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Momentum is a trusted partner on your journey to financial wellness. We guide you by offering leading advice, products and services.
We are committed to helping you fulfill your lifelong financial needs, by providing relevant and unique solutions to suit your budget and individual circumstances. It is our aim to build and maintain enduring relationships by p...
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Role Purpose
- Implement the compliance strategy aligned to the compliance monitoring plan to assist the Momentum Insure business in honoring their responsibility to comply with applicable regulatory requirements through directing the compliance function through identification, assessing, managing, monitoring and report on regulatory compliance risks facing the organisation.
- The position shall further provide assurance that company policies and procedures are being complied with and that the organisation meets the regulatory and company's own standards and ensure that compliance support is aligned to business strategy.
Requirements
Experience and Qualifications
Qualifications:
- LLB, Legal or Compliance qualification.
- Successfully passed the Key Individual Regulatory Examination 1 as required by the FSCA for Licensed Compliance Officers
- Phase I Approved - Category I FAIS Licensed Compliance Officer would be advantageous
- Post Graduate Diploma in Compliance Management would be advantageous
- Risk Qualifications will also be an advantage
Experience:
- At least 5 years’ Compliance experience in the financial services industry
- 2nd line compliance experience
Experience that will be advantageous:
- Combined assurance planning and execution
- 1st line compliance experience
- Regulatory Complaints Handling
Duties & Responsibilities
- Implement and manage an effective compliance program through the development and management of risk and compliance plans.
- Develop and review company policies including effective implementation of policies and guidelines
- Advise management on the company’s compliance with laws and regulations through detailed reports.
- Create and manage effective action plans in response to audit discoveries and compliance violations.
- Regularly audit company procedures, practices, and documents to identify possible weaknesses or risks.
- Tracking and monitoring of key risk indicators, controls and action plans.
- Assess company operations to determine compliance risk.
- Conduct research on compliance related topics.
- Develop training materials and assist with training to ensure all employees are educated on the latest regulations and processes.
- Assist in compiling risk and compliance reports.
- Collaborate with other leaders on cross-functional initiatives that focus on the mitigation of compliance risks.
- Work with external partners such as Internal Audit to endure the effectiveness of the compliance function
- Assist in innovate the Compliance program and function and identify improvements to existing processes and plans.
- Provide guidance to business and assist with implementation of compliance policies and projects.
- Drafting and compiling regulatory submissions.
Competencies
- Excellent organisational and administrative skills
- Excellent communication skills (verbal and written)
- Report writing skills
- Accountable, takes Ownership and Responsibility
- Attention to detail
- Negotiation skills and Problem-solving ability
- Strong People skills
- Ability to work independently and in a team environment
- Analytical thinker with investigative instinct
- Self-disciplined and self-motivated
- Stress Tolerance, tenacity and Resilience
- Professional approach
- Assertive and tactful with the ability to handle conflict
- Results driven
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Role Purpose
- Working with a Financial Services Industry Leader on highly visible projects, solving end-to-end business process challenges and creating a world-class UX for both current and prospective users of Momentum's range of products and services
Requirements
- Bachelor's degree or equivalent preferred
- Three or more years of UX design experience. Experience with designing complex solutions for complete digital environments preferred
- Expertise in UX software such as Figma, Sketch and InVision required
- Working knowledge of design software such as Adobe Creative Suite (especially Photoshop, Illustrator) and the ability to create illustrations for stylized graphic artwork and icons is required
Duties & Responsibilities
- Translate concepts into user flows, wireframes, mockups and prototypes that lead to intuitive user experience.
- Facilitate the client's product vision by researching, conceiving, sketching, prototyping and user-testing experiences for digital products.
- Design and deliver wireframes, user stories, user journeys, and mockups optimized for a wide range of devices and interfaces.
- Identify design problems and devise elegant solutions.
- Take a user-centered design approach and rapidly test and iterate your designs.
- Collaborate with other team members and stakeholders.
- Experience in an Agile SDLC and Design Thinking is strongly preferred.
Competencies
- Ability to work with clients to understand detailed requirements and design complete user experiences that meet client needs and vision.
- Ability to clearly and effectively communicate design processes, ideas, and solutions to teams and clients.
- Ability to work effectively in a team setting including synthesizing abstract ideas into concrete design implications.
- Be passionate about resolving user pain points through great design
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Role Purpose:
- Design, develop, implement, and support technological solutions to meet business requirements in accordance with specifications.
