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 Distribution Support Administrator (DSA) provides quick and accurate administrative support to IFAs, IFA practice staff and consultants.
Requirements
Qualifications:
- Office administration qualification or Business related (Degree/NQF 7
Experience:
- 1-2 Year experience in financial service (essential)
- Insurance industry experience (preferred)
- Experience within the MDS Sales environment will be an advantage
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, andconsistently 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 to 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.
Deadline:9th August,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 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
Deadline:20th August,2025
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Role Purpose
- To continuously enhance the lifetime financial wellness of people, their families and their communities through empowerment and education, by selling financial solutions to them which will enhance their financial wellbeing whilst putting them at ease with regards to the future of their families.
Requirements
- Matric (Grade 12) certificate.
- Post matric qualification equivalent to NQF5 (FSCA Recognized).
- At least one year Sales Call Centre working experience (essential).
- Cold calling experience.
- Regulatory examination (RE) 5 (desirable).
- FAIS Compliance Requirements
Duties & Responsibilities
- Proactively strive to achieve personal financial targets through effective planning, time management, diligence and appropriate stress management.
- Present information-sharing sessions on financial planning topics to engage new business and enhance the knowledge of potential clients.
- Analyse situations carefully, understand the complexity and consequences before quickly taking action through clear, well thought out decisions.
- Accurately identify problems and proactively solve them.
- Identify entrepreneurial opportunities in every interaction and remain passionate, resilient, focused and organized.
- Timeously complete all administrative and reporting duties related to the role.
- Proactively build and maintain client relationships by presenting our innovative and trustworthy product offerings through professional and credible Financial Advisory services.
- Support and guide clients through the decision-making process by displaying exceptional product knowledge and customer centricity.
- Regularly review client accounts to determine whether life changes, economic changes, or financial performance indicate a need for plan reassessment.
- Build sound relationships with others through honesty, trust and respect.
- Ensure technical product and legislative knowledge is always current in order to propose the most relevant and innovative client solutions and comply with governance requirements.
- Be self-confident, self-motivated entrepreneurs and relentlessly pursue targets and goals.
- Effectively manage time and ensure optimal productivity.
- 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
- Articulating Information
- Seizing Opportunities
- Establishing Rapport
- Meeting Timescales
- Convincing People
- Upholding Standards
- Following Procedures
- Understanding People
Deadline:31st August,2025
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Role Purpose
- To enhance the lifetime financial wellness of people, their families and their communities through empowerment and education. 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 or equivalent NQF 4 qualification
- 2 years’ experience in a sales and/or customer service role
- 2 years’ experience in the insurance and/or financial services industry rendering financial advice (advantageous)
- Compliance with FAIS Fit and Proper requirements
- Finance or Business related tertiary qualification (desirable)
- Driver’s license and own transport (desirable)
Duties & Responsibilities
INTERNAL PROCESS
- Engage with prospective clients in order to highlight the features and benefits of various products based on their financial wellness needs in order to support and guide their decision-making process.
- Sell products in line with client’s financial needs by conducting affordability analysis in order to achieve clients’ financial goals.
- Calculated and advise on tax and legal implications of products and or changes.
- Accurately capture client information, relevant actions and sales on the systems.
- Accurately complete all administrative and reporting requirements within agreed timeframes.
- Achieve set targets on production, quality and conversion.
- Adhere to compliance requirements in the sales process in line with legislative requirements.
- Provide financial advice in line with the engagement strategy to enhance client’s financial wellness.
CLIENT
- Investigate client queries within the agreed service level and ensure that client receives timeous feedback.
- Escalate client queries to the relevant department or stakeholder.
- Provide accurate information and advice to clients and stakeholders in order to ensure that the client receives the appropriate services.
- Provide regular reports on delivery of services against agreed service level agreements and in terms of overall customer targets. Provide authoritative, expertise and advice to clients and stakeholders.
- Build and maintain relationships with clients and internal and external stakeholders.
- Make recommendations to improve client service and fair treatment of clients within area of responsibility.
- Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.
- Proactively build and maintain client relationships by presenting our innovative and trustworthy product offerings through professional and credible Financial Advisory services.
