Momentum Metropolitan Holdings, formerly MMI Holdings, is a South African-based financial services group was established on 1 Dec 2010, through the merger of Metropolitan and Momentum. We are specialists in long and short-term insurance, asset management, savings, investments, healthcare administration, health risk management, employee benefits and reward...
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Role Purpose
- The Technical Data Steward is responsible for ensuring the quality, integrity, and security of the organizations data assets. This role involves managing data governance processes, implementing data standards, and collaborating with various stakeholders to maintain data accuracy and consistency.
Requirements
- Bachelor’s degree in Computer Science, Information Management, or a related field.
- Relevant certifications in Data Management or Data Governance are advantageous.
- 2-3 years’ experience in data management, data governance, or a similar role.
- Strong database design knowledge and experience with data warehousing techniques and modelling approaches.
- An understanding of Data Governance Principles, Data Quality Management and best practices.
- Experience working with various relational and non-relational database technologies, e.g. PostgreSQL, MSSQL, Amazon Redshift, DB2, Oracle, DynamoDB.
- Experience with ETL/ELT tools and methodologies, e.g. DataStage, AWS Glue.
- Experience with data governance & data quality tools and methodologies.
- Strong proficiency in SQL.
- Ability to conceptualize and generate accurate reporting from various data sources.
- Knowledge of scripting languages, e.g. Python, PowerShell, Bash, Perl.
- Strong proficiency using MS Office Suite, e.g. Excel, Word and PowerPoint.
- Experience and understanding of diagramming tools and methodologies.
- Understanding of Agile Principles.
Duties & Responsibilities
Data Governance
- Analyzing of all data entities across systems for the purposes of maintaining the organizations data catalog to comply with regulatory requirement; identifying incorrect data management; and data process violations.
- Ensure compliance with Group Data Governance standards and regulations as set out in the various policies and procedures.
- Assist in the development and enforcement of data governance policies and procedures.
- Monitor data usage and access to ensure compliance with governance policies.
Data Quality Management
- Conduct and participate in data quality assessments and audits.
- Support the implementation of data quality standards and best practices.
- Assist in identifying and resolving data quality issues and discrepancies.
Data Integration and Management
- Oversee data integration processes and ensure seamless data flows across systems.
- Manage data lifecycle processes, including data archiving and purging.
- Collaborate with IT teams to implement data management tools and technologies.
Stakeholder Management
- Work closely with business units to understand data requirements and provide support.
- Develop and maintain effective strategic relationships with supporting departments (e.g. Master Data Management, Finance, Infrastructure, Data Management etc.)
- Support, build, and sustain relationships with analysts, leads, supervisors and managers within the organization.
- Provide guidance on data management practices to stakeholders.
Data Security and Privacy
- Ensure data security measures are in place to protect sensitive information.
- Monitor data access to sensitive data to prevent unauthorized access or data breaches.
Documentation and Reporting
- Maintain documentation of data management processes and procedures.
- Generate regular reports on data quality, governance, and compliance metrics.
- Provide insights and recommendations for data management improvements.
SELF-MANAGEMENT AND TEAMWORK:
- Develop and maintain productive and collaborative working relationship with peers and stakeholders.
- Provide support, guidance, and mentorship to any junior team members.
- 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.
MANAGE BUDGET AND IMPLEMENT SOUND FINANCIAL CONTROLS:
- Identify solutions to enhance cost effectiveness and increase operational efficiency
- Manage financial and other company resources under your control with due respect.
- Take responsibility for managing both reputational and financial risk because of interactions with both internal and external clients.
Competencies
- Communication and collaboration skills
- Problem solving skills
- Attention to detail
- Critical Thinking
- Analytical Skills
- Interpersonal Skills
- Time management
- Decision-making
- Teamwork
- Accountability
- Adaptability
Closing Date
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Role Purpose
- To provide administrative support to the GEMS Claims Risk Management team in the desktop forensic investigations space.
Requirements
- Matric / Grade 12 Certificate (essential).
- Diploma or degree in Forensic science, law, risk management, auditing or any other relevant field of study (essential).
Duties & Responsibilities
- Process
- Support Investigators with Case Report preparation.
- Index and paginate case files, packs, and briefs for external service providers and regulators.
- Ensure accurate document management and record-keeping for investigative matters referred to service provider network.
- Load and maintain investigative filters and recon reports.
- Assist in identifying trends and irregularities in claims data.
- JIRA Complaint Coordination.
- Track and manage responses for Fraud, Waste & Abuse (FWA)-related complaints logged on JIRA.
- Liaise with internal stakeholders to ensure timely and accurate resolutions.
- Minute taking at scheme meetings.
- Scheme report compilation.
- Support the team in maintaining service level agreements (SLAs) for older and backlog cases.
- Other ad hoc responsibilities on behalf of the Team.
Client
- Build and maintain relationships with clients and internal and external stakeholders.
- Deliver on service level agreements applicable to clients and internal and external stakeholders in order to ensure that client expectations are managed.
- Make recommendations to improve client service and fair treatment of clients within area of responsibility.
- Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.
- 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.
People
- Continuously develop own expertise in terms of industry and subject matter development and application thereof in an area of specialisation.
- Positively influence and manage change and offer administrative 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 for driving career development.
Finance
- Escalate unresolved policy and governance compliance issues via appropriate channels for investigation and resolution purposes.
- Provide input into the risk identification processes development and communicate recommendations in the appropriate forum.
- Contribute to the development of area specific budgets to minimise expenditure, in alignment with operational plans.
- Identify solutions to enhance cost effectiveness and increase operational efficiency.
- Implement and provide input into governance processes, systems and legislation within area of specialisation.
- Escalate unresolved policy and governance compliance issues via appropriate channels for investigation and resolution purposes.
- Provide input into the risk identification processes development and communicate recommendations in the appropriate forum.
Competencies
- Problem solving skills
- Critical thinking skills
- Analytical skills
- Data analysis skills
Closing Date
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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
Qualifications:
- Matric or equivalent NQF Level 5 qualification
- RE5
- FAIS Representative legislative qualification
- Class of Business 3 and 7 (preferable)
Experience
- 3-5 years of working experience in the financial services industry
- A minimum of 2 years of managerial experience overseeing the rendering of financial advice
- Experience in FAIS Tier 1 Long Term Insurance and Pension Benefit products
- A valid driver's license and access to your own vehicle
- Computer literacy
Duties & Responsibilities
- Leading and managing a team of Financial Advisers
- Developing action plans to drive sales and enhance performance.
- Ensuring compliance with operational processes and legislative requirements
- Cultivating a branch culture to energise employees and maximise productivity.
- Recruiting and selecting high performing Financial Advisers to join your team.
Competencies
- Business Acumen
- Client/ Stakeholder Commitment
- Drive for Results
- Leads Change and Innovation
- Motivating and Inspiring Team
- Impact and Influence
- Collaboration
- Self-Awareness and Insight
Closing Date
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Role Purpose
- Receives disability claims and assesses payment of benefits in accordance with the rules of the fund and in applying clinical expertise.
