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
- 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
Closing date: November 10,2025
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Role Purpose
- The Employee Benefits (EB) Consultant crafts passionate, meaningful partnerships around our employee benefits products that will stand the test of time with independent financial advisers (IFAs). Product, market, and sales knowledge applied in the IFAs practice will set them apart from their counterparts. The EB Consultant/IFA business relationship will be strengthened by first class service, in-depth business analysis and continuous improvement.
- Requirements
Qualifications:
- 3-year BCom degree in the following fields: Financial Planning, Investment Management, Business Management, Finance, Marketing, Education or Legal.
- Honours degree is an advantage.
- CFA and/or CFP® is an advantage
Experience:
- 3 to 5 years’ financial service industry experience, which must include employee benefits.
- Experience in Momentum Employee Benefits is an advantage.
- Strong knowledge of the Employee Benefits industry and market including but not limited to retirement funds.
- A proven track record in successfully dealing with clients and/or IFAs in a practice.
- A proven track record in successfully dealing with clients and/or IFAs in a practice management environment is an advantage.
Duties & Responsibilities
- Enthuse through Brand, SME Service & Digital:
- Support the Retail Business Consultant and Investment Consultant on all referrals.
- Understand who we a 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.
- Connection to the brand and digital way of work.
- Production/Business retention & growth of assets.
- Enable and empower through partnership:
- IFA having the perception that Momentum are thought leaders. Good source of information.
- EB Consultant will coach every IFA that they look after through 1:1 coaching sessions and regular engagements.
- EB Consultant will have a very clear understanding of the impact of regulation on the IFA practice.
- Be accountable, innovative, excellent, honest, diverse, and influential in your business dealings
- 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.
- Influence through coaching and learning:
- IFA having the perception that Momentum are thought leaders. Good source of information.
- EB Consultant will coach every IFA that they look after through 1:1 coaching sessions and regular engagements.
- EB Consultant will have a very clear understanding of the impact of regulation on the IFA practice.
- Be accountable, innovative, excellent, honest, diverse, and influential in your business dealings.
Competencies
- Leading change and innovation
- Diversity and inclusiveness
- Drive for result
- Ability to drive and influence IFA commitment
- Collaboration
- Impact and influence
- Growing talent
- Self-awareness and insight
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Role Purpose
- Attract, acquire and retain clients by selling company products to generate new business and to provide after sales service to clients to ensure client retention, increase market share and contribute to the overall business objectives and its long-term viability.
Requirements
- Matric/ N4 Equivalent Qualification.
- FAIS requirements based on DOFA date
- Relevant regulatory examinations if you are already working in the financial services industry.
- 1 - 2 years’ experience for individuals with undergraduate degree (preferred)
- 2 - 3 years in a Sales environment
- Strong computer literacy skills
- Fluency in English
Duties & Responsibilities
- Engage with prospect clients to understand their financial needs.
- Sell products that align with the clients’ financial requirements.
- Accurately record client information and sales details
- Achieve targets related to production, quality and conversion.
- Comply with legislative regulations and adhere to all compliance requirements.
Competencies
- Verbally fluent
- Numerical reasoning ability
- Be able to plan and manage their time.
- Self-reliant
- Be resilient (drive, determination, risk tolerance, bounce back after setbacks)
- Manage relationships well.
- Demonstrate sales behaviors (deal with difficult clients, competitive, achieving, persistent).
- Be entrepreneurial (set ambitious, targets, self-reliant, financial prosperity in high-risk environment, autonomy)
Closing date:
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.
- 1 - 2 years’ experience for individuals with undergraduate degree (preferred)
- 2 - 3 years in a Sales environment
- Strong computer literacy skills
- Fluency in English
Duties & Responsibilities
- Engage with prospect clients to understand their financial needs.
- Sell products that align with the clients’ financial requirements.
- Accurately record client information and sales details
- Achieve targets related to production, quality and conversion.
- Comply with legislative regulations and adhere to all compliance requirements.
Competencies
- Verbally fluent
- Numerical reasoning ability
- Be able to plan and manage their time.
- Self-reliant
- Be resilient (drive, determination, risk tolerance, bounce back after setbacks)
- Manage relationships well.
- Demonstrate sales behaviors (deal with difficult clients, competitive, achieving, persistent).
- Be entrepreneurial (set ambitious, targets, self-reliant, financial prosperity in high-risk environment, autonomy)
Closing Date: December 4, 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.
- 1-2 years’ experience for individuals with undergraduate degree (preferred).
- Strong computer literacy skills
- Fluency in English
Duties & Responsibilities
- Engage with prospect clients to understand their financial needs.
- Sell products that align with the clients’ financial requirements.
- Accurately record client information and sales details.
- Achieve targets related to production, quality and conversion.
- Comply with legislative regulations and adhere to all compliance requirements.
Competencies
- Verbally fluent
- Numerical reasoning ability
- Be able to plan and manage their time
- Self-reliant
- Be resilient (drive, determination, risk tolerance, bounce back after setbacks)
- Manage relationships well
- Demonstrate sales behaviors (deal with difficult clients, competitive, achieving, persistent).
- Be entrepreneurial (set ambitious, targets, self-reliant, financial prosperity in high-risk environment, autonomy)
Closing Date: 2025/12/04
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.
- 1-2 years’ experience for individuals with undergraduate degree (preferred).
- Strong computer literacy skills
- Fluency in English
Duties & Responsibilities
- Engage with prospect clients to understand their financial needs.
- Sell products that align with the clients’ financial requirements.
- Accurately record client information and sales details.
- Achieve targets related to production, quality and conversion.
- Comply with legislative regulations and adhere to all compliance requirements.
Competencies
- Verbally fluent
- Numerical reasoning ability
- Be able to plan and manage their time
- Self-reliant
- Be resilient (drive, determination, risk tolerance, bounce back after setbacks)
- Manage relationships well
- Demonstrate sales behaviors (deal with difficult clients, competitive, achieving, persistent).
- Be entrepreneurial (set ambitious, targets, self-reliant, financial prosperity in high-risk environment, autonomy)
Closing Date: 2025/12/04
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Role Purpose
- Oversee the end to end operational management of the region through effective people and region management in order to foster excellence in client centricity, increased productivity and effectively align operational sales and client services
Requirements
- Grade 12/NQF 4 equivalent qualification
- FAIS Representative Regulatory Exam Level 5 passed
- FAIS Representative Regulatory Exam Level 1 passed
- 120 FAIS related credits
- Minimum 1 year managerial experience in overseeing the rendering of financial advice to fulfil the duties of a compliant key individual and be registered with the FSB
Duties & Responsibilities
- Implement and manage the operational plans for the region and ensure that is aligned to the overall business strategy.
- Develop, implement and manage a risk management strategy for the region than drives compliance to the relevant legislation.
- Manage the effective and efficient delivery/implementation of all projects impacting on the region.
- Identify entrepreneurial opportunities, trends, threats, and environmental influences related to the region in every interaction and remain passionate, resilient, focused and organised.
- Manage the Regional sales target and interpret emerging trends (competitor, market intelligence etc.) and opportunities within the Branches and Regions to enhance sales activities.
- Ensure a reduction of wastage through the prevention of fraud, resource management and policy claim ratios and the prevention thereof.
- Drive the adherence to high ethical standards and ensure legislative and internal compliance within the region
- Ensure efficient client service and administration processes are implemented, maintained and managed within the region.
- Manage and monitor activities of Branch Managers through market allocation to ensure that each Branch manager has adequate and appropriate market access opportunities.
- Ensure that segmentation insights, information and toolkits are used by Branch managers to guide staff to identify and reach target segment customers.
- Implement, utilise and oversee the effective utilisation of the Distribution Management Operating System to monitor and manage financial performance.
- Develop and oversee the implementation of sales plans, in collaboration with the Branch Managers, to increase new sales opportunities and penetration levels.
- Monitor and track Branch performance to ensure that Branches meet or exceed agreed productivity, production and quality targets.
- Provide competitor product and activity feedback to segment and product development teams in order to identify current and prospective sales opportunities
- Ensure technical product and legislative knowledge and that it is always current in order to advise on the most relevant and innovative branch and client solutions and comply with governance and compliance requirements
- Ensure that Branch Managers optimise sales support zones to appropriately manage poor performance and minimise staff turn-over
- Induct, develop and support Branch Managers to meet and exceed performance and productivity standards in order to enable passionate and confident managers
- Recruit, select and retain high quality Branch Managers by ensuring an optimum mix of talent in each branch category in order to build capability to meet current and future staffing needs in accordance with the manpower plan
- Coach, mentor, supervise and establish Branch managers to meet and exceed performance standards and enable progression in their career path
- Support and guide Branch Managers through the decision making processes by displaying exceptional product knowledge and customer centricity
- Timeously maintain and complete all administrative, client service and reporting duties, including sales and marketing data tracking, feedback and business cases related to the role within the agreed timeframes.
- Drive awareness of compliance and risk throughout the Region to ensure compliance to company policy and legislation.
- Manage the housekeeping and professional image of the Branches throughout the Region to ensure that high standards are maintained.
- Check and approve the relevant documentation to support the sales process in line with business and risk management practices.
- Analyse the profitability within the Region and oversee the formulation and implementation of plans for improvement with the relevant stakeholders.
- Report on the sales performance of the Region.
- Build and maintain relationships with clients and stakeholders that promote cross delivery practice solutions.
- Contribute to sustaining a competitive edge through external networking and benchmarking and representation on related forums.
- Define fair and innovative client service practices which build rewarding relationships, and allows team to provide exceptional client service.
- Engage with key internal and external stakeholders to identify changing client needs and make recommendations to align service offering with client needs.
- Manage a client service excellence culture which builds enduring relationships and allows team to provide exceptional client service.
- Manage the introduction of new channels for client interaction in order to improve client services against service expectations.
- Be a member of and make positive contributions to Professional Bodies and stakeholder groups
- Create a positive work climate and culture to energise employees, give meaning to work, minimise work disruption and maximise employee productivity.
- Develop, implement and manage a People Capability plan that ensures that the function has the human resources and skills required to deliver on the strategy for the short-, medium- and long-term.
- Identify, attract, appoint, grow, engage, reward and retain top talent to drive strategic execution.
- Demonstrate exemplary leadership behaviour, through personal involvement, commitment and dedication in support of organisational 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.
- 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
- Ensure that employees are effectively recognised and rewarded in line with organisational practice and governance set by the REM committee.
- Encourage innovation, change agility and collaboration within the team
- Implement strategies to retain staff
- Monitor staff compliance to FAIS qualification requirements to ensure Branch managers take necessary action before the FSB deadlines
- Implement and compile budgets to minimise expenditure in alignment with tactical delivery plans.
- Control the budget for area, including the authorisation of expenditures and implementation of financial regulations.
- Manage high risk and problematic financial issues in area of accountability and contribute to the development of policy.
- Implement and manage financial risk methodologies, techniques and systems and use to monitor and report on financial activities.
- Implement and provide feedback on the effectiveness of financial policy, practice and procedures: preventing illegal, unethical or improper conduct.
- Implement risk management, governance and compliance policies in own practice area, to identify and manage governance and risk exposure liability.