Requirements
Experience and Qualifications
- Diploma / Degree in Information Technology
- 5 years of RPG Development/ ILE experience
- RPG 7
- Embedded SQL
- Good communication skills
- Be proactive and take initiative
Duties:
- Internal Collaboration: Effective and consistent service delivery, teamwork, communication, and customer satisfaction.
- Quality Assurance - technical solution: Follows standards; best practices of IT team, maintains a high-quality standard in work being delivered, maintainability of code, quality of design and elegance of the solution, compliance to system design and architecture.
- Quality Assurance - testing: Conduct necessary developer testing (Stress, Integration, and Unit), pass basic test scenarios and functionality sanity checks, take responsibility for acquiring developer test data, list all impacted areas and database impact to jira's for regression testing, complies with all business requirements and does the tester reopen the fixed defect multiple times for the same problem.
- Testing: Perform relevant developer testing, update basic test cases with additional impact information and database impact, conduct necessary testing (Stress, Integration, and Unit).
- Software Development Efficiency - Business Requirements: Take accountability for understanding business requirements by asking questions, clarifying needs, researching appropriate solutions/answers, providing an analysis and recommendations to meet requirements, insight into business requirements - demonstrates an understanding toward why these requirements should be implemented and identify, understand and communicate critical dependencies, integration and impact (Internal and external) of requirements.
- Planning: Define scope and main work/tasks (must be logged in Jira), estimate duration of IT solution based on business requirements (update Jira), provide honest feedback on the progress of tasks irrespective of challenges and update Jira status when done.
- Software development and implementation: Takes full accountability to deliver work/task within the agreed time period, Develop, enhance, and maintain applications for internal and external clients based on specifications received, write code or parameters to provide software components according to technical specifications, amend any defects within the solution, take responsibility for ensuring successful integration with internal and external systems, migrate applications into applicable environments, conduct implementation checks and testing and post-implementation monitoring, complete and maintain relevant technical documentation.
- Risk / Opportunity identification related to Expenses and Revenue/ Innovate: Identify financial and business risks to the company and escalate accordingly, minimize the company's loss by controlling excessive wastage, contain costs within budget parameters, suggestions increased
- productivity/SDLC/Quality suggested improvements/Provided solutions; not just technical, come forth with ideas on how to marry business and technical.
- Performance and Development: Manage own performance and development.
- Treating Customers Fairly: Ensure effective and consistent service delivery and support to both internal and external clients in line with the Company Values and Treating Customers Fairly Principles.
- Values: Live the Momentum values namely, Accountability, Diversity, Excellence, Integrity, Innovation and Teamwork.
Competencies
- Deciding & Initiating Action
- Adhering to Principles & Values
- Applying Expertise & Technology
- Analyzing; Learning & Researching
- Creating & Innovating
- Planning & Organising
- Delivering Results & Meeting Customer Expectations
- Adapting & Responding to Change
- Coping with Pressures & Setbacks
- Achieving Personal Work Goals & Objectives
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Role Purpose
- To be involved in all aspects of actuarial management of a short-term insurer with a focus on pricing and product development, including business intelligence, underwriting and other ad-hoc commercial involvements. This is a broad, technical role with opportunities to develop in a range of directions.
Requirements
- Experience in short-term insurance
- Bachelor's degree in Actuarial Sciences, Science, Finance Commerce or Business Sciences
- Basic programming skills would be advantageous
Duties & Responsibilities
- Collect data from various sources and assess the completeness and accuracy of the data
- Perform data analysis and advise on appropriate actions to be taken
- Perform detailed statistical investigations using specialised software
- Assist in the implementation of various products on the chosen LOB system across all regions
- Devise methods and strategies to implement and monitor underwriting controls across various regions
- Devise and monitor the success of rate making and renewal strategies
- Assist with the cross-population of skills and ways of work that could find purpose in wider application
- Build and maintain good working relationships with management across various regions
- Ensure adherence to escalation procedures and mandates on system
- Design and develop products and processes that would suit the opportunities identified
- Develop and manage a spectrum of partners that MMI could leverage off in designing the solutions to various identified opportunities
Competencies
- Analytical
- Planning & Organising
- Problem Solving
- Producing Innovative solutions to problems
- Action Orientation
- Persuasiveness
- Effective Communication (written and verbal)
- Flexibility
- Resilience
- Personal Motivation
- Accountability
- Good interpersonal skills
- Financial Acumen
Additional Information
- Enthusiastic and passionate about the job and the company
- Energetic and a quick worker
- Strong sense of Integrity and honesty
- Ability to respect confidentiality
- Deadline and results oriented
- Organised, self-disciplined and self-motivated
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Role Purpose
- Define the framework and operating principles for application solutions according to industry best practice, to manage the application architecture within the enterprise architecture of the business.