Requirements
- BOT (Bachelor of Arts Occupational Therapy) / BSc.OT degree or BSc Physiotherapy.
- Registration with the HPCSA as Occupational Therapist or Physiotherapist.
- Minimum 1 year relevant experience.
- Driver's license and willing to travel
Duties & Responsibilities
- Ensure Service Level Agreements are met and exceeded.
- Identify risks to the company and escalate accordingly.
- Monitor claims received to ensure that duplication does not occur resulting in financial loss to the company.
- Drive and support effective teamwork within the department.
- Engage in appropriate training interventions to promote own professional development.
- Ensure to demonstrate the company's values on a daily basis.
- Adhere to organisational best practice and legislative requirements.
- Ensure effective claims management service delivery and support.
- Perform an efficient and accurate administrative function.
- Identify and investigate all possible non-disclosure of pre-existing conditions.
- Validate all claims, and ensure they are correctly completed and indexed, and no duplication and whether pre-approval has been obtained.
- Adhere to policies and procedures and take corrective action where necessary.
- Ensure all risks are mitigated and escalated where necessary.
- Understanding of medical conditions and their implication on functional ability, especially relating to job requirements.
- Understanding and knowledge of the group insurance Industry.
- Appreciation of future trends within Employee Benefits.
- Keep knowledge of current legislation relevant to the industry
Competencies
- Business Acumen
- Client Commitment
- Drive for Results
- Leads Change and Innovation
- Impact and Influence
- Collaboration and teamwork
- Self-Awareness and Insight
- Diversity and Inclusiveness
Closing Date
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Role Purpose
- Responsible for the underwriting of a portfolio of clients for the Construction and Energy Guarantees division.
Requirements
- An undergraduate diploma/degree (BCom, BScEng, QS, LLB or similar).
- A postgraduate diploma/degree (MBA, MCom, MSc or similar) - or working towards it.
- Certificate in Banking/Short-Term Insurance (or working towards it)
- RE 5 Certificate for Representatives (or working towards it)
- FAIS compliant (or working towards it)
- Minimum 10 years working experience in the guarantees/trade banking/reinsurance industry.
- Credit risk assessment & analytics.
- Knowledge of infrastructure and project finance.
Duties & Responsibilities
- Underwriting of large & complex guarantees transactions.
- Underwriting of foreign and corporate guarantee transactions.
- Underwriting of renewable energy guarantee transactions.
- Member of the underwriting risk committee for the Construction Bonds & Guarantees division.
- Preparation of thorough and detailed underwriting reports & proposals.
- Conduct due diligence, credit risk assessment for projects and guarantee deals.
- Develop financial analysis and modelling for large project deals.
- Underwriting of guarantees within the designated operational mandate.
- Structuring of guarantee instruments, legal documentation and commercial terms for project deals.
- Oversee the corporate portfolio of existing clients across the Energy and Construction Guarantees division.
- Client relationship management and stakeholder engagement.
- Ensure that existing relationships with brokers and other role players are strengthened and built on a continuous basis.
- Collaboration and relationship building with commercial banks, private lenders and infrastructure funding/financial institutions.
- Collaboration and relationship building with direct clients, developers, infrastructure consultants and industry bodies.
- Ensure that new relationships are established to support the growth plans of the greater Guarantees division.
- Grow the Energy & Construction Guarantees book of business in the corporate segment.
- Management of the energy & construction guarantees team (portfolio managers/underwriters).
- Mentoring & training the Construction Guarantees team members.
- Pursue relevant growth opportunities that would allow the Guarantees division to achieve its strategic targets and objectives.
- Build, maintain and continuously strengthen all relationships with the MMH Group’s product, support, reinsurance as well as broker partners.
- Ensure that all regular interactions with any of the Momentum Group’s reinsurance, broker or product partners are done at the highest possible level of professionalism.
- Stay abreast of developments in the construction, surety, guarantee & related markets.
- Maintain professional relationships with all customers, suppliers and trade connections of the Momentum Group with a view to maintain and improve the group’s reputation and goodwill.
- The above list of duties and responsibilities is not all inclusive and may be expanded to include other duties and responsibilities, as the job function dictates.
Competencies
- Risk management
- Business Acumen
- Client Orientated
- Collaborative
- Innovative
- Analytical skills
- Relationship management and networking
Closing Date
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Role Purpose
- Reporting directly to the Group Chief Executive Officer (GCEO), this role is a critical senior executive appointment with group-wide strategic influence and accountability.
- The CEO of Momentum Life will operate beyond the scope of leading a business unit. In addition to shaping and delivering the strategy and performance of Momentum Life, this executive will be expected to make a meaningful contribution to the overall strategic direction, competitiveness, and future performance of Momentum Group.
- As a formal member of the Group Executive Committee (Group Exco), the CEO of Momentum Life will play an active role in shaping the Group’s strategic agenda, influencing group-level financial outcomes, and bringing forward industry insights that strengthen Momentum Group’s long-term positioning.
- This CEO will therefore need to operate at a highly strategic, enterprise-wide level, balancing the stewardship of their business unit with the broader responsibilities of Group executive leadership.
- Within the Momentum Life business, the CEO will provide clear strategic direction and ensure the business delivers sustainable performance across the full value chain.
- This includes driving innovation, elevating operational excellence, strengthening market leadership, and accelerating long-term, profitable growth.
- The executive will champion a high-performance, client-centric, digitally enabled business that delivers exceptional stakeholder value, strengthens governance, and positions Momentum Life as an industry leader.
Requirements
Qualifications:
- Qualified Actuary (Fellow of a recognised Actuarial Society) – preferred
- Post-graduate degree in Business Management, Insurance or related field
Knowledge & Experience:
- At least 10 years of senior or executive level leadership experience
- A deep understanding of the dynamics in the SA life insurance industry
- A proven track record of delivering product and digital process innovation
- Well-averse with direct-to-client and adviser-led distribution strategies
- Stakeholder management and influencing
Duties & Responsibilities
PROCESS
- Lead the strategic vision and execution of the Momentum Life product business by aligning value chains, driving innovation in products and capabilities, and ensuring long-term organisational success.
- Champion industry leadership through business intelligence and stakeholder engagement.
- Ensure operational excellence by driving compliance, optimising customer service, and implementing high-impact strategic projects that enhance profitability and growth.
- Ensure governance, ethics, and risk management frameworks are implemented to ensure transparency and safeguard shareholder interests.
PRODUCT LEADERSHIP
- Drive continuous enhancement and rigorous management of the product portfolio, ensuring solutions remain competitive and relevant to evolving client needs.
- Oversee cost optimisation initiatives and robust profitability analysis to maximise value creation while maintaining product integrity and market alignment.
- Proactively identify opportunities for innovation and improvement, implementing strategies that balance operational efficiency with exceptional client outcomes.