PEOPLE
- Develop and maintain productive and collaborative working relationships with peers and stakeholders.
- Positively influence and participate in change initiatives.
- Continuously develop own expertise in terms of professional, industry and legislation knowledge.
- Contribute to continuous innovation through the development, sharing and implementation of new ideas.
- Take ownership for driving career development.
FINANCE
- Identify solutions to enhance cost effectiveness and increase operational efficiency.
- Manage financial and other company resources under your control with due respect.
- Provide input into the risk identification processes and communicate recommendations in the appropriate forum.
Competencies
- Examining Information: Analyses and process information; ask probing questions and strive to find solutions to problems.
- Interacting with People: Project enthusiasm and focus on building strong relationships and networks.
- Convincing People: Comfortable having to persuade others; shape opinions by being outspoken and seek to negotiate with others.
- Articulating Information: Be eloquent and explain concepts well and project social confidence when articulating information.
- Thinking Positively: Optimistic and positive; recover easily from setbacks and obstructions.
- Meeting Timescales: Strong focus on meeting target and deadlines
Deadline:27th August,2025
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Role Purpose
- Metropolitan is looking for a mature, experienced and creative Learning Designer with experience in multiple design methodologies, high levels of business acumen and excellent attention to detail. The incumbent will be responsible for designing modern, engaging and experiential, high-quality learning content in line with business needs. The designer will be required to produce multi-media and digital learning, traditional instructor led learning and material suitable for virtual facilitation
Requirements
- Relevant B degree or qualification with an association to HR or L&D
- 5+ years experience and specialization in designing corporate learning content including but not limited to company induction, service skills, soft skills and systems training
- Experience and a proven track record in traditional learning design as well as multi-media and digital design (you will be required to showcase your portfolio of work)
- Experience using creative / AI / eLearning software would be an advantage
- Sound knowledge and experience in designing content for adult education, training and development
- Working knowledge of agile project management principles
- Ability to work independently, at speed, high quality and able to prioritise competing deliverables
- Quickly able to analyse problems, identify risks and develop appropriate solutions
- Ability to work under pressure, to very tight deadlines and be able to work on multiple projects simultaneously
- The ability to write in proficient English which is clear and grammatically correct is crucial. The incumbent should also have a keen eye for detail and excellent analytical thinking skills
- Excellent working knowledge of MS Word and PowerPoint
Duties & Responsibilities
- Responsible for engaging with internal clients and stakeholders to analyse and understand learning needs.
- The incumbent should have a natural flair for working with stakeholders and the maturity to work with senior management
- Design and develop engaging learning content and curricula for various modes of delivery (virtual facilitation, eLearning, self-directed learning and bite-sized learning) which meet identified learning needs.
- A track record of creativity when producing facilitator and learning tools (e.g. facilitator guide, learning guide, presentations, artefacts etc.) to achieve the learning outcomes.
- The incumbent should have a natural curiosity to explore best-fit solutions by using creative and design thinking skills
- Develop sound relationships and engage with stakeholders to conduct a learning needs analysis and then produce appropriate learning material to meet these needs at a rapid pace and to exceptionally high standards.
- Determine the criteria used to assess the learner's performance and develop appropriate assessment instruments in line with the Kirkpatrick methodology
- Design learning material in an agile and iterative methodology ensure continual sign-off by business as well as continual enhancement and improvement. Also, ensure clear communications are maintained with all stakeholders all the time
- Manage project timelines to ensure project deadlines are met
- Design mechanisms to embed learning post the learning intervention and reinforce learning when the learner is back ‘on the job’
- Ensure the quality and standards of all learning meets the departmental standards
- Conduct a Train-the-Trainer to ensure that the learning is delivered in the manner it was designed
- Develop a close relationship with Learning Delivery to ensure that all learning delivers the ROI that was intended
Competencies
- Attention to Detail
- Energetic and Self-Motivated
- Insatiable Curiosity
- Innovative and Brave
- Collaborate across Boundaries
- Diversity and Inclusiveness
Deadline:8th August,2025
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Role Purpose
- To ensure the implementation of best practices and optimal medical care for members through expert clinical guidance, collaboration with healthcare professionals, and continuous improvement initiatives.
