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...
Role Purpose
- Manage and motivate the team in order to deliver an excellent client experience and support the achievement of sales targets, Manage the activities of advisors through effective people and branch management in order to foster client centricity, increased productivity and enable operational sales excellence.
Requirements
Qualifications
- Matric or equivalent NQF Level 4 qualification
- FAIS Representative Regulatory Exam Level 5 passed
- 120 credit FAIS recognised qualification
Experience
- 3-5 years’ working experience in the insurance industry environment
- A Minimum of 2 years managerial experience in overseeing the rendering of financial advice to fulfil the duties of a compliant key individual and be registered with the FSP
- FAIS Tier 1 & 2 financial products (Long term insurance products, Pension benefit products and Collective investment scheme products)
- Class of Business 3 and 7 (Preferable)
Skills and Knowledge
- Relationship building
- Networking
- Good communication
- Computer Literacy
- Financial services industry (relevant legislation, product and process knowledge, Class of Business knowledge
- People Management
Other requirements
- Driver’s license and own vehicle
Duties & Responsibilities
INTERNAL PROCESS
- Managing a team of Financial Advisors
- Develop plans to achieve sales targets in line with client centric practices.
- Manage the adherence to operational processes, policies, and legislative requirements.
- Develop action plans and initiatives to drive sales, motivate team and improve performance.
- Communicate and implement approved team targets within area of responsibility.
- Implement action plans to achieve sales targets and business goals.
- Effectively manage all day-to-day team activities and escalations.
- Collaborate with Quality Assurance and Performance Coaches to guide and coach team to increase productivity, compliance, and quality of calls.
- Regularly assess team members’ performance against targets and implement actions to increase performance.
- Assess service delivery based on engagements with business stakeholders and relevant analytics and implement plans for improvement.
- Maintain effective and efficient record keeping on the relevant system.
- Conduct regular engagement with team members to cascade information and team objectives.
- Cultivate and manage working relationships with a variety of stakeholders.
- Analyse, identify trends and report on team performance and productivity.
- Implement effective staffing and scheduling models for guaranteed coverage at the lowest possible costs.
- Implement measures to address non-performance within the team.
- Identify operational efficiencies and make recommendations for improvement.
CLIENT
- Drive client service delivery goal achievement in line with predefined standards to ensure that clients receive appropriate advice and after sales service.
- Manage client query processes and ensure that queries are tracked, accurately resolved, and used as a mechanism to improve client service and business processes.
- Provide regular reports on delivery of services.
- Provide authoritative, expertise and advice to clients and stakeholders.
- Make recommendations to improve client service and fair treatment of clients within area of responsibility.
- Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provide exceptional client service.
PEOPLE
- Create a positive work climate and culture to energise employees, give meaning to work, minimise work disruption and maximise employee productivity.
- Demonstrate exemplary leadership behaviour, through personal involvement, commitment, and dedication in support of organisational values.
- Select and recruit suitably qualified talent in line with Employment Equity principles and Momentum Metropolitan values.
- Drive a culture that guides and directs best practice, fostering an environment of continuous learning, improvement, and cohesiveness.
- Enable a learning and growth culture whereby information regarding successes, issues, trends, and ideas are actively shared between team members.
- Support effective workforce planning practices to ensure that staffing requirements are accurately forecasted.
- Identify employee growth and development needs and schedule interventions to enable ongoing development, training, and personal growth.
- Effectively manage performance within the team in order to ensure business objectives are achieved. Encourage innovation, change agility and collaboration within the team.
FINANCE
- Give input into the budget for area and implementation of financial regulations.
- Implement and provide feedback on the effectiveness of financial policy, practice and procedures preventing illegal, unethical or improper conduct.
- Implement risk management, governance, and compliance policies in own practice area, to identify and manage governance and risk exposure liability.
- Investigate reported wilful acts of non-compliance to organisation policy and practice and report on findings.
Competencies
- Business Acumen
- Client/ Stakeholder Commitment
- Drive for Results
- Leads Change and Innovation
- Motivating and Inspiring Team
- Impact and Influence
- Collaboration
- Self-Awareness and Insight
Closing Date
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Role Purpose
- Manage and motivate the team in order to deliver an excellent client experience and support the achievement of sales targets, Manage the activities of advisors through effective people and branch management in order to foster client centricity, increased productivity and enable operational sales excellence.