- Steer cross-functional collaboration to deliver products that anticipate market trends and exceed stakeholder expectations.
CLIENT
- Foster strong, collaborative relationships with clients and stakeholders to deliver integrated, innovative service solutions.
- Continuously enhance client experience by designing impactful journeys, aligning offerings with evolving needs, and promoting a culture of feedback and excellence.
- Maintain a competitive edge through active networking, benchmarking, and thought leadership across industry forums.
- Drive the effectiveness of channels and distribution by regularly evaluating and refining multi-channel strategies, ensuring seamless integration between direct, intermediary, and digital distribution routes.
- Collaborate with key partners to expand market reach, optimise channel performance, and adapt to shifting client preferences.
- Leverage data-driven insights to identify new distribution opportunities and ensure that all channels align with the organisation’s value proposition and customer experience objectives.
STAKEHOLDERS
- Establish strong, trust-based relationships with key internal and external stakeholders to foster strategic alignment and drive long-term value creation.
- Success is measured by stakeholder satisfaction, strategic partnership growth, and the effectiveness of stakeholder communications.
- Active engagement in industry forums and regulatory bodies (e.g. ASISA) to protect the company’s reputation and license to operate.
PEOPLE
- Cultivate a vibrant and inclusive work culture that inspires productivity, learning, and collaboration.
- Lead by example through active engagement and alignment with organisational purpose and culture.
- Attract and retain top talent by fostering a diverse work environment and promote continuous growth across the team.
- Foster employee engagement and high performance through inclusive leadership and cultural alignment.
COMMERCIAL
- Deliver strategic financial outcomes by driving new business value and earnings growth through sales performance, optimising pricing models, and ensuring effective budgeting across products and channels.
- Strengthen governance and compliance through the implementation of ethical frameworks, risk management systems, and alignment with King V principles.
- Enhance operational efficiency, protect capital, and drive sustainable returns for shareholders.
- Ensure transparency and integrity across the value chain to build investor confidence and long-term enterprise value.
- Align financial oversight with strategic goals to support profitability and responsible growth.
TECHNOLOGY
- Identify and drive critical digital and technology initiatives and investments that will innovate the business value chain and deliver essential efficiencies.
- Champion the adoption of emerging technologies to streamline operations, enhance the efficiency of claims processes, enhance client experience, and reinforce Momentum Life’s position as an industry leader.
- Collaborate with cross-functional teams to ensure technology strategies are aligned with overall business objectives and support sustainable growth, with a specific focus on the integration of artificial intelligence to manage the cost base of the business, and enhance processes.
MARKET POSITIONING
- Position Momentum Life as a market leader and innovator, within both adviser and client segments.
- Act as the brand ambassador, ensuring Momentum Life is recognised as the brand of choice by consistently communicating its unique value proposition across key external platforms, industry events, and thought leadership forums.
- Develop a deep understanding of the competitive landscape and effectively position the business to respond to evolving market dynamics and consumer demands.
- Drive proactive market engagement strategies to reinforce Momentum Life’s leadership, enhance brand equity, and secure prominent visibility among both consumers and industry stakeholders.
Competencies
- Analytical skills
- Executive disposition
- Ability to engage in complex and strategic matters
- Business acumen
- Communication skills (written and verbal)
- Client, channel, and stakeholder engagement
- Collaboration
- Accountability and ethical decision-making
- Data and insights-driven decision-making
- Impact and influencing skills
- Embracing change
Closing Date
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Role Purpose
- Manage the finance service offering for the segment by providing professional and ethical financial practices and services that support business decision making and performance.
Requirements
Qualifications
- BCom Accounting, Financial Management, Management Accounting or Registered chartered accountant with South African Institute of Chartered Accountants (preferred)
Experience
- 6-8 years in financial management in an insurance environment
- 5 years’ experience in a managerial role
- Knowledge of the insurance and investment industry and applicable regulatory requirements and legislations
- Knowledge of Generally accepted accounting principles (GAAP), International Financial Reporting Standards (IFRS) and risk management principles
Duties & Responsibilities
- Oversee the delivery of Finance solutions that enable the achievement of business goals and objectives.(Internal Process)
- Manage the team responsible for the banking function for Guardrisk Group of companies
- Build and maintain relationships with clients and internal and external stakeholders and various bank relationship managers
- Portfolio support and management and servicing of all finance banking operations by working closely with the portfolio manager and other colleagues
- Implement oversight and control of all bank accounts under the Guardrisk Portfolio to monitor unusual activity ensure compliance to regulations
- Manage foreign bank accounts and foreign transactions, including managing SARB approvals where required
- Managing staff and providing support where required to ensure they carry out their responsibilities adequately
- Overseeing unallocated cash process and ensuring outstanding cash is regularly followed up and allocated
- Reviewing and signing off all promoter general ledger reconciliations and ensure all reconciling items are resolved withing a reasonable time
- Managing the payments process and provide support to the relevant team members when required.
- Review payment documents and obtain the necessary source documentation and authorisation to effect payments timely and with the determined service level agreement levels
- Review expenses on a monthly basis to ensure accurate allocations and variances to budget.
- Manage the expense budget annually and monitor variances on a monthly bassis
- Meeting company and client accounting, payment and reporting deadlines
- Contribute to the enhancement of systems and processes issues in order to enhance financial and banking management
- Identify and reconcile discrepancies and problems
- Manage the segment chart of expense accounts, cost-centre reporting hierarchy and levels of authority framework.
- Oversee the development, maintenance and optimisation of financial systems for the segment.
- Manage the fixed asset registers.
- Ensuring accuracy and timeliness of financial transactions
- Managing month-end, quarter-end, and year-end close processes
- Resolving escalated operational issues
- Identify inefficiencies and implement process redesign
- Build and maintain effective business relationships with the business in order to manage service delivery in line with business expectations and requirements.
- Oversee the annual Audit process and assist staff where necessary ensuring all Audit requirements are met
- Drive a client centric environment that focuses on best practice service delivery (Client Services)
- Build and maintain relationships with clients and stakeholders
- Define fair and innovative internal client service practices which build rewarding relationships, and allows team to provide exceptional client service.
- Engage with key stakeholders to identify changing internal client needs and make recommendations to align service offering with client needs.
- Contribute to a client service excellence culture which builds enduring relationships and allows team to provide exceptional client service.
- Develop client service level agreements and standards in order to ensure clients receive clear and accurate information and are kept informed at all times.
- Drive efforts to improve client service and fair treatment of clients within area of responsibility.
- Incorporate internal client feedback into the enhancement of daily business processes and management operating systems.
Effectively lead team (People)
- Create a positive work climate and culture to energise employees, give meaning to work, minimise work disruption and maximise employee productivity
- Demonstrate exemplary leadership behaviour, through personal involvement, commitment and dedication in support of organisational values.