Requirements
- Matric or National Senior Certificate
- A nursing degree (Bachelor of Nursing Science or equivalent) or National Diplomana in Nursing.
- Registration with the South African Nursing Council (SANC) for nursing professionals.
- 3 - 5 years of experience as a registered nurse practitioner or equivalent experience.
- 3 - 5 years of experience within the healthcare industry.
- 2 - 3 years of experience within the managed care environment and/or healthcare consulting industry would be advantageous.
- 3 years’ of work experience within theatre would be advantageous
Knowledge
- In-depth knowledge of evidence-based clinical guidelines, protocols, and best practices.
- Comprehensive knowledge of common medical conditions, diseases, and treatment modalities.
- Familiarity with the healthcare system and regulations in South Africa, including knowledge of relevant laws, policies, and regulatory bodies governing healthcare delivery, patient rights, and ethical standards.
- Understanding of quality improvement methodologies, patient safety principles, and tools for monitoring and improving healthcare outcomes.
- Knowledge of adverse event reporting, risk management, and quality assurance processes is important.
- Knowledge in utilising health information systems, electronic health records (EHRs), and other healthcare technologies
- Understanding of ethical principles and ethical decision-making in healthcare, including patient confidentiality, informed consent, and end-of-life care.
- Familiarity with research methodologies, critical appraisal of research studies, and the ability to apply evidence-based practice in clinical decision-making.
- Awareness and understanding of cultural diversity, sensitivity to cultural differences, and the ability to provide culturally competent care to patients from diverse backgrounds.
- Understanding how clinical guidelines and protocols intersect with scheme rules and regulations.
- Familiarity with the guidelines and regulations governing prescribed minimum benefits.
Duties & Responsibilities
PROCESS
- Meet the daily key performance indicator for proactive communication with members, ensuring timely assistance and effectively meeting their needs.
- Optimize bin management turn-around time, streamlining the process for prompt issue resolution and improving operational efficiency, in accordance with key performance indicator specifications.
- Implement policies and protocols related to scheme benefits to ensure consistent application and adherence, resulting in improved clarity and member satisfaction.
- Ensure appropriate control of benefits in and out of the hospital by closely monitoring utilisation, resulting in cost-effective care while maintaining quality outcomes.
- Apply exclusions correctly and consistently based on policy guidelines and regulatory requirements, ensuring fairness and accuracy in benefit coverage determinations.
CLIENT
- Maintain quality customer service by promptly addressing members' inquiries and concerns, resulting in enhanced member satisfaction and trust.
- Build and maintain positive relationships with relevant stakeholders (e.g., hospitals and providers), fostering effective collaboration and ensuring seamless coordination of care for members.
PEOPLE
- Appropriately refer cases to the case management team, ensuring members receive comprehensive care coordination, resulting in improved health outcomes and member satisfaction.
- Collaborate with the case management team, leveraging clinical expertise to support and enhance their decision-making process, leading to optimal care plans and member well-being.
FINANCE
- Monitor and manage healthcare utilisation and costs, optimising resource allocation and maintaining financial sustainability while ensuring high-quality care.
- Identify cost-saving opportunities and process improvements, contributing to improved financial efficiency and organisational effectiveness.
Competencies
- Examining Information
- Resolving Conflict
- Upholding Standards
- Exploring Possibilities
- Team Working
- Taking Action
- Directing People
- Following Procedures
Deadline:6th August,2025
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Role Purpose
- Gather, analyse and interpret data from various sources, extract insights in a clear, precise and actionable manner, using easily understandable representations of data for both technical and non-technical audiences.
Requirements
Experience and Qualifications
- 3-year degree in Mathematics, Economics, Computer Science, Information Management or Statistics
- Introductory Cloud Certification - Desirable
- 1-3 years' experience as a Junior Data Warehouse/MIS Developer or related field (essential)
- Experience in ETL and visualisation tools (e.g. SQL, Informatica, QlikView, PowerBI etc.)
Duties & Responsibilities
Internal Process
Develop Power BI solutions, working from high level technical requirements in line with business requirements.
- Quality assurance checks on all new Power BI project functionality and business requirements.
- Produce documentation for code written.
