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Account Executive

Momentum Metropolitan Holdings
LimpopoSouth Africa
17 days0 Applicants
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  • Build, strengthen, and maintain relationships with various union organizations, clients, independent financial advisors, and Momentum Financial Planners and act as key contact to stakeholders regarding queries, products, and services.


  • Matric/Grade12 or equivalent
  • A financial or legal qualification will be an advantage
  • Business-related qualification
  • RE 5 will be an advantage
  • 3 - 5 years experience in client engagement with exposure to unions
  • Valid Driver's license and own car
  • Sales or client service environment with proven knowledge of union engagement principles and practices
  • Good understanding of how unions work is essential 
  • A minimum of 3 years of Health servicing and marketing experience to Unions is essential
  • A successful track record in marketing and servicing Health products to Unions is essential
  • Exposure to the health insurance and or insurance industry
  • Must have previous experience with interacting with Unions at various levels (general members, shop stewards, Regional/national secretaries, etc)
  • Must be prepared to travel
  • Experienced and competent presenter
  • Written and verbal communication
  • Knowledge of additional African languages is desirable
  • Knowledge of the Health Industry is essential
  • Influencing skills
  • Planning and organizing skills
  • Interpersonal skills Relationship building and management skills Networking skills
  • Sound knowledge of products, policies, procedures, and processes
  • General knowledge of all business-related rules and regulations
  • Relevant regulatory and compliance requirements


Duties & Responsibilities    

  • To identify key role players in various unions and to build successful relationships with these.
  • Manage union relationships.
  • Build and maintain good relationships with various union stakeholders (e.g. clients, brokers, partners, shop stewards, union members, union regional secretaries) so the business can maximise value from these relationships.
  • Understand union stakeholders problems and challenges and identify ways the business could better address those needs.
  • Interact with union stakeholders to explain products and service offerings, address queries and strengthen their satisfaction with the business.
  • Assess level of client satisfaction with current products and services and make recommendations to address shortcomings.
  • Function as a trusted and loyal advisor regarding business challenges stakeholders are facing, by identifying competitive threats and recommending helpful strategies to help them realise their business goals.
  • Analyse all benefits, risks, and costs of proposed strategies to determine whether they are viable.
  • Provide information to internal teams to capitalise on opportunities to upsell or crosssell services and products, based on insight generated in stakeholder engagements and needs.
  • Provide excellent service in order to maintain a positive reputation for the business.
  • Resolve any escalated complaints in a prompt and professional manner to maintain good union relationships and stakeholder satisfaction.
  • Identify and report process and system failures and enhancements to improve stakeholder experience.


  • Continuously monitor turnaround times and quality standards and resolve issues speedily to enhance client service delivery.
  • Drive client service delivery goal achievement in line with predefined standards in order to ensure that clients receive appropriate advice and after sales service.
  • Manage client query processes and ensure that queries are tracked, accurately resolved and used as a mechanism to improve client service and business processes.
  • Provide regular reports on delivery of services against agreed service level agreements and in terms of overall client targets.
  • Provide authoritative, expertise and advice to clients and stakeholders.
  • Build and maintain relationships with unions, clients and internal and external stakeholders.
  • Contribute to the process of negotiating objective and realistic service level agreements, monitor appropriateness, and recommend adjustments.
  • Deliver service level agreements made with unions, clients, and internal and external stakeholders to ensure that client expectations are managed.
  • Make recommendations to improve client service and fair treatment of clients within the area of responsibility.
  • Participate and contribute to a culture that builds rewarding relationships, facilitates feedback, and provides exceptional client service.


  • Build strong union relationships by providing specialist know-how and leadership to others, expressing positive expectations.
  • Continuously develop own expertise in terms of industry and subject matter development and application thereof in an area of specialization.
  • Positively influence and manage change and offer specialist support where required.
  • Contribute to continuous innovation through the development, sharing, and implementation of new ideas and involvement of colleagues and staff.
  • Participate and contribute to a culture of work-centric thinking, productivity, service delivery, and quality management.
  • Take ownership of driving career development.


  • Contribute to the financial planning process within the area.
  • Identify opportunities to enhance cost-effectiveness and increase operational efficiency.
  • Manage financial and other company resources under your control with due respect.
  • Provide input into the risk identification processes and communicate recommendations in the appropriate forum.


  • Providing Insights: Is focused on continuously improving things and provides insights by identifying key issues makes intuitive judgments.
  • Developing Strategies: Is focused on developing strategies thinks in the longer term and anticipates trends envisages the future and adopts a visionary approach.
  • Interacting with People: Is lively and projects enthusiasm is talkative in making contact and is focused on interacting and networking with people.
  • Establishing Rapport: Builds rapport and puts people at ease is engaging and welcomes people who find it easy to make friends.
  • Convincing People: Is comfortable having to persuade others shapes opinions by being outspoken seeks to negotiate with others.
  • Articulating Information: Is articulate in giving presentations is eloquent and explains things well projects social confidence when articulating information.
  • Conveying Self-Confidence: Is self-assured and projects inner confidence is confident and determines own future values own contributions.
  • Managing Tasks: Manages tasks by being organized and methodical plans activities systematically sets priorities for tasks.
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About the company

Momentum Metropolitan Holdings is listed on the Johannesburg Stock Exchange, as a South African-based financial service provider.

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