Practise Consultant at MMI Holdings

  • Permanent Senior position

  • KwaZulu, Eastern Cape

  • Undisclosed cost to company plus commission

  • Job 2183016

  • Posted 24 Jan 2018 by MMI Holdings

About the Position

MMI Holdings Limited (MMI) is a South African based financial services group listed on the South African stock exchange, the JSE. The group operates in the market through multiple client-facing brands including insurance and investment brands Metropolitan and Momentum, South Africa's number one cell captive insurer Guardrisk and wellness & rewards programme Multiply. MMI operates in 14 countries, 12 in the African continent, United Kingdom and India through a direct presence, strategic partnerships and joint ventures.

MMI's purpose is to enhance the lifetime Financial Wellness of people, their communities and their businesses. Financial Wellness is a continuous process of planning and management for individuals, households and businesses, with the aim of affording expenses and achieving goals over one's lifetime. Our promise to our clients is to be their Financial Wellness partner over this life-long journey, using our expertise and solutions to help them develop and reach their goals. Visit us at [URL Removed]

Known for its entrepreneurial spirit and culture, Momentum is one of the most aspirational brands in South Africa. Originally established in 1966, Momentum has grown over the years to become one of the most recognised financial services brands in South Africa for wealth creation and [URL Removed] Momentum brand is known for satisfying the wealth creation and preservation, insurance and income needs of middle and upper income clients through their deep understanding of the retail insurance, savings and investment market in South [URL Removed]

Role Purpose
Provide guidance and support to equip networks to meet and service the financial planners and practices needs and facilitate the relationship between MMI and the networks.

Responsibilities and work outputs

  • Maintain and equip client growth and engagement through continuous support and guidance which will lead to the growth of the MFP network
  • Establish productive, professional and enabling relationships with financial planners and practices to manage and enhance the value of the MFP network
  • Provide credible and appropriate expertise, coaching and advice to financial planners and practices with the purpose to enable client growth and retention
  • Implement innovative methods to identify and develop new practices, channels, networks and business opportunities
  • Implement plans and tactics for the achievement of sales targets through financial planners and practices
  • Provide ongoing support to financial planners and practices to facilitate growth and embedding of the engagement strategy
  • Ensure the Financial Wellness Framework is embedded and that the financial planners and practices execute the philosophy
  • Pursue productivity and drive the achievement of growth and engagement targets to increase new business and the acquisition of new engaged clients.
  • Create and identify business opportunities for our MFP practice in line with our financial wellness recipe
  • Partner with the Regional Manager to identify opportunities on how to grow and enhance the value of the MFP practice
  • Engage with practices in a client centric manner; improving client growth, engagement and retention
  • Be the brand ambassador for the Momentum Financial Planning business
  • Be independent and objective and assist the financial planners and practices in meeting the clients needs as well as building a strong brand for MFP and having a strong/ trust relationship with the financial planners
  • Ensure financial planners and practices are improving client engagement/all aspects of the Client Financial Wellness Wheel
  • Actively engage in the marketing of products and solutions to meet clients financial wellness needs.
  • Actively deploy most suitable Omni-platform to deploy per opportunity identified for each practice
  • Analyse reports to identify opportunities where clients engagement status can be enhanced and formulate action plans to execute
  • Assist our franchises to unlock value in their practices by ensuring that each client has a financial plan and budget, and furthermore fulfils on the client value proposition
  • Ensure day to day engagements with financial planners and practices and ensure that all queries are answered and resolved according to the service level agreements
  • Participate and contribute to a culture which builds sustainable relationships, facilitates feedback and provides exceptional client service
  • Self-management and teamwork (People)
  • Develop and maintain productive and collaborative working relationships with peers and stakeholders
  • Demonstrate exemplary corporate citizenship in line with vital behaviours through personal involvement, commitment and dedication in support of organisational value
  • 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
  • Take ownership for driving career development
  • Contribute to financial planning and advice
  • Identify solutions to enhance cost effectiveness and increase operational efficiency
  • Manage financial and other company resources under your control with due respect
  • Adhere to business and industry rules and regulations
  • Understand and possess knowledge of Franchise: advice, engagement and product support
  • Understand and knowledge of the products and solutions
  • Generalist - Risk, Savings & Investments and Short Term
  • Specialist support - Health & Employee Benefits
  • Provide advice, product and engagement support / service to financial planners and practices
  • Ensure proficiency on all solutions and products
  • Market and train on all solutions, products and business processes
  • Ensure that the various business rules and philosophies are adhered to
  • System / advice tools training
  • Workshops/ Training

Competencies required

  • Business Acumen
  • Client/ Stakeholder Commitment/ Engagement Skills
  • Drive for Results
  • Leads Change and Innovation
  • Motivating and Inspiring Team
  • Collaboration
  • Impact and Influence
  • Self-Awareness and Insight
  • Diversity and Inclusiveness
  • Growing Talent

Experience and Qualifications


  • Relevant diploma/degree (sales, marketing or related field)


  • At least 3 years related financial services experience
  • Practice Management experience with a proven track record in successfully dealing with clients and or franchises
  • Knowledge of insurance, investment, risk or health management related products

Should you not hear from us within 2 weeks of application, please note that your application has been unsuccessful.

Desired Skills

  • Sales

Desired Work Experience

  • 2 to 5 years Legal Advisory

Desired Qualification Accreditation

  • Grade 12 / Matric

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