Introduction
Consult by Momentum is a registered Financial Service Provider (FSP) with a Category I and II licence, delivering top-tier financial planning, advice, and investment management services. Catering to a diverse clientele that includes high net worth individuals, the affluent sector, upper retail, and small business enterprises (SMEs), Consult by Momentum is recognised as one of South Africa’s largest financial planning and advice specialists enabling us to present a full spectrum of product solutions from all major providers of life, health, savings, investments, short-term, and employee benefits in South Africa. We are committed to the ethos of treating our customers fairly, thereby ensuring that our clients receive industry-leading solutions.
Disclaimer
As an applicant, please verify the legitimacy of this job advert on our company career page.
Role Purpose
As our company expands its national short-term insurance franchise network and enhances its franchise value proposition, we are seeking a Franchise Enablement Consultant to support the successful execution of our enablement strategy across the franchise network by embedding the franchise value proposition, driving best practices, promoting technology adoption and ensuring consistent franchise performance aligned with regulatory standards and strategic objectives.
Requirements
Qualifications and Experience
- Business related qualification e.g. Business Administration, Insurance, Operations Management, Risk management or related field
- RE5 essential
- Short-term insurance experience essential
- 3 – 5 years’ experience in a client facing, operations, training or enablement role
- Exposure in supporting decentralised teams or multi-branch operations
Other
- Valid driver’s license
- Willingness to travel nationally
Duties & Responsibilities
The successful incumbent’s key areas of performance include:
Value Proposition Enhancement & Delivery:
- Proactively embed, support, and monitor franchise engagement with the value proposition.
- Guide franchises in leveraging the full site of Consult’s operational, Marketing and Compliance support
- Build strong relationships with Advisers
- Provide tailored support to Franchises
- Facilitate regular Franchise check-ins, progress reviews and feedback sessions
- Serve as the primary point of contact for franchise enablement, ensuring seamless operational support and guidance.
Franchise Vesting & Capability Development:
- Embed and monitor operational standards across the franchise network
- Identify performance gaps and collaborate on improvement plans
- Monitor franchise adherence to operational standards, identifying areas for improvement and implementing corrective measures where necessary
- Identify, assess, and mitigate operational and advice risks within the franchise network to ensure compliance with organisational and regulatory standards
- Provide guidance and training to franchises on risk-related policies, procedures, regulatory expectations, best practices and support on the effective use of our technology ecosystem
- Investigate incidents and non-compliance and implement corrective actions to prevent recurrence
- Conduct regular engagement sessions to track franchise progress throughout onboarding phase and ensure a smooth transition and full integration of business processes
- Facilitate knowledge sharing and peer learning between Franchises or Advisers
- Contribute to continuous improvement of enablement strategy
- Monitor Technology utilisation and troubleshoot user issues
- Encourage efficient, tech enabled operations within each franchise
- Monitor Technology utilisation and troubleshoot user issues
The successful incumbent must be able to align to a principals-based environment and work in a culture that stands for the following principles:
- Client First
- Integrity and fairness
- Objectivity
- Competence
- Confidentiality
- Diligence
- Transparency
- Professionalism
Competencies
Skills and Competencies
- Strong Interpersonal and Relationship Management skills
- Practical understanding of short-term insurance processes
- Excellent communication skills
- Tech Savy (Comfortable using InsureTech platforms) and comfortable with training others on digital tools
- High attention to detail
- Strong sense of initiative and accountability