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 Multimedia Design Specialist is responsible for the creation of high-quality visual, video, and digital assets that support the brand and marketing goals of the life insurance business. This role ensures that all multimedia content is aligned with brand guidelines and enhances customer engagement across various platforms.
Requirements
- Diploma or degree in Multimedia Design, Graphic Design, Visual Arts, or related field
- 3–5 years of experience in multimedia production or graphic design
- Portfolio showcasing a range of design and video work
- Experience working in a corporate, agency, or regulated environment (preferred)
SKILLS
- Proficiency in Adobe Creative Suite (Photoshop, Illustrator, InDesign, Premiere Pro, After Effects)
- Experience with video editing and animation software
- Creative eye for design and strong attention to detail
- Understanding of UI/UX principles for digital content
- Ability to work independently and under tight deadlines
- Strong understanding of the insurance or financial services regulatory environment (desirable)
Duties & Responsibilities
Visual & Graphic Design:
- Create visual assets for marketing campaigns, social media, internal communications, and presentations.
- Design brochures, infographics, web banners, digital ads, and signage within brand standards.
- Work with the content and brand team to translate messages into compelling visuals.
- Think outside the box and generate innovative ideas for all design projects.
Video Production:
- Knowledge of the production process of the multimedia content creation from conception to deliver
- Shoot, edit, and produce short videos for internal and external use (e.g., client explainers, recruitment videos, testimonials).
- Add voiceovers, music, captions, and animations where needed.
- Ensure final outputs are on-brand, legally compliant, and platform-optimized.
Digital Content Development:
- Support website, app, and email content with responsive visuals and animated media.
- Design multimedia content for webinars, product tutorials, and digital client journeys.
- Optimize multimedia files for loading speed, accessibility, and device responsiveness.
Creative Collaboration:
- Engage with stakeholders to understand their needs, expectations and concerns.
- Collaborate with copywriters, digital marketers, product & brand managers, and UX designers.
- Participate in campaign planning sessions and contribute creative ideas.
- Adapt and localize global/regional content where relevant to the South African or target market context.
Brand Stewardship:
- Uphold the corporate brand’s visual identity in all outputs.
- Contribute to the development and upkeep of brand toolkits, templates, and design standards.
Finance:
- Contribute to the development of area specific budgets to minimise expenditure, in alignment with operational plans.
- Identify opportunities to enhance cost effectiveness and increase operational efficiency.
- Provide input into the risk identification processes and communicate recommendations in the appropriate forum.
Personal mastery and Leadership:
- Pursue personal and professional development opportunities such as workshops, courses and certification relevant to marketing and design.
- Stay updated on marketing trends, tools, techniques and consumer behaviour to refine creative strategies.
- Approach obstacles with a solution oriented mindset and be willing to experiment with innovative, creative solutions.
- Demonstrate the qualities you value in leadership such as integrity, empathy and collaboration to inspire others.
- Manage time effectively, prioritising tasks and meeting deadlines independently.
- Establish and maintain positive relationships with diverse stakeholders including clients, team members and agency partners.
Competencies
- Generating Ideas
- Developing Expertise
- Producing Output
- Meeting Timescales
- Challenging Ideas
- Inviting Feedback
- Establishing Rapport
- Showing Composure
Deadline:25th July,2025
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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
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
Deadline:27th July,2025
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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
Deadline:31st August,2025
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Role Purpose
- Manage the end-to-end brand marketing by designing, developing and executing the marketing strategy and related marketing programmes and plans, to drive brand awareness, purchase intent that supports the achievement of key business objectives.
Requirements
- Degree in Marketing
- Registered Chartered Marketer (CMSA) with the Marketing Association of South Africa (preferred)
- 5-7 years marketing and end to end brand management within the insurance, financial services or FMCG industry
- 3 years management experience
- Experiential milestones: Ability to work with a matrix organisation and deliver through & with others
- Market segmentation completed, Proven marketing strategies and campaigns end to end planning & execution, strategic abilities demonstrated
- Working in a high-volume, fast-paced environment, with multiple stakeholders
- Proficient in vernacular language (advantageous)
Duties & Responsibilities
Develop and implement brand management strategies and initiatives:
- Design, implement, support and drive the marketing and branding strategy, based on knowledge of established objectives for the business.
