to consultants on industry trends, competitor analysis and ways to improve their business, including identifying corporate leads and unlocking cross selling opportunities across product lines for corporate clients.
• Ensure implementation of budgets, contribute to the budget planning process and identify opportunities to enhance cost effectiveness and increase operational efficiencies in line with tactical delivery plans.
• Implement risk management, governance and compliance policies in own practice area, to identify and manage governance and risk exposure liability.
• Keep abreast with trends, legislation and best practices within the employee benefits and health industries in order to optimize the function and empower advisers.
• Enables the growth of new business sales and achieves set targets for the products.
• Interrogate performance reports to identify areas of opportunity and potential risks.

• Competencies

• Working with people: Shows respect for the views and contributions of other team members; shows empathy; listens, supports and cares for others; consults others and shares information and expertise with them; builds team spirit and reconciles conflict; adapts to the team and fits in well.
• Adhering to Principles and Values: Upholds ethics and values; demonstrates integrity; promotes and defends equal opportunities, builds diverse teams; encourages organisational and individual responsibility towards the community and the environment.
• Relating and Networking: Easily establishes good relationships with customers and staff; relates well to people at all levels; builds wide and effective networks of contacts; uses humour appropriately to bring warmth to relationships with others.
• Persuading and Influencing: Gains clear agreement and commitment from others by persuading, convincing and negotiating; makes effective use of political processes to influence and persuade others; promotes ideas on behalf of oneself or others; makes a strong personal impact on others; takes care to manage one’s impression on others.
• Applying Expertise and Technology: Applies specialist and detailed technical expertise; uses technology to achieve work objectives; develops job knowledge and expertise (theoretical and practical) through continual professional development; demonstrates an understanding of different organisational departments and functions.
• Analysing: Analyses numerical data and all other sources of information, to break them into component parts, patterns and relationships; probes for further information or greater understanding of a problem; makes rational judgements from the available information and analysis; demonstrates an understanding of how one issue may be a part of a much larger system.
• Delivering Results and Meeting Customer Expectations: Focuses on customer needs and satisfaction; sets high standards for quality and quantity; monitors and maintains quality and productivity; works in a systematic, methodical and orderly way; consistently achieves project goals.
• Adapting and Responding to Change: Adapts to changing circumstances; tolerates ambiguity; accepts new ideas and change initiatives; adapts interpersonal style to suit different people or situations; shows an interest in new experiences.
• Coping with Pressures and Setbacks: Maintains a positive outlook at work; works productively in a pressurized environment; keeps emotions under control during difficult situations; handles criticism well and learns from it; balances the demands of a work life and a personal life.
• Achieving Personal Work Goals and Objectives: Accepts and tackles demanding goals with enthusiasm; works hard and puts in longer hours when it is necessary; seeks progression to roles of increased responsibility and influence; identifies own development needs and makes use of developmental or training opportunities.
• Entrepreneurial and Commercial Thinking: Keeps up to date with competitor information and market trends; identifies business opportunities for the organisation; maintains awareness of developments in the organisational structure and politics; demonstrates financial awareness; controls costs and thinks in terms of profit, loss and added value.