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
- Diversity and Inclusiveness
- Growing Talent
Closing date: December 31,2025
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Role Purpose
- The Retirement Benefit Counsellor plays a dual role in delivering both face-to-face and telephonic/digital benefit counselling and financial wellness education to members within the corporate client base. The primary focus is to empower members with factual, unbiased information at key stages of their membership journey, onboarding, during active membership, and at exit or retirement. This role also supports business growth by converting leads into retail clients, facilitating product uptake, and nurturing key relationships within corporate accounts, including HR and other decision-makers.
Requirements
- Minimum: Matric
- Preferred: BCom (Relevant business degree)
- Regulatory: RE5
- 1–5 years’ experience in sales or retirement benefit counselling in financial services
- Knowledge of annuities, preservation, and investment products
- Fluent in English and Afrikaans (both are prerequisites)
- Willingness to travel locally and own reliable transport
- Advantageous: CFP or other professional financial planning qualification
Duties & Responsibilities
Client Engagement & Counselling
- Provide individual or group benefit counselling and financial coaching.
- Deliver factual, unbiased information to help members make informed financial decisions.
- Guide clients with pre-retirement planning, annuity product selection, and execution of financial solutions.
- Host webinars, workshops, and attend wellness days to deliver financial education.
- Educate clients on investment principles, portfolio performance, and risk vs. reward.
Sales & Lead Conversion
- Execute on sales campaigns and initiatives, capturing feedback via CRM.
- Guide the conversion of RBC leads into acquisitions (e.g., product take-up, asset retention)
- Source new business opportunities within corporate clients accounts.
- Refer clients to financial advisers when advice is required.
- Digital Support
- Make outbound calls to retirees, leavers, and joiners.
- Receive inbound calls to assist with RBC, product execution, and education.
- Provide support aligned to individual member engagement strategies.
- Corporate Account Management
- Implement and manage face-to-face worksite engagements for clients.
- Build and maintain strong relationships with HR and key stakeholders in corporate accounts.
- Collaborate with corporate clients’ stakeholders to identify and manage business opportunities.
- Administration & Compliance
- Accurately capture client data and actions in CRM.
- Complete all administrative and reporting tasks within agreed timeframes.
- Ensure compliance with legislative and internal requirements.
Competencies
- Client-centric orientation
- Accountability and ownership
- Planning and organising
- Strong communication and presentation skills
- Adaptability and resilience
- Influencing and persuasion
Closing Date: November 8, 2025
go to method of application »
Role Purpose
- The Retirement Benefit Counsellor plays a dual role in delivering both face-to-face and telephonic/digital benefit counselling and financial wellness education to members within the corporate client base. The primary focus is to empower members with factual, unbiased information at key stages of their membership journey, onboarding, during active membership, and at exit or retirement. This role also supports business growth by converting leads into retail clients, facilitating product uptake, and nurturing key relationships within corporate accounts, including HR and other decision-makers.
Requirements
- Minimum: Matric
- Preferred: BCom (Relevant business degree)
- Regulatory: RE5
- 1–5 years’ experience in sales or retirement benefit counselling in financial services
- Knowledge of annuities, preservation, and investment products
- Fluent in English and Afrikaans (both are prerequisites)
- Willingness to travel locally and own reliable transport
- Advantageous: CFP or other professional financial planning qualification
Duties & Responsibilities
Client Engagement & Counselling
- Provide individual or group benefit counselling and financial coaching.
- Deliver factual, unbiased information to help members make informed financial decisions.
- Guide clients with pre-retirement planning, annuity product selection, and execution of financial solutions.
- Host webinars, workshops, and attend wellness days to deliver financial education.
- Educate clients on investment principles, portfolio performance, and risk vs. reward.
Sales & Lead Conversion
- Execute on sales campaigns and initiatives, capturing feedback via CRM.
- Guide the conversion of RBC leads into acquisitions (e.g., product take-up, asset retention)
- Source new business opportunities within corporate clients accounts.
- Refer clients to financial advisers when advice is required.
- Digital Support
- Make outbound calls to retirees, leavers, and joiners.
- Receive inbound calls to assist with RBC, product execution, and education.
- Provide support aligned to individual member engagement strategies.
- Corporate Account Management
- Implement and manage face-to-face worksite engagements for clients.
- Build and maintain strong relationships with HR and key stakeholders in corporate accounts.
- Collaborate with corporate clients’ stakeholders to identify and manage business opportunities.
- Administration & Compliance
- Accurately capture client data and actions in CRM.
- Complete all administrative and reporting tasks within agreed timeframes.
- Ensure compliance with legislative and internal requirements.
Competencies
- Client-centric orientation
- Accountability and ownership
- Planning and organising
- Strong communication and presentation skills
- Adaptability and resilience
- Influencing and persuasion
Closing Date: November 8, 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.
- 1 - 2 years’ experience for individuals with undergraduate degree (preferred)
- 2 - 3 years in a Sales environment
- Strong computer literacy skills
- Fluency in English
Duties & Responsibilities
- Engage with prospect clients to understand their financial needs.
- Sell products that align with the clients’ financial requirements.
- Accurately record client information and sales details
- Achieve targets related to production, quality and conversion.
- Comply with legislative regulations and adhere to all compliance requirements.
Competencies
- Verbally fluent
- Numerical reasoning ability
- Be able to plan and manage their time.
- Self-reliant
- Be resilient (drive, determination, risk tolerance, bounce back after setbacks)
- Manage relationships well.
- Demonstrate sales behaviors (deal with difficult clients, competitive, achieving, persistent).
- Be entrepreneurial (set ambitious, targets, self-reliant, financial prosperity in high-risk environment, autonomy)
go to method of application »
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.
Closing Date: November 30,2025
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Role Purpose
- Partner with stakeholders to provide trusted and valued risk management, legal and compliance services that advances the business' strategy and achieves the appropriate balance between risk and reward, while challenging business to manage risks better, thereby enhancing the business' reputation with all stakeholders.
Requirements
Experience and Qualifications:
- The following experience and qualification will be required:
- Post graduate degree in Risk Management, Compliance or Legal, OR
- Postgraduate degree in Actuarial and/ or Accounting Science (FASSA or CA(SA))
- Registration with the Institute of Risk Management South Africa (IRMSA)
- 10 - 12 years’ experience in risk management or compliance within a financial services or non-life insurance environment
- 5 - 8 years business management and/ or risk and/ or compliance experience at a senior management or executive level
- Experience as a Head of a Control Function will be preferred
- Duties & Responsibilities
- Internal Process
- Executive responsible for risk, solvency and capital management, actuarial control function support, compliance, market conduct, ombudsman and regulatory complaints as well as corporate legal and governance, including company secretarial services.
- Executive responsible for the formulation and embedment of the company’s sustainability strategy.
- Fulfil the statutory role as the head of the risk control function of Momentum Insure.
- Keep abreast of legislation and best practices within the risk, legal and compliance field and understand and influence business strategy and culture
- Foster strong relationships with regulators and industry bodies to ensure the company's interests are represented and to stay informed about regulatory changes and industry best practices.
- Formulate and influence the business risk strategy and risk appetite, including appropriate measurement, monitoring and reporting tools, and contribute as part of the risk community to organisation's Risk strategy.
- Provide stakeholders with insights regarding risk drivers to increase management’s responsiveness and influence business decisions.
- Oversee and provide advice to the Board of Directors, Audit and Risk Committee, senior management, and wider business on all risk and regulatory related matters, including business decisions, strategic initiatives, and corporate governance.
- Foster a risk aware culture where risk and compliance activities are integrated and embedded in business practices through ongoing communication and education.
- Establish the risk management process for the business including identification, assessment, monitoring, management and reporting on key risks facing the business.
- Manage the identification and investigation of material risks that may have an impact on the ability of the business to meet its objectives, in conjunction with the risk community.
- Direct and oversee the implementation of the risk management, legal and compliance framework and solutions within the business, ensuring that the business remains within its risk appetite.
- Manage the ongoing assessment of the adequacy and efficiency of risk management framework, risk appetite statement, risk management strategy and controls at a business level and drive the implementation of measures to enhance controls and risk management.
- Establish an aggregated view of the business current and evolving risk profile.
- Take responsibility for the coordination, execution and maturing of the business’s Own Risk and Solvency Assessment (ORSA) process.
- Manage the reporting of the business' risk profile and outcome of ORSA, including details of all material risk exposures facing the business and related mitigating actions.
- Report on the effectiveness of the implementation of the risk management within the business and identified improvements that are required.
- Oversee the assessment, monitoring and reporting of the solvency position of the business and ensure that the business is appropriately capitalised.
- Contribute to organisation wide risk governance structures, policies and frameworks to ensure continuous integration, collaboration and alignment of risk and compliance practices across the group.
- Oversee the appropriate stress testing and scenario analysis and forward-looking projections are performed and the results are taken into account in strategy, business planning and monitoring.
- Develop risk and compliance governance structures within the business to facilitate the appropriate, accurate and timely flow of information.
- Develop strong partnerships across the business that facilitates the managing and mitigation of risks across the various areas of the business, resulting in an integrated risk management effort.
- Provide executive management within the business with advice on the risk and compliance implications of business activities, and provide consultative support to assess, prioritise and mitigate potential risks.
Client
- Build and maintain relationships with clients and stakeholders.
- Contribute to sustaining a competitive edge through external networking and benchmarking and representation on related forums.
- Define fair and innovative client service practices which build rewarding relationships and allows team to provide exceptional client service.
- Engage with key internal and external stakeholders to identify changing client needs and make recommendations to align service offering with client needs.
- Contribute to a client service excellence culture which builds enduring relationships and allows team to provide exceptional client service.
- Develop client service level agreements and standards in order to ensure clients receive clear and accurate information and are kept informed at all times.
- Drive efforts to improve client service and fair treatment of clients within area of responsibility.
- Incorporate client feedback into the enhancement of daily business processes and management operating systems.
- Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.
People
- Continuously train, develop and up-skill the Legal, Risk and Compliance team.
- Drive a culture that guides and directs best practice, fostering an environment of continuous learning-both informal and formal, improvement and cohesiveness.
- Create a positive work climate and culture to energise and empower employees, ensuring their work has meaning, thereby minimising disruption and maximising productivity in managing enterprise threats.
- Demonstrate exemplary leadership behaviour, through personal involvement, commitment and dedication in support of organisational behaviours.
- Enable a learning and growth culture whereby information regarding successes, issues, trends and ideas are actively shared between team members.
- Strategically identify employee growth and development needs and schedule targeted interventions to ensure the team possesses the requisite expertise for 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.
- Live the Momentum Insure behaviours.
Finance
- Control the budget for area, including the authorisation of expenditures and implementation of financial regulations.
- Manage high risk and problematic financial issues in area of accountability and contribute to the development of policy.
- Identify solutions to enhance cost effectiveness and increase operational efficiency.
- Implement and manage financial risk methodologies, techniques and systems and use to monitor and report on financial activities.
- Investigate reported wilful acts of non-compliance to organisation policy and practice and report on findings.
Competencies
- Exploring Possibilities
- Making Decisions
- Developing Strategies
- Directing People
- Articulating Information
Skills required:
- Strategic and tactical thinking capability
- Business acumen
- Strong interpersonal skills
- Strong people skills
- Negotiation skills
- Project management
Closing Date: November 11,2025
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Role Purpose
- The Retirement Benefit Counsellor plays a dual role in delivering both face-to-face and telephonic/digital benefit counselling and financial wellness education to members within the corporate client base. The primary focus is to empower members with factual, unbiased information at key stages of their membership journey, onboarding, during active membership, and at exit or retirement. This role also supports business growth by converting leads into retail clients, facilitating product uptake, and nurturing key relationships within corporate accounts, including HR and other decision-makers.