Requirements
Qualifications
- Matric or equivalent NQF Level 4 qualification
- FAIS Representative Regulatory Exam Level 5 passed
- 120 credit FAIS recognised qualification
Experience
- 3-5 years’ working experience in the insurance industry environment
- A Minimum of 2 years managerial experience in overseeing the rendering of financial advice to fulfil the duties of a compliant key individual and be registered with the FSP
- FAIS Tier 1 & 2 financial products (Long term insurance products, Pension benefit products and Collective investment scheme products)
- Class of Business 3 and 7 (Preferable)
Skills and Knowledge
- Relationship building
- Networking
- Good communication
- Computer Literacy
- Financial services industry (relevant legislation, product and process knowledge, Class of Business knowledge
- People Management
Other requirements
- Driver’s license and own vehicle
Duties & Responsibilities
INTERNAL PROCESS
- Managing a team of Financial Advisors
- Develop plans to achieve sales targets in line with client centric practices.
- Manage the adherence to operational processes, policies, and legislative requirements.
- Develop action plans and initiatives to drive sales, motivate team and improve performance.
- Communicate and implement approved team targets within area of responsibility.
- Implement action plans to achieve sales targets and business goals.
- Effectively manage all day-to-day team activities and escalations.
- Collaborate with Quality Assurance and Performance Coaches to guide and coach team to increase productivity, compliance, and quality of calls.
- Regularly assess team members’ performance against targets and implement actions to increase performance.
- Assess service delivery based on engagements with business stakeholders and relevant analytics and implement plans for improvement.
- Maintain effective and efficient record keeping on the relevant system.
- Conduct regular engagement with team members to cascade information and team objectives.
- Cultivate and manage working relationships with a variety of stakeholders.
- Analyse, identify trends and report on team performance and productivity.
- Implement effective staffing and scheduling models for guaranteed coverage at the lowest possible costs.
- Implement measures to address non-performance within the team.
- Identify operational efficiencies and make recommendations for improvement.
CLIENT
- Drive client service delivery goal achievement in line with predefined standards to ensure that clients receive appropriate advice and after sales service.
- Manage client query processes and ensure that queries are tracked, accurately resolved, and used as a mechanism to improve client service and business processes.
- Provide regular reports on delivery of services.
- Provide authoritative, expertise and advice to clients and stakeholders.
- Make recommendations to improve client service and fair treatment of clients within area of responsibility.
- Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provide exceptional client service.
PEOPLE
- Create a positive work climate and culture to energise employees, give meaning to work, minimise work disruption and maximise employee productivity.
- Demonstrate exemplary leadership behaviour, through personal involvement, commitment, and dedication in support of organisational values.
- Select and recruit suitably qualified talent in line with Employment Equity principles and Momentum Metropolitan values.
- Drive a culture that guides and directs best practice, fostering an environment of continuous learning, improvement, and cohesiveness.
- Enable a learning and growth culture whereby information regarding successes, issues, trends, and ideas are actively shared between team members.
- Support effective workforce planning practices to ensure that staffing requirements are accurately forecasted.
- Identify employee growth and development needs and schedule interventions to enable ongoing development, training, and personal growth.
- Effectively manage performance within the team in order to ensure business objectives are achieved. Encourage innovation, change agility and collaboration within the team.
FINANCE
- Give input into the budget for area and implementation of financial regulations.
- Implement and provide feedback on the effectiveness of financial policy, practice and procedures preventing illegal, unethical or improper conduct.
- Implement risk management, governance, and compliance policies in own practice area, to identify and manage governance and risk exposure liability.
- Investigate reported wilful acts of non-compliance to organisation policy and practice and report on findings.
Competencies
- Business Acumen
- Client/ Stakeholder Commitment
- Drive for Results
- Leads Change and Innovation
- Motivating and Inspiring Team
- Impact and Influence
- Collaboration
- Self-Awareness and Insight
Closing Date
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Role Purpose
- Enable Agile teams to deliver value effectively by fostering collaboration, continuous improvement, transparency, and healthy team dynamics. Support the adoption of practical tools, automation, and data-driven insights that improve delivery outcomes and team effectiveness.
Requirements
- Degree or Diploma in Information Technology, Computer Science, Engineering, Data Science, or related field.
- Certified Scrum Master (CSM), Professional Scrum Master (PSM), SAFe Scrum Master (SSM), or equivalent Agile certification.