- Engage, monitor, influence and work closely with the full marketing value chain to deliver high quality marketing initiatives.
- Be the brand custodian to ensure that all marketing communications adheres to METROPOLITAN branding guidelines.
- Develop, manage and support the execution of integrated marketing communication efforts that encompass a 360 approach to support key narratives and impact stories.
- Manage the development and execution of brand and product initiatives and campaigns through-the-line (ATL & BTL) to support business objectives.
- Ensure communication strategy is developed and action plans implemented.
- Develop and manage the implementation of best practice operational strategies, processes and policies (advertising, brand portfolio, communications, sponsorships and research) as regards brand governance.
- Build sound relationships with business stakeholders to fully understand business needs and provide impactful and innovative brand and product initiatives.
- Guide and advise internal & external stakeholders regarding the best practice implementation of brand activities.
- Drive the alignment between the brand and marketing initiatives including internal and external messaging.
- Foster close collaboration with business and Marketing stakeholders (Manco & Group) to support the creation of innovative and integrated brand, product initiatives and campaigns.
- Actively participate in various stakeholder groups and forums to position and influence perception of the brand.
- Manage the measurement of the effectiveness (Return on Investment) and impact of brand initiatives and campaigns and implement initiatives to improve the impact of the various brands.
- Calculate success of brand campaigns and brand health based relevant brand metrics and diagnostic tools.
- Evaluate and monitor competitive products, services and marketing activities and channel these insights into the optimization of marketing initiatives.
- Assess the effectiveness and enhance the impact of the brand:
- Effectively use diagnostic tools and monitor business results to determine the success of brand and product campaigns and initiatives to improve the impact of brand campaigns.
- Gather and analyse relevant client and brand information to identify trends and areas of opportunity.
- Calculate success of brand campaign based Return on Investment (ROI) criteria.
- Provide detailed and precise reports to illustrate trends, predictions and relevant strategies.
- Conduct on-going competitor analysis to ensure brand activities are competitive and innovative.
- Support brand health monitoring initiatives through brand audits and surveys and implement actions to improve the health of the brand.
Drive a client centric environment that focuses on best practice service delivery:
- Build and maintain relationships with clients and stakeholders that promote cross delivery practice solutions.
- Contribute to sustaining a competitive edge through external networking and benchmarking and representation on related forums.
- Define fair and innovative client service practices which build rewarding relationships, and allows team to provide exceptional client service.
- Engage with key internal and external stakeholders to identify changing client needs and make
- recommendations to align service offering with client needs.
- Manage a client service excellence culture which builds enduring relationships and allows team to provide exceptional client service.
- Provide authoritative, expertise and advice to clients and stakeholders.
- Build and maintain relationships with clients and internal and external stakeholders.
- Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.
Effectively lead team:
- 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 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.
- 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 collaborative working relationships with peers and stakeholders.
Manage budget and implement sound financial controls:
- Control the budget for area, including the authorisation of expenditures and implementation of financial regulations.
- Manage high risk and problematic financial issues in area of accountability and contribute to the development of policy.
- Identify opportunities to enhance cost effectiveness and increase operational efficiency.
- Implement and manage financial risk methodologies, techniques and systems and use to monitor and report on financial activities.
- 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.
- Provide input into the risk identification processes and communicate recommendations in the appropriate forum.
Competencies
- Operational excellence
- Problem solving
- Personal Mastery and Leadership
- Relationship building and influence
- Innovation and Strategic thinking
- Analytical skills
- Commercial acumen
Deadline:28th July,2025
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Role Purpose
- Develop and deliver integrated communication, engagement campaigns and programmes aimed at building a connection with and amongst internal and external stakeholders. The Integrated Communications Manager will work closely with internal teams, stakeholders, and external partners to enhance our brand presence and ensure consistent messaging across all communication channels.
