Support Consultant: Digital Hub

at  Momentum Distribution Services

INTRODUCTION

Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and investment markets in SA.

REQUIREMENTS

Qualifications:

• Relevant Business-related Degree (NQF 7)

Experience:

• Proven minimum of 2-3 years’ administrator experience in the financial services sales industry.
• Experience working with Independent Financial Advisors is preferred.
• Experience in the MDS Sales environment will be an advantage.
• Proficient in English and Afrikaans (written and verbal)
• Knowledge of Microsoft Suite (Word, Excel, Windows etc.)
• Technologically Savvy and willing to engage on Digital adoption.

Internal Processes: Sales and Service Experience:

• To facilitate the entire process of cases across the different product lines, with the use of system enhancements and capabilities, and ensure feedback is given where required.
• Understand and ensure the compliance process is adhered to al all times.
• Ensures timely processing and tracking of quotes to IFAs.
• Ensures that all quotes and relevant supporting documentation are well packaged and supports the advice-led process.
• Ensures that the new business process is completed timeously and efficiently.
• Drive submissions of requirements to ensure cases issue.
• Conducts regular engagement sessions with Internal Business Consultants to ensure all sales enablement updates are up to date and on track.
• Partner with Internal Business Consultants to reach the targets set out by the business.
• Ensure timely and efficient closing of broker codes when no further relationship can be continued.
• Determine IFA status. Understand the needs of the IFA and match the digital hub value proposition to the IFA.
• Assist with the transition of Consultant and IFA relationship, should IFA request to be moved from face to face to digital interaction

ROLE PURPOSE

The role purpose of a digital hub support consultant is to provide administrative support to internal business consultants to ensure service levels are maintained. Additionally, this role also supports the DSM and RGM with projects and processes continuity.

DUTIES & RESPONSIBILITIES

Internal Processes: Sales and Service Experience:

• To facilitate the entire process of cases across the different product lines, with the use of system enhancements and capabilities, and ensure feedback is given where required.
• Understand and ensure the compliance process is adhered to al all times.
• Ensures timely processing and tracking of quotes to IFAs.
• Ensures that all quotes and relevant supporting documentation are well packaged and supports the advice-led process.
• Ensures that the new business process is completed timeously and efficiently.
• Drive submissions of requirements to ensure cases issue.
• Conducts regular engagement sessions with Internal Business Consultants to ensure all sales enablement updates are up to date and on track.
• Partner with Internal Business Consultants to reach the targets set out by the business.
• Ensure timely and efficient closing of broker codes when no further relationship can be continued.
• Determine IFA status. Understand the needs of the IFA and match the digital hub value proposition to the IFA.
• Assist with the transition of Consultant and IFA relationship, should IFA request to be moved from face to face to digital interaction.

Stakeholder Engagement:

• Ensure all internal and external engagements are conducted in a professional manner.
• Maintain meaningful business relationships with all stakeholders.
• Provide authoritative expertise to clients and stakeholders.
• Deliver on service level agreements and meet client expectations with clients and internal and external stakeholders.
• Make recommendations to improve client service 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.

Collaboration and Self-development:

• 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 the development, sharing and implementation of new ideas.

Business Efficiencies and Effectiveness:

• Identify opportunities to enhance effectiveness and increase operational efficiency.
• Manage company resources under your control with due respect.
• Provide input into the risk identification processes and communicate recommendations in the appropriate forum.