Requirements
- Minimum: Matric
- Preferred: BCom (Relevant business degree)
- Regulatory: RE5
- 1–5 years’ experience in sales or retirement benefit counselling in financial services
- Knowledge of annuities, preservation, and investment products
- Fluent in English and Afrikaans (both are prerequisites)
- Willingness to travel locally and own reliable transport
- Advantageous: CFP or other professional financial planning qualification
Duties & Responsibilities
Client Engagement & Counselling
- Provide individual or group benefit counselling and financial coaching.
- Deliver factual, unbiased information to help members make informed financial decisions.
- Guide clients with pre-retirement planning, annuity product selection, and execution of financial solutions.
- Host webinars, workshops, and attend wellness days to deliver financial education.
- Educate clients on investment principles, portfolio performance, and risk vs. reward.
Sales & Lead Conversion
- Execute on sales campaigns and initiatives, capturing feedback via CRM.
- Guide the conversion of RBC leads into acquisitions (e.g., product take-up, asset retention)
- Source new business opportunities within corporate clients accounts.
- Refer clients to financial advisers when advice is required.
Digital Support
- Make outbound calls to retirees, leavers, and joiners.
- Receive inbound calls to assist with RBC, product execution, and education.
- Provide support aligned to individual member engagement strategies.
- Corporate Account Management
- Implement and manage face-to-face worksite engagements for clients.
- Build and maintain strong relationships with HR and key stakeholders in corporate accounts.
- Collaborate with corporate clients’ stakeholders to identify and manage business opportunities.
Administration & Compliance
- Accurately capture client data and actions in CRM.
- Complete all administrative and reporting tasks within agreed timeframes.
- Ensure compliance with legislative and internal requirements.
Competencies
- Client-centric orientation
- Accountability and ownership
- Planning and organising
- Strong communication and presentation skills
- Adaptability and resilience
- Influencing and persuasion
Closing Date: 8th November,2025
go to method of application »
Role Purpose
- Partner with stakeholders to provide trusted and valued risk management, legal and compliance services that advances the business' strategy and achieves the appropriate balance between risk and reward, while challenging business to manage risks better, thereby enhancing the business' reputation with all stakeholders.
Requirements
Experience and Qualifications:
- The following experience and qualification will be required:
- Post graduate degree in Risk Management, Compliance or Legal, OR
- Postgraduate degree in Actuarial and/ or Accounting Science (FASSA or CA(SA))
- Registration with the Institute of Risk Management South Africa (IRMSA)
- 10 - 12 years’ experience in risk management or compliance within a financial services or non-life insurance environment
- 5 - 8 years business management and/ or risk and/ or compliance experience at a senior management or executive level
- Experience as a Head of a Control Function will be preferred
- Duties & Responsibilities
- Internal Process
- Executive responsible for risk, solvency and capital management, actuarial control function support, compliance, market conduct, ombudsman and regulatory complaints as well as corporate legal and governance, including company secretarial services.
- Executive responsible for the formulation and embedment of the company’s sustainability strategy.
- Fulfil the statutory role as the head of the risk control function of Momentum Insure.
- Keep abreast of legislation and best practices within the risk, legal and compliance field and understand and influence business strategy and culture
- Foster strong relationships with regulators and industry bodies to ensure the company's interests are represented and to stay informed about regulatory changes and industry best practices.
- Formulate and influence the business risk strategy and risk appetite, including appropriate measurement, monitoring and reporting tools, and contribute as part of the risk community to organisation's Risk strategy.
- Provide stakeholders with insights regarding risk drivers to increase management’s responsiveness and influence business decisions.
- Oversee and provide advice to the Board of Directors, Audit and Risk Committee, senior management, and wider business on all risk and regulatory related matters, including business decisions, strategic initiatives, and corporate governance.
- Foster a risk aware culture where risk and compliance activities are integrated and embedded in business practices through ongoing communication and education.
- Establish the risk management process for the business including identification, assessment, monitoring, management and reporting on key risks facing the business.
- Manage the identification and investigation of material risks that may have an impact on the ability of the business to meet its objectives, in conjunction with the risk community.
- Direct and oversee the implementation of the risk management, legal and compliance framework and solutions within the business, ensuring that the business remains within its risk appetite.
- Manage the ongoing assessment of the adequacy and efficiency of risk management framework, risk appetite statement, risk management strategy and controls at a business level and drive the implementation of measures to enhance controls and risk management.
- Establish an aggregated view of the business current and evolving risk profile.
- Take responsibility for the coordination, execution and maturing of the business’s Own Risk and Solvency Assessment (ORSA) process.
- Manage the reporting of the business' risk profile and outcome of ORSA, including details of all material risk exposures facing the business and related mitigating actions.
- Report on the effectiveness of the implementation of the risk management within the business and identified improvements that are required.
- Oversee the assessment, monitoring and reporting of the solvency position of the business and ensure that the business is appropriately capitalised.
- Contribute to organisation wide risk governance structures, policies and frameworks to ensure continuous integration, collaboration and alignment of risk and compliance practices across the group.
- Oversee the appropriate stress testing and scenario analysis and forward-looking projections are performed and the results are taken into account in strategy, business planning and monitoring.
- Develop risk and compliance governance structures within the business to facilitate the appropriate, accurate and timely flow of information.
- Develop strong partnerships across the business that facilitates the managing and mitigation of risks across the various areas of the business, resulting in an integrated risk management effort.
- Provide executive management within the business with advice on the risk and compliance implications of business activities, and provide consultative support to assess, prioritise and mitigate potential risks.
Client
- Build and maintain relationships with clients and stakeholders.
- Contribute to sustaining a competitive edge through external networking and benchmarking and representation on related forums.
- Define fair and innovative client service practices which build rewarding relationships and allows team to provide exceptional client service.
- Engage with key internal and external stakeholders to identify changing client needs and make recommendations to align service offering with client needs.
- Contribute to a client service excellence culture which builds enduring relationships and allows team to provide exceptional client service.
- Develop client service level agreements and standards in order to ensure clients receive clear and accurate information and are kept informed at all times.
- Drive efforts to improve client service and fair treatment of clients within area of responsibility.
- Incorporate client feedback into the enhancement of daily business processes and management operating systems.
- Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.
People
- Continuously train, develop and up-skill the Legal, Risk and Compliance team.
- Drive a culture that guides and directs best practice, fostering an environment of continuous learning-both informal and formal, improvement and cohesiveness.
- Create a positive work climate and culture to energise and empower employees, ensuring their work has meaning, thereby minimising disruption and maximising productivity in managing enterprise threats.
- Demonstrate exemplary leadership behaviour, through personal involvement, commitment and dedication in support of organisational behaviours.
- Enable a learning and growth culture whereby information regarding successes, issues, trends and ideas are actively shared between team members.
- Strategically identify employee growth and development needs and schedule targeted interventions to ensure the team possesses the requisite expertise for 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.
- Live the Momentum Insure behaviours.
Finance
- Control the budget for area, including the authorisation of expenditures and implementation of financial regulations.
- Manage high risk and problematic financial issues in area of accountability and contribute to the development of policy.
- Identify solutions to enhance cost effectiveness and increase operational efficiency.
- Implement and manage financial risk methodologies, techniques and systems and use to monitor and report on financial activities.
- Investigate reported wilful acts of non-compliance to organisation policy and practice and report on findings.
Competencies
- Exploring Possibilities
- Making Decisions
- Developing Strategies
- Directing People
- Articulating Information
Skills required:
- Strategic and tactical thinking capability
- Business acumen
- Strong interpersonal skills
- Strong people skills
- Negotiation skills
- Project management
Closing Date: November 8,2025
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Role Purpose
- The Communications Manager creates and manages all internal and external communication and marketing programmes that facilitate creative, effective, and efficient business communication for Momentum Distribution Services (MDS).
Requirements
Experience and qualifications:
Qualifications:
- Degree in Business Communication, Marketing or Public Relations
- Preferable: Degree/Honours in Communications and/ or Marketing
Experience:
- 3-5 years of Marketing or Communication strategy and management experience within the South African financial services industry. Experience in MDS will be an advantage.
- Sound knowledge of graphic design, social media, PR, marketing, print, and electronic media to the extent that these areas can be managed successfully.
- Excellent command of Word, PowerPoint and Excel essential, and MS Project would be advantageous. An RPL (recognition of prior learning) process may be considered for this role in conjunction with minimum qualifications.
Team goals
- Enable or connected with the growing Momentum Distribution Services (MDS) sales force.
- Digital enablement of sales force and IFAs and collaborate with product houses to ensure alignment.
- Gatekeepers of marketing and communication to independent financial advisers (IFAs) on various platforms.
- Marketing that aids and grows the preferred partnership with product partners to increase support from more IFAs: A “win-win” relationship (Engage > Enthuse > Educate > Enable).
- Vest an enabling culture by increasing performance and engagement in MDS: Enable the MDS Marketing team with an owner-manager culture.
Duties & Responsibilities
Media relations
- Writing and/or managing content that effectively markets Momentum’s products and services to relevant internal and external target audiences for campaign development, website and microsite, blog, articles, brand messaging collateral, FAQs, email and direct marketing, trade show exhibition properties, events and conferences, social media platforms, and online and offline media.
- Develop material for staff consumption such as newsletters, app messages, PowerPoint slide presentations and other materials as required.
- Constantly explore, use, and optimise new and appropriate communication methods and platforms to reach internal and external target audiences effectively.
- Develop and monitor delivery on a content plan for the intranet and website.
- Deliver presentations as required.
Marketing communication
- Must be able to creatively write content and deliver a finished product to be sent out for marketing purposes.
- Reviewing and proofreading marketing collateral for accuracy, adherence to style guides, brand standards, and compliance guidelines.
- Understand the distribution channels to develop effective communication messages and manage stakeholder expectations.
- Creatively propose a mix of communication channels that will invite interest and attract engagement.
- Identify communication opportunities and risks and develop appropriate communications to leverage/mitigate them.
Drive a client-centric environment
- Build and maintain relationships with clients and stakeholders that promote cross-functional collaboration.
- Contribute to sustaining a competitive edge through external networking, benchmarking, and representation on relevant forums.
- Define fair and innovative client service practices that build rewarding relationships and allow the team to provide exceptional client service.
- Engage with key internal and external stakeholders to identify changing client needs and make recommendations to align the service offering with client needs.
- Provide authoritative expertise and advice to clients and stakeholders.
- Build and maintain relationships with internal and external stakeholders.
- Participate in and contribute to a culture that builds rewarding relationships, facilitates feedback, and provides exceptional client service.
Effectively lead a team
- Create a positive work climate and culture to energise employees, give meaning to work, minimise work disruption, and maximise employee productivity.
- Demonstrate exemplary leadership behaviour through personal involvement, commitment and dedication in support of organisational values.
- Select and recruit suitably qualified talent in line with Employment Equity principles and MMH values.
- Drive a culture that guides and directs best practice, fostering an environment of continuous learning, improvement and cohesiveness.
- Enable a culture of learning and growth in which information regarding successes, issues, trends, and ideas are actively shared between team members.
- Execute effective workforce planning practices to ensure 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 to ensure business objectives are achieved.
- Encourage innovation, change agility and collaboration within the team.
- Manage the implementation of internal communication campaigns and plans
- Contribute to the development of departmental operational plans and consider the impact of decisions on the section.