- Select and recruit suitably qualified talent in line with Employment Equity principles and MMI values
- Drive a culture that guides and directs best practice, fostering an environment of continuous learning, improvement and cohesiveness.
- Enable a learning and growth culture whereby information regarding successes, issues, trends and ideas are actively shared between team members.
- Execute effective workforce planning practices to ensure that staffing requirements are accurately forecasted
- Identify employee growth and development needs and schedule interventions to enable ongoing development, training and personal growth.
- Effectively manage performance within the team in order to ensure business objectives are achieved
- Encourage innovation, change agility and collaboration within the team
- Share and transfer product, process and systems knowledge to colleagues.
- Oversee the budgeting and financial reporting process and implement sound financial controls(Finance)
- Oversee and control the process for the budget for expenses.
- Oversee the monitoring of financial performance by measuring and analysing expenses monthly by comparing actuals to budget.
- Control the budget for area of responsibility, including the authorisation of expenditures and implementation of financial regulations.
- Implement and manage financial risk methodologies, techniques and systems and use to monitor and report on financial activities.
- Implement risk management, governance and compliance policies in own practice area, to identify and manage governance and risk exposure liability.
- Investigate reported wilful acts of non-compliance to organisation policy and practice and report on findings.
Competencies
Business Acumen
- Understands how the business operates, what the key issues and risks are that drives business success; and how they impact on the commercial viability of potential ventures and the profitability of the Group
Collaboration
- Prioritises the business interests of MMI and invests in the success of the group by aligning effort across divisions.
Client/ Stakeholder Commitment
- Anticipates, meets and exceeds client’s needs by creating long lasting relationships that support the client value proposition, supports their financial wellness and ensures client centricity.
Impact and Influence
- Persuades, convinces, influences and inspires others, both within MMI and externally to win support, loyalty and gain commitment to the purpose of MMI.
Drive for Results
- Drive a sense of urgency, focus, accountability, agility and execution to deliver business results.
Self-Awareness and Insight
- Manages self and relationships with others effectively, deals with ambiguity, uncertainty and pressure, and provides perspective in difficult situations.
Leads Change and Innovation
- Actively leads change, does what is right for the business and drives continuous improvement through innovation.
Diversity and Inclusiveness
- Is sensitive to individual and cultural differences and demonstrates humility and an openness to engage people from diverse backgrounds and cultures to the mutual benefit of all parties concerned.
Motivating and Inspiring Team
- Creates and maintains an open, positive working environment by generating commitment, building trust, a shared sense of purpose, empowerment in others and encouraging them to contribute to the best of their ability.
Growing Talent
- Takes responsibility for own development; and actively mentors, coaches and develops talent in others. Builds leadership bench strength for MMI by providing opportunities and experiences to develop skills, competencies and business knowledge.
- Strategic Thinking Creates competitive and breakthrough strategies to drive short term profitability and long-term business growth and shareholder value.
Closing Date
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Role Purpose
- Attract, acquire and retain clients by selling company products to generate new business and to provide after sales service to clients to ensure client retention, increase market share and contribute to the overall business objectives and its long-term viability
Requirements
- Matric/ N4 Equivalent Qualification.
- FAIS requirements based on DOFA date
- Relevant regulatory examinations if you are already working in the financial services industry.
- 1 - 2 years’ experience for individuals with undergraduate degree (preferred)
- 2 - 3 years in a Sales environment
- Strong computer literacy skills
- Fluency in English
Duties & Responsibilities
- Engage with prospect clients to understand their financial needs.
- Sell products that align with the clients’ financial requirements.
- Accurately record client information and sales details
- Achieve targets related to production, quality and conversion.
- Comply with legislative regulations and adhere to all compliance requirements.
Competencies
- Verbally fluent
- Numerical reasoning ability
- Be able to plan and manage their time.
- Self-reliant
- Be resilient (drive, determination, risk tolerance, bounce back after setbacks)
- Manage relationships well.
- Demonstrate sales behaviors (deal with difficult clients, competitive, achieving, persistent).
- Be entrepreneurial (set ambitious, targets, self-reliant, financial prosperity in high-risk environment, autonomy)
Closing Date
go to method of application »
Role Purpose
- Attract, acquire and retain clients by selling company products to generate new business and to provide after sales service to clients to ensure client retention, increase market share and contribute to the overall business objectives and its long-term viability
Requirements
- Matric/ N4 Equivalent Qualification.
- FAIS requirements based on DOFA date
- Relevant regulatory examinations if you are already working in the financial services industry.
- 1 - 2 years’ experience for individuals with undergraduate degree (preferred)
- 2 - 3 years in a Sales environment
- Strong computer literacy skills
- Fluency in English
Duties & Responsibilities
- Engage with prospect clients to understand their financial needs.
- Sell products that align with the clients’ financial requirements.
- Accurately record client information and sales details
- Achieve targets related to production, quality and conversion.
- Comply with legislative regulations and adhere to all compliance requirements.
Competencies
- Verbally fluent
- Numerical reasoning ability
- Be able to plan and manage their time.
- Self-reliant
- Be resilient (drive, determination, risk tolerance, bounce back after setbacks)
- Manage relationships well.
- Demonstrate sales behaviors (deal with difficult clients, competitive, achieving, persistent).
- Be entrepreneurial (set ambitious, targets, self-reliant, financial prosperity in high-risk environment, autonomy)
Closing Date
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Role Purpose
- The Learnership Programme, which will commence from 26 March 2026 to 31 March 2027, offers participants the opportunity to develop practical skills and gain short-term insurance specific experience. Furthermore, successful graduates of this programme will receive a FETC: Short-Term Insurance, NQF level 4 qualification.
Requirements
- Aged between 18 and 25 years (including turning 25 in 2025). A copy of your ID must be attached.
- Be able to speak, read and write English.
- Passed Matric (a pass mark of 50% or above for English will be a requirement and Mathematics will be beneficial). You MUST attach a copy of your Matric certificate to your application. If you are currently completing Matric, please attach a copy of your Matric preliminary exam results.
- Be computer literate.
- Currently unemployed and/or have no work experience.
- Not currently studying at any other institution or hold any post-Matric qualifications.
- Not currently registered for any other learnership.
- Have a genuine interest in pursuing a career in Short-term Insurance and a passion for learning.
- Have a clear criminal and credit record.
- Applications without an ID and Matric certificate/prelim results will not be considered.
Duties & Responsibilities
- Successful applicants will be granted with an opportunity to develop their skills and gain Short-Term Insurance specific experience.
Additional Information
- Participants of the learnership will receive a fixed monthly stipend.
- The Learnership opportunity is available at our Centurion office.
- Applications from individuals with disabilities are encouraged and welcomed.
Competencies
- Strong willingness to learn and commitment to completing the learnership.
- Determination to succeed with a positive attitude.
- Excellent verbal and written communication skills, with sound judgment.
- Good organisational and self management skills.
- Problem solving ability and initiative.
