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
- Build, maintain and expand relationships with stakeholders in order to increase new business opportunities and support the delivery of an excellent individual and corporate client experience and the achievement of sales targets
Requirements
- 3-5 years experience in corporate business development, corporate client service, marketing or sales environment within a financial services environment
- Sales experience in the financial services industry
Duties & Responsibilities
Process:
- Establish productive, professional relationships with key stakeholders.
- Engage with relevant stakeholders to identify opportunity for sales and provide relevant sales support.
- Develop innovative methods to identify and develop new business opportunities.
- Develop plans and tactics for the achievement of sales targets.
- Engage with prospective clients and intermediaries to determine their financial wellness needs and provide them with clear and accurate information.
- Collaborate with internal stakeholders to translate client requirements into products, solutions and business cases.
- Contribute to and coordinate the solution design process based on client requirements in order to effectively package and market products or solutions to meet clients financial wellness needs.
- Prepare proposals/ quotations that capture client requirements and the relevant aspects of the product or solution.
- Facilitate presentations, meetings and discussions with key senior stakeholders and to create awareness of the various features and benefits associated with the various products.
- Establish appropriate feedback mechanisms to understand the outcomes of the sales and implementation process.
- Introduce the new business management team to a new client and put in place processes to ensure that new individual business flows are extracted from the client.
- Provide expertise and information to clients and stakeholders.
- Build and maintain relationships with clients and internal and external stakeholders.
- Deliver on service level agreements made with clients and internal and external stakeholders in order to ensure that client expectations are managed.
- Make recommendations to improve client service and fair treatment of clients within area of responsibility.
- Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.
People
- Develop and maintain productive and collaborative working relationships with peers, clients 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.
- Effectively manage time and ensure optimal productivity.
- 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.
Finance
- Manage high risk and problematic financial issues in area of accountability.
- Plan and implement quarterly reviews to drive collection of premiums.
- 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
Behavioural competencies
- Interpreting Data
- Generating Ideas
- Exploring Possibilities
- Interacting with People
- Convincing People
- Articulating Information
- Facilitation
- Seizing Opportunities
Deadline:30th September,2025
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Role Purpose
- We're looking for a skilled and experienced Senior Data Warehouse Developer to join our team. In this pivotal role, the Senior Data Warehouse Developer will be instrumental in designing, developing, and maintaining our data warehouse solutions, ensuring data integrity, performance, and accessibility.
- The Senior Data Warehouse Developer will also be responsible for gathering, analyzing, and interpreting data from various sources, extracting clear, precise, and actionable insights. A key part of the role will be to present these insights using easily understandable data representations for both technical and non-technical audiences.
Requirements
Experience and Qualifications
- Proven experience (5+ years) as a Data Warehouse Developer or in a similar role.
- 3-year degree in Mathematics, Economics, Computer Science, Information Management or Statistics
- Introductory Cloud Certification - Desirable
- Strong proficiency in SQL and experience with various relational and non-relational databases.
- Extensive experience with ETL/ELT tools and methodologies (e.g., SSIS, Data Factory, Informatica, Talend, etc.).
- Solid understanding of data warehousing concepts, including Kimball and Inmon methodologies.
- Experience with data modeling (dimensional modeling, snowflake, star schemas).
- Familiarity with cloud data platforms (e.g., Azure Synapse, AWS Redshift, Google BigQuery) is a plus.
- Experience with data visualization tools (e.g., Power BI, Tableau) is beneficial.
- Excellent problem-solving, analytical, and communication skills.
- Ability to work independently and as part of a team.
Advantageous experience:
- Experience with big data technologies (e.g., Spark, Hadoop).
- Knowledge of scripting languages (e.g., Python, PowerShell).
- Experience with version control systems (e.g., Git).
- 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 real-time 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.
- Design, develop, and implement robust and scalable data warehouse solutions.
- Develop, maintain, and optimize ETL/ELT processes to ensure efficient data extraction, transformation, and loading.
- Collaborate with stakeholders, including business analysts and data scientists, to understand data requirements and translate them into technical specifications.
- Ensure data quality, accuracy, and consistency across all data warehouse components.
- Monitor and optimize data warehouse performance, troubleshooting issues as they arise.
- Implement data governance and security best practices.
- Provide technical guidance and mentorship to junior developers.
- Stay updated with industry trends and emerging technologies in data warehousing and analytics.
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 met.
- 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
Skills required:
- Verbal and written communication
- Interpersonal skills
- Analytical skills
- Report writing
- Problem solving
- Attention to detail
- 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:18th September,2025
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Role Purpose
- Assist walk in clients with FundsAtWork Retirement claim process administration and the capturing of beneficiary nominations.