- Configure realtime replication of data from source system to the Data Warehouse, using tools like Stelo SQDR
- Partake in a roster of Operational Support, troubleshooting errors, and data queries on existing reporting
- Basic interaction and collaboration with technical stakeholders to identify data sources, find data definitions for master and meta data as well as formulate and implement solutions.
- Promote the use of existing enterprise and divisional data standards to enhance data quality, ensure constant compliance and adherence to data governance principles.
- Promote reusability, maintainability, reliability, and scalability in design and development of data solutions.
- Process live and confidential data according to specified guidelines.
- Convert Legacy Excel reports to PowerBI
- Development and design of professional reports and dashboards to support various stakeholders within the company.
- Testing, debugging and reconciliation of data to source data to ensure data integrity.
- Ensure accuracy and integrity of data and its attribution to costs incurred by business.
- Communicate progress, including easily understandable representation of the data.
- Pro-active in suggesting for opportunities as well as making analytical observations on any aspect that would be beneficial to business.
Client
- Provide authoritative expertise and advice to clients and stakeholders.
- Continuous interaction with clients and internal stakeholders.
- Deliver on service level agreements made with clients and internal and external stakeholders in order to ensure that client expectations are managed
- 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.
- 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
Behavioural competencies required:
- Examining Information
- Generating Ideas
- Interpreting Data
- Articulating Information
- Producing Quality Output
- Providing Insights
- Team working
- Work output according to agreed standards
Skills required:
- Verbal and written communication
- Interpersonal skills
- Analytical skills
- Report writing
- Problem solving
- Attention to detail
- Teamwork
- Time Management
- Critical Thinking
Knowledge required:
- Business acumen
- Database development
- Software Development Lifecycle
- Intermediate SQL
- Intermediate Excel
- Intermediate Data visualisation
- Intermediate Data analysis
- Intermediate Data extraction
- Data reconciliation techniques
- Intermediate PowerBI
- Entry level Data Replication experience, e.g. Stelo SQDR, Qlik Replicate, etc.
- Intermediate SQL Server 2022
- Intermediate SSIS
- Intermediate SQL Developer/ Data Warehouse skills with MS T-SQL
Deadline:17th August,2025
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Role Purpose
- Attract, acquire and retain clients by selling company products to generate new business and to provide after sales service to clients to ensure client retention, increase market share and contribute to the overall business objectives and its long-term viability.
Requirements
- 2 - 3 years experience in a Sales/ Call Centre environment (essential)
- 2 years’ experience in the insurance and/or financial services industry rendering financial advice (advantageous)
- Matric or equivalent NQF 4 qualification
- National Senior Certificate in Finance/ Business Management and or equivalent relevant qualification
- FAIS Compliance Requirements
- Regulatory examination (RE) 5
- Driver’s license and own transport (desirable)
Duties & Responsibilities
INTERNAL PROCESS
- Engage with prospective clients in order to highlight the features and benefits of various products based on their financial wellness needs in order to support and guide their decision-making process.
- Sell products in line with client’s financial needs by conducting affordability analysis in order to achieve clients’ financial goals.
- Calculated and advise on tax and legal implications of products and or changes.
- Accurately capture client information, relevant actions and sales on the systems.
- Accurately complete all administrative and reporting requirements within agreed timeframes.
- Achieve set targets on production, quality and conversion.
- Adhere to compliance requirements in the sales process in line with legislative requirements.
- Provide financial advice in line with the engagement strategy to enhance client’s financial wellness.
CLIENT
- Investigate client queries within the agreed service level and ensure that client receives timeous feedback.
- Escalate client queries to the relevant department or stakeholder.
- Provide accurate information and advice to clients and stakeholders in order to ensure that the client receives the appropriate services.
- Provide regular reports on delivery of services against agreed service level agreements and in terms of overall customer targets. Provide authoritative, expertise and advice to clients and stakeholders.
- Build and maintain relationships with clients and internal and external stakeholders.
- Make recommendations to improve client service and fair treatment of clients within area of responsibility.
- Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.
- Proactively build and maintain client relationships by presenting our innovative and trustworthy product offerings through professional and credible Financial Advisory services.
PEOPLE
- Develop and maintain productive and collaborative working relationships with peers and stakeholders.