- A service driven approach.
- Attention to detail and results orientation.
- A sense of ownership and accountability.
Closing Date
go to method of application »
Role Purpose
- Attract, acquire and retain clients by selling company products to generate new business and to provide after sales service to clients to ensure client retention, increase market share and contribute to the overall business objectives and its long-term viability
Requirements
- Matric/ N4 Equivalent Qualification.
- FAIS requirements based on DOFA date
- Relevant regulatory examinations if you are already working in the financial services industry.
- 1 - 2 years’ experience for individuals with undergraduate degree (preferred)
- 2 - 3 years in a Sales environment
- Strong computer literacy skills
- Fluency in English
Duties & Responsibilities
- Engage with prospect clients to understand their financial needs.
- Sell products that align with the clients’ financial requirements.
- Accurately record client information and sales details
- Achieve targets related to production, quality and conversion.
- Comply with legislative regulations and adhere to all compliance requirements.
Competencies
- Verbally fluent
- Numerical reasoning ability
- Be able to plan and manage their time.
- Self-reliant
- Be resilient (drive, determination, risk tolerance, bounce back after setbacks)
- Manage relationships well.
- Demonstrate sales behaviors (deal with difficult clients, competitive, achieving, persistent).
- Be entrepreneurial (set ambitious, targets, self-reliant, financial prosperity in high-risk environment, autonomy)
Closing Date
go to method of application »
Role Purpose
- Attract, acquire and retain clients by selling company products to generate new business and to provide after sales service to clients to ensure client retention, increase market share and contribute to the overall business objectives and its long-term viability
Requirements
- Matric/ N4 Equivalent Qualification.
- FAIS requirements based on DOFA date
- Relevant regulatory examinations if you are already working in the financial services industry.
- 1 - 2 years’ experience for individuals with undergraduate degree (preferred)
- 2 - 3 years in a Sales environment
- Strong computer literacy skills
- Fluency in English
Duties & Responsibilities
- Engage with prospect clients to understand their financial needs.
- Sell products that align with the clients’ financial requirements.
- Accurately record client information and sales details
- Achieve targets related to production, quality and conversion.
- Comply with legislative regulations and adhere to all compliance requirements.
Competencies
- Verbally fluent
- Numerical reasoning ability
- Be able to plan and manage their time.
- Self-reliant
- Be resilient (drive, determination, risk tolerance, bounce back after setbacks)
- Manage relationships well.
- Demonstrate sales behaviors (deal with difficult clients, competitive, achieving, persistent).
- Be entrepreneurial (set ambitious, targets, self-reliant, financial prosperity in high-risk environment, autonomy)
Closing Date
go to method of application »
Role Purpose
- The Learnership Programme, which will commence from 26 March 2026 to 31 March 2027, offers participants the opportunity to develop practical skills and gain short-term insurance specific experience. Furthermore, successful graduates of this programme will receive a FETC: Short-Term Insurance, NQF level 4 qualification.
Requirements
- Aged between 18 and 25 years (including turning 25 in 2025). A copy of your ID must be attached.
- Be able to speak, read and write English.
- Passed Matric (a pass mark of 50% or above for English will be a requirement and Mathematics will be beneficial). You MUST attach a copy of your Matric certificate to your application. If you are currently completing Matric, please attach a copy of your Matric preliminary exam results.
- Be computer literate.
- Currently unemployed and/or have no work experience.
- Not currently studying at any other institution or hold any post-Matric qualifications.
- Not currently registered for any other learnership.
- Have a genuine interest in pursuing a career in Short-term Insurance and a passion for learning.
- Have a clear criminal and credit record.
- Applications without an ID and Matric certificate/prelim results will not be considered.
Duties & Responsibilities
- Successful applicants will be granted with an opportunity to develop their skills and gain Short-Term Insurance specific experience.
Additional Information
- Participants of the learnership will receive a fixed monthly stipend.
- The Learnership opportunity is available at our Centurion office.
- Applications from individuals with disabilities are encouraged and welcomed.
Competencies
- Strong willingness to learn and commitment to completing the learnership.
- Determination to succeed with a positive attitude.
- Excellent verbal and written communication skills, with sound judgment.
- Good organisational and self management skills.
- Problem solving ability and initiative.
- A service driven approach.
- Attention to detail and results orientation.
- A sense of ownership and accountability.
Closing Date
go to method of application »
Role Purpose
- Attract, engage and retain profitable new business from brokers within the target market in order to increase the broker base to enhance channel profitability.
Requirements
- Grade 12/NQF 4 equivalent qualification.
- FSB recognized qualification listed or credits pertaining to the date of first appointment in the industry, listed on the most recently published Board notice as published for recognized qualification, to fulfil the duties of a compliant supervisor (minimum 120 Credits).
- FAIS Representative Regulatory Exam Level 5 passed (desirable).
- Class of Business 3 and 7 (investments and long term insurance).
- Valid driver's license and own transport.
- At least 2 years’ experience as a Broker Consultant.
- Product knowledge and competitor intelligence.
- Proficient in English with the ability to speak multiple languages with some African languages (preferred).
- Experience in the Mass Market and Stop Order industry.
- Must have a healthy network of FSPs.
- Experience with FAIS Tier 1 long term insurance and pension products.
Duties & Responsibilities
- Develop and implement marketing plans that will outperform competitor strategies.
- Continuously analyze competitor strategies and ensure knowledge is current on competitor activity, new products and services.
- Promote and market the Metropolitan brand and its solutions to brokers to influence the sale of in-house products.
- Partner with and identify the needs of brokers and provide the necessary support.
- Negotiate with intermediaries regarding the level of business and servicing requirements.
- Promote Metropolitan solutions through marketing presentations and training.
- Establish and maintain business relationships in order to grow market share with existing brokers.
- Ensure the business's processes and policies are adhered to in the management of relationships at all times, and to represent the company in a professional, business-like manner.
- Efficiently apply technology and update investment knowledge in the business.
- Prepare quotations, receive and check new business applications.
- Arrange premium payment facilities and open new facilities as required.
- Initiate and manage marketing drives to secure profitable, quality new business from brokers.
- Maintain productive levels with acceptable quality of business and manage the risk of such business.
- Manage administration related to missed payments, broker contract applications, after sales service, etc.
- Deliver training to brokers to ensure their understanding of Metropolitan products and services where necessary.
- 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 standards and in terms of overall client targets.
- Provide authoritative, expertise and advice to clients and stakeholders.
- Build and maintain relationships with clients and internal and external stakeholders.
- Contribute to the process of developing client service standards in order to ensure clients receive clear and accurate information and are kept informed at all times.
- Manage the delivery on service level agreements made with clients and internal and external stakeholders in order to ensure that client expectations are managed.
- Make recommendations to improve client service and fair treatment of clients within area of responsibility.
- Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.
- Build strong relationships through 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 for driving career development.
- Research and monitor financial market trends to ensure that plans are relevant, effective and to identify any necessary updates.