Requirements
Experience and Qualifications
- Relevant Computer Science qualification (essential)
- 8-10 years’ experience in software development or experience in IT Architecture (essential)
- 5-7 years' experience in development management / solutions management or team lead role (essential)
- Exposure to Agile methodology (essential)
- Experience in the financial services industry (desirable)
Required knowledge and experience on the following platforms:
- Linux
- AIX
- Oracle Database and forms
- IBM WebSphere and Liberty
- AWS Compute and Database, but not limited to.
Required experience on the following languages:
Advantageous:
Duties & Responsibilities
Internal Process
- Define the required technology to support the business's agreed IT Strategy, Philosophy and Enterprise Architecture.
- Lead system design activities and code development processes as a subject matter expert, to ensure applications solutions exhibit performance, security, scalability, maintainability, appropriate reusability and reliability upon deployment.
- Translate business requirements into documented application architecture requirements, for application.
- Proactively mentor peers regarding system knowledge and development technologies and processes, to ensure knowledge transfer and the maintenance of standards.
- Monitor system performance, relevance and usage and define and maintain key metrics to ensure quality and performance of systems and delivery.
- Work within the Enterprise Architecture to integrate and propose viable solutions to business.
- Perform code reviews to ensure compliance with coding standards and best practices.
- Accountable for technical design and detailed technical specifications, as well as unit testing and support documentation within the relevant business area.
- Work closely with project teams, vendors and third-party technical contacts regarding technical design, or resolving technical issues, to deliver on the Application Architecture.
- Accountable for composition of detailed technical specifications, unit testing, and support documentation.
- Accountable for application development technical processes, from design to application.
- Define, document and maintain Application Architecture standards within the relevant business area.
- Collaborate with functional and technical leads from various teams to ensure an integrated and aligned solution and technology approach.
- Provide process improvement recommendations to the software design/development team, to achieve best practices and high performance.
- Provide accurate estimates of required effort for design and development, to assist in capacity management.
- Accountable for appropriate cloud enablement and migration.
- Identify and investigate appropriate SaaS, IaaS and PaaS applicable to the line of business systems.
Client
- 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 negotiating objective and realistic service level agreements, monitor appropriateness and recommend adjustments.
- Define service practices which builds rewarding relationships, encourages innovation and allows others to provide exceptional client service.
- Deliver 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.
People
- Build 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 specialisation.
- 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.
Finance
- 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
- Examining Information
- Adopting Practical Approaches
- Challenging Ideas
- Interpreting Data
- Providing Insights
- Making Decisions
- Developing Expertise
- Exploring Possibilities
- Communications skills
- Problem-solving skills
- Analytical skills
- Planning and organising skills
- Interpersonal skills
- Critical thinking
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Role Purpose
- The senior Scrum Master will facilitate self-organising, self-managing scrum teams to achieve their goals, making use of Agile and Scrum practices, working diligently to identify and eliminate impediments. The Scrum Master will also work to motivate the teams to meet commitments, help manage the team’s relationships with outside stakeholders, coordinate with other Scrum teams and facilitate continuous improvement.
Requirements
- Minimum of 5 years experience as a Scrum Master
Relevant degree required.
- Agile certifications such as CSM (Certified Scrum Master), CSP (Certified Scrum Practitioner, SAFe agile or equivalent required.
- Minimum of 5 years’ exposure to Scrum and Kanban methodologies.
- Knowledge of the insurance industry will be an advantage.
- Knowledge of digital channels (web, mobile etc.) will be an advantage.
- Familiarity with JIRA will be an advantage.
Duties & Responsibilities
- Act as Scrum Master for one to three teams, providing a learning environment to deliver business value and embodying servant leadership.
- Mentor teams in agile best practices so as to improve velocity, quality and the delivery of committed stories.
- Tracking and communicating team progress and communicating this to stakeholders to assist them in improving the predictability of delivery to business.
- Assessing the agile maturity of the team and organisation, and coaching teams to higher levels of maturity, at a pace that is sustainable and comfortable for the team and organisation.
- Ensure the teams are practicing the core agile principles of collaboration, prioritization, team accountability and visibility.
- Building a trusting and safe environment where problems can be raised without fear of blame, retribution or being judged.
- Facilitating getting the work done through motivation and healthy pressure.
- Facilitating discussion, decision-making and conflict resolution.
- Assisting with internal and external communication, improving transparency and radiating information.