- 8+ years as a Scrum Master or related experience.
- Proven experience leading Agile teams in complex digital transformation environments.
- Strong practical experience with Scrum, Kanban, SAFe and Lean-Agile principles.
- Experience facilitating continuous improvement through delivery metrics, team feedback and empirical data.
- Experience working with distributed, hybrid and cross-functional teams.
- Good understanding of software development lifecycles, technical delivery practices, dependencies, risks and delivery constraints.
- Proficiency with Agile delivery and the use of collaboration tools such as Jira, Microsoft 365, Teams, Miro, Lucidchart and similar applications.
- Strong understanding of Agile principles, flow, value delivery and continuous improvement.
- Sufficient technical understanding to engage effectively with Developers, Architects, BAs, QA and other technical stakeholders, including basic knowledge of APIs, integrations, architecture and modern software development practices.
- Demonstrated interest in emerging technologies, AI-enabled ways of working and evolving Agile delivery practices.
Duties & Responsibilities
- Facilitate & collaborate between Agile teams and Product Owners of internal and external business units to develop solutions that support business needs.
- Coach and support the Product Owner, Business Analyst, Architects and delivery teams in effective backlog management, prioritisation, refinement and readiness.
- Support the team in achieving business objectives by improving planning, flow, collaboration, and visibility of delivery risks and dependencies.
- Build effective relationships across the team, Product Owner, stakeholders and supporting teams, while promoting transparency around delivery progress, quality, capacity, risks, and dependencies.
- Exhibit Lean-Agile leadership and servant leadership principles.
- Monitor and use delivery metrics to identify opportunities to improve flow, predictability, quality, and delivery effectiveness.
- Help the team focus on daily and sprint goals in the context of Program Increment (PI) Objectives.
- Teach problem-solving techniques and help teams become self-managing and solution oriented.
- Facilitate all team ceremonies, including Daily Stand-ups, Sprint Planning, Sprint Reviews, Backlog Refinements, Retrospectives, and PI Planning sessions.
- Eliminate impediments and escalate organisational blockers when necessary.
- Foster a culture of quality, accountability, collaboration, continuous improvement, and high performance by coaching and supporting teams in developing effective ways of working.
- Coordinate inter-team dependencies and represent the team in Scrum of Scrums (SoS) and Agile Release Train (ART) activities.
- Help the team understand estimation techniques and value-based prioritisation.
Competencies
- Strong servant leadership and stakeholder engagement skills, with the ability to build trust and foster collaboration across teams and organisational levels.
- Excellent facilitation, coaching, mentoring and conflict-resolution skills, enabling teams to become increasingly self-managing and collaborative.
- Strong analytical and problem-solving skills, with a focus on identifying root causes and enabling sustainable solutions.
- Highly self-motivated, adaptable, resilient and resourceful, with the ability to operate effectively in complex and changing environments.
- Strong verbal and written communication skills.
- Ability to operate effectively within fast-paced, complex, and dynamic technology delivery environments.
- Ability to manage multiple priorities and competing deadlines.
- Strong understanding of Agile metrics, flow, capacity, dependencies, value streams, and continuous improvement, with the ability to use data to identify bottlenecks and delivery risks.
- Encourage teams to leverage appropriate automation, AI-assisted tools, and data-driven insights where these improve team effectiveness and delivery outcomes.
- Data-driven mindset with the ability to interpret and communicate insights from dashboards, analytics, and predictive reporting.
- Ability to support organisational and team change associated with new technologies, ways of working, and digital transformation.
- Digital transformation awareness and continuous improvement mindset.
- Familiarity with modern software engineering practices and AI-assisted development approaches.
Closing Date
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Role Purpose
- The FNOL Claims Consultant is responsible for registering new claims received from brokers, appoint service providers within the SLA and authorize Fast Track Claims. This role requires excellent customer service skills, attention to detail, and the ability to work in a fast-paced environment.
Requirements
Qualifications & Experience
- High School Diploma or equivalent (Required)
- NQF Level 4 qualification in insurance
Experience
- 2 years of experience in customer service, insurance, or claims handling
- Basic understanding of insurance policies, coverage, and claims processes is a plus
- Industry Knowledge
Duties & Responsibilities
Claims Intake:
- Receive new claims from the designated mailbox, claim to be registered within the SLA.
