7 Corporate Wellness jobs in South Africa

Introduction

A leading company in the medical scheme and private healthcare sector is looking for an experienced Corporate Health Manager to join their dynamic Centurion office.

The Corporate Health Manager plays a critical role within the business development team, focusing on enhancing sales and market penetration of the Scheme in key target segments. This role will lead a team of consultants and agents, ensuring exceptional client service, and fostering strong relationships with corporate clients.

Duties & Responsibilities

1.Portfolio Management:

• Develop and manage client portfolios, ensuring effective coverage across different paypoints and brokers
• Structure and allocate team resources to optimize performance and client coverage
• Assess and adjust team resourcing and structuring based on market demands and strategic objectives

2.Team Management:

• Lead and manage a team of Corporate Health Consultants and Admin Agents
• Set performance targets and monitor team progress
• Conduct regular team meetings and performance reviews

3.Sales and Marketing:

• Develop and execute sales strategies to achieve targets
• Participate in sales and marketing initiatives tailored to the specific target market
• Leverage relationships to create opportunities for value-added products
• Monitor service quality and implement improvements as needed

4. Client Relationship Management:

• Build and maintain strong relationships with sector-specific brokers and clients
• Ensure high levels of client satisfaction and address any issues promptly and according to SLA
• Develop and implement retention strategies for existing clients

5. Performance Monitoring and Reporting:

• Establish KPIs for the team and monitor performance metrics
• Provide regular performance reports to the Business Development Manager
• Analyse market trends and competitor activities to inform strategies

Desired Experience & Qualification

Competencies

• Strong leadership and team management skills
• Excellent interpersonal and communication abilities
• Strong problem-solving and analytical skills
• Ability to thrive in a target-oriented environment
• High-quality orientation and organizational skills
• Proactive and customer-oriented

Education and Experience

• 3-5 years of experience in the private health or medical scheme industry
• Experience with brokers and/or clients in corporate industry
• Business degree advantageous
• Excellent presentation and communication skills
• Proficiency in MS Office suite
• Experience in managing teams and broker relationships
• Proven sales experience
• Must meet the "Fit and Proper" criteria as set out by the Financial Sector Conduct Authority (FSCA)
• NQF Wealth Management qualification or equivalent essential
• RE5 Regulatory Examination is preferred

Package & Remuneration

Work Requirements

• Own transport and valid driver license essential
• Willingness to work extended and flexible hours as necessary
• Travel will be required for the purpose of meeting with clients and/or stakeholders

Remuneration

• Entry Salary R55 000.00 (Salary will be determined based on experience.)

Interested?

Introduction

The Corporate Health Consultant will manage and grow relationships between the Scheme and stakeholders, ensuring exceptional service delivery and client satisfaction. This role is responsible for providing expert advice and support to brokers and corporate clients, driving sales, and ensuring client satisfaction within the designated industry/sector.

Duties & Responsibilities

Role Overview

Areas of Responsibility

1. Relationship Management:
   • Build and maintain strong relationships with brokers and corporate clients
   • Serve as the primary point of contact for brokers and corporate paypoints
   • Conduct regular reviews with brokers to assess needs, address issues, and explore opportunities for growth
   • Provide expert advice and support on medical aid options
   • Ensure high levels of client satisfaction and address any issues promptly
2. Sales and Business Development:
   • Develop and execute sales strategies to achieve set targets
   • Identify and pursue new business opportunities within the designated portfolio
   • Work closely with brokers to drive new business growth and retention
3. Client Service and Support:
   • Address and resolve complaints and escalations efficiently
   • Assist brokers and paypoints with product queries, application processes, and problem resolution
   • Ensure timely and effective communication with all stakeholders
4. Training and Development:
   • Conduct broker training sessions and product presentations
   • Keep clients informed about new products, industry trends, and regulatory changes
5. Reporting and Analysis:
   • Establish KPIs for individual performance and monitor progress
   • Provide regular performance reports to the Corporate Health Manager
   • Analyze market trends and competitor activities to inform strategies
   • Provide feedback to management on market conditions, client needs, and product performance

Desired Experience & Qualification

Qualifications

• Matric
• 2-3 years private healthcare industry experience
• Experience with brokers and/or clients in corporate industry
• Proven sales experience
• Excellent presentation and communication skills
• Proficiency in MS Office
• Must meet the "Fit and Proper" criteria as set out by the Financial Sector Conduct Authority (FSCA)
• NQF Wealth Management (NQF5) qualification or equivalent essential
• RE5 Regulatory Examination is preferred

Personal Attributes

• Action-oriented and proactive
• Strong team player with excellent relationship-building skills
• Quick learner, adaptable, and innovative
• Strong sales and negotiation skills
• Superior verbal and written communication abilities
• Strategic thinker with strong analytical and problem-solving skills
• Ability to work independently and as part of a team
• High level of initiative and ability to work in a target-driven environment
• Customer-oriented with a focus on client satisfaction

Work Requirements

• Experience in the corporate broker base essential
• Own transport and valid driver license essential
• Willingness to work extended and flexible hours as necessary
• Travel will be required for the purpose of meeting with clients and/or stakeholders

Ability to manage multiple accounts and projects simultaneously

Package & Remuneration

R35 000 CTC

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.

Disclaimer As an applicant, please verify the legitimacy of this job advert on our company career page.