- Supporting and educating stakeholders, especially with respect to grooming , work break down and maintenance of the product backlog.
- Facilitate all team level agile ceremonies.
- Maintaining relevant metrics that help the team see how they are doing.
Competencies
- Deciding and initiating action.
- Leading and supervising.
- Working with people.
- Relating and networking.
- Persuading and influencing.
- Presenting and communicating information.
- Applying expertise and technology.
- Planning and organising.
- Delivering results and meeting customer expectations.
- Coping with pressures and setbacks.
- Achieving personal work goals and objectives.
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Role Purpose
- Develop and execute a Development Operations (DevOps) strategy to ensure quality software deployments and overall application health and performance.
Requirements
- 2-4 years experience as a Senior Software Engineer (Developer) or Technical Lead
- 8-10 years overall experience as a Software Engineer (Developer) or equivalent
- Insurance industry experience
- IT qualification or a Postgraduate qualification in a related field
- Cloud training or certification
- Good first line support skills required
- Experience with AWS (S3, DMS, EKS, EC2, RDS)
- Knowledge of Agile or Kanban or related methodologies
- Knowledge of data integrity, security and continuity of business
- Good understanding of Jenkins and Gitlab pipelines
- Good understanding of Kubernetes and Websphere
- Good understanding of Grafana, ELK stack and TICK stack
- Python background required
- Ansible background required
Duties & Responsibilities
- Set DevOps best practices for the technology team, enabling them to implement these practices in their daily work.
- Teach and mentor DevOps to other engineers within the technology team.
- Conduct tool research, evaluation, proof of concept, installation, configuration and training.
- Ensure both development and operationally focused teams work seamlessly as one combined, end-to-end team.
- Design Continuous Integration processes, tools and execution includes test frameworks, solution quality analysis Design, promote, and support services.
- Oversee the build and versioning of solution releases.
- Document, implement and automate (where possible) deployment processes that entail packaging releases, pushing releases and executing installs.
- Support infrastructure for implementing, administering services and deployments.
- Work with developers to implement continuous integration pipelines.
- Implement and manage centralized development tools.
- Oversee OS upgrades, patch installation, and application installations.
- Monitor infrastructure and services to maximize uptime.
- Troubleshoot and help to resolve production issues.
- Perform root cause analysis.
- Review technical documentation.
- Ensure team can independently install, customize and integrate commercial software packages.
- Work with experienced team members to conduct root cause analysis of issues, review new and existing solutions and/or perform unit testing.
- Facilitate requirements, design and build reviews.
- Identify ideas to improve system performance and impact availability.
- Resolve complex integration/system issues Partner with experienced team members to develop accurate work estimates on work packages. xceptional client service.
Competencies
- Business Acumen
- Client/ Stakeholder Commitment
- Drive for Results
- Leads Change and Innovation
- Motivating and Inspiring Team
- Collaboration
- Impact and Influence
- Self-Awareness and Insight
- Diversity and Inclusiveness
- Growing Talent
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Role Purpose
- To provide a support function in the Operations Department in Momentum Trust. As it relates to the projects and processes of the Wills, Trusts, and Estates Departments to enhance the performance and efficacy of client service delivery.
Requirements
- Degree in business management, marketing, legal, or related
- Experience within Fiduciary Services environment
- Understanding of Momentum Trust operational systems will be an advantage
- Previous experience in Dynamics and SharePoint essential
- Experience in understanding Wills, Trusts, and Estates operational needs
- Experience in liaising with relevant IT support teams regarding data delivery and implementation of systems
Duties & Responsibilities
- Assist the Wills, Trusts, and Estates teams involving the implementation of projects and systems.
- Liaise with the Wills, Trusts, and Estates teams and various IT Support teams to complete and implement the operational requirements.
- Follow-up with IT Support teams on the development of operational systems.
- Testing of operational systems to be implemented in the business.
- Working closely with Head of Operations to contribute to and oversee the implementation of the Momentum Trust’s operational requirements.
- Give input on the Momentum Trust business systems and ensure that changes are implemented that will improve efficiencies.
- Contribute to the automation and continuous improvement of data and reporting processes.
- Establish and integrate business processes within set expectations and agreed performance standards as required by the Wills, Trusts, and Estates teams that ensure efficient and effective client service delivery.
- Interrogate data through the testing of various operational systems within set parameters of the Momentum Trust business.
- Maintain in-depth knowledge of all aspects relevant to Momentum Trust businesses to be able to present credible and meaningful insights and propose solutions, where required.