- Prepare, interpret and present client financial performance and other relevant information so enhance client understanding and facilitate decision-making.
- Conduct client financial needs analysis in order to develop and implement a customized financial plan to achieve clients' financial goals.
Competencies
- Convincing People
- Team Working
- Empowering Individuals
- Interacting with people
- Making decisions
- Seizing opportunities
- Interpreting data
- Taking action
- Articulating information
- Pursuing goals
- Exploring possibilities
Closing Date
go to method of application »
Role Purpose
- Attract, engage and retain profitable new business from brokers within the target market in order to increase the broker base to enhance channel profitability.
Requirements
- Grade 12/NQF 4 equivalent qualification.
- FSB recognized qualification listed or credits pertaining to the date of first appointment in the industry, listed on the most recently published Board notice as published for recognized qualification, to fulfil the duties of a compliant supervisor (minimum 120 Credits).
- FAIS Representative Regulatory Exam Level 5 passed (desirable).
- Class of Business 3 and 7 (investments and long term insurance).
- Valid driver's license and own transport.
- At least 2 years’ experience as a Broker Consultant.
- Product knowledge and competitor intelligence.
- Proficient in English with the ability to speak multiple languages with some African languages (preferred).
- Experience in the Mass Market and Stop Order industry.
- Must have a healthy network of FSPs.
- Experience with FAIS Tier 1 long term insurance and pension products.
Duties & Responsibilities
- Develop and implement marketing plans that will outperform competitor strategies.
- Continuously analyze competitor strategies and ensure knowledge is current on competitor activity, new products and services.
- Promote and market the Metropolitan brand and its solutions to brokers to influence the sale of in-house products.
- Partner with and identify the needs of brokers and provide the necessary support.
- Negotiate with intermediaries regarding the level of business and servicing requirements.
- Promote Metropolitan solutions through marketing presentations and training.
- Establish and maintain business relationships in order to grow market share with existing brokers.
- Ensure the business's processes and policies are adhered to in the management of relationships at all times, and to represent the company in a professional, business-like manner.
- Efficiently apply technology and update investment knowledge in the business.
- Prepare quotations, receive and check new business applications.
- Arrange premium payment facilities and open new facilities as required.
- Initiate and manage marketing drives to secure profitable, quality new business from brokers.
- Maintain productive levels with acceptable quality of business and manage the risk of such business.
- Manage administration related to missed payments, broker contract applications, after sales service, etc.
- Deliver training to brokers to ensure their understanding of Metropolitan products and services where necessary.
- 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 standards and in terms of overall client targets.
- Provide authoritative, expertise and advice to clients and stakeholders.
- Build and maintain relationships with clients and internal and external stakeholders.
- Contribute to the process of developing client service standards in order to ensure clients receive clear and accurate information and are kept informed at all times.
- Manage the delivery on service level agreements made with clients and internal and external stakeholders in order to ensure that client expectations are managed.
- Make recommendations to improve client service and fair treatment of clients within area of responsibility.
- Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.
- Build strong relationships through 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 for driving career development.
- Research and monitor financial market trends to ensure that plans are relevant, effective and to identify any necessary updates.
- Prepare, interpret and present client financial performance and other relevant information so enhance client understanding and facilitate decision-making.
- Conduct client financial needs analysis in order to develop and implement a customized financial plan to achieve clients' financial goals.
Competencies
- Convincing People
- Team Working
- Empowering Individuals
- Interacting with people
- Making decisions
- Seizing opportunities
- Interpreting data
- Taking action
- Articulating information
- Pursuing goals
- Exploring possibilities
Closing Date
go to method of application »
Role Purpose
- Attract, engage and retain profitable new business from brokers within the target market in order to increase the broker base to enhance channel profitability.
Requirements
- Grade 12/NQF 4 equivalent qualification.
- FSB recognized qualification listed or credits pertaining to the date of first appointment in the industry, listed on the most recently published Board notice as published for recognized qualification, to fulfil the duties of a compliant supervisor (minimum 120 Credits).
- FAIS Representative Regulatory Exam Level 5 passed (desirable).
- Class of Business 3 and 7 (investments and long term insurance).
- Valid driver's license and own transport.
- At least 2 years’ experience as a Broker Consultant.
- Product knowledge and competitor intelligence.
- Proficient in English with the ability to speak multiple languages with some African languages (preferred).
- Experience in the Mass Market and Stop Order industry.
- Must have a healthy network of FSPs.
- Experience with FAIS Tier 1 long term insurance and pension products.
Duties & Responsibilities
- Develop and implement marketing plans that will outperform competitor strategies.
- Continuously analyze competitor strategies and ensure knowledge is current on competitor activity, new products and services.
- Promote and market the Metropolitan brand and its solutions to brokers to influence the sale of in-house products.
- Partner with and identify the needs of brokers and provide the necessary support.
- Negotiate with intermediaries regarding the level of business and servicing requirements.
- Promote Metropolitan solutions through marketing presentations and training.
- Establish and maintain business relationships in order to grow market share with existing brokers.
- Ensure the business's processes and policies are adhered to in the management of relationships at all times, and to represent the company in a professional, business-like manner.
- Efficiently apply technology and update investment knowledge in the business.
- Prepare quotations, receive and check new business applications.
- Arrange premium payment facilities and open new facilities as required.
- Initiate and manage marketing drives to secure profitable, quality new business from brokers.
- Maintain productive levels with acceptable quality of business and manage the risk of such business.
- Manage administration related to missed payments, broker contract applications, after sales service, etc.
- Deliver training to brokers to ensure their understanding of Metropolitan products and services where necessary.
- 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 standards and in terms of overall client targets.
- Provide authoritative, expertise and advice to clients and stakeholders.
- Build and maintain relationships with clients and internal and external stakeholders.
- Contribute to the process of developing client service standards in order to ensure clients receive clear and accurate information and are kept informed at all times.
- Manage the delivery on service level agreements made with clients and internal and external stakeholders in order to ensure that client expectations are managed.
- Make recommendations to improve client service and fair treatment of clients within area of responsibility.
- Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.
- Build strong relationships through 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 for driving career development.
- Research and monitor financial market trends to ensure that plans are relevant, effective and to identify any necessary updates.
- Prepare, interpret and present client financial performance and other relevant information so enhance client understanding and facilitate decision-making.
- Conduct client financial needs analysis in order to develop and implement a customized financial plan to achieve clients' financial goals.
Competencies
- Convincing People
- Team Working
- Empowering Individuals
- Interacting with people
- Making decisions
- Seizing opportunities
- Interpreting data
- Taking action
- Articulating information
- Pursuing goals
- Exploring possibilities
Closing Date
go to method of application »
Role Purpose
- Attract, engage and retain profitable new business from brokers within the target market in order to increase the broker base to enhance channel profitability.
Requirements
- Grade 12/NQF 4 equivalent qualification.
