Job Vacancies at Momentum Metropolitan Holdings Limited

Role Purpose    

• Provide quick and accurate administrative support, to enable the client service area to deliver a professional service to clients within Service Level Agreements and legislative / compliance requirements.

Requirements    

• 1 2 years relevant experience (essential) 
• Exposure to the insurance or financial services industry (desirable) ,

Formal qualifications

• Grade 12 or equivalent qualification, Formal qualifications
• Relevant businessrelated qualifcation, Formal qualifications
• Industry related qualification (e.g. COP), 

Formal qualifications:

• Industry related qualification (e.g. COP), 

Formal qualifications:

• Grade 12 or equivalent qualification, 

Formal qualifications:

• Relevant businessrelated qualifcation, 
• Onthejob training / qualifications:, 
• Specific licensing or registration:, 
• Communication skills 
• Interpersonal skills 
• Time management skills 
• Attention to detail Planning skills , 
• Proficient in English and Afrikaans (and other specific languages as required) 
• MS Office Suite (Word, Excel) 
• Knowledge of specific products, systems, processes and procedures 
• Relevant regulatory and compliance requirements

Duties & Responsibilities    
INTERNAL PROCESS 

• Take ownership of all client service requests and ensure that it is resolved timeously and effectively. 
• Capture data accurately on relevant systems according to Service Level Agreements. 
• Provide relevant information and documentation as requested, in line with relevant guidelines. 
• File and maintain all relevant documentation, enabling ease of access by team members. 
• Accurately complete all administrative and reporting requirements within agreed timeframes. 
• Adhere to all relevant legislative / compliance requirements. 
• Identify and report process and system failures and enhancements to improve client experience. 

CLIENT 

• Provide authoritative expertise to clients and stakeholders. 
• Build and maintain relationships with clients and internal and external stakeholders. 
• 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 

• 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 

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

Competencies    
Examining Information : 

• Analyses and processes information asks probing questions strives to find solutions to problems, 

Team Working : 

• Works participatively with others is democratic and encourages team contributions collaboratively involves others in decision:making, 

Meeting Timescales : 

• Is target focused and meets deadlines is punctual and keeps to schedule is reliable in finishing tasks, 

Checking Things : 

• Is meticulous in finding errors ensures accuracy by being thorough and checking details produces high quality work by being detailed, 

Following Procedures : 

• Conforms and adheres to rules closely follows instructions and procedures minimises risks by sticking to processes, 

Managing Tasks : 

• Manages tasks by being organised and methodical plans activities systematically sets priorities for tasks, 

Producing Output : 

• Is focused on activity and works quickly keeps busy and maintains productivity is comfortable multi:tasking to produce output, 

Taking Action : 

• Takes action to make things happen uses initiative to start things up shows drive and invests personal energy, 

Examining Information:

• Analyses and processes information asks probing questions strives to find solutions to problems, 
• Team Working:Works participatively with others is democratic and encourages team contributions collaboratively involves others in decisionmaking, 

Meeting Timescales:

• Is target focused and meets deadlines is punctual and keeps to schedule is reliable in finishing tasks, 

Checking Things:

• Is meticulous in finding errors ensures accuracy by being thorough and checking details produces high quality work by being detailed, 

Following Procedures:

• Conforms and adheres to rules closely follows instructions and procedures minimises risks by sticking to processes, 

Managing Tasks:

• Manages tasks by being organised and methodical plans activities systematically sets priorities for tasks, 

Producing Output:

• Is focused on activity and works quickly keeps busy and maintains productivity is comfortable multitasking to produce output, 

Taking Action:

• Takes action to make things happen uses initiative to start things up shows drive and invests personal energy.

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Role Purpose    

• The Distribution Support Administrator provides quick and accurate administrative support, to enable the branch support area to deliver a professional service to Financial Advisers and other stakeholders within Service Level Agreements and legislative/compliance requirements. 

Requirements    
Experience and Qualifications:
Qualifications:

• Relevant Degree (NQF 7) Business-related qualifications

Experience:

• Proven minimum of 1 - 3 years' office administrator experience in the financial services industry
• Experience in the MDS Sales environment will be an advantage
• Proficient in Afrikaans and English (written and verbal)
• Knowledge of Microsoft Suite (Word, Excel, Windows etc.)

Duties & Responsibilities    
Internal Processes: Sales and Service Experience 

• Understanding of end-to-end processes across product lines
• Understanding of end-to-end systems capabilities across product lines
• Challenge processes that do not serve the business - ease of business
• Good understanding of Compliance process adherence and impact of non-adherence
• Quotes fulfillment and tracking
• Professional presentation of quote and relevant supporting documentation that support the 'adviceled' process
• Accountable for the new business process - end to end completed with least amount of comeback
• Process application form and engage with Financial Adviser /practice staff asap after receipt
• Engage with Financial Adviser practice staff to ensure processing happens smoothly with full ownership of the process through understanding and conveying the reason for requirements
• Ensure all cases and new business applications are correctly recorded and kept up to date on activity manager
• Log appropriate activities, timeously (quotes and Financial Adviser engagements)
• Consult systems to view progress - those documents pull through correctly
• Manage pipeline - keep clean and relevant. Drive submission of requirements to ensure cases issue
• Having regular engagement sessions with Business Consultant to update on status of all quotations, pipeline business and any other sales enablement updates
• Prepare Consultant for engagement – by providing reports, quote feedback, pipeline business
• Co-accountability for Momentum Distribution Service target achievement with consultant
• Administratively support Consultant on all planned marketing calls - to follow through in support
• Understanding of all available reports such as Power BI, lapse and arrear reports, reinstatement reports
• Training of Financial Adviser practice staff through knowledge sharing of digital capabilities (such as Power BI, Campaign master and etc.) 
• Comfortable to be a first point of call on Financial Adviser /practice staff online navigation enquiries
• Ensure that all training interventions are recorded on appropriate reports
• Provide support to other branches (nationally) when need arises to ensure business continuity
• Identify and report process and system failures and enhancements to improve client experience

Stakeholder Engagement

• Ensure all internal and external engagements are conducted in a professional manner
• Maintain meaningful business relationships with all stakeholders ? Provide authoritative expertise to clients and stakeholders.
• 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

Collaboration and Self-development

• 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

Business Efficiencies and Effectiveness 

• Identify opportunities to enhance effectiveness and increase operational efficiency.  
• Manage company resources under your control with due respect.  
• Provide input into the risk identification processes and communicate recommendations in the appropriate forum  

Competencies    

• Business Acumen
• Drive for Results
• Leads Change and Innovation
• Collaboration
• Impact and Influence
• Self-Awareness and Insight
• Diversity and Inclusiveness

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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)

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

Closing Date    
2023/06/15