Requirements
- Matric qualification or equivalent.
- At least 1 year administration and data capturing experience.
- Intermediate MS Excel skills.
- Employee Benefits experience will be an advantage.
Duties & Responsibilities
The incumbent will be co-responsible for the following:
- Assist walk-in clients with queries and completion of relevant documents.
- Respond to and resolve basic enquiries within agreed service level agreement.
- Update the walk-in client register daily.
- Develop a thorough understanding of the various departments within Momentum Corporate to effectively direct enquiries to the appropriate teams when necessary.
- Maintain a high standard of professionalism and deliver exceptional customer service when engaging with stakeholders.
- Provide a service in respect of handling queries and stakeholder interactions in a manner that upholds the principles and desired outcomes of Treating Customers Fairly (TCF).
- Capture beneficiary details on member profiles and liaise with relevant stakeholders to ensure the correct information is provided.
Competencies
- Attention to detail.
- Time management skills.
- Communication skills.
- Planning skills.
- Interpersonal skills.
Deadline:16th September,2025
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Role Purpose
- The successful incumbent will be responsible for managing and/or supervising other actuarial staff. The person would also be required to clarify client requirements and translate actuarial concepts into client-friendly terminology. Pricing and product development for commercial lines short-term insurance are key aspects of the role.
Requirements
- A Bachelor’s degree in Actuarial Science, Statistics, Business Sciences or Business Mathematics.
- A qualified actuary (FIA, FFA, or FASSA) is highly advantageous.
- At least 8 years of experience in actuarial modeling, pricing, and product development in the short-term insurance sector.
- Experience in Commercial pricing and product development will be an advantage
- Demonstrated proficiency in advanced pricing and product development is an advantage.
- 5-8 years of management experience is desirable.
Duties & Responsibilities
- Maintain, develop, and implement market leading Short-term Insurance pricing models.
- Explore and identify data and rating enhancements to inform pricing models.
- Ownership of model performance against actual experience and acting on model weaknesses.
- Developing and implementing pricing strategies for new and existing business to achieve growth and profit objectives.
- Support the development of new and innovative products and maintain existing products.
- Drive, implement and maintain proper governance on pricing developed/deployed.
- Support/advise the business using data and analytics.
Competencies
- Passion for Short-term Insurance (STI) and pricing STI products
- Business acumen
- Client/ Stakeholder commitment
- Drive for results
- Leads change and innovation
- Motivating and inspiring team
- Collaboration
- Impact and influence
- Self-awareness and insight
- Diversity and inclusiveness
- Growing talent
- Good communication skills
Knowledge:
- Actuarial modelling
- Statistical analysis techniques
- Short term insurance pricing and product development (Commercial business advantageous)
Skills:
- Microsoft Excel
- VB scripting
- SQL (where applicable)
- Experience with software packages like SQL, SAS, R, Python, Willis Towers Watson, Earnix and AKUR8
- Advanced Microsoft Office, in particular Excel, user.
- Experience with programming and mining large datasets for commercial value.
Deadline:21st September,2025
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Role Purpose
- The Data Warehouse Analyst plays a crucial role in translating business needs into actionable insights. This role involves gathering, analyzing, and interpreting data to provide recommendations that drive strategic decision-making. The Data Warehouse Analyst possesses a strong understanding of data warehousing, ETL processes, data visualization, and reporting techniques. They are comfortable working with various data sources and BI tools and can effectively communicate complex information to both technical and non-technical audiences.
Requirements
- Bachelor's degree in a quantitative field (e.g., Computer Science, Statistics, Mathematics, Business Analytics) or equivalent experience.
- 5-8 years of experience in Data Warehouse analysis.
- 5 years’ experience in data modelling in a Data Warehouse.
- Strong understanding of data warehousing concepts, ETL processes, and data modeling techniques.
- Proficiency in SQL and experience working with relational databases.
- Experience with at least one BI visualization tool (e.g., Tableau, Power BI, Looker).
- Strong analytical and problem-solving skills.
- Excellent communication and presentation skills, with the ability to explain complex technical concepts to non-technical audiences.
- Ability to work independently and as part of a team.
- Experience with cloud-based data warehousing solutions (e.g., Snowflake, BigQuery, Redshift) is a plus.
- Experience with scripting languages (e.g., Python, R) is a plus.
- Knowledge of statistical methods and techniques is a plus.
Duties & Responsibilities
- Requirements Gathering: Collaborate with stakeholders to understand business needs and translate them into specific data and reporting requirements.
- Data Collection & Preparation: Identify, collect, and clean data from various sources (e.g., databases, CRM systems, web analytics) ensuring data accuracy and integrity.