Role Purpose

The Corporate Health Specialist role attracts, acquires and retains group health schemes by identifying corporate client leads and marketing Momentum Health Solutions to generate new business. Additionally, the role collaborates in the delivery of an integrated Health and Employee Benefits proposition for the SMME segment in order to support and develop advisers moving into group Health in the SMME segment.

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)
  
  

• 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.
  
  

• 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.
  
  

• 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.
  
  

• 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.
  
  

Role Purpose

The Corporate Health Specialist role attracts, acquires and retains group health schemes by identifying corporate client leads and marketing Momentum Health Solutions to generate new business. Additionally, the role collaborates in the delivery of an integrated Health and Employee Benefits proposition for the SMME segment in order to support and develop advisers moving into group Health in the SMME segment.

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)
  
  

• 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.
  
  

• 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.
  
  

• 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.
  
  

Role Purpose

This talent pool is actively managed to proactively identify and engage qualified candidates ahead of upcoming vacancies.

The Corporate Health Specialist role attracts, acquires and retains group health schemes by identifying corporate client

leads and marketing Momentum Health Solutions to generate new business. Additionally, the role collaborates in the

delivery of an integrated Health and Employee Benefits proposition for the SMME segment in order to support and

develop advisers moving into group Health in the SMME segment

The Employee Benefits (EB) Consultant supports Independent Financial Advisors (IFAs) and consultants within the business by providing specialized expertise and guidance on employee benefits-related matters. EBs serve as trusted advisors, helping internal consultants navigate the complexity of employee benefits and achieve their business objectives. Their strategic insights and proactive support enable consultants within the business to effectively address the evolving needs of their IFAs and drive positive outcomes in a competitive marketplace.

Requirements

Qualifications:

• 3-year BCom degree in the following fields: Financial Planning, Investment Management, Business Management, Finance, Marketing, Education or Legal (preffered)
• Honours degree is an advantage.
• CFA and/or CFP is an advantage.
  
  

• 3 to 5 years’ financial service industry experience, which must include employee benefits or corporate business development/corporate client services, sales or marketing.
• Experience in Momentum Employee Benefits/ Corporate Health is an advantage.
• Strong knowledge of the Employee Benefits/Corporate Health industry and market including but not limited to retirement funds.
• 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.
  
  

• Support the Retail Business Consultant and Investment Consultant on all referrals.
• Understand who we a targeting, the landscape they are working in, competitor influences, events that will enthuse, critical moments of truth used.
• Ensure long-lasting, deep, and meaningful relationships with the IFA.
• IFAs to move from non-active supporters to active supporters, to ambassadors.
• Connection to the brand and digital way of work.
• Production/Business retention & growth of assets.
  
  

• IFA having the perception that Momentum are thought leaders.
• Have a very clear understanding of the impact of regulation on the IFA practice.
• 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.
  
  

Join to apply for the Talent Pool: Corporate Health Specialist & Employee Benefits Consultant (KZN & EC) MMH250603-6 role at Momentum

Join to apply for the Talent Pool: Corporate Health Specialist & Employee Benefits Consultant (KZN & EC) MMH250603-6 role at Momentum

Role Purpose

This talent pool is actively managed to proactively identify and engage qualified candidates ahead of upcoming vacancies.

The Corporate Health Specialist role attracts, acquires and retains group health schemes by identifying corporate client

leads and marketing Momentum Health Solutions to generate new business. Additionally, the role collaborates in the

delivery of an integrated Health and Employee Benefits proposition for the SMME segment in order to support and

develop advisers moving into group Health in the SMME segment

The Employee Benefits (EB) Consultant supports Independent Financial Advisors (IFAs) and consultants within the business by providing specialized expertise and guidance on employee benefits-related matters. EBs serve as trusted advisors, helping internal consultants navigate the complexity of employee benefits and achieve their business objectives. Their strategic insights and proactive support enable consultants within the business to effectively address the evolving needs of their IFAs and drive positive outcomes in a competitive marketplace.

Requirements

Qualifications:

• 3-year BCom degree in the following fields: Financial Planning, Investment Management, Business Management, Finance, Marketing, Education or Legal (preffered)
• Honours degree is an advantage.
• CFA and/or CFP is an advantage.
  
  

• 3 to 5 years’ financial service industry experience, which must include employee benefits or corporate business development/corporate client services, sales or marketing.
• Experience in Momentum Employee Benefits is an advantage.
• Strong knowledge of the Employee Benefits/Corporate Health industry and market including but not limited to retirement funds.
• 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.
  
  

• Support the Retail Business Consultant and Investment Consultant on all referrals.
• Understand who we a targeting, the landscape they are working in, competitor influences, events that will enthuse, critical moments of truth used.
• Ensure long-lasting, deep, and meaningful relationships with the IFA.
• IFAs to move from non-active supporters to active supporters, to ambassadors.
• Connection to the brand and digital way of work.
• Production/Business retention & growth of assets.
  
  

• IFA having the perception that Momentum are thought leaders.
• Have a very clear understanding of the impact of regulation on the IFA practice.
• 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.
  
  

• Foster the perception among IFAs that Momentum is a thought leader and a reliable source of information.
• Ensure IFAs are consistently informed and engaged through coaching and regular interactions.
• Have a very clear understanding of the impact of regulation on the IFA practice.
• Deliver innovation, excellence, and influence in your business dealings.
  
  

• Seniority level Mid-Senior level

• Employment type Full-time

• Job function Human Resources

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