Requirements
- Degree in Journalism/ Strategic Communications / Public Relations / Social Sciences or equivalent
- 5-7 years in a strategic communication or end to end brand marketing management role in within the insurance, financial services media houses Strong understanding of various communication platforms
- 3 years management experience
- Experiential milestones: Ability to work with a matrix organisation and deliver through & with others
- Working in a high-volume, fast-paced environment, with multiple stakeholders
- Proven marketing strategies and campaigns planning & execution
- Strategic abilities demonstrated
- Ability to communicating complex information in simple terms. Proficient in a vernacular language (advantageous)
SKILLS
- Excellent skills in writing and editing of copy; articles; press-releases; social media feeds; etc
- Subject matter Expert: Content creation for internal and external communication platforms
- Operational Excellence
- Innovation & Strategic thinking
- Personal Mastery and Leadership
- Relationship building and influence
- Analytical Skills
- Commercial acumen
Duties & Responsibilities
Develop and implement brand management strategies and initiatives:
- Design and execute integrated communication strategies that align with the overall organizational goals and objectives.
- Drive business growth through innovative digital strategies and effective media investment.
- Is responsible for the development, coordination, and implementation of integrated internal and external communication, reputation management, and change management employee engagement programmes aimed at enhancing the reputation of the business, and building passion and organisational pride among all internal and external stakeholders.
- Develop engaging content for various platforms, including digital, print, social media, and press releases, ensuring a consistent tone of voice and brand message.
- Leverage positive reputation through media coverage across owned, earned, paid, and hybrid (influencer) channels in B2C and B2B digital, print and broadcast channels.
- Partner with key stakeholders to plan, develop and deliver internal communication that help achieve their objectives and engage internal and external stakeholders with message continuity.
- Apply knowledge and understanding of the business context to ensure credible and effective employee communication and internal reputation positioning.
- Support the delivery of events, both digital and face to face, including annual employee conference, townhall sessions, roadshows, etc.
- Co-champion delivery change communication strategy, to help raise awareness of relevant news and business updates and drive desired behaviours and culture change across the business.
- Provide strategic counsel and support to management team with leadership communication to support implementation of the company strategy.
- Enhance the visibility of Exco within the organisation through a clear and targeted communication plan for each Exco member/ function.
- Build the leadership profile and reputation of Exco members and the key leadership team externally through media liaison and industry communication.
- Craft and place opinion articles to build the reputation of the organisation as a business thought leader in the South African business context and in our industry.
- Ensure that all marketing communications initiatives adheres to METROPOLITAN branding guidelines, brand narrative and enhance overall brand image.
- Collaborate with cross-functional teams, including marketing, public relations, and product solutions, to ensure alignment on messaging and branding initiatives.
- Manage the service delivery of external agencies and suppliers.
- Conduct on-going competitor analysis to ensure brand activities are competitive and innovative.
- Gather and analyse relevant client and brand information to identify trends and areas of opportunity.
Assess the effectiveness and enhance the impact of the brand:
- Measure the effectiveness of communications using the available channels and tools, recommending.
- subsequent improvements/ further initiatives to achieve business desired objectives.
- Track and monitor issues that directly and indirectly impacts our brand reputation and escalate to through the relevant channels.
- Implement social media listening tools in line with group standards
- Track and monitor media activity, sentiments, and perceptions of METROPOLITAN and develop appropriate action plans to build and protect the brand and its products.
- Gather and analyse relevant client and brand information to identify trends and areas of opportunity.
- Calculate success of brand campaign based Return on Investment (ROI) criteria.
- Provide detailed and precise reports to illustrate trends, predictions and relevant strategies.
- Conduct on-going competitor analysis to ensure brand activities are competitive and innovative.
- Support brand health monitoring initiatives through campaign testing & evaluations and implement actions to improve the health of the brand.
Drive a client centric environment that focuses on best practice service delivery:
- Build and maintain relationships with clients and stakeholders that promote cross delivery practice solutions.