- Implement data solutions that enable or enhance data availability within the relevant systems.
- Gathering information and evaluating output requirements and formats.
- Possesses an advanced level understanding of Momentum Trust’s business processes, workflows, methodologies, and operational practices.
- Collaborate with application developers, and users to ensure a shared understanding of the business model and the detailed functional requirements.
- Manages the progress of projects by tracking activity, resolving issues, and recommending actions.
- Provides senior management and project management with regular updates on deliverable timeline and project status.
- Responsible for conducting team sessions to gain insights into user needs.
- Timeously escalate client complaints and queries to the relevant stakeholders.
- Collate, compile and distribute documents to the required standards within defined time-frames.
- Take responsibility to compile relevant reports.
- Build and maintain relationships with internal and external stakeholders.
- Make recommendations to improve the client experience within area of responsibility.
- Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.
- Contribute to effective and consistent service delivery and support to all clients in line with the company's values and Treating Customers Fairly (TCF) principles.
- 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.
- Live the Momentum values of Accountability, Diversity, Excellence, Integrity, Innovation and Teamwork in all interactions.
Competencies
- Excellent telephone manner and etiquette
- Excellent communication skills, both verbal and written
- Methodical and organised
- Ability to prioritise
- Customer/ Stakeholder Commitment
- Reporting and Interpretation
- High attention to detail
- Ability to meet deadlines
- Problem-solving skills
- Multi-tasking
- Analytical skills
- Planning and organizing skills
- Interpersonal skills
- Critical thinking
- Advanced Excel skills
- Examining Information
- Providing Insights
- Exploring Possibilities
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Role Purpose
- To effectively manage staff, third parties, recoveries and the processes, procedures, systems and sub departments accompanying this, in order to maximise recoveries, minimise losses and costs.
Requirements
Qualifications
- Matric
- Legal degree.
- Leadership, Management and or Insurance related studies completed or in progress will be beneficial.
Experience
- Ideally the candidate should have at least 4 years experience in the management of legal recoveries and liabilities
Duties & Responsibilities
- To focus on leading and developing staff to ensure high levels of productivity
- To maximise recoveries and minimise claim costs.
- To manage staff performance on an individual and team level
- To ensure best practice in minimising risk
- To ensure compliance with policies and procedures to contain risk
- To maintain a high level of professionalism in interacting with staff, clients (internal/external) other parties and insurance companies and be client service orientated.
- To be innovative in identifying enhancements for current processes and systems
- To ensure a high level of staff morale
- Managing, Controlling and Monitoring Budget Expenses
- Process Mapping
- Management of Information
- People Management
- Recruitment & Selection
- Performance Management
- Management of staff Target
- Staff Development
- Internal relationships
- Staff Recognition & Incentives
- Values Driven Results
Competencies
Behavioural Competencies:
- Leadership
- Planning & Organising
- Problem Solving, Innovation & Analysis
- Action Orientation
- Strategic
- Persuasiveness
- Written and Oral Communication
- Flexibility
- Resilience
- Personal Motivation
- Accountability
- Excellent at Information monitoring
- Excellent interpersonal skills
Technical Competencies:
- People Management
- Understanding of business models and theories
- Data Interpretation
- Financial Acumen
- Business Acumen
- Computer Literacy
- Knowledge of credit policies, processes and principles
- Understanding of Litigation, Recovery, Litigation and AOD systems and processes
Additional information
- An ideal candidate will be able to align their personal work values to the Momentum Insure values
- Enthusiastic in dealing with people in a stressful, deadline orientated environment is essential.
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Role Purpose
- Business Development Consultants are committed, driven, results oriented advisers who are able to work on their own as well as in a team environment writing business in accordance with targets laid down by Momentum Insure. Business Development Consultants advise primarily on motor and household domestic insurance.
