Job Opportunities at Metropolitan

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 4 qualification
• FAIS Representative Regulatory Exam Level 5 passed
• 120 credit FAIS recognised qualification

Experience

• 3-5 years’ working experience in the insurance industry environment
• A Minimum of 2 years managerial experience in overseeing the rendering of financial advice to fulfil the duties of a compliant key individual and be registered with the FSP
• Class of Business 3 and 7 (Preferable)

Skills and Knowledge:

• Relationship building
• Networking
• Good communication
• Computer Literacy  
• Financial services industry (relevant legislation, product and process knowledge, Class of Business knowledge
• People Management

Other requirements

• Driver’s license and own vehicle

Duties & Responsibilities    
INTERNAL PROCESS

• Managing a team of Financial Advisors
• Develop plans to achieve sales targets in line with client centric practices.
• Manage the adherence to operational processes, policies, and legislative requirements.
• Develop action plans and initiatives to drive sales, motivate team and improve performance.
• Communicate and implement approved team targets within area of responsibility.
• Implement action plans to achieve sales targets and business goals.
• Effectively manage all day-to-day team activities and escalations.
• Collaborate with Quality Assurance and Performance Coaches to guide and coach team to increase productivity, compliance, and quality of calls.
• Regularly assess team members’ performance against targets and implement actions to increase performance.
• Assess service delivery based on engagements with business stakeholders and relevant analytics and implement plans for improvement.
• Maintain effective and efficient record keeping on the relevant system.
• Conduct regular engagement with team members to cascade information and team objectives.
• Cultivate and manage working relationships with a variety of stakeholders.
• Analyse, identify trends and report on team performance and productivity.
• Implement effective staffing and scheduling models for guaranteed coverage at the lowest possible costs.
• Implement measures to address non-performance within the team.
• Identify operational efficiencies and make recommendations for improvement.

CLIENT

• Drive client service delivery goal achievement in line with predefined standards 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.
• Provide authoritative, expertise and advice to clients and stakeholders.
• 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 provide exceptional client service.

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 Momentum Metropolitan 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.
• Support 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.

FINANCE

• Give input into the budget for area and implementation of financial regulations.
• Implement and provide feedback on the effectiveness of financial policy, practice and procedures preventing illegal, unethical or improper conduct.
• 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
• Client/ Stakeholder Commitment
• Drive for Results
• Leads Change and Innovation
• Motivating and Inspiring Team
• Impact and Influence
• Collaboration
• Self-Awareness and Insight

Closing Date    
2023/04/30

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Role Purpose    

• Provide end-to-end assessment services that support decision making during the recruitment, development and talent management processes.

Requirements    

• Honours degree in Human Resources/Psychology/Industrial Psychology
• Registered Psychometrist (Independent Practice) with the HPCSA
• Minimum 1-2 years’ experience as a registered Psychometrist (Independent Practice)
• Exposure to digitised assessment solutions is preferred

Duties & Responsibilities    

• Provide advice regarding the selection and utilisation of the appropriate assessment batteries for recruitment, selection, talent management and development purposes through a good understanding of the methods and tools used in the assessment process and its appropriate application.
• Partner and liaise with HC in business to ensure SLA's are met and a professional service is provided.
• Provide end-to-end assessment services, which includes administration, scoring, feedback and reporting that seamlessly integrate into selection, development and other talent processes.
• Act as a single point of contact for candidates throughout the assessment process by managing the process end-to-end.
• Collate and interpret psychometric assessment data to assist business in answering their talent questions and make informed talent decisions.
• Provide feedback regarding assessment data to various stakeholders, which enables decision making.
• Adhere to online recording keeping standards and ensure that the assessment database is maintained.
• Adhere to best practice guidelines and standard operating procedures to ensure professional standards are maintained.
• Actively participate in talent projects through the integration of assessment data and providing expert input.
• Build and maintain relationships with potential candidates to enable talent pooling and create a positive brand experience.
• Create a consistent and engaging candidate experience through the application of standardised processes and alignment to our talent strategy.
• Drive continuous development and improvement by keeping abreast of the latest developments within the assessment arena and the impact of technology on our day-to-day operations.

