Momentum is a trusted partner on your journey to financial wellness. We guide you by offering leading advice, products and services.
We are committed to helping you fulfill your lifelong financial needs, by providing relevant and unique solutions to suit your budget and individual circumstances. It ... read moreis our aim to build and maintain enduring relationships by providing transparent, simple and effective communication.
Our broad range of advice, insurance, investments and health offerings give you the best possible financial solution, because good financial wellness enables you to achieve your purpose in life.
Our vision is to satisfy the wealth creation and preservation, insurance and income needs of clients through our deep understanding of the upper retail insurance, savings and investment market in South Africa.
Mission statement
We commit to fulfil your lifelong financial needs by:
Providing value-for-money solutions that are relevant and unique
Engaging in a transparent, simplified and effective manner
Building enduring partnerships
Role Purpose
Delivery of consumer insights to support the Metropolitan business towards the fulfilment of its purpose and strategic intent.
Requirements
Degree in Business, Economics,
Role Purpose
To develop and implement a best practice framework for the Retirement Benefit Counselling strategy that aims to create and capture retailisation opportunities through the delivery o
Role Purpose
Delivery of consumer insights to support the Metropolitan business towards the fulfilment of its purpose and strategic intent.
Requirements
Degree in Business, Economics,
Role Purpose
The purpose of the role is to bring about high quality service by overseeing the quality of operational team's output and client interactions within an agreed SLA and to ensure
Role Purpose
The Administration Consultant will be responsible for implementing processes, procedures, and measurements for Back Office Administrators to effectively partner with the sales and p
Role Purpose
The Retirement Benefit Counsellor will work directly with members and/or clients to ensure that that they can reach their educational, financial, and asset goals through benefit cou
Role Purpose
Manage and motivate a team of Financial Advisors to deliver an excellent client experience and support the achievement of Metropolitan Channel sales targets.
Requirements
Qu
Role Purpose
Deliver professional service to clients through various servicing channels (inbound calls, emails, walk—in interactions etc.), responding to their needs, concerns and complain
Role Purpose
The Retail Distribution Support Administrator (DSA) provides quick and accurate administrative support to IFAs, IFA practice staff and consultants; serves as a source of information
Role Purpose
The purpose of the role is to execute on the Momentum Insure Sales strategy
This will include the achievement of product sales targets and the delivery of an excellent, consistent
Role Purpose
We are looking for a Web Content Publisher to work closely with the marketing communications department to manage content on client facing websites.
This position requires a candi
Role Purpose
Provide an effective and efficient technical support service to the administration team to ensure correctness and consistency in processes which includes queries and projects.
Role Purpose
To allocate new business policies according to demographic criteria.
Requirements
Matric/Senior Certificate
FAIS Compliant essential (minimum of 30 credits)
Computer
Requirements
Qualifications:
3-year BCom degree in the following fields: Business Management, Marketing, Communications, Finance and Legal (essential)
Willingness to study towards the degre
Requirements
A minimum of an LLB or BCom degree in the following fields: Business Management, Marketing, Communications, Finance, and Legal
No prior industry experiences
Our offices are base
Requirements
2 - 5years' relevant experience
Exposure to the insurance or financial services industry
Employee Benefits experience (advantageous)
MS Office Suite (Word, Excel)
Dut
Requirements
Relevant IT qualification
3-12 Months development experience (essential).
Duties & Responsibilities
INTERNAL PROCESS
Collaborate with the Scrum Master/Proj
Role Purpose
The purpose of the role is to execute on the Momentum Insure Sales strategy
This will include the achievement of product sales targets and the delivery of an ex