- Developing, implementing, and monitoring marketing and communication strategies, programmes, and materials that support sales and business development efforts in all target market segments.
- Executing marketing projects within deadline and budget.
- Developing and managing standard operating procedures for all levels of communications.
- Working closely with key members of executive, product marketing, sales, marketing and sales operations teams to achieve overall department and company goals.
- Developing strategic marketing campaigns and seeing through from inception to completion.
- Decide/contribute to decision-making based on precedents, standard practices, policies and procedures.
- Collate, develop and drive work plans in line with business unit plans and align staff with plans and performance expectations.
- Manage risk, ensure compliance to policies and procedures and provide input into changes to policies.
- Drive communication plans for change management projects.
- Develop and implement internal communication plans to create brand ambassadors.
- Implement the organisation's internal and external communication strategies by conceptualising and producing communications products for internal and external stakeholders.
- Ensure a leading edge to the services offered by communications in Marketing by researching latest developments in communications.
- Participate in projects across the business, providing planning, guidance, support, and direction in conceptualising and crafting messaging and materials.
- Oversee the implementation and delivery of communication products for internal and external projects, events and campaigns as required by the various departments or for delivery to external stakeholders.
- Establish and maintain activity calendars, task lists and action items for delivery of communication products and report on progress regarding their timeous delivery.
- Assist in building a collaborative partnership with identified internal and external stakeholder segments to deliver appropriately on communications plans, campaigns, and materials.
- Provide reports and analysis on communications.
- Identify opportunities for and assist in conducting research where necessary.
- Identify appropriate service providers to deliver on targeted products and manage the Communications business unit’s relationship with these service providers.
- Conduct regular administrative duties as required in the execution of the function and provide exceptional client service.
Competencies
General competencies:
- Business acumen - Understands how the business operates, what the key issues and risks are that drive business success and how they impact the commercial viability of potential ventures and the profitability of the Group.
- Adviser commitment - Anticipates, meets and exceeds advisers’ needs by creating long-lasting relationships that support the adviser value proposition and their financial wellness, and ensure client centricity.
- Drive for results - Drives a sense of urgency, focus, accountability, agility, and execution to deliver business results.
- Leads change and innovation - Actively leads change, does what is right for the business and drives continuous improvement through innovation.
- Collaboration - Prioritises the business interests of MMH and invests in its success by aligning effort across divisions.
- Impact and influence - Persuades, convinces, influences, and inspires others, both within MMH and externally to win support, loyalty and gain commitment to the purpose of MMH.
- Self-awareness and insight - Manages self and relationships with others effectively and provides perspective in difficult situations.
- Diversity and inclusiveness - Is sensitive to individual and cultural similarities and 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: November 10,2025
go to method of application »
Role Purpose
- We seek a Senior Technical Marketing Specialist to lead and execute key initiatives within our Technical Marketing team at FundsAtWork and Group Insurance (FAWGI). This role will be instrumental in driving new business development through technical support to the corporate distribution channels, enhancing client and intermediary relationships, retaining large key clients, broadening the reach of our distribution footprint, and improving engagements between product, pricing, and distribution teams. The ideal candidate will possess a strong understanding of group risk business, a technical understanding of actuarial group risk pricing, commercial expertise, deal-making skills, and a proven track record of managing high-impact projects and client relationships.
Requirements
Experience And Qualifications
- Qualified or nearly qualified actuary with significant exam progress.
- 4+ years’ relevant experience with a sound understanding of employee benefits, group insurance products, pricing, and basic investments knowledge.
- Group insurance and Umbrella fund pricing will be a key advantage.
- Business development/ commercial experience with exposure to a client-facing environment.
- Development and management of key client relationships.
- Digital innovation and technology application.
- Business process automation skills will be an advantage.
- Other qualifications may be considered where significant relevant experience is aligned to the above.
Duties & Responsibilities
INTERNAL PROCESS & CLIENT
- Drive strategic projects towards growth of the FAW and GI book and improve Momentum Corporate’s market share in the umbrella fund and group risk industry.
- Drive strategies aimed improving market penetration of retirement and insurance products through intermediary groups and direct distribution initiatives.
- Monitor the financial impact of product take-up, lapses, new business hit rates and translate to effective strategies to maintain and grow market share
- Develop, plan, implement and take joint accountability for the Technical Marketing strategic objectives, partnering with product, pricing and distribution teams, aligning to the Momentum Corporate strategy.
- Provide insurance product and pricing expertise, to key clients and stakeholders by supporting the Momentum Corporate distribution channels.
- Provide commercial insights to technical pricing sign-off for FAWGI pricing (insurance, administration, and investment fees) within the authorisation matrix.
- Assist the tender management in the completion of Request for Proposals for new business.
- Drive research and monitoring of the industry, legislation and regulation, target market, technologies, and competitors, including a SWOT analysis, to identify opportunities for new and innovative growth areas.
- Assist in developing and executing strategies to increase transformation and number of supporting brokers within FAWGI.
- Development of the intermediary value propositions, including tracking of client behaviour and making recommendations to enhance the intermediary value proposition.
- Drive initiatives aimed at improving the client and intermediary experience to both internal and external stakeholders.
- Identify opportunities to leverage strategic relationships and alliances to build new channels, distribution pipelines, or growth opportunities in partnership with key stakeholders and product owners.
- Drive cross-selling and collaboration opportunities across the value chain and various businesses within Momentum Group through partnerships and relationship building.
- Collaborate with data analytics team to provide competitor analysis and comparisons of products in the market and identify areas of growth.
- Contribute to sustaining a competitive edge through external networking and benchmarking, and representation on related forums.
- Drive product development and management through providing inputs from own expertise, as well as client and stakeholder feedback.
- Track and address product development-related workflows and identify trends and weaknesses to be addressed in the product offering relative to market
- Oversee the development of tools and calculators for clients and intermediaries to improve ease of doing business and positioning thought leadership
- Assist in reviewing and comparing competitor strategies, to inform product and pricing strategies.
- Collaborate with other teams (including the actuarial team, quotes, rate review teams, client services, disability management, marketing, digital client experience, IT and legal) to ensure that new products are financially viable, solution-orientated and fit for purpose to clients and markets.
- Influence new business sales, marketing, and communication processes by via elevated technical input related to FAWGI.
- Collaborate and co-present with Momentum Investments on large new umbrella business.
- Representation, training, and attendance of advisory body meetings of large participating employers on FAW, and provide feedback.
- Build and execute presentations required for launching, training, and new business to internal stakeholders, intermediaries, clients, and media.
- Oversee the market positioning of new product developments, collaborating with Product, Marketing, Legal, and other teams.
- Manage content positioning for major marketing events, including Partnership Connect, broker engagements, and product launches.
- Collaboration and maintenance of the marketing strategy with FAWGI marketing team
- Contribute to a service culture which builds rewarding relationships, proposes innovations, and allows others to provide exceptional client service.
- Innovative redesign of disclosures and statements to promote client understanding and engagement by partnering with clients on their journey to success.
PEOPLE
- Develop and maintain productive and collaborative working relationships with peers and stakeholders (internal and external)
- 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.
- Be self-confident, self-motivated, and relentlessly pursue targets and goals.
- Take ownership for driving career development.
FINANCE
- Investigate and implement solutions to enhance efficiencies and cost-to-income ratios towards maintaining and growing the FAW and GI book of business.
- Financial modelling to test various business cases for product initiatives within Momentum Corporate.
- Achieving the OKRs towards the overall financial objectives of FAWGI.
- Ensure that activities align with the value of new business and margin objectives.
- 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
- An ability and enjoyment of complex problem-solving and learning.
- Strategic thinking and decision-making abilities.
- Strong project management skills and ability to lead cross-functional teams towards common goal.
- Understanding of employee benefits, insurance, and investment principles, and general business acumen.
- Excellent communication skills across all formats and an ability to summarise complex financial outputs concisely to a broad audience.
- Confidence in presenting and distilling complex technical content to a wide range of stakeholders.
- Commitment towards improving client and stakeholder experience, relationship management, and networking across all levels of the business.
- Results and output-driven.
- Self-motivated and accountable.
- Exposure to Design Thinking, Lean implementation, and Agile methodology will be an advantage.
- Work effectively both independently and collaboratively as part of a larger team.
- Attention to detail.
- Time management.
- Embrace diversity and inclusiveness.
Closing Date: November 18, 2025
go to method of application »
Role Purpose
- We seek a Senior Technical Marketing Specialist to lead and execute key initiatives within our Technical Marketing team at FundsAtWork and Group Insurance (FAWGI). This role will be instrumental in driving new business development through technical support to the corporate distribution channels, enhancing client and intermediary relationships, retaining large key clients, broadening the reach of our distribution footprint, and improving engagements between product, pricing, and distribution teams. The ideal candidate will possess a strong understanding of group risk business, a technical understanding of actuarial group risk pricing, commercial expertise, deal-making skills, and a proven track record of managing high-impact projects and client relationships.
Requirements
Experience And Qualifications
- Qualified or nearly qualified actuary with significant exam progress.
- 4+ years’ relevant experience with a sound understanding of employee benefits, group insurance products, pricing, and basic investments knowledge.
- Group insurance and Umbrella fund pricing will be a key advantage.
- Business development/ commercial experience with exposure to a client-facing environment.
- Development and management of key client relationships.
- Digital innovation and technology application.
- Business process automation skills will be an advantage.
- Other qualifications may be considered where significant relevant experience is aligned to the above.
Duties & Responsibilities
INTERNAL PROCESS & CLIENT
- Drive strategic projects towards growth of the FAW and GI book and improve Momentum Corporate’s market share in the umbrella fund and group risk industry.
- Drive strategies aimed improving market penetration of retirement and insurance products through intermediary groups and direct distribution initiatives.
- Monitor the financial impact of product take-up, lapses, new business hit rates and translate to effective strategies to maintain and grow market share
- Develop, plan, implement and take joint accountability for the Technical Marketing strategic objectives, partnering with product, pricing and distribution teams, aligning to the Momentum Corporate strategy.
- Provide insurance product and pricing expertise, to key clients and stakeholders by supporting the Momentum Corporate distribution channels.
- Provide commercial insights to technical pricing sign-off for FAWGI pricing (insurance, administration, and investment fees) within the authorisation matrix.
- Assist the tender management in the completion of Request for Proposals for new business.
- Drive research and monitoring of the industry, legislation and regulation, target market, technologies, and competitors, including a SWOT analysis, to identify opportunities for new and innovative growth areas.
- Assist in developing and executing strategies to increase transformation and number of supporting brokers within FAWGI.
- Development of the intermediary value propositions, including tracking of client behaviour and making recommendations to enhance the intermediary value proposition.
- Drive initiatives aimed at improving the client and intermediary experience to both internal and external stakeholders.
- Identify opportunities to leverage strategic relationships and alliances to build new channels, distribution pipelines, or growth opportunities in partnership with key stakeholders and product owners.
- Drive cross-selling and collaboration opportunities across the value chain and various businesses within Momentum Group through partnerships and relationship building.
- Collaborate with data analytics team to provide competitor analysis and comparisons of products in the market and identify areas of growth.
- Contribute to sustaining a competitive edge through external networking and benchmarking, and representation on related forums.
- Drive product development and management through providing inputs from own expertise, as well as client and stakeholder feedback.