- Data Modeling & Warehousing: Contribute to the design and maintenance of data models and data warehouses, optimizing for performance and scalability.
- ETL Processes: Develop and maintain ETL (Extract, Transform, Load) processes to move data from source systems to the data warehouse.
- Data Analysis & Interpretation: Conduct in-depth data analysis to identify trends, patterns, and insights that can inform business decisions.
- Report & Dashboard Development: Design, develop, and maintain interactive dashboards and reports using BI tools (e.g., Tableau, Power BI, Looker) to visualize data and communicate findings effectively.
- Performance Monitoring: Monitor the performance of BI solutions and identify areas for improvement.
- Documentation: Create and maintain documentation for data sources, ETL processes, reports, and dashboards.
- Collaboration & Communication: Effectively communicate findings and recommendations to stakeholders at all levels, including technical and non-technical audiences.
- Continuous Learning: Stay up-to-date with the latest BI trends, tools, and techniques.
- Mentorship: Mentor junior analysts and provide guidance on best practices.
Competencies
- Data Analysis
- Data Warehousing
- ETL
- SQL
- Data Visualization
- Reporting
- Business Acumen
- Communication (Written & Verbal)
- Problem-Solving
- Critical Thinking
- Collaboration
Deadline:21st September,2025
go to method of application »
Role Purpose
- Business Development Consultants are committed, driven, results oriented advisers who can work on their own as well as in a team environment writing business (personal and commercial lines) in accordance with targets laid down by Momentum Insure.
Requirements
- Matric/Grade 12
- FAIS Credits (min 30 credits in short term insurance if date of first appointment is before 2010); or if date of first appointment is on or after 01/01/2010, a full recognised qualification as per the FSCA qualification list
- FAIS Regulatory examination for Representatives (RE5)
- 12 CPD (continuous professional development) points if registered for 1 line of business, 18 CPD points if registered for both commercial and personal lines
- Minimum of 3 years' experience in selling short term insurance either as a broker agent or tied agent
- All required regulatory exams and accreditation
- Computer skills including but not limited to Calendar management, Excel, Power Point and MS word
- Social media presence and an ability to use social media as a networking tool
- Candidate must have his own transport (reliable vehicle) and driver’s license
Duties & Responsibilities
- Source sufficient lead generating opportunities to ensure a healthy, income generating pipeline
- Minimum requirement of 8.5 written policies per month
- Maintain and update your Lead Generation Matrix on a weekly basis
- A BDC is required to conduct a comprehensive needs analysis with all prospective clients to discharge on their advice responsibility.
- Perform in line with business expectations on agreed key performance areas.
- Keep up to date and fully informed on product comparisons with opposition products.
- Be proficient in the Momentum Insure product and stay abreast of all the product changes and enhancements.
- Be compliant in all activities in accordance with regulations and standards of all Insurance regulations and professional guidelines and ethics
- Maintain and develop appropriate skills and knowledge to provide specialist, professional advice in all relevant business areas
- Maintain the required dress code and professional appearance
- Meet the Fit and proper requirements as prescribed by the FAIS codes of conduct.
Competencies
- Prospecting and sales pipeline management
- Strong relationship and networking skills
- Strong understanding and experience of the short-term Insurance industry in South Africa
- Strong verbal and written communication skills
- Trustworthy and honest
- Advice led sales
- Attention to detail
- Competitive
- Client focused /client centric.
- Entrepreneurial
- Inquisitive nature
- Results driven.
- Cold calling skills/ Outbound skill set
- Change fit
- Resilient
- Retail Sales Skills
- Risk awareness
- Negotiating skills
- Self-development
go to method of application »
Role Purpose
- Business Development Consultants are committed, driven, results oriented advisers who can work on their own as well as in a team environment writing business (personal and commercial lines) in accordance with targets laid down by Momentum Insure.
Requirements
- Matric/Grade 12
- FAIS Credits (min 30 credits in short term insurance if date of first appointment is before 2010); or if date of first appointment is on or after 01/01/2010, a full recognised qualification as per the FSCA qualification list
- FAIS Regulatory examination for Representatives (RE5)
- 12 CPD (continuous professional development) points if registered for 1 line of business, 18 CPD points if registered for both commercial and personal lines
- Minimum of 3 years' experience in selling short term insurance either as a broker agent or tied agent
- All required regulatory exams and accreditation
- Computer skills including but not limited to Calendar management, Excel, Power Point and MS word
- Social media presence and an ability to use social media as a networking tool
- Candidate must have his own transport (reliable vehicle) and driver’s license
Duties & Responsibilities
- Source sufficient lead generating opportunities to ensure a healthy, income generating pipeline
- Minimum requirement of 8.5 written policies per month
- Maintain and update your Lead Generation Matrix on a weekly basis
- A BDC is required to conduct a comprehensive needs analysis with all prospective clients to discharge on their advice responsibility.