Closing Date    
2023/04/20

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Role Purpose    

• Conceptualise the creative brief to produce creative work within the scope of the brief that is aligned with the Corporate Identity (CI) of the brand.

Requirements    

• Degree in Graphic Design or Creative Communications
• 7 years of experience in Graphic Design and other facets of design e.g., typography, illustration, art, digital design etc.
• Experience in leading design projects and coaching junior designers.
• Comfortable with using the latest design and creative software.
• Proof checking experience or the ability thereof must be high

Duties & Responsibilities    
Amazing Stakeholder service & management:

• Understand your stakeholder’s environment to create a culture that assists you to land proactive ideas of relevance and enabling outcomes in meaningful ways for a variety of stakeholders.
• Seek clarity with positive and appreciative enquiry methods, to ascertain stakeholder expectations in relation to the creative brief received.
• Collaborate with all members of the Momentum Brand team to contribute to effective communication across the campaign value chain.
• Deliver on team agreements made with internal and external stakeholders to drive reliability & consistency required of the team.
• Make recommendations to improve stakeholder service within the creative studio (Your voice matters).
• Develop and maintain productive and collaborative working relationships with agency partners, peers, and stakeholders.
• Provide your expertise and advice to stakeholders pre, during and post a campaign (Reflection or After-action reviews [AARs] are critical to up our game, and assist with your own personal development).

Well considered research, insights & best practice:

• Identify best practices through research, development and case studies to ensure that creative concepts and brand positioning stays top of mind (data rich team debates and engagements are insightful and grow everyone).
• Ensure understanding and implementation (where relevant) of the latest design trends and thinking (Be keen to push the boundaries of your ideas while being inspired by these trends).
• Continuously develop your own expertise in terms of your own professional and industry knowledge (You need a 3–5-year plan, and we get that).
• Identify risks and opportunities to enhance cost effectiveness and increase operational efficiency within the creative studio (You are more than a designer, you’re a critical thinker too).

The gift of a brief & Idea conceptualisation:

• Use your gift to produce and craft magical and implementable concepts in response to mandated creative briefs.
• Conceptualise proactive briefs by using existing/new templates and formats, and develop relevant material for proactive briefs (We love a well – structured preamble, a mood board, and a few applications to get the gist of the idea)
• With the support of the Creative Manager, provide input into the conceptualisation and design of the creative brief and campaign messaging framework, for mandated and/or creative briefs.
• When ideating in the proactive space, remember that you are in the idea of selling your ideas internally, so make sure that this is a skill that’s sharpened through years of experience, to make these opportunities meaningful for your career. Sell and fail if you must but sell again.

World class visual communications & structured guiding framework:

• Develop all brand marketing campaign visual elements either individually, together with the studio team members, or in association with partner agencies.
• Work within the Momentum Brand Corporate Identity (CI) and maintain the required brand elements while producing innovative, powerful, and effective designs.
• Get a firm understanding of all supporting identities and toolkits such as the digital toolkit, social media play book, to ensure a seamless transition of ideas onto our digital, social and employee marketing platforms.

Create intelligent, beautifully packaged, clean, and contemporary designs that:

• Ensures that all photography, videos, gifs, boomerangs, images, and texts are manipulated where necessary and are always within the correct format for the chosen communication medium.
• Check layout, images, and logo usage in relation to the brief (If you have speed on your side and you have an eye for alignment and proportions, it will go a long way to create space for you to ideate on more proactive work)
• Set information correctly for reproduction and printing (when applicable)
• Design work for mobile and other screen media and ensure that work is correct for the medium (e.g., Tik Tok is not an extension of Instagram)
• Develop layouts for quick approvals for mediums like WhatsApp groups etc.
• Proof checked copy will be provided, but use your expert attention to detail, once your layout is complete, to minimise reverts within the creative studio.
• Convert documents to the relevant format, using best practice version control methods, and upload all final version in the central brand repository upon completion.