- Track and address product development-related workflows and identify trends and weaknesses to be addressed in the product offering relative to market
- Oversee the development of tools and calculators for clients and intermediaries to improve ease of doing business and positioning thought leadership
- Assist in reviewing and comparing competitor strategies, to inform product and pricing strategies.
- Collaborate with other teams (including the actuarial team, quotes, rate review teams, client services, disability management, marketing, digital client experience, IT and legal) to ensure that new products are financially viable, solution-orientated and fit for purpose to clients and markets.
- Influence new business sales, marketing, and communication processes by via elevated technical input related to FAWGI.
- Collaborate and co-present with Momentum Investments on large new umbrella business.
- Representation, training, and attendance of advisory body meetings of large participating employers on FAW, and provide feedback.
- Build and execute presentations required for launching, training, and new business to internal stakeholders, intermediaries, clients, and media.
- Oversee the market positioning of new product developments, collaborating with Product, Marketing, Legal, and other teams.
- Manage content positioning for major marketing events, including Partnership Connect, broker engagements, and product launches.
- Collaboration and maintenance of the marketing strategy with FAWGI marketing team
- Contribute to a service culture which builds rewarding relationships, proposes innovations, and allows others to provide exceptional client service.
- Innovative redesign of disclosures and statements to promote client understanding and engagement by partnering with clients on their journey to success.
PEOPLE
- Develop and maintain productive and collaborative working relationships with peers and stakeholders (internal and external)
- 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.
- Be self-confident, self-motivated, and relentlessly pursue targets and goals.
- Take ownership for driving career development.
FINANCE
- Investigate and implement solutions to enhance efficiencies and cost-to-income ratios towards maintaining and growing the FAW and GI book of business.
- Financial modelling to test various business cases for product initiatives within Momentum Corporate.
- Achieving the OKRs towards the overall financial objectives of FAWGI.
- Ensure that activities align with the value of new business and margin objectives.
- 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
- An ability and enjoyment of complex problem-solving and learning.
- Strategic thinking and decision-making abilities.
- Strong project management skills and ability to lead cross-functional teams towards common goal.
- Understanding of employee benefits, insurance, and investment principles, and general business acumen.
- Excellent communication skills across all formats and an ability to summarise complex financial outputs concisely to a broad audience.
- Confidence in presenting and distilling complex technical content to a wide range of stakeholders.
- Commitment towards improving client and stakeholder experience, relationship management, and networking across all levels of the business.
- Results and output-driven.
- Self-motivated and accountable.
- Exposure to Design Thinking, Lean implementation, and Agile methodology will be an advantage.
- Work effectively both independently and collaboratively as part of a larger team.
- Attention to detail.
- Time management.
- Embrace diversity and inclusiveness.
Closing Date: November 18, 2025
go to method of application »
Role Purpose
- Assist and support Momentum Corporate through the implementation of relevant marketing activities in alignment with strategic business objectives.
Requirements
- Bachelor’s degree in marketing or equivalent
- 3-5 years’ experience in Marketing
- Proven experience as marketing specialist or similar role
- Solid computer skills, including MS Office (Word, Excel and PowerPoint) and Wed analytics (Google Adwords etc.)
- Experience in Financial Service (advantageous)
Additional Information
- Thorough understanding of marketing elements (including traditional and digital marketing such as SEO/social media etc.) and market research methods
- Demonstrable experience in marketing data analytics and tools
- Well-organized and detail oriented
- Commercial awareness partnered with a creative mind
Duties & Responsibilities
Internal Processes
- Develop marketing operational plans based on the marketing strategy per product and audience
- Effectively implement marketing projects and activities according to the marketing plan to reach the strategic marketing objectives
- Effectively prepare, design, produce and implement marketing campaigns / projects to reach the audience through appropriate channels including print, digital, online, web and broadcast mediums
- Prepare all go-to-market messages and material to ensure that the right message is communicated to the market to fulfil the strategic plan
- Copy writing, editing and proofreading to a determined level to hand over to copy writer for all marketing campaigns including advertising, social media etc.
- Conduct market research to find answers about consumer requirements, habits and trends
- Liaise with external vendors to execute promotional events and campaigns
- Analise, measure and present insights on the success of marketing campaigns / projects and produce reports for stakeholders
- Be proficient in the use of digital and social media platforms.
- Brief service providers on project requirements and ensure delivery within agreed timelines
- Contribute to public relations
- Be proficient in data preparation for marketing purposes
Client
- Provide authoritative, expertise and advice to clients and stakeholders
- Build and maintain relationships with clients and internal and external stakeholders
- Deliver on service level agreements made with internal and external stakeholders and clients
- Make recommendations for improvement of client service within area of responsibility
- Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service
People
- Develop and maintain productive and collaborative working relationships with peers and stakeholders
- Positively influence and participate in change initiatives
- Continuously develop own expertise in terms of professional, industry and legislation knowledge
- Contribute to continuous innovation through the development, sharing and implementation of new ideas
- Take ownership for driving career development
Finance
- Contribute and manage the area specific budgets to minimise expenditure, in alignment with operational plans
- Identify opportunities to enhance cost effectiveness and increase operational efficiency
- Provide input into the risk identification processes and communicate recommendations in the appropriate forum
Competencies
- Interpersonal skills
- Problem solving
- Communication skills
- Planning and organising
- Time management
- Stakeholder management
- Networking and relationship building
go to method of application »
Role Purpose
- We are seeking a dynamic marketing professional to lead the end-to-end marketing function for the intermediated portfolio within Momentum Insure. This role is responsible for developing and executing marketing strategies that align with the broader business unit’s objectives.
- The successful candidate will design and implement targeted programmes and initiatives to drive profitable growth across our intermediated channels, including Independent Financial Advisers (IFAs), Business Development Consultants, Strategic Partners, and Consult by Momentum.
Requirements
Experience and Qualifications:
- The following experience and qualification will be required:
- A Bachelor's degree in Marketing, or an equivalent qualification.
- 5 - 8 years related marketing experience, preferably within financial services, with experience in B2B and/or non-life insurance marketing.
- Strong through-the-line marketing experience in partner-driven or intermediated environment, with a creative passion that contributes to business growth.
- A minimum of 5 years’ management and leadership experience, including oversight of multidisciplinary teams (e.g., agency management, partners/vendors, and direct reports).
Duties & Responsibilities
- Responsibilities and work outputs
Marketing management:
- Design, implement, support and drive marketing and brand strategy in the intermediated channel that delivers established business objectives in collaboration with peers and colleagues.
- Develop marketing programs for sales growth and revenue enhancement for the intermediated channel
- Drive development and measurement of marketing metrics that enable effective decision making around revenue growth, market share, market intelligence and profitability in the intermediated channels
- Through disciplined project management: engage, monitor, influence and work closely with the marketing value chain to deliver high quality marketing initiatives.
- Drive the development of integrated marketing strategies and campaigns that maximizes the effectiveness of the business development activities.
- Establish mechanisms to support the building of relationships with existing and prospective intermediaries, strategic partners and industry bodies.
- Understanding and interpretation of market insights and business context to influence marketing strategy and communication plans for the intermediated channel.
- Partner and interact with vendors to supply marketing supporting concepts.
- Collaborate with sales and distribution, product, marketing and creative teams to drive the appropriate marketing and communication solutions to the intermediated channel.
- Give input to the marketing standards and guidelines for the function that drives consistency in brand messaging and differentiation in the intermediated channels.
- Report on performance of marketing campaigns, gain insight and assess against goals.
Finance and Budgeting:
- Manage portfolio budgets, balancing the requirements for the portfolio objectives and optimal use of the brand funds for overall Marketing impact.
- Identify opportunities to enhance cost effectiveness and increase operational efficiency continuously.
- Provide input into the risk identification processes and communicate recommendations in the appropriate forum.
Culture and people management:
- Build and maintain relationships with the marketing team in Momentum Insure, internal business portfolio teams and the broader Group stakeholders that promotes cross delivery practice solutions.
- Create a positive work climate and culture to energise the team, give meaning to work, minimise work disruptions and maximise team productivity.
- Drive a culture that guides and directs best practice, fostering an environment of continuous learning, improvement and cohesiveness
- Demonstrate exemplary leadership behaviors through personal involvement
- Identify team member 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.
Competencies
- Accountability
- Client focus
- Results driven
- Flexibility and adaptability
- Attention to detail
- Proactive
- Service delivery
- Stakeholder engagement and management
- Skills required:
- Strategic and tactical thinking capability
- Business acumen
- Strong interpersonal skills
- Strong people skills
- Negotiation skills
- Project management
- Closing Date : December 1st, 2025
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Role Purpose
- The Head of Compliance and Legal is a senior-manager responsible for overseeing Momentum Insure’s compliance and legal functions. This role is responsible for overseeing the implementation and monitoring of the compliance and legal strategy to assist Momentum Insure in honouring their responsibility to comply with all regulatory requirements. This role involves providing strategic legal and regulatory advice to the organisation's leadership, managing regulatory risk, fostering a strong relationship with regulators and industry bodies, lead the compliance and legal function to ensure compliance with all applicable laws and regulations and oversee the company’s regulatory complaints management process.
Requirements
- Experience and Qualifications:
- A bachelor's degree in law (LLB) is the minimum requirement.
- A master's degree in law (LLM) or other post-graduate qualification in compliance and/or legal preferred.
- Must be a qualified attorney with the right to practice law in the relevant jurisdiction.
- A minimum of 10 years of post-qualification experience, with a significant portion of that time spent in a senior or management role, preferably within a corporate or in-house compliance and/or legal department within the insurance industry and/or regulatory bodies.
- A strong understanding of key relevant regulatory requirements in the non-life insurance industry (Prudential Authority, Financial Sector Conduct Authority, Information Regulator) is essential.
- Reporting Structure: The Head of Compliance and Legal will report directly to the Chief Risk Officer (CRO) of Momentum Insure. This role will also have a dotted line reporting relationship to the Momentum Group Head of Compliance and Legal.
Duties & Responsibilities
- Head of Compliance Control Function: Fulfilling the role as the Head of the Compliance Control Function of Momentum Insure. Conducting regular risk assessments to identify potential compliance risks and developing strategies to mitigate these risks. This involves evaluating the company's operations, policies, and procedures to ensure they align with regulatory requirements and industry standards and implementing proactive measures to address identified risks and enhance the overall compliance framework.
- Strategy and advice: Oversee and provide advice to the Board of Directors, Audit and Risk Committee, senior management, and wider business on all legal and regulatory matters, including business decisions, strategic initiatives, and corporate governance.
- Regulatory advice and monitoring: Managing and supporting new regulatory processes and ensuring changes and developments in legislation, regulations, guidelines, and practices are analysed, evaluated, implemented, monitored and reported.
- Developing, implementing and monitoring compliance programs: Creating and maintaining policies, procedures, and internal controls to ensure Momentum Insure operates within all applicable laws and regulations.
- Risk management: Identifying and mitigating potential compliance and legal risks to the company. This includes proactive measures like developing and implementing risk management frameworks and reactive ones like effective compliance monitoring and managing litigation and legal disputes.
- Regulatory and industry relationships: Fostering strong relationships with regulators and industry bodies to ensure the company's interests are represented and to stay informed about regulatory changes and industry best practices.
- Regulatory engagements and submissions: Coordinating all regulatory engagements and submissions, ensuring timely and accurate communication with regulatory authorities, and maintaining comprehensive records of all regulatory interactions.