- Perform in line with business expectations on agreed key performance areas.
- Keep up to date and fully informed on product comparisons with opposition products.
- Be proficient in the Momentum Insure product and stay abreast of all the product changes and enhancements.
- Be compliant in all activities in accordance with regulations and standards of all Insurance regulations and professional guidelines and ethics
- Maintain and develop appropriate skills and knowledge to provide specialist, professional advice in all relevant business areas
- Maintain the required dress code and professional appearance
- Meet the Fit and proper requirements as prescribed by the FAIS codes of conduct.
Competencies
- Prospecting and sales pipeline management
- Strong relationship and networking skills
- Strong understanding and experience of the short-term Insurance industry in South Africa
- Strong verbal and written communication skills
- Trustworthy and honest
- Advice led sales
- Attention to detail
- Competitive
- Client focused /client centric.
- Entrepreneurial
- Inquisitive nature
- Results driven.
- Cold calling skills/ Outbound skill set
- Change fit
- Resilient
- Retail Sales Skills
- Risk awareness
- Negotiating skills
- Self-development
go to method of application »
Role Purpose
- Business Development Consultants are committed, driven, results oriented advisers who can work on their own as well as in a team environment writing business (personal and commercial lines) in accordance with targets laid down by Momentum Insure.
Requirements
- Matric/Grade 12
- FAIS Credits (min 30 credits in short term insurance if date of first appointment is before 2010); or if date of first appointment is on or after 01/01/2010, a full recognised qualification as per the FSCA qualification list
- FAIS Regulatory examination for Representatives (RE5)
- 12 CPD (continuous professional development) points if registered for 1 line of business, 18 CPD points if registered for both commercial and personal lines
- Minimum of 3 years' experience in selling short term insurance either as a broker agent or tied agent
- All required regulatory exams and accreditation
- Computer skills including but not limited to Calendar management, Excel, Power Point and MS word
- Social media presence and an ability to use social media as a networking tool
- Candidate must have his own transport (reliable vehicle) and driver’s license
Duties & Responsibilities
- Source sufficient lead generating opportunities to ensure a healthy, income generating pipeline
- Minimum requirement of 8.5 written policies per month
- Maintain and update your Lead Generation Matrix on a weekly basis
- A BDC is required to conduct a comprehensive needs analysis with all prospective clients to discharge on their advice responsibility.
- Perform in line with business expectations on agreed key performance areas.
- Keep up to date and fully informed on product comparisons with opposition products.
- Be proficient in the Momentum Insure product and stay abreast of all the product changes and enhancements.
- Be compliant in all activities in accordance with regulations and standards of all Insurance regulations and professional guidelines and ethics
- Maintain and develop appropriate skills and knowledge to provide specialist, professional advice in all relevant business areas
- Maintain the required dress code and professional appearance
- Meet the Fit and proper requirements as prescribed by the FAIS codes of conduct.
Competencies
- Prospecting and sales pipeline management
- Strong relationship and networking skills
- Strong understanding and experience of the short-term Insurance industry in South Africa
- Strong verbal and written communication skills
- Trustworthy and honest
- Advice led sales
- Attention to detail
- Competitive
- Client focused /client centric.
- Entrepreneurial
- Inquisitive nature
- Results driven.
- Cold calling skills/ Outbound skill set
- Change fit
- Resilient
- Retail Sales Skills
- Risk awareness
- Negotiating skills
- Self-development
go to method of application »
Role Purpose
- Business Development Consultants are committed, driven, results oriented advisers who can work on their own as well as in a team environment writing business (personal and commercial lines) in accordance with targets laid down by Momentum Insure.
Requirements
- Matric/Grade 12
- FAIS Credits (min 30 credits in short term insurance if date of first appointment is before 2010); or if date of first appointment is on or after 01/01/2010, a full recognised qualification as per the FSCA qualification list
- FAIS Regulatory examination for Representatives (RE5)
- 12 CPD (continuous professional development) points if registered for 1 line of business, 18 CPD points if registered for both commercial and personal lines
- Minimum of 3 years' experience in selling short term insurance either as a broker agent or tied agent
- All required regulatory exams and accreditation
- Computer skills including but not limited to Calendar management, Excel, Power Point and MS word
- Social media presence and an ability to use social media as a networking tool
- Candidate must have his own transport (reliable vehicle) and driver’s license
Duties & Responsibilities
- Source sufficient lead generating opportunities to ensure a healthy, income generating pipeline
- Minimum requirement of 8.5 written policies per month
- Maintain and update your Lead Generation Matrix on a weekly basis
- A BDC is required to conduct a comprehensive needs analysis with all prospective clients to discharge on their advice responsibility.