- Contribute to sustaining a competitive edge through external networking and benchmarking and representation on related forums.
- Define fair and innovative client service practices which build rewarding relationships, and allows team to provide exceptional client service.
- Engage with key internal and external stakeholders to identify changing client needs and make recommendations to align service offering with client needs.
- Manage a client service excellence culture which builds enduring relationships and allows team to provide exceptional client service.
- Provide authoritative, expertise and advice to clients and stakeholders.
- Build and maintain relationships with clients and internal and external stakeholders.
- Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.
Effectively lead team:
- 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 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.
- 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.
Manage budget and implement sound financial controls:
- Control the budget for area, including the authorisation of expenditures and implementation of financial regulations.
- Manage high risk and problematic financial issues in area of accountability and contribute to the development of policy.
- Identify solutions to enhance cost effectiveness and increase operational efficiency.
- Implement and manage financial risk methodologies, techniques and systems and use to monitor and report on financial activities.
- 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
- We live our organisational values
- We obsessed about how we make our clients feel
- We embody unreasonable excellence
- Our authentic connections make this a great place
- We act with courage
- We champion empowered ownership
- We collaborate for collective success
Deadline:25th July,2025
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Role Purpose
- Develop and implement strategic public relations initiatives and client engagement strategies to enhance Metropolitan’s visibility and strengthen relationships with clients and stakeholders. Drive marketing focus on support of sales, services and client retention efforts; ensuring excellence of marketing interventions.
Requirements
- Bachelor’s degree in Public relations, Communications, Marketing, or a related qualification
- 5-8 years of experience in public relations, communications, or client engagement roles
- Proven track record of successfully managing media relations and client communications
Duties & Responsibilities
Public Relations Strategy Development & Execution:
- Design and implement comprehensive PR strategies that align with business objectives.
- Identify key media outlets, spokespeople and influencers relevant to the target audience.
- Implement public relations, thought leadership, profiling of Exco members and communication plans.
- Develop content for content marketing and advertorials for all media.
- Produce high-quality content for various channels, including websites, blogs, and social media.
- Collaborate with internal teams to create compelling stories that highlight products/services.
- Ensure the marketing interventions (activations, communication, engagements, events comply with the Metropolitan CI (Corporate Identity) and aligns to brand positioning.
Media Relations:
- Build and maintain relationships with journalists, bloggers, and influencers.
- Draft press releases, media kits, and other PR materials.
- Coordinate media events, press conferences, and interviews Video Production
Client Engagement:
- Develop strategies to grow client value, support new business development, demonstrate the Metropolitan Life difference.
- Demonstrate knowledge of key clients, client value and contribution to Metropolitan Life business.
- Create engagement strategies, including newsletters, webinars, and surveys to gather client.
- Act as the primary point of contact for client communications and inquiries.
- Co-ordination of Metropolitan wide engagement calendar.
- Ensure client engagement approach and used of platforms aligns to regulatory requirements.
Content Creation & Event Planning:
- Produce high-quality content for various channels, including websites, blogs, and social media.
- Collaborate with internal teams to create compelling stories that highlight products/services.
- Organize promotional events, product launches, and other activities aimed at enhancing the brand's image.
- Collaborate with stakeholders to ensure successful event execution.
Reputation tracking:
- Be knowledgeable about crisis management processes and procedures.
- Draft media responses to public inquiries promptly and solicit relevant approvals before publishing on communication platforms.
Analysis and Reporting:
- Monitor media coverage and track PR campaign performance against objectives.
- Prepare regular reports on PR activities and client engagement metrics.
- Report on effectiveness of marketing interventions and making recommendations for improvements where necessary.
- Continuously monitor marketing trends and keep abreast of competitive products in the marketplace and what competitors are doing with regards to themes in the market.
Team & stakeholder Collaboration:
- Engage with stakeholders to understand their needs, expectations and concerns.
- Work closely with marketing, channel, service & operations, client experience and solutions teams to align PR and client engagement efforts with broader business objectives.