- Validate cover and appointment of Service Providers is all the information is available at registrations stage.
- Verify essential information, such as policy details, date and time of the incident, Incident Address, description of the loss, and contact information.
- Authorize replacement / repairs on Fast Track claims within claims mandate.
Data Entry and Documentation:
- Accurately enter claim details into the Ski system.
- Ensure all information is complete and consistent for further processing.
Initial Assessment:
- Appoint the relevant Service Provider on claims if all the information is available and cover is confirmed.
- Identify potential red flags, such as fraudulent claims or coverage issues.
Coordination:
- Route claims to the appropriate claims technicians or departments based on the type and severity of the loss.
- Collaborate with other teams, such as underwriting as needed.
- Collaborate and follow up with service providers.
Compliance:
- Ensure all claims are handled in compliance with company policies, regulatory requirements, and industry standards.
Follow-Up:
- Follow up with claimants to obtain missing information or documentation.
Competencies
- Communication Skills: Excellent verbal and written communication skills to interact with claimants and internal teams effectively.
- Customer Service: Strong customer service orientation with the ability to handle stressful situations empathetically.
- Attention to Detail: High level of accuracy in data entry and documentation.
- Problem-Solving: Ability to quickly assess situations and make decisions.
- Time Management: Ability to prioritize tasks and manage time effectively in a fast-paced environment.
- Technical Skills: Proficiency in using claims systems, Microsoft Office, and other relevant tools.
Closing Date
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Role Purpose
- The Executive Assistant to the Chief Digital and Technology Officer (CDTO) provides comprehensive, high-level support to the CDTO and coordinates business activity across the Technology, Data Centre of Excellence and PMO pillars.
- The role runs the rhythm of the CDTO office, anticipates needs, resolves issues before they surface, and keeps work moving across a fast-paced portfolio. It calls for high energy, strong drive, sound judgement and absolute discretion.
- This is a demanding, high-tempo role. The successful candidate must be contactable and responsive on a 24/7 basis to support the CDTO, including evenings, weekends and public holidays as the need arises, and must treat confidentiality as non-negotiable.
Requirements
- Matric
- A relevant qualification in Office Administration, Business Administration or equivalent
- Expert proficiency in Microsoft Office, in particular Teams, Word, PowerPoint, Outlook and Excel
- Confidence with collaboration and productivity tools such as SharePoint, OneNote and Planner
- Proficiency in project and task management tools or software
- Ability to design, build and edit high-quality, board-grade PowerPoint presentations
Duties & Responsibilities
- Provide executive support and business coordination (Internal Process)
- Work closely with the CDTO to keep them ahead of commitments, deadlines and priorities, following up appropriately and anticipating needs well in advance of meetings, engagements and travel.
- Serve as the primary point of contact for the CDTO office on internal and external matters, including those of a highly confidential or time-critical nature. Prioritise, exercise judgement and determine the appropriate response, referral or course of action in line with the CDTO's style and company policy.
- Manage the diary, meetings and travel for the CDTO, and control the flow of information so that matters needing personal attention are dealt with quickly.
- Provide business coordination across the Technology, Data Centre of Excellence and PMO pillars, tracking actions, deadlines and deliverables and keeping a clear line of sight on what is due and what is outstanding.
- Prepare, format and quality-check board-grade presentations, agendas, minutes and correspondence to a high standard and within tight timeframes.
- Coordinate the logistics of events, meetings and functions, including venue, catering and materials, within budget and specification.
- Maintain accurate records, contact lists and filing so that information stays current and easy to find.
Engage stakeholders in a client-centric manner (Client Services)
- Communicate effectively at all levels with internal and external stakeholders on behalf of the CDTO office.
- Build and maintain strong, trusted relationships across the business, the group and the CDTO's external network.
- Manage stakeholder expectations, deliver on commitments made, and keep people informed and up to date.
- Contribute to a culture that builds rewarding relationships, welcomes feedback and delivers exceptional service.
Self-management and teamwork (People)
- Build productive, collaborative working relationships with peers and stakeholders across the pillars.
- Positively influence and support change initiatives.
- Continuously develop own expertise across professional, industry and regulatory knowledge.
- Contribute to continuous improvement by sharing and implementing new ideas.
- Take ownership of personal growth and career development.
- Contribute to financial controls and planning (Finance)
- Check and process expense claims for authorisation.