- Perform in line with business expectations on agreed key performance areas.
- Keep up to date and fully informed on product comparisons with opposition products.
- Be proficient in the Momentum Insure product and stay abreast of all the product changes and enhancements.
- Be compliant in all activities in accordance with regulations and standards of all Insurance regulations and professional guidelines and ethics
- Maintain and develop appropriate skills and knowledge to provide specialist, professional advice in all relevant business areas
- Maintain the required dress code and professional appearance
- Meet the Fit and proper requirements as prescribed by the FAIS codes of conduct.
Competencies
- Prospecting and sales pipeline management
- Strong relationship and networking skills
- Strong understanding and experience of the short-term Insurance industry in South Africa
- Strong verbal and written communication skills
- Trustworthy and honest
- Advice led sales
- Attention to detail
- Competitive
- Client focused /client centric.
- Entrepreneurial
- Inquisitive nature
- Results driven.
- Cold calling skills/ Outbound skill set
- Change fit
- Resilient
- Retail Sales Skills
- Risk awareness
- Negotiating skills
- Self-development
go to method of application »
Role Purpose
- Business Development Consultants are committed, driven, results oriented advisers who can work on their own as well as in a team environment writing business (personal and commercial lines) in accordance with targets laid down by Momentum Insure.
Requirements
- Matric/Grade 12
- FAIS Credits (min 30 credits in short term insurance if date of first appointment is before 2010); or if date of first appointment is on or after 01/01/2010, a full recognised qualification as per the FSCA qualification list
- FAIS Regulatory examination for Representatives (RE5)
- 12 CPD (continuous professional development) points if registered for 1 line of business, 18 CPD points if registered for both commercial and personal lines
- Minimum of 3 years' experience in selling short term insurance either as a broker agent or tied agent
- All required regulatory exams and accreditation
- Computer skills including but not limited to Calendar management, Excel, Power Point and MS word
- Social media presence and an ability to use social media as a networking tool
- Candidate must have his own transport (reliable vehicle) and driver’s license
Duties & Responsibilities
- Source sufficient lead generating opportunities to ensure a healthy, income generating pipeline
- Minimum requirement of 8.5 written policies per month
- Maintain and update your Lead Generation Matrix on a weekly basis
- A BDC is required to conduct a comprehensive needs analysis with all prospective clients to discharge on their advice responsibility.
- Perform in line with business expectations on agreed key performance areas.
- Keep up to date and fully informed on product comparisons with opposition products.
- Be proficient in the Momentum Insure product and stay abreast of all the product changes and enhancements.
- Be compliant in all activities in accordance with regulations and standards of all Insurance regulations and professional guidelines and ethics
- Maintain and develop appropriate skills and knowledge to provide specialist, professional advice in all relevant business areas
- Maintain the required dress code and professional appearance
- Meet the Fit and proper requirements as prescribed by the FAIS codes of conduct.
Competencies
- Prospecting and sales pipeline management
- Strong relationship and networking skills
- Strong understanding and experience of the short-term Insurance industry in South Africa
- Strong verbal and written communication skills
- Trustworthy and honest
- Advice led sales
- Attention to detail
- Competitive
- Client focused /client centric.
- Entrepreneurial
- Inquisitive nature
- Results driven.
- Cold calling skills/ Outbound skill set
- Change fit
- Resilient
- Retail Sales Skills
- Risk awareness
- Negotiating skills
- Self-development
go to method of application »
Role Purpose
- Business Development Consultants are committed, driven, results oriented advisers who can work on their own as well as in a team environment writing business (personal and commercial lines) in accordance with targets laid down by Momentum Insure.
Requirements
- Matric/Grade 12
- FAIS Credits (min 30 credits in short term insurance if date of first appointment is before 2010); or if date of first appointment is on or after 01/01/2010, a full recognised qualification as per the FSCA qualification list
- FAIS Regulatory examination for Representatives (RE5)
- 12 CPD (continuous professional development) points if registered for 1 line of business, 18 CPD points if registered for both commercial and personal lines
- Minimum of 3 years' experience in selling short term insurance either as a broker agent or tied agent
- All required regulatory exams and accreditation
- Computer skills including but not limited to Calendar management, Excel, Power Point and MS word
- Social media presence and an ability to use social media as a networking tool
- Candidate must have his own transport (reliable vehicle) and driver’s license
Duties & Responsibilities
- Source sufficient lead generating opportunities to ensure a healthy, income generating pipeline
- Minimum requirement of 8.5 written policies per month
- Maintain and update your Lead Generation Matrix on a weekly basis
- A BDC is required to conduct a comprehensive needs analysis with all prospective clients to discharge on their advice responsibility.