Requirements
- Matric/Grade 12
- FAIS Credits (min 30 credits in short term insurance if date of first appointment is before 2010); or if date of first appointment is on or after 01/01/2010, a full recognised qualification as per the FSCA qualification list
- FAIS Regulatory examination for Representatives (RE5)
- 12 CPD (continuous professional development) points
- Minimum of 3 years' experience in selling short term insurance either as a broker agent or tied agent
- Call center agents not preferred unless they have a minimum of 5 years' experience
- All required regulatory exams and accreditation
- One year's proof of commission earnings (minimum R10 000.00 pm)
- Candidate must have his own transport (CAR) and license
- Extensive knowledge of the Short-Term Insurance Industry
- Thorough understanding of the short-term insurance industry and products
- Thorough understanding of business principles
- Interpersonal Skills
- Ability to handle conflict
- Negotiation skills
- Problem solving skills
- Risk Assessment and analysis
- Insurance Principles and practice
- Customer and Personal Service
- Clerical and administrative procedures
- Be professional at all times with prospects, clients and other Momentum Insure stakeholders
- Presentation skills, both 1:1 and to groups
- Ability to present professionally
- Sales skills
- Prospecting skills
Duties & Responsibilities
- Source sufficient lead generating opportunities to ensure 10 client quotes per week and 40 per month minimum
- Minimum requirement of 8.5 written policies per month
- Maintain and update your Lead Generation Matrix on a weekly basis
- Once a quote is requested the consultant must contact client in order to conduct a proper needs analysis and offer professional advice
- Sign up a minimum of 5 active lead referral agents
- Complete weekly reports that reflect leads, quotes and sales as well as the source of the leads, average premium, total premium and any other pertinent information which may be required from time to time
- Keep up to date and fully informed on product comparisons with opposition products
- Stay abreast of Momentum Insure product changes and enhancements
- Be compliant in all activities in accordance with regulations and standards of all Insurance regulations and professional guidelines and ethics
- Maintain appropriate skills and knowledge in order to provide specialist, professional advice in all relevant business areas
- Maintain the required dress code and professional appearance
Competencies
- Technical Retail Acumen
- Retail Sales Skills
- Risk awareness
- Cross selling
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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
- 1-2 years’ experience in a financial advice rendering role (essential)
- 1-3 years’ experience in the financial services industry (desirable)
- Degree in Financial Planning, Business, Finance, Economics, or equivalent qualification
- Certificate of proficiency in Insurance or equivalent qualification
- Relevant legislative/regulatory exams or qualifications
- Specific licensing or registration
- Certified Financial Planner (CFP) or equivalent registration
- Interpersonal skills
- Communication skills
- Planning skills Influencing skills
- Knowledge of the financial services industry
- Knowledge of relevant legislation
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 & required financial needs by conducting affordability analysis in order to achieve clients & required 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 & rsquos 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: Analyses and processes information asks probing questions strives to find solutions to problems.
- Interacting with People: Is lively and projects enthusiasm is talkative in making contact is focused on interacting and networking with people.
- Convincing People: Is comfortable having to persuade others shapes opinions by being outspoken seeks to negotiate with others.
- Articulating Information: Is articulate in giving presentations is eloquent and explains things well projects social confidence when articulating information.
- Conveying Self Confidence: Is self-assured and projects inner confidence is confident and determines own future values own contributions.
- Thinking Positively: Is optimistic and positive recovers easily from setbacks and obstructions is jovial and projects cheerfulness.
- Meeting Timescales: Is target focused and meets deadlines is punctual and keeps to schedule is reliable in finishing tasks.
- Following Procedures: Conforms and adheres to rules closely follows instructions and procedures minimizes risks by sticking to processes.
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Role Purpose
- The Retail Business Consultant crafts passionate, energetic, and meaningful partnerships with IFAs that will stand the test of time. Product, market, and sales intelligence will set them apart from their counterparts.
- The consultant/IFA relationship will be strengthened by ease of doing business, first-class services, deep business analysis and continuous improvement of the IFA's business.
Requirements
Qualifications:
- 3-year BCom degree in the following fields: Business Management, Marketing, Communications, Finance and Legal
- (essential)
- Willingness to study towards the degree and recognition of prior learning if you have 3+ years of experience working in
- MDS.
- CFP® is an advantage
Experience:
- 3 to 5 years’ financial service industry experience (desired)
- 1 to 3 years relevant sales experience (essential)
- Experience in Momentum Myriad and Investo products is an advantage
- Strong business acumen with sound knowledge in risk assessments, claims, underwriting, tax, business assurance
- Knowledge of financial services industry and insurance products (desired)
- Knowledge:
- Knowledge of the financial services industry.
- Knowledge of relevant legislation.
- Knowledge of the sales process.
- Relevant product knowledge.
Duties & Responsibilities
Engage:
- Be visible to the IFA in order to understand their needs and drive their value proposition
- Visit the IFA and IFA office based on a defined plan and deliver a message
- Analyse, monitor and/or increase prescribed weekly activities to exceed sales targets.
- Present the professional, disciplined nature of the IFA Agenda and minutes of all meetings
Enthuse:
- Understand who we are targeting, the landscape they are working in, competitor influences, events that will enthuse,
- critical moments of truth used.