Superb Design delivery:

• Manage the creative and design aspect of projects in a way that will support the optimal and overall delivery of the campaign. Superb design delivery is key here.
• With the support of the Creative Manager, assist and guide the design team for campaign creative design and delivery.
• Contribute to continuous innovation through the development, sharing and implementation of new ideas in the creative studio.

Awesome Team Culture:

• Participate and contributes to a culture which fosters rewarding relationships, builds teams and the culture of teamwork, encourages candour but not brutal honesty, facilitates a positive environment of active listening and magical feedback amongst colleagues, encourages vulnerability to create psychological safety to progress the team through its highs and lows, and dramatise a culture of excellence - so that we always provide exceptional design delivery for the brand.
• Positively influence and participate in culture work, team building, and change initiatives as and when required.
• Take ownership for appreciating and driving your mental wellness, personal and career development.
• Brainstorm and plan for your training needs in advance but take time to also discuss the systems and resources required to deliver powerful ideas and designs for the Momentum Brand.
• Be open to one-on-one feedback sessions, because we believe that where our people grow, we go.

Competencies    

• Business Acumen
• Stakeholder Commitment
• Drive for Results
• Collaboration
• Impact and Influence
• Self-Awareness and Insight

Closing Date    
2023/04/20

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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    

• 2 years experience in a sales and/or customer service role
• 2 years experience in the insurance and/or financial services industry rendering financial advice (advantageous)
• Matric or equivalent NQF 4 qualification
• Compliance with FAIS Fit and Proper requirements
• Finance or Business related tertiary qualification (desirable)
• Driver’s license and own transport (desirable)

Duties & Responsibilities    
INTERNAL PROCESS

• Engage with prospective clients in order to highlight the features and benefits of various products based on their financial wellness needs in order to support and guide their decision-making process.
• Sell products in line with client’s financial needs by conducting affordability analysis in order to achieve clients’ financial goals.
• Calculated and advise on tax and legal implications of products and or changes.
• Accurately capture client information, relevant actions and sales on the systems.
• Accurately complete all administrative and reporting requirements within agreed timeframes.
• Achieve set targets on production, quality and conversion.
• Adhere to compliance requirements in the sales process in line with legislative requirements.
• Provide financial advice in line with the engagement strategy to enhance client’s financial wellness.

CLIENT

• Investigate client queries within the agreed service level and ensure that client receives timeous feedback.
• Escalate client queries to the relevant department or stakeholder.
• Provide accurate information and advice to clients and stakeholders in order to ensure that the client receives the appropriate services.
• Provide regular reports on delivery of services against agreed service level agreements and in terms of overall customer targets. Provide authoritative, expertise and advice to clients and stakeholders.
• Build and maintain relationships with clients and internal and external stakeholders.
• 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.
• Proactively build and maintain client relationships by presenting our innovative and trustworthy product offerings through professional and credible Financial Advisory services.

PEOPLE

• Develop and maintain productive and collaborative working relationships with peers and stakeholders.
• 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.

FINANCE

• Identify solutions 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.

Competencies    

• Examining Information: Analyse and process information; ask probing questions and strive to find solutions to problems.
• Interacting with People: Project enthusiasm and focus on building strong relationships and networks.
• Convincing People: Comfortable having to persuade others; shape opinions by being outspoken and seek to negotiate with others.
• Articulating Information: Be eloquent and explain concepts well and project social confidence when articulating information.
• Thinking Positively: Optimistic and positive; recover easily from setbacks and obstructions.
• Meeting Timescales: Strong focus on meeting target and deadlines

Closing Date    
2023/04/30