- Positively influence and participate in change initiatives.
- Continuously develop own expertise in terms of professional, industry and legislation knowledge.
- Contribute to continuous innovation through the development, sharing and implementation of new ideas.
- Take ownership for driving career development.
FINANCE
- Identify solutions to enhance cost effectiveness and increase operational efficiency.
- Manage financial and other company resources under your control with due respect.
- Provide input into the risk identification processes and communicate recommendations in the appropriate forum.
Competencies
- Examining Information: Analyse and process information; ask probing questions and strive to find solutions to problems.
- Interacting with People: Project enthusiasm and focus on building strong relationships and networks.
- Convincing People: Comfortable having to persuade others; shape opinions by being outspoken and seek to negotiate with others.
- Articulating Information: Be eloquent and explain concepts well and project social confidence when articulating information.
- Thinking Positively: Optimistic and positive; recover easily from setbacks and obstructions.
- Meeting Timescales: Strong focus on meeting target and deadlines
Deadline:6th August,2025
go to method of application »
Role Purpose
- Attract, acquire and retain clients by selling company products to generate new business and to provide after sales service to clients to ensure client retention, increase market share and contribute to the overall business objectives and its long-term viability.
Requirements
- 2 - 3 years experience in a Sales/ Call Centre environment (essential)
- 2 years’ experience in the insurance and/or financial services industry rendering financial advice (advantageous)
- Matric or equivalent NQF 4 qualification
- National Senior Certificate in Finance/ Business Management and or equivalent relevant qualification
- FAIS Compliance Requirements
- Regulatory examination (RE) 5
- Driver’s license and own transport (desirable)
Duties & Responsibilities
INTERNAL PROCESS
- Engage with prospective clients in order to highlight the features and benefits of various products based on their financial wellness needs in order to support and guide their decision-making process.
- Sell products in line with client’s financial needs by conducting affordability analysis in order to achieve clients’ financial goals.
- Calculated and advise on tax and legal implications of products and or changes.
- Accurately capture client information, relevant actions and sales on the systems.
- Accurately complete all administrative and reporting requirements within agreed timeframes.
- Achieve set targets on production, quality and conversion.
- Adhere to compliance requirements in the sales process in line with legislative requirements.
- Provide financial advice in line with the engagement strategy to enhance client’s financial wellness.
CLIENT
- Investigate client queries within the agreed service level and ensure that client receives timeous feedback.
- Escalate client queries to the relevant department or stakeholder.
- Provide accurate information and advice to clients and stakeholders in order to ensure that the client receives the appropriate services.
- Provide regular reports on delivery of services against agreed service level agreements and in terms of overall customer targets. Provide authoritative, expertise and advice to clients and stakeholders.
- Build and maintain relationships with clients and internal and external stakeholders.
- Make recommendations to improve client service and fair treatment of clients within area of responsibility.
- Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.
- Proactively build and maintain client relationships by presenting our innovative and trustworthy product offerings through professional and credible Financial Advisory services.
PEOPLE
- Develop and maintain productive and collaborative working relationships with peers and stakeholders.
- Positively influence and participate in change initiatives.
- Continuously develop own expertise in terms of professional, industry and legislation knowledge.
- Contribute to continuous innovation through the development, sharing and implementation of new ideas.
- Take ownership for driving career development.
FINANCE
- Identify solutions to enhance cost effectiveness and increase operational efficiency.
- Manage financial and other company resources under your control with due respect.
- Provide input into the risk identification processes and communicate recommendations in the appropriate forum.
Competencies
- Examining Information: Analyse and process information; ask probing questions and strive to find solutions to problems.
- Interacting with People: Project enthusiasm and focus on building strong relationships and networks.
- Convincing People: Comfortable having to persuade others; shape opinions by being outspoken and seek to negotiate with others.
- Articulating Information: Be eloquent and explain concepts well and project social confidence when articulating information.
- Thinking Positively: Optimistic and positive; recover easily from setbacks and obstructions.
- Meeting Timescales: Strong focus on meeting target and deadlines
Deadline:6th August,2025
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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 longterm viability, To assist clients with creating a personalised financial and investment plan through providing advice according to set company standards and procedures.