- Prepare and check invoices and submit them for approval and payment.
- Identify ways to improve cost effectiveness and operational efficiency in the running of the office.
Competencies
- High energy, strong drive and a real sense of urgency
- Excellent verbal and written communication
- Maturity, composure and self-awareness when engaging senior leaders
- Tact, diplomacy and sound judgement
- Discretion and trustworthiness, given constant exposure to confidential information
- Strong organisational skills and the ability to hold several priorities at once
- Time management, coordination and reliable follow-through
- Deadline driven, with a bias for action
- Proactive, resourceful and comfortable taking the initiative
- Technology fluency and confidence across digital productivity tools
- Flexibility, resilience and adaptability under pressure
- Willingness to be on call and responsive outside standard hours
Closing Date
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Role Purpose
- Accurately control and process financial information, including financial reporting and analysis, that enables the interpretation of financial information and informs business processes and decision making.
Requirements
Qualification:
- BCom Accounting or Financial Management or related degree. (Essential)
- Registered chartered accountant with South African Institute of Chartered Accountants. (Desirable)
Experience:
- 3 - 5 years' experience as a Financial Accountant or similar role. (Essential)
- Knowledge
- Knowledge of applicable legislation landscape
- Knowledge of IFRS requirements applicable within area of responsibility
- Knowledge of ethical best practice guidelines
Duties & Responsibilities
INTERNAL PROCESS
- Complete consolidated financial reporting and analysis that add value and insight for the business.
- Review all documentation to ensure that the correct level of authority has authorised the document and raise any exceptions with the relevant stakeholder.
- Review and approve the general ledger journal allocations based on levels of authority and policy.
- Control the reimbursement process to ensure that reimbursements are in line with budget and policy parameters.
- Review and approve journals to allocate expenses.
- Reconcile the expenses to the financial statement and budget.
- Manage the reconciliations of transactions on the bank statement to the General Ledger.
- Manage general ledger and other financial controls to ensure compliance to the relevant standards and controls.
- Identify and resolve problem sources or escalate to relevant level of authority.
- Contribute to the enhancement of systems, processes and issues in order to enhance financial management.
- Accurately update and maintain the fixed assets register and make recommendations to enhance the management.
- Identify expense variances and investigate root cause of variances.
- Compare expenses to budgets and identify reasons for variances, in order to provide financial insights in reporting.
- Analyse financial reports and information to identify area of opportunities or potential risks within segment.
- Advise and guide stakeholders and nonfinancial managers regarding finance elements.
- Proactively assist in engaging with business to forecast expenses and identify solutions to enhance cost effectiveness and increase operational efficiency.
- Manage high risk and problematic financial issues in area of accountability and contribute to the development of policy.
CLIENT
- Resolve client queries within agreed timeframes.
- Build and maintain relationships with clients and internal and external stakeholders.
- Deliver on service level agreements made with internal and external stakeholders and clients.
- Make recommendations to improve client service within area of responsibility.
- Participate and contribute to a culture which build 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.
Competencies
- Examining Information: Analyses and processes information asks probing questions strives to find solutions to problems.
- Interpreting Data: Interprets data rationally by quantifying issues applies technology as a means to evaluating data evaluates information objectively.
- Adopting Practical Approaches: Applies practical skills when investigating issues prefers to learn by doing is practically minded and applies common sense.
- Exploring Possibilities: Is conceptual when developing ideas applies theories to problem solving prefers to learn by thinking and identifying underlying principles.
- Articulating Information: Is articulate in giving presentations is eloquent and explains things well projects social confidence when articulating information.
- Challenging Ideas: Prepared to disagree and question assumptions challenges ideas and established views comfortable arguing own perspective.
- Meeting Timescales: Is target focused and meets deadlines is punctual and keeps to schedule is reliable in finishing tasks.
Closing Date
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Role Purpose
- The Senior Multimedia Designer is responsible for conceptualising and delivering high-quality creative across graphic design, digital, video, motion and multimedia formats.
- The role will lead the execution of complex creative projects, support the delivery of integrated campaigns and contribute to consistently high creative and brand standards across the Studio.
Requirements
- Degree/Diploma in Multimedia Design, Graphic Design, Visual Arts or related field.
- 5–8 years’ experience in multimedia production or graphic design.
- Strong portfolio demonstrating graphic design, conceptual, video and motion work.