- Lead PR-related projects and manage any external agencies or consultants.
- Provide guidance and training to leaders and employees on effective communication practices, interacting with media and tools.
Budget Management:
- Manage marketing budget to ensure efficient allocation of resources and maximise ROI
- Monitor and record all channel marketing expenses diligently.
- Conduct regular variance analysis to identify discrepancies between budgeted and actual expenses.
- Identify areas where costs can be reduced without compromising quality or effectiveness.
- Negotiate with vendors and service providers to secure favourable pricing and contracts.
Personal Mastery and Leadership:
- Pursue personal and professional development opportunities such as workshops courses and certification relevant to marketing.
- Approach obstacles with a solution oriented mindset and be willing to experiment with innovative, creative solutions.
- Demonstrate the qualities you value in leadership such as integrity, empathy and collaboration to inspire others.
- Manage time effectively, prioritising tasks and meeting deadlines independently.
Competencies
- Generating Ideas
- Developing Expertise
- Producing Output
- Meeting Timescales
- Challenging Ideas
- Inviting Feedback
- Establishing Rapport
- Showing Composure
Deadline:25th July,2025
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Role Purpose
- The Head of Chanel Activation is accountable for leading the strategic development and execution of product marketing initiatives that directly support and enhance sales performance. The role bridges product development, marketing, and distribution, ensuring life insurance offerings are well-positioned, effectively communicated, promoted and meet customer and channel partner needs.
Requirements
- Bachelor’s degree in Marketing, Business, Commerce, or a related field
- 8–10+ years’ experience in marketing, product, or sales in financial services or insurance
- 3 years management experience
- Experiential milestones: Ability to work with a matrix organisation and deliver through & with others. Customer segmentation completed, Proven marketing strategies and campaigns end to end planning & execution, Strategic abilities demonstrated. Working in a high-volume, fast-paced environment, with multiple stakeholders
- Proven experience leading product marketing in a B2B/B2C sales channel context
- Familiarity with TCF, POPIA, FAIS, and other relevant regulatory requirements
SKILLS
- Strategic thinking and commercial acumen
- Strong communication, storytelling, and stakeholder engagement skills
- Negotiations skills, flexibility and adaptability
- Deep understanding of life insurance products, sales processes, and customer behaviour
- Data-driven mindset with strong analytical skills
- Ability to lead cross-functional projects in a fast-paced, regulated environment
- Personal Mastery and Leadership
- Innovative and creative excellence
- Excellent project management skills and the ability to manage multiple projects simultaneously
Duties & Responsibilities
Product Positioning & Go-to-Market (GTM) Strategy:
- Develop and execute marketing strategies tailored to each sales channel.
- Develop GTM strategies for new and existing life insurance products that align with business objectives.
- Design and execute customised marketing plans for each channel segment , ensuring alignment with their unique characteristics and customer base.
- Craft clear value propositions and messaging tailored to different sales channels (e.g., tied agents, brokers, Digital direct, Telechannel etc).
- Understand the product lifecycle to develop appropriate marketing strategies for different stages (launch, growth, maturity, decline).
- Create targeted marketing collateral and promotional activations that drives brand visibility and supports the customer journey.
- Apply a strong understanding of the business challenge, operating model, market trends, product propositions to identify new opportunities and drive revenue growth.
- Collaborate with Channel partners to ensure plans are implemented effectively and make necessary adjustment based on real time feedback and performance.
Sales Enablement:
- Develop comprehensive marketing plans that equip channel employees with essential lead generation material collateral to support product education customer acquisition and retention efforts.
- Integrate marketing brand chapters within the channel environment in a relevant manner that will support channel objectives.
- Ensure alignment between our business goals and channel’s partner activities.
- Align product messaging with customer needs and competitive positioning.
- Design and deliver impactful product launch campaigns and roadshows to channel.
Market & Competitor Intelligence:
- Continuously monitor the competitive landscape, market trends, and customer insights.