- Ensure long-lasting, deep, and meaningful relationships with the IFA
- IFAs to move from non-active supporters to active supporters, to ambassadors
Educate:
- IFA having the perception that Momentum are thought leaders.
- Be the IFA's source of information within Momentum
- Be accountable, innovative, excellent, honest, diverse, and influential in your business dealings
- Enable better financial planning and advice outcomes
Enable:
- IFA having the perception that Momentum are thought leaders.
- Be the IFA's source of information within Momentum.
- Be accountable, innovative, excellent, honest, diverse, and influential in your business dealings
- Enable better financial planning and advice outcomes
- Achieve and/or exceed the minimum production targets,
- Achieve and/or exceed the minimum productive IFAs required
Competencies
- Brand Ambassadorship
- Leading and Supervising
- Professional standards
- Relating and networking (building rapport and relationships)
- Stress tolerance
- Flawless and effective communication (written and oral)
- Delivering results and meeting stakeholder expectations
- Teamwork and collaboration
- Positively impact and influence on the IFA practice
- Deadline Driven
- Able to travel as much as the job requires and travel documentation in order
- Persuading and influencing
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Role Purpose
The Investment Consultant crafts passionate, self-starter, energetic and meaningful partnerships that will
stand the test of time with investment and wealth independent financial advisors (IFAs). Product, market,
and sales knowledge will set them apart from their counterparts. The SIC/IFA business relationship will be
strengthened by client engager (diversity), first-class service, in-depth business analysis and continuous
improvement of the IFA's business.
Requirements
Qualifications:
- 3-year BCom degree in the following fields: Business Management, Investments (essential)
- Honours degree is an advantage
- CFA and/or CFP is an advantage
Experience:
- 3 to 5 years' financial service industry experience - must include investments (essential)
- Experience in Momentum Investments is an advantage
- Strong knowledge of the investments and wealth management industry in SA and international
- markets including but not limited to Fund Selection, DFM and Securities.
- A proven track record in successfully dealing with clients and/or IFAs in a practice management
- environment is an advantage.
- Technology Savvy
Duties & Responsibilities
- Enthuse through Brand, SME Service & Digital
- Understand who we are targeting, the landscape they are working in, competitor influences,
- events that will enthuse, critical moments of truth used.
- Ensure long-lasting, deep, and meaningful relationships with the IFA
- IFAs to move from non-active supporters to active supporters, to ambassadors.
- Connection to the brand and digital way of work
- Production/Business retention & growth of assets
- Enable and empower through partnershi
- Momentum is seen as the business partner of choice
- SIC understands the power of financial planning and advice and how our products can assist the
- IFA to grow.
- Advice-led coaching competence of the IFA
- Have a good understanding of the strengths, vulnerabilities, risks, and opportunities of the panel
- they support.
- Influence through coaching and learning
- IFA having the perception that Momentum are thought leaders. Good source of information.
- Investment consultant will coach every IFA that they look after through 1:1 coaching sessions and
- regular engagements.
- Investment Consultant will have a very clear understanding of the impact of regulation on the IFA
- practice.
- Be accountable, innovative, excellent, honest, diverse, and influential in your business dealings
Competencies
- Leading change and innovation
- Diversity and inclusiveness
- Drive for results
- Ability to drive and influence IFA commitment
- Collaboration
- Impact and influence
- Growing talent.
- Self-awareness and insight
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Role Purpose
- The Retail Business Consultant crafts passionate, energetic, and meaningful partnerships with IFAs that will stand the test of time. Product, market, and sales intelligence will set them apart from their counterparts.
- The consultant/IFA relationship will be strengthened by ease of doing business, first-class services, deep business analysis and continuous improvement of the IFA's business.
Requirements
Qualifications:
- 3-year BCom degree in the following fields: Business Management, Marketing, Communications, Finance and Legal
- (essential)
- Willingness to study towards the degree and recognition of prior learning if you have 3+ years of experience working in
- MDS.
- CFP® is an advantage
Experience:
- 3 to 5 years’ financial service industry experience (desired)
- 1 to 3 years relevant sales experience (essential)
- Experience in Momentum Myriad and Investo products is an advantage
- Strong business acumen with sound knowledge in risk assessments, claims, underwriting, tax, business assurance
- Knowledge of financial services industry and insurance products (desired)
- Knowledge:
- Knowledge of the financial services industry.
- Knowledge of relevant legislation.
- Knowledge of the sales process.
- Relevant product knowledge.
Duties & Responsibilities
Engage:
- Be visible to the IFA in order to understand their needs and drive their value proposition
- Visit the IFA and IFA office based on a defined plan and deliver a message
- Analyse, monitor and/or increase prescribed weekly activities to exceed sales targets.