- Reporting: Regularly provide and discuss compliance and legal reports to senior management, the Audit and Risk Committee and the Board of Directors, highlighting compliance, regulatory and legal risks, issues, and recommendations.
- Regulatory complaints management: Overseeing the company’s regulatory (including NFO) complaints management process, ensuring that all complaints are tracked, addressed, and resolved in a timely manner, and identifying trends and major issues to be addressed.
- Regulatory training: Ensuring that compliance, regulatory and legal training is conducted and staff are kept abreast of regulatory developments and requirements.
- Contract management: Overseeing and reviewing the drafting and negotiation of a wide range of legal documents and contracts to protect Momentum Insure's interests.
- Team leadership: Managing, mentoring, and developing the internal compliance, legal and regulatory complaints team, and overseeing the selection and management of external legal and governance third parties (if and when required).
- Budgeting: Developing and managing the department's budget, ensuring efficient use of resources.
- Stakeholder engagement: Building trusted advisor relationships with internal and external stakeholders and ensuring they are provided with service excellence.
Competencies
- Strategic agility: The ability to align compliance and legal strategy with the company's overall business objectives.
- Communication: Excellent written and verbal communication skills.
- Leadership: Proven leadership and management skills to motivate a team and drive performance.
- Problem-solving: Strong analytical and problem-solving skills to navigate complex compliance, legal and business issues.
- Negotiation: Impressive negotiation skills to secure the best outcomes for the company.
- Integrity: Unquestionable ethical standards and a commitment to promoting a culture of integrity.
- Business acumen: Strong background in commercial, financial, and insurance law with expertise in overseeing a compliance and/or legal function.
- Resilience: Assertive and resilient, able to work under pressure and handle stress in ways that do not negatively impact others.
- Interpersonal skills: Interpersonally agile and strong at building relationships at all levels.
- Adaptability: Comfortable with change and able to deal with the unexpected.
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Role Purpose
- The Employee Benefits (EB) Consultant crafts passionate, meaningful partnerships around our employee benefits products that will stand the test of time with independent financial advisers (IFAs). Product, market, and sales knowledge applied in the IFAs practice will set them apart from their counterparts. The EB Consultant/IFA business relationship will be strengthened by first class service, in-depth business analysis and continuous improvement.
- Requirements
Qualifications:
- 3-year BCom degree in the following fields: Financial Planning, Investment Management, Business Management, Finance, Marketing, Education or Legal.
- Honours degree is an advantage.
- CFA and/or CFP® is an advantage
Experience:
- 3 to 5 years’ financial service industry experience, which must include employee benefits.
- Experience in Momentum Employee Benefits is an advantage.
- Strong knowledge of the Employee Benefits industry and market including but not limited to retirement funds.
- A proven track record in successfully dealing with clients and/or IFAs in a practice.
- A proven track record in successfully dealing with clients and/or IFAs in a practice management environment is an advantage.
- Duties & Responsibilities
- Enthuse through Brand, SME Service & Digital:
- Support the Retail Business Consultant and Investment Consultant on all referrals.
- Understand who we a 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.
- Connection to the brand and digital way of work.
- Production/Business retention & growth of assets.
- Enable and empower through partnership:
- IFA having the perception that Momentum are thought leaders. Good source of information.
- EB Consultant will coach every IFA that they look after through 1:1 coaching sessions and regular engagements.
- EB Consultant will have a very clear understanding of the impact of regulation on the IFA practice.
- Be accountable, innovative, excellent, honest, diverse, and influential in your business dealings
- 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.
- Influence through coaching and learning:
- IFA having the perception that Momentum are thought leaders. Good source of information.
- EB Consultant will coach every IFA that they look after through 1:1 coaching sessions and regular engagements.
- EB Consultant will have a very clear understanding of the impact of regulation on the IFA practice.
- Be accountable, innovative, excellent, honest, diverse, and influential in your business dealings.
Competencies
- Leading change and innovation
- Diversity and inclusiveness
- Drive for result
- Ability to drive and influence IFA commitment
- Collaboration
- Impact and influence
- Growing talent
- Self-awareness and insight
Closing Date: Novemeber 5,2025
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Role Purpose
- The Business 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 degree in B.Com business management, marketing, Communication finance and legal or related NQF 7 qualification.
- CFA and Certified Financial Planner (CFP®) is an advantage.
- Honours an advantage.
Experience:
- Three to five years’ financial service industry experience.
- Minimum one to three years’ sales and service experience, which must include investments.
- Momentum Investment Experience is preferred.
- Momentum Health, Myriad and Investo experience is an advantage.
- Strong business acumen, with sound knowledge in risk assessments, clams and underwriting, tax, business assurance.
- Sound knowledge of financial services industry and insurance products.
- Strong knowledge of the investment and wealth management industry in SA and international markets; including but not limited to Fund selection, DFM and Securities.
- A proven track record in successfully dealing with clients and/or IFAs in a practice management environment is an advantage.
- Technologically 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.
Competencies
- Working with people
- Adhering to principles & values
- Relating and networking
- Persuading & influencing
- Applying expertise & tech
- Analysing skills
- Delivering results & meet customer expectations
- Adapting & respond to change
- Coping with pressure & setbacks
- Achieving personal work goals & objectives
- Entreprenurial & Commercial thinking
Closing Date: November 8, 2025
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Role Purpose
- Ensure the smooth running of the business by providing effective administrative and support assistance to the Head of Distribution and Managers they support. The Area Support Coordinator provides proactive, professional, effective, and efficient assistance and support to the business head leaders through managing diaries, facilitating office initiatives and offering assistance in payment and system processing.
Requirements
Qualifications:
- Business Administration degree or relevant degree (Studying towards).
Experience:
- 3-5 years’ relevant Office administration or Personal assistant experience
- 2 years’ experience in an IFA-related industry would be an advantage
- Experience working in the financial services or insurance industry is an advantage
Duties & Responsibilities
- Service and Administration Experience Support
- Proactively manage, coordinate and maintain the diary of the line manager.
- Administrative support for meetings and workshops (collate, compile and distribute agendas, presentations, minutes within agreed timeframes).
- Manage travel arrangements for managers, according to agreed business process and budget parameters.
- Prepare and check invoices and arrange for payments to ensure adherence to requirements and Service Level Agreements.
Manage Calendar and Logistics
- Coordinate all aspects of meetings, workshops, and functions (venue logistics, catering) according to manager’s requirements, and within budget parameters.
- Ensure an efficient operations practices and process is planned, executes, and delivered with excellence
- Perform an efficient and accurate process administration functions involving the compiling and arranging of data and administrative function
- Comply with all the Compliance policies and procedures
- Provide general administrative and clerical support including mailing, scanning, and copying
- Maintain electronic filing system
- New: Onboarding & offboarding of consultants.
Culture Enabler
- Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.
- Continuously develop own expertise in terms of professional, industry and legislation knowledge.
- Manage and reconcile expenses in line with allocated budget and within defined policy guidelines.
- Manage financial and other company resources under your control with due respect.
Cost Effectiveness
- Manage and reconcile expenses in line with allocated budget and within defined policy guidelines.
- Manage financial and other company resources under your control with due respect.
- System processing - Linkages, MMDSMO and leads
- Support regions with linkage changes: Consultant to Adviser - consider panel management principles
- MDSMO - inform marketing team of new appointments and resignations, ensure removal is activated
Competencies
- Working with people
- Adhering to principles and values
- Relating and networking
- Applying expertise and technology
Closing Date: November 8th, 2025
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Role Purpose
- We are seeking a visionary and strategic Head of Customer Experience (CX) and Design to lead and shape the direction of our CX and design initiatives. As the Head of this department, you will drive the overall strategy to elevate the customer experience and oversee the design of our digital and physical products, ensuring a seamless, engaging, and user-centered journey across all customer touchpoints. You will lead a talented team of designers, researchers, and CX professionals, and collaborate closely with cross-functional leaders to deliver transformative customer experiences that align with business objectives.
Requirements
- Matric
- Bachelor's degree in Design, Human-Computer Interaction, Business, or a related field (Master’s degree preferred).
- Additional certifications in UX/UI design, CX leadership, or related disciplines are a plus.
- 8+ years of experience in UX/UI design, customer experience, or a similar field, with at least 4 years in a leadership or management role.
- Proven track record of leading cross-functional teams and driving significant improvements in customer experience and design outcomes.
- Extensive experience in leading complex design and CX initiatives across digital platforms (websites, mobile apps, etc.) and integrating them into larger business strategies.
- Strong understanding of both qualitative and quantitative research methodologies, with experience leveraging data to inform design and CX decisions.
- Experience with Agile methodologies and design systems.
- Familiarity with front-end development (HTML, CSS, JavaScript) is a plus.
Duties & Responsibilities
- Lead, mentor, and build a high-performing CX and design team across various disciplines (UX/UI, visual design, user research, customer insights).
- Foster a culture of innovation, collaboration, and continuous learning, ensuring that the team is equipped with the latest industry knowledge and tools.
- Attract, retain, and develop top talent within the CX and design space, promoting career growth and opportunities within the department.
- Lead customer journey mapping and design thinking initiatives to ensure all customer touchpoints reflect the brand’s commitment to excellence.
- Analyze both qualitative and quantitative customer data to identify pain points, areas for improvement, and opportunities for innovation.
- Collaborate with product, marketing, sales, and customer service teams to ensure an integrated and consistent customer experience across all channels and stages of the customer lifecycle.
- Oversee the design of digital products, services, and interfaces to ensure they meet high standards of usability, accessibility, and brand alignment.
- Guide the creation of wireframes, prototypes, and design systems that ensure consistent, scalable, and intuitive user experiences.
- Champion best practices in design thinking, UX/UI principles, and human-centered design to influence product development and customer-facing services.
- Work closely with senior leaders in product management, engineering, marketing, and sales to align design strategies with broader business goals.
- Act as the primary advocate for the customer within the organization, ensuring that CX and design considerations are embedded in all strategic decisions.
- Drive cross-departmental workshops and initiatives to cultivate a customer-first mindset throughout the company.
- Define and monitor KPIs related to CX and design outcomes (e.g., customer satisfaction, NPS, conversion rates, usability metrics).
- Lead efforts to continuously optimize the customer experience and design processes based on feedback, research, and performance data.
- Stay ahead of industry trends, emerging technologies, and customer behavior patterns to ensure the company’s CX and design strategies remain innovative and competitive.
Competencies
- Proven leadership ability with strong team-building, mentoring, and management skills.
- Deep knowledge of user-centered design principles, design thinking, and CX best practices.
- Expertise in design tools such as Figma, Sketch, Adobe Creative Suite, and prototyping tools.
- Excellent communication and presentation skills, with the ability to influence and engage stakeholders at all levels.
- Strong analytical skills, with the ability to derive insights from both customer feedback and business data.
Closing date: November 5th,2025
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Role Purpose
- Develop, maintain and support mission-critical, enterprise-grade software applications that improve business efficiency and are aligned to the enterprise architecture and business strategy.
- This position will challenge software engineering as well as people skills. From a software engineering perspective, you will have the opportunity to solve and design complex integration patterns. Various technologies are used within this space of which the major ones are Java EE, Maven, Jenkins CI, Docker, Amazon Web Services, Oracle, WebSphere Liberty, Angular, AIX and Linux. Development challenges will include new software development as well as maintaining current software, including modernisation of platforms with minimal impact on business. From a people perspective you should be able to operate on your own and within a team setup, depending on the projects you will be involved. Knowledge sharing is key to the role and technical guidance as well as mentoring of junior to intermediate developers will be expected.