- Perform in line with business expectations on agreed key performance areas.
- Keep up to date and fully informed on product comparisons with opposition products.
- Be proficient in the Momentum Insure product and stay abreast of all the product changes and enhancements.
- Be compliant in all activities in accordance with regulations and standards of all Insurance regulations and professional guidelines and ethics
- Maintain and develop appropriate skills and knowledge to provide specialist, professional advice in all relevant business areas
- Maintain the required dress code and professional appearance
- Meet the Fit and proper requirements as prescribed by the FAIS codes of conduct.
Competencies
- Prospecting and sales pipeline management
- Strong relationship and networking skills
- Strong understanding and experience of the short-term Insurance industry in South Africa
- Strong verbal and written communication skills
- Trustworthy and honest
- Advice led sales
- Attention to detail
- Competitive
- Client focused /client centric.
- Entrepreneurial
- Inquisitive nature
- Results driven.
- Cold calling skills/ Outbound skill set
- Change fit
- Resilient
- Retail Sales Skills
- Risk awareness
- Negotiating skills
- Self-development
go to method of application »
Role Purpose
- Business Development Consultants are committed, driven, results oriented advisers who can work on their own as well as in a team environment writing business (personal and commercial lines) in accordance with targets laid down by Momentum Insure.
Requirements
- Matric/Grade 12
- FAIS Credits (min 30 credits in short term insurance if date of first appointment is before 2010); or if date of first appointment is on or after 01/01/2010, a full recognised qualification as per the FSCA qualification list
- FAIS Regulatory examination for Representatives (RE5)
- 12 CPD (continuous professional development) points if registered for 1 line of business, 18 CPD points if registered for both commercial and personal lines
- Minimum of 3 years' experience in selling short term insurance either as a broker agent or tied agent
- All required regulatory exams and accreditation
- Computer skills including but not limited to Calendar management, Excel, Power Point and MS word
- Social media presence and an ability to use social media as a networking tool
- Candidate must have his own transport (reliable vehicle) and driver’s license
Duties & Responsibilities
- Source sufficient lead generating opportunities to ensure a healthy, income generating pipeline
- Minimum requirement of 8.5 written policies per month
- Maintain and update your Lead Generation Matrix on a weekly basis
- A BDC is required to conduct a comprehensive needs analysis with all prospective clients to discharge on their advice responsibility.
- Perform in line with business expectations on agreed key performance areas.
- Keep up to date and fully informed on product comparisons with opposition products.
- Be proficient in the Momentum Insure product and stay abreast of all the product changes and enhancements.
- Be compliant in all activities in accordance with regulations and standards of all Insurance regulations and professional guidelines and ethics
- Maintain and develop appropriate skills and knowledge to provide specialist, professional advice in all relevant business areas
- Maintain the required dress code and professional appearance
- Meet the Fit and proper requirements as prescribed by the FAIS codes of conduct.
Competencies
- Prospecting and sales pipeline management
- Strong relationship and networking skills
- Strong understanding and experience of the short-term Insurance industry in South Africa
- Strong verbal and written communication skills
- Trustworthy and honest
- Advice led sales
- Attention to detail
- Competitive
- Client focused /client centric.
- Entrepreneurial
- Inquisitive nature
- Results driven.
- Cold calling skills/ Outbound skill set
- Change fit
- Resilient
- Retail Sales Skills
- Risk awareness
- Negotiating skills
- Self-development
go to method of application »
Role Purpose
- Business Development Consultants are committed, driven, results oriented advisers who can work on their own as well as in a team environment writing business (personal and commercial lines) in accordance with targets laid down by Momentum Insure.
Requirements
- Matric/Grade 12
- FAIS Credits (min 30 credits in short term insurance if date of first appointment is before 2010); or if date of first appointment is on or after 01/01/2010, a full recognised qualification as per the FSCA qualification list
- FAIS Regulatory examination for Representatives (RE5)
- 12 CPD (continuous professional development) points if registered for 1 line of business, 18 CPD points if registered for both commercial and personal lines
- Minimum of 3 years' experience in selling short term insurance either as a broker agent or tied agent
- All required regulatory exams and accreditation
- Computer skills including but not limited to Calendar management, Excel, Power Point and MS word
- Social media presence and an ability to use social media as a networking tool
- Candidate must have his own transport (reliable vehicle) and driver’s license
Duties & Responsibilities
- Source sufficient lead generating opportunities to ensure a healthy, income generating pipeline
- Minimum requirement of 8.5 written policies per month
- Maintain and update your Lead Generation Matrix on a weekly basis
- A BDC is required to conduct a comprehensive needs analysis with all prospective clients to discharge on their advice responsibility.
