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  • Posted: Jun 22, 2022
    Deadline: Not specified
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    Momentum is a trusted partner on your journey to financial wellness. We guide you by offering leading advice, products and services. We are committed to helping you fulfill your lifelong financial needs, by providing relevant and unique solutions to suit your budget and individual circumstances. It is our aim to build and maintain enduring relationships by p...
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    Investment Development Consultant (KZN, Coastal)

    Role Purpose    
    The Retail Development Consultant crafts passionate, energetic, and meaningful partnerships with IFAs  that will stand the test of time. Product, market, and sales intelligence will set them apart from their counterparts. The consultant/IFA relationship will be strengthened by ease of doing business, first-class services, deep business analysis and continuous improvement of the IFA's business.

    Requirements    
    Qualifications:

    • 3-year BCom degree in the following fields: Business Management, Marketing, Communications, Finance and Legal (essential)
    • Willingness to study towards the degree and recognition of prior learning if you have 3+ years of experience working in MDS.
    • CFP is an advantage

    Experience:

    • 1 to 3 years' financial service industry experience (desired)
    • 1-year relevant sales experience (essential)
    • Experience in Momentum Myriad and Investo products is an advantage
    • Strong business acumen with sound knowledge in risk assessments, claims, underwriting, tax, business assurance
    • Knowledge of financial services industry and insurance products (desired)
    • Technology Savvy

    Duties & Responsibilities    
    Engage:

    • Be visible to the IFA in order to understand their needs and drive their value proposition
    • Visit the IFA and IFA office based on a defined plan and deliver a message
    • Analyse, monitor and/or increase prescribed weekly activities to exceed sales targets.
    • Present the professional, disciplined nature of the IFA Agenda and minutes of all meetings

    Enthuse:

    • Understand who we are targeting, the landscape they are working in, competitor influences, events that will enthuse, critical moments of truth used.
    • Ensure long-lasting, deep, and meaningful relationships with the IFA
    • IFAs to move from non-active supporters to active supporters, to ambassadors

    Educate:

    • IFA having the perception that Momentum are thought leaders.
    • Be the IFA's source of information within Momentum
    • Be accountable, innovative, excellent, honest, diverse, and influential in your business dealings
    • Enable better financial planning and advice outcomes

    Enable:

    • IFA having the perception that Momentum are thought leaders.
    • Be the IFA's source of information within Momentum
    • Be accountable, innovative, excellent, honest, diverse, and influential in your business dealings
    • Enable better financial planning and advice outcomes
    • Achieve and/or exceed the minimum production targets,
    • Achieve and/or exceed the minimum productive IFAs required

    Competencies    

    • Leading change and innovation
    • Diversity and inclusiveness
    • Drive for results
    • Ability to drive and influence IFA commitment
    • Collaboration
    • Impact and influence
    • Growing talent
    • Self-awareness and insight

    Closing Date: 27th, June 2022

    go to method of application »

    Clinical Pre-Authorisation Consultant (Cape Town & Centurion)

    Role Purpose    

    • To ensure that best practice is followed in providing Medical Care and treatment for members.

    Qualifications

    • Matric
    • Enrolled or Registered Nurse essential
    • 2-3 years experience within the managed care industry essential
    • Excellent understanding of the scheme products and legislation
    • Effective management of scheme rules in line with clinical guidelines
    • Knowledge of PMB guidelines
    • Telephonic etiquette

    Duties & Responsibilities    

    • Attain daily KPI of 50 calls a day to meet the prescribed number of calls (240 seconds handling time per call)
    • Maintain quality customer service
    • Bin management turn-around time of 48 hours
    • Implementation of policies/protocols related to scheme benefits
    • Benefits in and out of hospital is appropriately controlled
    • Exclusions are correctly and consistently applied
    • Positive relationships are built and maintained with hospitals and providers
    • Appropriate referral to Case Management team

    Competencies    

    • Understands how the business operates, what the key issues and risks are that drives business success; and how they impact on the commercial viability of potential ventures and the profitability of the Group
    • Anticipates, meets and exceeds client's needs by creating long lasting relationships that support the client value proposition, supports their financial wellness and ensures client centricity.
    • Drive a sense of urgency, focus, accountability, agility and execution to deliver business results.
    • Actively leads change, does what is right for the business and drives continuous improvement through innovation.
    • Prioritises the business interests of MMH and invests in the success of the group by aligning effort across divisions.
    • Persuades, convinces, influences and inspires others, both within MMH and externally to win support, loyalty and gain commitment to the purpose of MMH.
    • Manages self and relationships with others effectively, deals with ambiguity, uncertainty and pressure, and provides perspective in difficult situations.
    • Is sensitive to individual and cultural differences and demonstrates humility and an openness to engage people from diverse backgrounds and cultures to the mutual benefit of all parties concerned.

    Closing Date: 25th, June 2022

    Method of Application

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