Requirements
Experience and Qualifications
- 5-7 years' intermediate/senior java development experience using Java EE on Unix based platforms.
- Relevant IT qualification.
- Relevant post graduate IT qualification.
Duties & Responsibilities
- Develop software based on technical design (Internal Process).
- Keep abreast of new technologies/methodologies, business changes and internal system changes in order to align system development with best practices and system architecture.
- Collaborate with stakeholders to gather requirements, conduct analysis and prioritise requests.
- Contribute to the design of scalable solutions that supports the system architecture.
- Translate business requirements into workable solutions and document solution into technical specifications.
- Design and code new software functionality using code that is scalable, readable, maintainable and re-usable.
- Develop and maintain productive working relationships with peers and organizational and role players to achieve effective collaboration.
- Provide stakeholder with regular feedback on the technical design and timelines for solution in order to manage expectations.
- Collaborate with business analysts and testing team in developing, testing and deploying new software system components or software system enhancements.
- Collaborate with testing team to co-create test cases.
- Conduct System Integration Testing (SIT) and User Acceptance Testing (UAT) and resolve all issues/queries.
- Contribute to user acceptance testing (UAT) and training material.
- Once the solution has been successfully tested, prepare and produce releases of software components into production/live environment.
- Support continuous improvement by investigating alternatives and technologies and presenting these for architectural review.
- Maintain existing programmes, ensuring all errors are resolved and documented.
- Advise and guide colleagues regarding effective business system analysis approaches and techniques.
- Review and quality assure deliverables of junior team members in accordance with IT Strategy, architecture and best practice.
- Mentor team members and provide insight to effective and efficient Java development practices.
- Design solutions that eliminate reoccurrence of errors.
- Provide technical guidance to the operations and support team.
- Monitor performance of solutions and make recommendations to improve the performance and functionality of the solution.
- Engage with clients in a client centric manner (Client Services).
- Provide authoritative, expertise and advice 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 Self-management and teamwork (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 Contribute to financial controls and planning (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
- Articulating Information
- Managing Tasks
- Interpreting Data
- Challenging Ideas
- Producing Output
- Developing Expertise
- Team Working
- Java EE (Not Spring)
- GitLab
- Jenkins
- Ansible
- Linux/AIX
- REST
- Back End Development
- Object Orientated development and design
- WebSphere Application Server and WebSphere Liberty Server
Java skills:
- 5 years Software Development experience in a distributed computing environment using Java EE.
- Solid (Java EE) back-end development experience.
- Advanced understanding and everyday use of OO principles such as inheritance, interfaces, abstract classes, etc.
- Good systems and code design skills including good documentations skills where necessary.
- Understanding and experience with micro-services.
- Strong knowledge of REST API designs.
- Strong knowledge with CI/CD principles.
Closing Date: December 1st, 2025
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Role Purpose
- You will be responsible for accounting and financial reporting activities to support the growth and development of the Momentum Retirement Administrators (MRA) business.
Requirements
- Experience and Qualifications
- Bachelor of Commerce (Accounting as Major).
- 5 - 7 Years' experience in a financial or employee benefit environment.
- 5+ Years' Fund or Investment Accounting experience.
Duties & Responsibilities
- Maintain the general ledgers.
- Reconcile two-tier balance sheet items.
- Independently prepare monthly management accounts and annual financial statements.
- Independently prepare monthly statements of cash flows within agreed timelines.
- Independently prepare audit files for annual audits and statutory valuations.
- Independently prepare and confirm monthly financial reports.
- Ensure that all statutory information for the fund is available at all times.
- Respond to audit requirements and queries and ensure audit and valuation recommendations are implemented.
- Prepare monthly general ledger reconciliations for the fund.
- Reconcile investment trial balances on a monthly basis.
- Review and analyse money movement on a daily basis.
- Perform bank reconciliations.
- Prepare and submit monthly PAYE returns to SARS.
- Process journals on the general ledger system within the agreed time.
- Comply with the rules of the Pension Fund, the Pension Fund Act and all requirements of the FSCA.
- Prepare asset and liability matching on a monthly basis.
- Prepare and submit annual financial statements of pension fund.
- Competencies
- Accountability.
- Accuracy.
- Attention to detail.
- Analytical thinking.
- Teamwork.
- Communicating with impact.
Closing Date: Novemeber 11, 2025
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Role Purpose
- Implement the investment accounting practice within the Operations cluster that contributes to the growth and development of the Momentum Corporate business through quality managed investment accounting services which supports a comprehensive range of fit for purpose and best in class retirement administration products.
Requirements
Experience and Qualifications
- BCom Accounting or equivalent.
- 1 - 5 years’ experience in Investment Accounting.
- Experience in investment and fund accounting procedures, and the application of unitisation principles.
- Insurance and or Financial Services Industry experience would be beneficial.
- Knowledge of financial market and instruments.
- Completed articles will be advantageous.
Duties & Responsibilities
Responsibilities and work outputs
- Daily monitoring, identification and investigation of discrepancies and unusual variances in market prices and market movements per asset manager on Benchmark Verifier to ensure correct and accurate market values that are provided to investments (Unitization Team) for daily NAV's used in calculating unit prices.
- Daily approval of Net Asset Values and follow up on discrepancies.
- Liaise with investment consultants and unitisation provider for daily cash flows and unit price reconciliation.
- Keep abreast with the financial markets on a daily basis so that unusual movements can be identified and corrected on time.
- Finalise the daily market values per asset manager on Benchmark Verifier and follow up on any discrepancies.
- Prepare and submit daily cash-flows to the Unitisation department in order for them to calculate daily unit prices.
- Timeously allocate the monthly payment of management fees.
- Verify monthly scrip recon between the holding of the Portfolio/Asset Managers and Custodians on Benchmark Verifier and follow-up on any discrepancies.
- Verify and finalise the importing of each Portfolio Manager's Trail Balance from Benchmark Verifier into Benchmark Unitiser.
- Finalise monthly trial balance per asset manager on Benchmark Verifier system and follow-up on any discrepancies.
- Responsible for reconciliation of data as well as inter-fund transfers and cash flows.
- Finalise trial balance per Fund on Benchmark Unitiser for import to Great Plains.
- Provide accurate and timeous consolidated financial reports for all Funds on a monthly basis to Fund Accounting.
- Ensure correctness of the market values of investments and for follow up discrepancies with investment consultants.
- Maintain financial control procedures; ensure compliance with the IAS and compliance with all approved policies and procedures.
- Identify and report overdrawn bank account(s) and claim interest on overdrawn accounts from Asset Manager(s)/Custodian(s).
- Perform monthly balance checks of balance sheet and trial balance items to ensure accuracy of accounting.
- Controlling of income and expense accruals to ensure correctness and complete in- and out-flows.
- Compile investment notes for inclusion in financial statements for all funds.
- Perform cash flow management, i.e. drawdowns, repayments and rebalancing, etc.
- Compile quarterly SARB , C48 and Regulation 28 reports.
- Compile and coordinate monthly and quarterly investment reporting in line with Service Level Agreements.
- Apply and utilise systems in a manner that contributes to efficient and effective service delivery and optimised quality .
- Apply models and techniques which enable tracking, reporting and monitoring of business related information.
- Contribute to the improvement of current products and services that can potentially lead to higher profitability and improved client service.
- Develop and maintain productive working relationships with peers and organisational role players to achieve optimal cross process integration.
- Identify and resolve queries and problems timeously and escalate unresolved problems.
- Partner with practice areas and specialists for input and complete process design and ensure implementation of associated processes and standards
- Plan and implement a cycle of short-term improvements to drive operational objective achievement.
- Undertake information gathering and analysis of data within set guidelines to provide timely information in area of accountability.
- Provide authoritative, expertise and advice to clients and stakeholders.
- Contribute to the process of negotiating objective and realistic service level agreements, monitor appropriateness and recommend adjustments.
- 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.
- Contribute to continuous innovation through the development, sharing and implementation of new ideas and involvement of colleagues and staff.
- Identify solutions to enhance cost effectiveness and increase operational efficiency.
- Implement and provide input into governance processes, systems and legislation within area of specialisation.
- Provide input into the risk identification processes development and communicate recommendations in the appropriate forum.
Competencies
- Sense of urgency.
- Planning and Organising.
- Interpersonal Relationships.
- Communication skills.
- Confidentiality.
Closing date: Novemeber 11,2025
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Role Purpose
- The Retirement Benefit Counsellor plays a dual role in delivering both face-to-face and telephonic/digital benefit counselling and financial wellness education to members within the corporate client base. The primary focus is to empower members with factual, unbiased information at key stages of their membership journey, onboarding, during active membership, and at exit or retirement. This role also supports business growth by converting leads into retail clients, facilitating product uptake, and nurturing key relationships within corporate accounts, including HR and other decision-makers.
Requirements
- Minimum: Matric
- Preferred: BCom (Relevant business degree)
- Regulatory: RE5
- 1–5 years’ experience in sales or retirement benefit counselling in financial services
- Knowledge of annuities, preservation, and investment products
- Fluent in English and Afrikaans (both are prerequisites)
- Willingness to travel locally and own reliable transport
- Advantageous: CFP or other professional financial planning qualification
Duties & Responsibilities
- Client Engagement & Counselling
- Provide individual or group benefit counselling and financial coaching.
- Deliver factual, unbiased information to help members make informed financial decisions.
- Guide clients with pre-retirement planning, annuity product selection, and execution of financial solutions.
- Host webinars, workshops, and attend wellness days to deliver financial education.
- Educate clients on investment principles, portfolio performance, and risk vs. reward.
Sales & Lead Conversion
- Execute on sales campaigns and initiatives, capturing feedback via CRM.
- Guide the conversion of RBC leads into acquisitions (e.g., product take-up, asset retention)
- Source new business opportunities within corporate clients accounts.
- Refer clients to financial advisers when advice is required.
Digital Support
- Make outbound calls to retirees, leavers, and joiners.
- Receive inbound calls to assist with RBC, product execution, and education.
- Provide support aligned to individual member engagement strategies.
Corporate Account Management
- Implement and manage face-to-face worksite engagements for clients.
- Build and maintain strong relationships with HR and key stakeholders in corporate accounts.
- Collaborate with corporate clients’ stakeholders to identify and manage business opportunities.
Administration & Compliance
- Accurately capture client data and actions in CRM.
- Complete all administrative and reporting tasks within agreed timeframes.
- Ensure compliance with legislative and internal requirements.
Competencies
- Client-centric orientation
- Accountability and ownership
- Planning and organising
- Strong communication and presentation skills
- Adaptability and resilience
- Influencing and persuasion
Closing Date: November 8th,2025
go to method of application »
Role Purpose
- The Retirement Benefit Counsellor plays a dual role in delivering both face-to-face and telephonic/digital benefit counselling and financial wellness education to members within the corporate client base. The primary focus is to empower members with factual, unbiased information at key stages of their membership journey, onboarding, during active membership, and at exit or retirement. This role also supports business growth by converting leads into retail clients, facilitating product uptake, and nurturing key relationships within corporate accounts, including HR and other decision-makers.