- Perform in line with business expectations on agreed key performance areas.
- Keep up to date and fully informed on product comparisons with opposition products.
- Be proficient in the Momentum Insure product and stay abreast of all the product changes and enhancements.
- Be compliant in all activities in accordance with regulations and standards of all Insurance regulations and professional guidelines and ethics
- Maintain and develop appropriate skills and knowledge to provide specialist, professional advice in all relevant business areas
- Maintain the required dress code and professional appearance
- Meet the Fit and proper requirements as prescribed by the FAIS codes of conduct.
Competencies
- Prospecting and sales pipeline management
- Strong relationship and networking skills
- Strong understanding and experience of the short-term Insurance industry in South Africa
- Strong verbal and written communication skills
- Trustworthy and honest
- Advice led sales
- Attention to detail
- Competitive
- Client focused /client centric.
- Entrepreneurial
- Inquisitive nature
- Results driven.
- Cold calling skills/ Outbound skill set
- Change fit
- Resilient
- Retail Sales Skills
- Risk awareness
- Negotiating skills
- Self-development
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Introduction
- Are you keen to be an indispensable member of a team that ensures an excellent service experience through partnership? Then we are keen to have you on the MDS team to lay the foundation for sales creation. Our 12-month Internship programme will expose interns to the day-to-day functioning within the area of responsibility. You will be allocated a team of Legal advisors for which you will be supporting.
Role Purpose
Graduates can expect to learn skills that will enable them to:
- Engage and build meaningful partnerships with Legal Advisers
- Use innovative engagement techniques using product, market and sales intelligence will set them apart from their counterparts.
Requirements
Experience and Qualifications
- Com in Legal, Financial Planning or LLB (essential)
- must have completed CFP qualification
- Com Honours and would be advantageous
- No prior Industry experience is required
Duties & Responsibilities
Responsibilities and work outputs
- Investigating and finding ways to implement the Momentum Distribution Services Financial Planning and Advice strategy
- Make recommendations to improve client service and fair treatment of clients within the area of responsibility.
- Effective and consistent service delivery and support to external client ensuring service level agreements are met and or exceeded
- Develop a deeper understanding of all aspects of MDS Legal Advisers within the current portfolio
- Build trust relationships with MDS Branches
- In conjunction with HOD and MDS Legal Advisers through the member base as a lead source to conduct financial planning and advice
- Complete adhoc reports timeously as and when required
- Ensure adherence to standard operating procedures
- Ensure compliance with applicable legislation
- Make recommendations to improve client service and fair treatment of clients within area of responsibility.
- Contribute to a culture that guides and directs best practice, fostering an environment of continuous learning improvement, and cohesiveness.
- Identify own growth and development needs and schedule interventions to enable ongoing development, training, and personal growth.
Competencies
- Deciding and Initiating
- Working With People
- Planning and Organising
- Coping with pressures and Setbacks
- Adhering To Principles and Values
- Relating and Networking
- Achieving Personal Work Goals and Objectives
- Presenting and Communicating Information
- Delivering Results and Meeting Customer Expectations
Deadline:13th September,2025
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Role Purpose
- The purpose of the MDS Agreements Administrator role is to coordinate and support the day-to-day operational functioning within the area of responsibility, by providing administrative assistance. Assist to enable the branch support area to deliver a professional service to Financial Advisers and other stakeholders within Service Level Agreements and legislative/compliance requirements.
Requirements
Qualifications:
- Grade 12/Matric
- Relevant NQF 7 Business-related tertiary level qualification
Experience:
- 1-2 years' administration experience (essential).
- Experience in the MDS Sales environment will be an advantage
- Proficient in Afrikaans and English (both written and verbal)
Knowledge:
- MS Office Suite (Word, Excel)
- Knowledge of specific products, systems, processes and procedures
- Relevant regulatory and compliance requirements
Duties & Responsibilities
Internal Processes:
- Manage the successful on-boarding and off boarding of Sales Roles per Distribution Channel.
- Manage incoming queries and SLAs of the team by assigning, directing, and escalating all queries.
- Report on the operational activities within the area of responsibility to inform operational efficiencies.
- Assist in the preparation of regularly scheduled reports, as required.
- Reconcile and maintain supplier accounts and records to ensure good standing.