- Present the professional, disciplined nature of the IFA Agenda and minutes of all meetings
Enthuse:
- Understand who we are targeting, the landscape they are working in, competitor influences, events that will enthuse,
- critical moments of truth used.
- Ensure long-lasting, deep, and meaningful relationships with the IFA
- IFAs to move from non-active supporters to active supporters, to ambassadors
Educate:
- IFA having the perception that Momentum are thought leaders.
- Be the IFA's source of information within Momentum
- Be accountable, innovative, excellent, honest, diverse, and influential in your business dealings
- Enable better financial planning and advice outcomes
Enable:
- IFA having the perception that Momentum are thought leaders.
- Be the IFA's source of information within Momentum.
- Be accountable, innovative, excellent, honest, diverse, and influential in your business dealings
- Enable better financial planning and advice outcomes
- Achieve and/or exceed the minimum production targets,
- Achieve and/or exceed the minimum productive IFAs required
Competencies
- Brand Ambassadorship
- Leading and Supervising
- Professional standards
- Relating and networking (building rapport and relationships)
- Stress tolerance
- Flawless and effective communication (written and oral)
- Delivering results and meeting stakeholder expectations
- Teamwork and collaboration
- Positively impact and influence on the IFA practice
- Deadline Driven
- Able to travel as much as the job requires and travel documentation in order
- Persuading and influencing
go to method of application »
Role Purpose
- To assist with actuarial product management tasks as an Actuarial Specialist in the MMerge Product Management team in Cape Town.
Requirements
- Matric / Grade 12.
- Actuarial Degree or B-degree with Mathematics or Statistics as majors.
- Good progress with actuarial subjects where passes in A111, A112, A113, A211 and A213 or equivalent would be essential.
- 2 to 3 years of work experience and experience in product management, product development and/or product pricing in the individual life insurance industry would be an advantage.
- Knowledge of insurance products, contracts and relevant industry legislation and agreements.
- Sound numerical skills and computer literacy is essential especially in the use of MS Excel and MS Word.
- Skills / Experience in data management and extraction would be an advantage.
Duties & Responsibilities
- The product management of legacy solutions by adequately balancing the objectives of the different stakeholders.
- Profitability management of existing products.
- Implementation of changes to align with legislation.
- Identify system errors, propose the most appropriate way to fix these and ensure the successful implementation.
- Ensure that clients are treated fairly through product design, communication and advice, and address any areas on the in-force book where improvement in this respect is required.
- Extraction of maximum value on legacy products through reinsurance optimisation and other initiatives.
- Play a role in the consolidation of legacy products which will involve the following:
- Rationalisation of the existing product range and providing the necessary specifications.
- Planning and implementation of the migration of business from one system platform to another.
- Analyse system data, specification and create output files and reports as required by the business in respect of the consolidation and migration of the product ranges.
- (Co-)create the appropriate product enhancements/changes to be made on legacy solutions together with other product specialists and segment managers:
- Documenting and reviewing all existing product bases.
- Propose the appropriate enhancements/changes to existing products and benefits.
- Monitor the experience of important actuarial basis items (e.g. mortality, lapses, etc.) and propose and/or implement rectifying actions where appropriate.
- Positively influence and participate in change initiatives.
- Continuously develop own expertise in terms of professional, industry and legislative knowledge in order to propose the most relevant and innovative client solutions and comply with governance requirements.
- Contribute to continuous innovation through the development, sharing and implementation of new ideas.
- Providing the business requirements and supporting the implementation of:
- Improving client value through the levers that drive it.
- Legal and compliance requirements.
- Product, process and data improvements.
- Produce special quotations for new and existing Metropolitan Life products.
- Test the implementation of system product changes.
- Providing support to the service areas to resolve client queries.
- Managing own performance and development.
- Ensuring effective and consistent service delivery and support to both internal and external clients in line with the Company Values and Treating Customers Fairly Principles.
Competencies
- Ability to examine and interpret data and provide insights.
- Strong technical expertise.
- Achievement orientation.
- Effectively manage time and ensure optimal productivity.
- Client-centric and focus on proving customer service.
- Excellent analytical and communication skills.
- Results and solution focused.
- High degree of self-motivation and the ability to work independent of supervision.
- Naturally inquisitive mind set, with a strong innovative tendency.
- Self Confidence.
- Flexibility to cope with pressure and setbacks.
- Delivering results and meeting expectations.
Method of Application
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