- FSB recognized qualification listed or credits pertaining to the date of first appointment in the industry, listed on the most recently published Board notice as published for recognized qualification, to fulfil the duties of a compliant supervisor (minimum 120 Credits).
- FAIS Representative Regulatory Exam Level 5 passed (desirable).
- Class of Business 3 and 7 (investments and long term insurance).
- Valid driver's license and own transport.
- At least 2 years’ experience as a Broker Consultant.
- Product knowledge and competitor intelligence.
- Proficient in English with the ability to speak multiple languages with some African languages (preferred).
- Experience in the Mass Market and Stop Order industry.
- Must have a healthy network of FSPs.
- Experience with FAIS Tier 1 long term insurance and pension products.
Duties & Responsibilities
- Develop and implement marketing plans that will outperform competitor strategies.
- Continuously analyze competitor strategies and ensure knowledge is current on competitor activity, new products and services.
- Promote and market the Metropolitan brand and its solutions to brokers to influence the sale of in-house products.
- Partner with and identify the needs of brokers and provide the necessary support.
- Negotiate with intermediaries regarding the level of business and servicing requirements.
- Promote Metropolitan solutions through marketing presentations and training.
- Establish and maintain business relationships in order to grow market share with existing brokers.
- Ensure the business's processes and policies are adhered to in the management of relationships at all times, and to represent the company in a professional, business-like manner.
- Efficiently apply technology and update investment knowledge in the business.
- Prepare quotations, receive and check new business applications.
- Arrange premium payment facilities and open new facilities as required.
- Initiate and manage marketing drives to secure profitable, quality new business from brokers.
- Maintain productive levels with acceptable quality of business and manage the risk of such business.
- Manage administration related to missed payments, broker contract applications, after sales service, etc.
- Deliver training to brokers to ensure their understanding of Metropolitan products and services where necessary.
- 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 standards and in terms of overall client targets.
- Provide authoritative, expertise and advice to clients and stakeholders.
- Build and maintain relationships with clients and internal and external stakeholders.
- Contribute to the process of developing client service standards in order to ensure clients receive clear and accurate information and are kept informed at all times.
- Manage the delivery on service level agreements made with clients and internal and external stakeholders in order to ensure that client expectations are managed.
- Make recommendations to improve client service and fair treatment of clients within area of responsibility.
- Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.
- Build strong relationships through 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 for driving career development.
- Research and monitor financial market trends to ensure that plans are relevant, effective and to identify any necessary updates.
- Prepare, interpret and present client financial performance and other relevant information so enhance client understanding and facilitate decision-making.
- Conduct client financial needs analysis in order to develop and implement a customized financial plan to achieve clients' financial goals.
Competencies
- Convincing People
- Team Working
- Empowering Individuals
- Interacting with people
- Making decisions
- Seizing opportunities
- Interpreting data
- Taking action
- Articulating information
- Pursuing goals
- Exploring possibilities
Closing Date
go to method of application »
Role Purpose
- As a Service Specialist within our Service Centre, you will be one of Momentum's brand representatives. The main purpose of your role will be to increase client loyalty through effective and efficient service to our clients – providing our valuable clients with consistent, world class and legendary service of the highest quality, during every interaction, showing that we care and that to us investing is personal.
- Your role will entail receiving, processing, evaluating, and responding to enquiries and instructions via various servicing channels within a fast paced, pressurized servicing environment. In addition, you will be responsible for accurately processing client instructions, according to our processes and procedures, adhering to our quality standards and within our turn-around time, as well as resolving complex product related queries.
- As a Service Specialist, you will be expected to perform tasks received from all our servicing channels, currently being telephone calls, emails, and manual instruction processing.
Requirements
- Minimum of 2 to 3 years practical and relevant experience, within the Investment and Financial Services industry, with excellent administrative and innovative client servicing and support experience.
- Practical and relevant experience within an investment service environment where you had to build strong relationships, enable ease of doing business, grow and maintain the business, and more, will be a great advantage.
- Tech savvy, with the ability to troubleshoot and resolve issues that arise, finding workable solutions.
- Knowledge and understanding of legislation within the insurance and investment industry, i.e., POPIA, GDPR, TCF, FICAA, KYC, AML, FATCA, CRS, GTR, FAIS, etc. will be an advantage.
- Grade 12 or equivalent with Maths and/or Accounting.
- Com Finance/Investments or related degree or tertiary qualifications will be an advantage.
- Momentum Investments product, process, procedure, and system knowledge will be an advantage.
- Excellent computer skills, with the ability to learn and understand new systems quickly and with confidence.
- Dual-screen navigation and typing skills at an advanced level.
- Microsoft Office suite (Excel, Word, Outlook and Teams) at an intermediate level.
- Extensive financial services industry knowledge.
- Sound knowledge of client service policies, procedures and processes.
- Knowledge of business-related rules and regulations.
- Knowledge of relevant regulatory and compliance requirements.
- Knowledge of the operational running of call and service centers.
- Relevant product knowledge.
- Knowledge of complaints handling processes and procedures.
Duties & Responsibilities
- Deliver positive, seamless and professional customer service during every interaction with the client in a considerate and timely manner.
- Maintain a consistent differentiated client experience within a pressurized, fast-paced and deadline driven environment.
- Compose thoughtful, personalized telephonic and/or email responses for a variety of client needs.
- Maintain client confidentiality, at all times.
- Capture and process valid client instructions accurately, the first-time round, within set service-level timelines and quality standards.
- Request and obtain any missing information, documentation and/or signatures by following the legislative, compliance and product process and procedure guidelines. Use of telephone interactions are encouraged in this instance to enable effective and efficient communication to enhance service experience.
- Always keeping our clients (FA, admin staff and Channel Partners) informed and in the loop, every step of the way, without fail or exception.
- Support the team with processing instructions or tasks allocated or made available to you – be it client instructions, transactional indexing, clean-up projects, etc. Working together to create a combined centre of excellence.
- Adhere to product, legislative and compliance processes, and procedures at all times.
- Adhere to Client Centric and Treating Customers Fairly Principles.
- Take responsibility for managing both reputational and financial risk, as a result of processing instructions as well as interactions with both internal and external clients.
- Take personal responsibility and accountability for personal daily and monthly targets (production, quality and client satisfaction).
- Make active daily contributions to help achieve team goals, targets, and successes, taking co- responsibility for the team’s deliverables as a collective team.
- Research, follow-up and resolve client enquiries and problems through effective interaction with clients, intermediaries, investors, product specialists, operations areas, and other internal or external staff in a timely and professional manner. This includes the provision of timely feedback with internal and external stakeholders (always keeping the client and all stakeholders in the loop).
- Participate and contribute to a culture of identifying and recommending improvements and changes that will facilitate and improve the client service experience, enhance cost effectiveness, increase operational efficiency, and reduce any risk or threats.
- Actively improve own performance and drive own development, including continuously improving knowledge for personal growth and development.
