Financial Coach (Centurion X2)

Details

Closing Date2026/11/12

Reference NumberMMH261102-1

Job TitleFinancial Coach (Centurion X2)

Position TypePermanent

Role FamilyFinance

ClusterMomentum Corporate

Remote OpportunitySome of the time

Location – CountrySouth Africa

Location – ProvinceGauteng

Location – Town / CityCenturion

IntroductionThrough our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings, protect what matters to them and invest for the future. We help companies and organisations care for and reward their employees and members. Through our own network of advisers or via independent brokers and utilising new platforms Momentum Group provides practical financial solutions for people, communities and businesses. Visit us at www.momentumgroupltd.co.za

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

Role PurposeThe Financial Coach is responsible for delivering Retirement Benefit Counselling (RBC), financial wellness education, and member engagement solutions across assigned corporate clients through both face-to-face and digital channels. The role empowers members with factual, unbiased information throughout their membership journey, including onboarding, active membership, preservation, retirement, and exit. The incumbent drives business growth through lead conversion, asset retention, product uptake, and the development of strategic relationships with corporate clients and key stakeholders.

Requirements
Minimum: BCom (Relevant business degree)
Regulatory: RE5
Advantageous: CFP® Professional designation
3-5 years’ experience in retirement benefits, financial advice support, employee benefits, or financial services
Proven experience in member engagement, lead conversion, and stakeholder management.
Knowledge of retirement funds, preservation, annuities, and investment products.
Fluent in English, Sotho and Zulu
Willingness to travel locally and own reliable transport

Duties & ResponsibilitiesClient Engagement & Counselling

Provide individual or group benefit counselling and financial coaching.
Deliver factual, unbiased information to help members make informed financial decisions.
Guide clients with pre-retirement planning, annuity product selection, and execution of financial solutions.
Host webinars, workshops, and attend wellness days to deliver financial education.
Educate clients on investment principles, portfolio performance, and risk vs. reward.

Sales & Lead Conversion

Execute on sales campaigns and initiatives, capturing feedback via CRM.
Guide the conversion of RBC leads into acquisitions (e.g., product take-up, asset retention)
Source new business opportunities within corporate clients’ accounts.
Refer clients to financial advisers when advice is required.

Digital Support

Conduct outbound member engagements across digital and telephonic channels.
Support retirees, leavers, joiners, and active members with counselling, education, and solution implementation.
Execute digital member engagement strategies to improve member participation and outcomes

Corporate Account Management

Manage workplace engagement plans and member education initiatives for assigned corporate clients.
Build and maintain strong relationships with HR representatives, trustees, and key client stakeholders.
Collaborate with internal and external stakeholders to identify member needs and business growth opportunities.
Represent Member Solutions at client meetings, wellness days, retirement seminars, and other stakeholder forum.

Administration & Compliance

Accurately capture member interactions, opportunities, and activities within CRM.
Complete reporting, administration, and record-keeping requirements within agreed service levels.
Ensure compliance with all legislative, regulatory, and internal governance requirements.
Maintain high standards of data quality and client record management.

Competencies
Client-centric orientation
Strong communication and presentation skills
Influencing and relationship-building
Business development and sales orientation
Planning and organising
Accountability and ownership

Policy

We are committed to Employment Equity, diversity and inclusion when recruiting internally and externally. All appointments are made in alignment to our Employment Equity goals and we encourage people with disabilities to apply.