- Establish and maintain filing systems (electronic or paper) to ensure record maintenance and retrieval of documents.
- Create, maintain and enter information into relevant databases to ensure accurate record-keeping for various applications.
- Operate electronic mail systems and coordinate the flow of internal information and external correspondence, where applicable.
- Transfer of intermediary client books according to regulations.
- Establish own work procedures or schedules to manage and keep track of daily activities and tasks
Client:
- 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, facilitate feedback and provide exceptional client service.
People:
- Create a positive work climate and culture to energise employees, give meaning to work, minimize work disruption and maximize employee productivity.
- Contribute to a culture that guides and directs best practice, fostering an environment of continuous learning improvement and cohesiveness.
- Identify own growth and development needs and schedule interventions to enable ongoing development, training, and personal growth.
- Effectively manage own performance within the team in order to ensure business objectives are achieved.
- Contribute to innovation, change agility and collaboration within the team.
Competencies
- Managing tasks
- Producing output
- Meeting timescales
- Following procedures
- Adopting practical approaches
- Checking things
- Making decisions
- Upholding standards
- Team working
- Thinking positively
- Examining information
- Showing Composure
- Documenting facts
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Role Purpose
- The role will be positioned within the risk management function of Momentum Insure. The function’s purpose is to provide subject matter expertise and input on industry best practice risk management frameworks, controls and risk treatment plans, as well as identifying, assessing and monitoring of IT and operational risk exposures across the business.
- This function also ensures that Momentum Insure’s IT and operational risk assurance needs are identified by applying a risk-based criterion that is used to develop control audits.
Requirements
Experience and Qualifications
- A relevant degree in Computer Science, Information Technology, Internal Audit, Risk Management or equivalent at NQF level 7.
- At least 3-5 years’ experience in an IT, information security risk or an operational risk role (or a combination of these) within the financial services industry.
Duties & Responsibilities
- Assist in the implementation of policies and frameworks, and compliance standards for IT and operational risk management, including the consideration of the necessary risk appetite statements and key risk indicators, ensuring that IT and operational risk management techniques and tools incorporate innovative technological solutions.
- Perform and monitor IT and operational risk assessments, which encompasses identifying, assessing, measuring, prioritizing and reporting of risks that may impact the business.
- Assist in developing an annual risk-based audit plan (RBAP) for Momentum Insure to provide assurance on key IT and operational risks and business activities.
- Testing and tracking of management actions to remediate and close IT and operational risk related audit findings & issue log testing.
- Ensure relevant and timeous reporting on risk assurance reviews and findings.
- Administration of the Risk and Control Self-Assessment (RCSA), key risk indicator (KRI) monitoring and validation, and providing assistance to the IT and Operational Risk Manager in the execution and monitoring of other operational risk tools.
- Provide assistance to the IT and Operational Risk Manager with the implementation of technologies and platforms to promote IT and operational risk process efficiencies.
- Perform root cause analysis and identify thematic IT and operational risk exposure across the business.
- Analyse IT and operational risk information to perform trend analysis and correlate this with industry experience, where possible.
- Engage with senior stakeholders to promote timely and accurate information/updates to assurance and risk processes, ensuring that the role remains acutely aware of any key IT and operational process changes to enhance risk oversight. Develop remedial plans with IT and operational risk owners to manage these risks to desired levels on an ongoing basis.
- Provide input on IT and operational risk quarterly reporting, in terms of risk exposure and associated mitigating plans.
- Ensure quarterly SANS Top 20 is submitted to Momentum Group IT Security.
- Ensure that regular (at least quarterly) Logical User Access Management assessments are completed.
- Provide support to the Business Continuity Officer and IT and Operational Risk Manager during the annual disaster recovery testing process, where deemed appropriate.
- Provide IT and Operational risk input into the Third-Party risk management process, including reviewing of Third-Party risk assessments and questionnaires.
Competencies
- Skills and behavioural competencies:
- Written and verbal communication skills
- Presentation skills
- Influential and assertive, displaying self-confidence
- Negotiation skills
- Relationship management
- Analytical skills and attentive to detail
- Planning and organising skills
- Upholding standards
Knowledge:
- Requires knowledge of information technology risk issues, techniques and implications across a wide variety of existing information technology platforms.
- Understanding of IT and operational risk management practices within the financial services industry.
- Requires knowledge of the relevant regulatory, legislative, governance, risk and compliance landscapes would be beneficial to the role
- Understanding of Enterprise Risk Management (ERM) and Own Risk and Solvency Assessment (ORSA) practices and philosophies would also be beneficial to the role.
Deadline:23rd September,2025
Method of Application
Use the link(s) below to apply on company website.
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