- Continuously develop own expertise in terms of professional, industry, compliance, and legislative knowledge.
- Live the Momentum Group values namely: Accountability, Diversity, Excellence, Integrity, Innovation and Teamwork.
Competencies
- Passionate about service and service excellence - with a “will do, can do” attitude – demonstrating determination and encourage others to achieve excellence in every task, action and/or interaction.
- Working with and servicing people - demonstrating an interest in others, working effectively in teams, building team spirit - showing care and consideration for individuals.
- Has the ability to work well both under supervision as a member of a team, as well as independently.
- Relating and networking - establishing effective relationships with clients and colleagues, networking effectively within and outside of the organization and relating well to individuals at all levels.
- Highly organized, professional, efficient and effective, with a sense of urgency and excellent time management.
- Very high attention to detail and quality work output.
- Honesty and integrity - Respect for the confidentiality of our clients’ and Momentum Group’s affairs.
- Resilience and adaptability – the ability to overcome obstacles and delivers results by showing tenacity, coping with pressures and setbacks by working productively in a stressful environment.
- Adhering to Principles and Values - upholding ethics and values, acting with integrity and embracing diversity.
- Presenting and communicating information - speaking and writing clearly and fluently, with the ability to relay information in a constructive and confident manner.
- Analyzing data of a verbal and numerical nature as well as other sources of information, breaking information down into components, probing for further information and generating workable solutions to problems.
Closing Date
go to method of application »
Role Purpose
- As a Service Specialist within our Service Centre, you will be one of Momentum's brand representatives. The main purpose of your role will be to increase client loyalty through effective and efficient service to our clients – providing our valuable clients with consistent, world class and legendary service of the highest quality, during every interaction, showing that we care and that to us investing is personal.
- Your role will entail receiving, processing, evaluating, and responding to enquiries and instructions via various servicing channels within a fast paced, pressurized servicing environment. In addition, you will be responsible for accurately processing client instructions, according to our processes and procedures, adhering to our quality standards and within our turn-around time, as well as resolving complex product related queries.
- As a Service Specialist, you will be expected to perform tasks received from all our servicing channels, currently being telephone calls, emails, and manual instruction processing.
Requirements
- Minimum of 2 to 3 years practical and relevant experience, within the Investment and Financial Services industry, with excellent administrative and innovative client servicing and support experience.
- Practical and relevant experience within an investment service environment where you had to build strong relationships, enable ease of doing business, grow and maintain the business, and more, will be a great advantage.
- Tech savvy, with the ability to troubleshoot and resolve issues that arise, finding workable solutions.
- Knowledge and understanding of legislation within the insurance and investment industry, i.e., POPIA, GDPR, TCF, FICAA, KYC, AML, FATCA, CRS, GTR, FAIS, etc. will be an advantage.
- Grade 12 or equivalent with Maths and/or Accounting.
- Com Finance/Investments or related degree or tertiary qualifications will be an advantage.
- Momentum Investments product, process, procedure, and system knowledge will be an advantage.
- Excellent computer skills, with the ability to learn and understand new systems quickly and with confidence.
- Dual-screen navigation and typing skills at an advanced level.
- Microsoft Office suite (Excel, Word, Outlook and Teams) at an intermediate level.
- Extensive financial services industry knowledge.
- Sound knowledge of client service policies, procedures and processes.
- Knowledge of business-related rules and regulations.
- Knowledge of relevant regulatory and compliance requirements.
- Knowledge of the operational running of call and service centers.
- Relevant product knowledge.
- Knowledge of complaints handling processes and procedures.
Duties & Responsibilities
- Deliver positive, seamless and professional customer service during every interaction with the client in a considerate and timely manner.
- Maintain a consistent differentiated client experience within a pressurized, fast-paced and deadline driven environment.
- Compose thoughtful, personalized telephonic and/or email responses for a variety of client needs.
- Maintain client confidentiality, at all times.
- Capture and process valid client instructions accurately, the first-time round, within set service-level timelines and quality standards.
- Request and obtain any missing information, documentation and/or signatures by following the legislative, compliance and product process and procedure guidelines. Use of telephone interactions are encouraged in this instance to enable effective and efficient communication to enhance service experience.
- Always keeping our clients (FA, admin staff and Channel Partners) informed and in the loop, every step of the way, without fail or exception.
- Support the team with processing instructions or tasks allocated or made available to you – be it client instructions, transactional indexing, clean-up projects, etc. Working together to create a combined centre of excellence.
- Adhere to product, legislative and compliance processes, and procedures at all times.
- Adhere to Client Centric and Treating Customers Fairly Principles.
- Take responsibility for managing both reputational and financial risk, as a result of processing instructions as well as interactions with both internal and external clients.
- Take personal responsibility and accountability for personal daily and monthly targets (production, quality and client satisfaction).
- Make active daily contributions to help achieve team goals, targets, and successes, taking co- responsibility for the team’s deliverables as a collective team.
- Research, follow-up and resolve client enquiries and problems through effective interaction with clients, intermediaries, investors, product specialists, operations areas, and other internal or external staff in a timely and professional manner. This includes the provision of timely feedback with internal and external stakeholders (always keeping the client and all stakeholders in the loop).
- Participate and contribute to a culture of identifying and recommending improvements and changes that will facilitate and improve the client service experience, enhance cost effectiveness, increase operational efficiency, and reduce any risk or threats.
- Actively improve own performance and drive own development, including continuously improving knowledge for personal growth and development.
- Continuously develop own expertise in terms of professional, industry, compliance, and legislative knowledge.
- Live the Momentum Group values namely: Accountability, Diversity, Excellence, Integrity, Innovation and Teamwork.
Competencies
- Passionate about service and service excellence - with a “will do, can do” attitude – demonstrating determination and encourage others to achieve excellence in every task, action and/or interaction.
- Working with and servicing people - demonstrating an interest in others, working effectively in teams, building team spirit - showing care and consideration for individuals.
- Has the ability to work well both under supervision as a member of a team, as well as independently.
- Relating and networking - establishing effective relationships with clients and colleagues, networking effectively within and outside of the organization and relating well to individuals at all levels.
- Highly organized, professional, efficient and effective, with a sense of urgency and excellent time management.
- Very high attention to detail and quality work output.
- Honesty and integrity - Respect for the confidentiality of our clients’ and Momentum Group’s affairs.
- Resilience and adaptability – the ability to overcome obstacles and delivers results by showing tenacity, coping with pressures and setbacks by working productively in a stressful environment.
- Adhering to Principles and Values - upholding ethics and values, acting with integrity and embracing diversity.
- Presenting and communicating information - speaking and writing clearly and fluently, with the ability to relay information in a constructive and confident manner.
- Analyzing data of a verbal and numerical nature as well as other sources of information, breaking information down into components, probing for further information and generating workable solutions to problems.
Closing Date
Method of Application
Use the link(s) below to apply on company website.
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