Requirements
- 2 - 3 years experience in a Sales/ Call Centre environment (essential)
- 2 years’ experience in the insurance and/or financial services industry rendering financial advice (advantageous)
- Matric or equivalent NQF 4 qualification
- National Senior Certificate in Finance/ Business Management and or equivalent relevant qualification
- FAIS Compliance Requirements
- Regulatory examination (RE) 5
- Driver’s license and own transport (desirable)
Duties & Responsibilities
INTERNAL PROCESS
- Engage with prospective clients in order to highlight the features and benefits of various products based on their financial wellness needs in order to support and guide their decision-making process.
- Sell products in line with client’s financial needs by conducting affordability analysis in order to achieve clients’ financial goals.
- Calculated and advise on tax and legal implications of products and or changes.
- Accurately capture client information, relevant actions and sales on the systems.
- Accurately complete all administrative and reporting requirements within agreed timeframes.
- Achieve set targets on production, quality and conversion.
- Adhere to compliance requirements in the sales process in line with legislative requirements.
- Provide financial advice in line with the engagement strategy to enhance client’s financial wellness.
CLIENT
- Investigate client queries within the agreed service level and ensure that client receives timeous feedback.
- Escalate client queries to the relevant department or stakeholder.
- Provide accurate information and advice to clients and stakeholders in order to ensure that the client receives the appropriate services.
- Provide regular reports on delivery of services against agreed service level agreements and in terms of overall customer targets. Provide authoritative, expertise and advice to clients and stakeholders.
- Build and maintain relationships with clients and internal and external stakeholders.
- Make recommendations to improve client service and fair treatment of clients within area of responsibility.
- Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.
- Proactively build and maintain client relationships by presenting our innovative and trustworthy product offerings through professional and credible Financial Advisory services.
PEOPLE
- Develop and maintain productive and collaborative working relationships with peers and stakeholders.
- Positively influence and participate in change initiatives.
- Continuously develop own expertise in terms of professional, industry and legislation knowledge.
- Contribute to continuous innovation through the development, sharing and implementation of new ideas.
- Take ownership for driving career development.
FINANCE
- Identify solutions to enhance cost effectiveness and increase operational efficiency.
- Manage financial and other company resources under your control with due respect.
- Provide input into the risk identification processes and communicate recommendations in the appropriate forum.
Competencies
- Examining Information: Analyse and process information; ask probing questions and strive to find solutions to problems.
- Interacting with People: Project enthusiasm and focus on building strong relationships and networks.
- Convincing People: Comfortable having to persuade others; shape opinions by being outspoken and seek to negotiate with others.
- Articulating Information: Be eloquent and explain concepts well and project social confidence when articulating information.
- Thinking Positively: Optimistic and positive; recover easily from setbacks and obstructions.
- Meeting Timescales: Strong focus on meeting target and deadlines
Deadline:6th August,2025
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Role Purpose
- The Senior Data Engineer is responsible for designing, building, and maintaining robust, scalable data pipelines and platforms to support advanced analytics, BI, and data-driven decision-making. This individual brings strong technical experience, shows leadership in data initiatives, and works closely with both technical and business stakeholders to ensure high-quality data solutions.
- This role bridges implementation and design leadership, playing a critical role in guiding best practices and mentoring junior engineers while contributing hands-on to complex projects.
Requirements
- A degree or diploma in Computer Science, Information Systems, Engineering, or a related field.
- 4–7 years of hands-on data engineering experience.
- Advanced proficiency in Python and SQL.
- Strong database design knowledge and experience with data warehousing techniques and modelling approaches.
- Experience building and maintaining cloud-based data architecture (AWS preferred).
Duties & Responsibilities
Data Engineering & Pipeline Development
- Design, develop and maintain complex data pipelines from multiple sources into a central data platform/lakehouse.
- Ensure reliability, scalability, and maintainability of pipelines.
- Optimize data flows and data quality checks.
Data Platform Design & Maintenance
- Contribute to the architectural design and enhancements of the data platform.
- Support the implementation of cloud-first data solutions, primarily in AWS.
- Lead initiatives for automation, monitoring, and CI/CD for data engineering workflows.