- Experience working across integrated campaigns and multiple digital channels.
- Corporate, agency or regulated-environment experience advantageous.
Duties & Responsibilities
Visual & Graphic Design
- Conceptualise and execute creative for campaigns, social media, digital, internal communications and other brand requirements.
- Develop key visuals and translate concepts effectively across multiple formats.
- Deliver complex and high-priority creative work to a consistently high standard.
- Support and guide other designers on craft and execution where required.
Video & Multimedia Production
- Conceptualise, edit and produce video, motion graphics, animation, reels and other multimedia content.
- Manage multimedia execution from concept through to final delivery.
- Incorporate footage, typography, animation, sound, captions and other elements as required.
- Ensure outputs are on-brand, platform appropriate and technically fit for purpose.
Creative Collaboration
- Work closely with agency partners, internal business units and key stakeholders to translate briefs into compelling creative solutions.
- Contribute creative ideas during campaign development and planning.
- Manage multiple briefs and stakeholders while delivering against agreed timelines.
- Collaborate with external agencies and production partners where required.
Brand Stewardship
- Uphold Metropolitan’s visual identity and creative standards across all outputs.
- Contribute to the development of distinctive brand assets, templates, toolkits and design systems.
- Identify opportunities to improve creative quality, consistency and production efficiency.
- Stay abreast of design, multimedia, technology and creative trends
Competencies
Skills
- Advanced Adobe Creative Suite: Photoshop, Illustrator, InDesign, Premiere Pro and After Effects.
- Strong graphic design, video editing, motion and animation capability.
- Strong conceptual and visual storytelling ability.
- Ability to manage multiple priorities in a fast-paced environment.
- Strong communication and stakeholder-management skills.
- Creative excellence with strong attention to detail.
Essential Behavioural
- Success Factors
- Generating Ideas
- Developing Expertise
- Producing Output
- Meeting Timescales
- Challenging Ideas
- Inviting Feedback
- Establishing Rapport
These are the same essential behavioural success factors specified in the Studio & Design Manager profile, which gives you consistency across the Studio job family. Studio and Design Manager
Important Behavioural Success Factors
- We live organisational culture and values
- We are 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
Closing Date
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Role Purpose
- The Distribution Support Administrator (DSA) provides quick and accurate administrative support to IFAs, IFA practice staff and consultants.
Requirements
Qualifications:
- Matric or Grade 12 (essential)
- NQF 6 or NQF 7 in Office Administration, Business Management, Finance (advantageous)
Experience:
- 5 – 8 years experience in the financial services industry (essential)
- 3 -5 years in administration of new business processing or providing administration support to a Financial Adviser (essential)
- 1 – 2 years’ experience within the Momentum Distribution Services Sales environment will be an advantage.
- Insurance industry experience (preferred).
Duties & Responsibilities
Internal processes: Sales and Service Experience
- Demonstrating an understanding of end-to-end processes for various product lines.
- Identify and address processes that do not support business efficiency and ease of operation.
- Have a good understanding of Compliance process adherence and impact of non-adherence.
- Have an ability to present quotes and relevant supporting documents professionally to uphold an 'advice-led' approach.
- Ensure the new business process is handled end-to-end with minimal need for revisions.
- Handle the processing of application forms and promptly engage with Financial Advisors/Practice staff upon 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
- Provide training to Financial Adviser/practice staff by sharing knowledge of digital capabilities such as Power BI, Campaign master etc.
- Capable of being the primary contact for online navigation enquiries from Financial Advisers/Practice Staff.
- 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.
- Escalate faults and other housekeeping issues with the relevant stakeholders or service providers.
- Engages in service center escalations to enhance the customer experience, demonstrates quick thinking, and consistently maintains a positive ambassadorial approach with a can-do attitude.
- Demonstrates high-quality processing and resilience in follow-ups, ensuring cases are resolved promptly within stringent performance standards.
Client Advisor: 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.
- Supporting MDS, IFA, and IFA practice through online capability knowledge and subsequent training.
- Understand and fulfil on the role requirement to keep consultants fully abreast of pipeline and new business activities to be fully informed in the face of the IFA.
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 legislative knowledge.
- Contribute continuous innovation through the development, sharing and implementation of new ideas.
Finance: 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
- Relating and Networking: Establishes good relationships with customers and staff. Builds wide and effective networks of contacts inside and outside the organisation. Relates well to people at all levels. Uses humour appropriately to enhance relationships with others.