- Conduct market research and competitor analysis to gather insights on customer behaviours, preferences and market trends.
- Utilise the insights to refine marketing strategies enduring data driven and aligned with overall business goals.
- Identify market gaps and opportunities for product differentiation.
Cross-functional Leadership:
- Collaborate with Product Development, Distribution, Digital, Legal, and Actuarial teams to ensure commercial readiness.
- Lead the alignment between product roadmap and distribution strategy.
- Influence product prioritisation based on market needs and commercial viability.
- Lead cross functional teams to develop and implement channel marketing strategies.
- Forster strong relationships with channel partners to align marketing initiatives with business objectives.
- Support and guide channel employees to enhance their on the grand brand activation skills and performance.
- Manage external relationships with agencies.
Performance Monitoring & Optimisation:
- Define and track KPIs (e.g., sales volumes, penetration, campaign ROI).
- Recommend plans to close the product sales performance gap by channel by regions.
- Analyse performance data to refine strategies, optimise campaigns and improve outcomes.
- Evaluate the impact of promotional activities on channel sales and adjust tactic as necessary.
- Gather feedback from channel partners to inform product enhancements and communication.
- Present performance insights to executive leadership and recommend adjustments.
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 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.
- 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 collaborative working relationships with peers and stakeholders.
Finance:
- Develop and manage marketing budgets, ensuring proper allocation of resources to maximise ROI on shopper marketing initiatives
- Control the budget for area, including the authorisation of expenditures and implementation of financial regulations.
- Manage high risk and problematic financial issues in area of accountability and contribute to the development of policy.
- Identify solutions opportunities to enhance cost effectiveness and increase operational efficiency.
- Implement and manage financial risk methodologies, techniques and systems and use to monitor and report on financial activities.
- 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.
- Provide input into the risk identification processes and communicate recommendations in the appropriate forum.
Competencies
- Generating Ideas
- Developing Expertise
- Producing Output
- Meeting Timescales
- Challenging Ideas
- Inviting Feedback
- Establishing Rapport
- Showing Composure
Deadline:25th July,2025
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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
Deadline:20th August,2025
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Role Purpose
- To provide effective and efficient service to clients by receiving, evaluating and timeously responding to telephonic/electronic enquiries
Requirements
- Matric or relevant qualification
- Exposure to the insurance or financial services industry
- 2 years relevant experience in client servicing environment
- Microsoft Office Suite (Word, Excel)
- Employee Benefits experience (advantageous)
Duties & Responsibilities
The incumbent will be co-responsible for the following:
- Answering calls from members and service providers to confirm benefits and assist with queries.
- Provide a first call resolution for resolving member and service provider queries.
- Ensure that documentation is completed accurately and correctly as per departmental guidelines in order to meet client needs.
- Effectively utilise IT systems to ensure accuracy of documentation.
- Adhere to policies and procedures and take corrective actions where necessary.
- Ensure all risks are mitigated and escalated where necessary.
- Provide excellent service to clients and stake holders to ensure client retention and satisfaction.
- Keep abreast of MMH product changes in order to effectively and accurately assist with client queries.
- Ensure Service Level Agreements are met and exceeded.
- Deal promptly with client requests in a competent, efficient and professional manner.
- Collaborate and partner with team members in order to drive and support effective teamwork.
- Display and live the MMH values when dealing with clients, stakeholders and members
INTERNAL PROCESS
- 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
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
Please note that this role is based on the Pay for Performance remuneration structure.
Competencies
- Planning and organising.
- Accountability.
- Customer orientation.
- Attention to detail.
- Good Communication skills.
- Good attention to detail.
- Interpersonal skills.
- Time management skills.
Deadline:28th July,2025
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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
Experience and Qualifications:
- Minimum of 2 to 3 years practical and relevant experience, within the Investment, Insurance 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.
- B. 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.
Knowledge:
- 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.
Deadline:29th July,2025
go to method of application »
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
Deadline:25th July,2025
Method of Application
Use the link(s) below to apply on company website.
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