Technical Leadership & Mentorship
- Provide technical guidance and mentorship to Data Engineers.
- Advocate for best practices in data engineering, including version control, testing, and documentation.
- Conduct code reviews and support knowledge sharing across the team.
Stakeholder Collaboration
- Collaborate with data scientists, analysts, software engineers, and business stakeholders.
- Translate business requirements into technical specifications and deliverables.
- Support data consumers by developing reports, data products, and self-service solutions.
Competencies
- Contributes meaningfully and consistently – You show up with intention, take ownership of your work, and add value in ways that move the team forward.
- Acts like an owner – You take care of our systems, data, and outcomes as if they were your own. You’re invested in the long-term success of the business.
- Balances quality with sustainability – You manage your workload with care, communicate clearly about what can be done (and what can’t), and help the team maintain a healthy, sustainable pace — even under pressure.
- Sweats the details – You take pride in producing high-quality work and help uphold high standards across the team.
- Gives and receives feedback with care – We believe in radical candor (as described in the book) — direct, respectful feedback that helps us grow and deliver better outcomes for our clients.
- Builds trust through communication – You’re transparent, proactive, and thoughtful in how you collaborate with others — whether it’s a quick check-in or a deep technical discussion.
Deadline:11th August,2025
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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.
- 5 years’ experience for individuals with matric
- 1-2 years’ experience for individuals with undergraduate degree (preferred)
- Strong computer literacy skills
- Fluency in English
- Valid driver's license
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)
Deadline:8th August,2025
go to method of application »
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.
- 5 years’ experience for individuals with matric
- 1-2 years’ experience for individuals with undergraduate degree (preferred)
- Strong computer literacy skills
- Fluency in English
- Valid driver's license
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)
Deadline:8th August,2025
go to method of application »
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.
- 5 years’ experience for individuals with matric
- 1-2 years’ experience for individuals with undergraduate degree (preferred)
- Strong computer literacy skills
- Fluency in English
- Valid driver's license
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)
Deadline:8th August,2025
go to method of application »
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.
- 5 years’ experience for individuals with matric
- 1-2 years’ experience for individuals with undergraduate degree (preferred)
- Strong computer literacy skills
- Fluency in English
- Valid driver's license
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)
Deadline:8th August,2025
go to method of application »
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.
- 5 years’ experience for individuals with matric
- 1-2 years’ experience for individuals with undergraduate degree (preferred)
- Strong computer literacy skills
- Fluency in English
- Valid driver's license
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)
Deadline:8th August,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:7th August,2025
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Role Purpose
- To provide effective and efficient service to clients through the administration of a group of schemes by receiving, evaluating and responding to client queries timeously and meeting the agreed service level agreements on all processes.
Requirements
- Grade 12 or NQF level 4.
- 2-5 Years’ experience in an insurance administration environment.
- Microsoft Office Suite (Word, Excel).
- Employee Benefits administration experience will be advantage.
Duties & Responsibilities
The incumbent will be co-responsible for the following:
- Ability to self-manage the full administration of risk schemes.
- Accurately complete member and risk premium reconciliations.
- Investigate and resolve all non-reconciling items.
- Administer and process the relevant scheme data from fund entry to exit stage.
- Process and effect payment on all claim types.
- Provide first time resolution to clients on queries via e-mail and telephonic.
- Assess and co-ordinate the required applications and make contact with the clients directly should there be any queries.
- Co-ordinate across the teams to ensure that the required tasks are completed before the monthly reconciliation is due.
- Assist clients efficiently with their requests through displaying the Momentum Metropolitan values enabling client retention and satisfaction.
- Build and maintain relationships with clients and stakeholders to ensure a smart client experience.
- Ensure all risks are mitigated and escalated when dealing with client requests.
- Keep abreast of MMH product and legislation changes in order to effectively and accurately assist with client queries.
- Responsible for the monthly reconciliation of scheme data to assist with client reporting.
Please note that this role is based on the pay for performance remuneration structure.
Competencies
- Accountability.
- Attention to details.
- Customer orientation.
- Communication skills.
- Planning and Organising.
- Multitasking.
- Teamwork.
- Self-management.
Deadline:8th August,2025
Method of Application
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