- Planning and Organising: Sets clearly defined objectives. Plans activities and projects well in advance and takes account of possible changing circumstances. Manages time effectively. Identifies and organises resources needed to accomplish tasks. Monitors performance against deadlines and milestones.
- Coping with Pressures and Setbacks: Works productively in a high-pressure environment. Keeps emotions under control during difficult situations. Balances the demands of a work life and a personal life. Maintains a positive outlook at work. Handles criticism well and learns from it.
- Achieving Personal Work Goals and Objectives: Accepts and tackles demanding goals with enthusiasm. Works hard and puts in longer hours when it is necessary. Identifies development strategies needed to achieve career goals and makes use of developmental or training opportunities. Seeks progression to roles of increased responsibility and influence.
- Following Instructions and Procedures: Appropriately follows instructions from others without unnecessarily challenging authority. Follows procedures and policies. Keeps to schedules. Arrives punctually for work and meetings. Demonstrates commitment to the organisation. Complies with legal obligations and safety requirements of the role.
- Adhering to Principles and Values: Upholds ethics and values. Demonstrates integrity. Promotes and defends equal opportunities, builds diverse teams. Encourages organisational and individual responsibility towards the community and the environment.
- Working with People: Demonstrates an interest in and understanding of others. Adapts to the team and builds team spirit. Recognises and rewards the contribution of others. Listens, consults others, and communicates proactively. Supports and cares for others. Develops and openly communicates self-insight, such as an awareness of own strengths and weaknesses.
- Writing and Reporting: Writes clearly, succinctly, and correctly. Writes convincingly in an engaging and expressive manner. Avoids the unnecessary use of jargon or complicated language. Writes in a well-structured and logical way. Structures information to meet the needs and understanding of the intended audience.
Closing Date
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Role Purpose
- Attract, acquire and retain clients by selling company products to generate new business and to provide after sales service to clients to ensure client retention, increase market share and contribute to the overall business objectives and its long-term viability.
Requirements
- Matric/ N4 Equivalent Qualification.
- FAIS requirements based on DOFA date
- Relevant regulatory examinations if you are already working in the financial services industry.
- 1 - 2 years’ experience for individuals with undergraduate degree
- 2 - 3 years in a Sales environment
- Strong computer literacy skills
- Fluency in English
Duties & Responsibilities
- Engage with prospect clients to understand their financial needs.
- Sell products that align with the clients’ financial requirements.
- Accurately record client information and sales details
- Achieve targets related to production, quality and conversion.
- Comply with legislative regulations and adhere to all compliance requirements.
Competencies
- Verbally fluent
- Numerical reasoning ability
- Be able to plan and manage their time.
- Self-reliant
- Be resilient (drive, determination, risk tolerance, bounce back after setbacks)
- Manage relationships well.
- Demonstrate sales behaviors (deal with difficult clients, competitive, achieving, persistent).
- Be entrepreneurial (set ambitious, targets, self-reliant, financial prosperity in high-risk environment, autonomy)
Closing Date
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Role Purpose
- Attract, acquire and retain clients by selling company products to generate new business and to provide after sales service to clients to ensure client retention, increase market share and contribute to the overall business objectives and its long-term viability.
Requirements
- Matric/ N4 Equivalent Qualification.
- FAIS requirements based on DOFA date
- Relevant regulatory examinations if you are already working in the financial services industry.
- 1 - 2 years’ experience for individuals with undergraduate degree
- 2 - 3 years in a Sales environment
- Strong computer literacy skills
- Fluency in English
Duties & Responsibilities
- Engage with prospect clients to understand their financial needs.
- Sell products that align with the clients’ financial requirements.
- Accurately record client information and sales details
- Achieve targets related to production, quality and conversion.
- Comply with legislative regulations and adhere to all compliance requirements.
Competencies
- Verbally fluent
- Numerical reasoning ability
- Be able to plan and manage their time.
- Self-reliant
- Be resilient (drive, determination, risk tolerance, bounce back after setbacks)
- Manage relationships well.
- Demonstrate sales behaviors (deal with difficult clients, competitive, achieving, persistent).
- Be entrepreneurial (set ambitious, targets, self-reliant, financial prosperity in high-risk environment, autonomy)
Closing Date
Method of Application
Use the link(s) below to apply on company website.
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