Requirements
- Minimum: Matric
- Preferred: BCom (Relevant business degree)
- Regulatory: RE5
- 1–5 years’ experience in sales or retirement benefit counselling in financial services
- Knowledge of annuities, preservation, and investment products
- Fluent in English and Afrikaans (both are prerequisites)
- Willingness to travel locally and own reliable transport
- Advantageous: CFP or other professional financial planning qualification
Duties & Responsibilities
- Client Engagement & Counselling
- Provide individual or group benefit counselling and financial coaching.
- Deliver factual, unbiased information to help members make informed financial decisions.
- Guide clients with pre-retirement planning, annuity product selection, and execution of financial solutions.
- Host webinars, workshops, and attend wellness days to deliver financial education.
- Educate clients on investment principles, portfolio performance, and risk vs. reward.
Sales & Lead Conversion
- Execute on sales campaigns and initiatives, capturing feedback via CRM.
- Guide the conversion of RBC leads into acquisitions (e.g., product take-up, asset retention)
- Source new business opportunities within corporate clients accounts.
- Refer clients to financial advisers when advice is required.
Digital Support
- Make outbound calls to retirees, leavers, and joiners.
- Receive inbound calls to assist with RBC, product execution, and education.
- Provide support aligned to individual member engagement strategies.
Corporate Account Management
- Implement and manage face-to-face worksite engagements for clients.
- Build and maintain strong relationships with HR and key stakeholders in corporate accounts.
- Collaborate with corporate clients’ stakeholders to identify and manage business opportunities.
Administration & Compliance
- Accurately capture client data and actions in CRM.
- Complete all administrative and reporting tasks within agreed timeframes.
- Ensure compliance with legislative and internal requirements.
Competencies
- Client-centric orientation
- Accountability and ownership
- Planning and organising
- Strong communication and presentation skills
- Adaptability and resilience
- Influencing and persuasion
Closing Date: November 8th,2025
go to method of application »
Role Purpose
- Perform quality control and assurance of data on business systems, to ensure standards are met and to provide insight relating to the client’s experience whilst interacting with Momentum to empower the service and operational teams.
Requirements
- Grade 12 or equivalent qualification.
- Relevant Degree or tertiary qualification.
- Relevant product, process, system and legislation knowledge for Traditional (Momentum PDS) Quality Assurance.
- Minimum 5 years’ relevant experience (essential).
- Insurance industry experience (desirable).
- Experience in client services or quality assurance (essential).
- Business knowledge.
- Knowledge of Momentum PDS (traditional) products, processes, systems.
- Knowledge of relevant legislation that is applicable to the business area.
Duties & Responsibilities
INTERNAL PROCESS
- Provide objective assurance on the adequacy and effectiveness of the control environment for operational processes and procedures.
- Assess the quality of data captured on business systems against quality standards to ensure accuracy.
- Identify, report on and monitor process and system improvements required relating to gaps in client experience.
- Identify any possible gaps, risks or training requirements for internal processes and procedures and engage with the relevant stakeholders to compile action plans.
- Collate information regarding quality assurance and adherence to standard operating procedures to obtain a holistic view of the service and operational environments.
- Report on areas of opportunity and risk within the team(s) and make recommendations to close identified gaps.
- In conjunction with the line manager provide the team with constructive feedback with regards to quality assurance assessments.
- Provide feedback and coaching to team members to achieve desired quality levels.
- Provide input into quality assurance processes, standards and requirements to ensure quality of the service and operational environment is monitored and maintained.
CLIENT
- Provide authoritative, expertise and advice to internal stakeholders.
- Build and maintain relationships with internal stakeholders.
- Deliver on service level agreements made with internal stakeholders in order to ensure that expectations are managed.
- Make recommendations to improve client service and fair treatment of clients within area of responsibility.
- Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.
PEOPLE
- Develop and maintain productive and collaborative working relationships with peers, and internal 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 that will bring efficiency in the current way of work
- 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.
- Be self-confident, self-motivated and relentlessly pursue targets and goals.
Competencies
- Attention to detail
- Planning and organising skills
- Assertiveness
- Reporting skills
- Excel skills
- Presentation skills
- Business acumen
- Relentless pursuit of excellence
- Understanding of clients and the effect of this role on client experience
- Spot opportunities for efficiency and optimisation in how quality assurance is and can be performed
Closing date: 9th November,2025
go to method of application »
Role Purpose
- Responsible for the planning, management and control of the administration department through operational execution of the client service strategy to ensure effective and consistent client experience.
Requirements
- Experience And Qualifications
- Matric.
Related qualifications/Degree.
- 6-8 years' experience in the financial services industry.
Duties & Responsibilities
- Establish productive operational relationships with key stakeholders in the various channels and administrative teams.
- Monitor and evaluate operational processes for quality and effectiveness and make adjustments as required.
- Manage a comprehensive client service function, ensuring timeous and accurate service delivery.
- Workflow management: Daily workflow management and effective resource planning. Problems identified & resolved. Service Level Agreements adherence and production statistics.
- Reporting: Deliver quality and meaningful reports on client service within agreed timeframes.
- Identify and report new trends in the market. Identification and reporting of system-related problems.
- Review performance target in line with business objectives and realities to ensure optimal performance is maintained.
- Customer engagement/retention: Engagement/retention of clients within current portfolio.
- External Customer Satisfaction: Effective and consistent service delivery and support to external clients in line with company values and TCF principles.
- Internal Collaboration: Effective and consistent service delivery and support to all internal clients.
- Define service practices which build rewarding relationships, encourage innovation, and allow others to provide exceptional client service.
- Deliver on service level agreements made with clients and internal and external stakeholders to ensure that client expectations are managed.
- Create a positive work climate and culture.
- Demonstrate exemplary leadership behaviour, through personal involvement, commitment, and dedication in support of organisational values.
- Enable a learning and growth culture whereby information regarding successes, issues, trends, and ideas are actively shared between team members.
- Effectively manage performance within the team in order to ensure business objectives are achieved.
- Encourage innovation, change agility and collaboration within the team.
- Implement sound financial controls and monitor and manage expenditure relative to budget.
- Take responsibility for the unlocking of operational efficiencies.
- Implement risk management, governance, and compliance policies in own practice area.
- Manage governance and risk exposure liability.
Competencies
- Business acumen.
- Client commitment.
- Drive for results.
- Leads change and innovation.
- Collaboration.
- Impact and Influence.
- Self-awareness and insight.
- Diversity and inclusiveness.
Closing date :11 Novemeber, 2025
go to method of application »
Role Purpose
- The Retirement Benefit Counsellor plays a dual role in delivering both face-to-face and telephonic/digital benefit counselling and financial wellness education to members within the corporate client base. The primary focus is to empower members with factual, unbiased information at key stages of their membership journey, onboarding, during active membership, and at exit or retirement. This role also supports business growth by converting leads into retail clients, facilitating product uptake, and nurturing key relationships within corporate accounts, including HR and other decision-makers.
- Requirements
- Minimum: Matric
- Preferred: BCom (Relevant business degree)
- Regulatory: RE5
- 1–5 years’ experience in sales or retirement benefit counselling in financial services
- Knowledge of annuities, preservation, and investment products
- Fluent in English, Sotho and Zulu
- Willingness to travel locally and own reliable transport
- Advantageous: CFP or other professional financial planning qualification
- Duties & Responsibilities
- Client Engagement & Counselling
- Provide individual or group benefit counselling and financial coaching.
- Deliver factual, unbiased information to help members make informed financial decisions.
- Guide clients with pre-retirement planning, annuity product selection, and execution of financial solutions.
- Host webinars, workshops, and attend wellness days to deliver financial education.
- Educate clients on investment principles, portfolio performance, and risk vs. reward.
- Sales & Lead Conversion
- Execute on sales campaigns and initiatives, capturing feedback via CRM.
- Guide the conversion of RBC leads into acquisitions (e.g., product take-up, asset retention)
- Source new business opportunities within corporate clients accounts.
- Refer clients to financial advisers when advice is required.
- Digital Support
- Make outbound calls to retirees, leavers, and joiners.
- Receive inbound calls to assist with RBC, product execution, and education.
- Provide support aligned to individual member engagement strategies.
- Corporate Account Management
- Implement and manage face-to-face worksite engagements for clients.
- Build and maintain strong relationships with HR and key stakeholders in corporate accounts.
- Collaborate with corporate clients’ stakeholders to identify and manage business opportunities.
Administration & Compliance
- Accurately capture client data and actions in CRM.
- Complete all administrative and reporting tasks within agreed timeframes.
- Ensure compliance with legislative and internal requirements.
Competencies
- Client-centric orientation
- Accountability and ownership
- Planning and organising
- Strong communication and presentation skills
- Adaptability and resilience
- Influencing and persuasion
Closing Date: Novemeber 8,2025
go to method of application »
Role Purpose
- Responsible for the planning, management and control of the administration department through operational execution of the client service strategy to ensure effective and consistent client experience.
Requirements
- Experience And Qualifications
- Matric.
Related qualifications/Degree.
- 6-8 years' experience in the financial services industry.
Duties & Responsibilities
- Establish productive operational relationships with key stakeholders in the various channels and administrative teams.
- Monitor and evaluate operational processes for quality and effectiveness and make adjustments as required.
- Manage a comprehensive client service function, ensuring timeous and accurate service delivery.
- Workflow management: Daily workflow management and effective resource planning. Problems identified & resolved. Service Level Agreements adherence and production statistics.
- Reporting: Deliver quality and meaningful reports on client service within agreed timeframes.
- Identify and report new trends in the market. Identification and reporting of system-related problems.
- Review performance target in line with business objectives and realities to ensure optimal performance is maintained.
- Customer engagement/retention: Engagement/retention of clients within current portfolio.
- External Customer Satisfaction: Effective and consistent service delivery and support to external clients in line with company values and TCF principles.
- Internal Collaboration: Effective and consistent service delivery and support to all internal clients.
- Define service practices which build rewarding relationships, encourage innovation, and allow others to provide exceptional client service.
- Deliver on service level agreements made with clients and internal and external stakeholders to ensure that client expectations are managed.
- Create a positive work climate and culture.
- Demonstrate exemplary leadership behaviour, through personal involvement, commitment, and dedication in support of organisational values.
- Enable a learning and growth culture whereby information regarding successes, issues, trends, and ideas are actively shared between team members.
- Effectively manage performance within the team in order to ensure business objectives are achieved.
- Encourage innovation, change agility and collaboration within the team.
- Implement sound financial controls and monitor and manage expenditure relative to budget.
- Take responsibility for the unlocking of operational efficiencies.
- Implement risk management, governance, and compliance policies in own practice area.
- Manage governance and risk exposure liability.
Competencies
- Business acumen.
- Client commitment.
- Drive for results.
- Leads change and innovation.
- Collaboration.
- Impact and Influence.
- Self-awareness and insight.
- Diversity and inclusiveness.
Closing date :11 Novemeber, 2025
go to method of application »
Role Purpose
- To implement a best practice framework for the pricing function that ensures optimal operation of the business through a comprehensive range of fit-for-purpose and best-in-class business pricing strategies, solutions, and client services.
Requirements
Experience and Qualifications:
- Relevant B.Comm Degree at NQF level 6.
- Mathematics or Statistics at degree level would be advantageous.
- If academic requirements are not met, then relevant supervisory/management experience in a Pricing environment will be taken into account.
- Recognition of Prior Learning will be taken into account.
- Minimum of 5 years industry experience, specifically within the Pricing department.
- Minimum of 3 years industry experience specifically within Employee Benefits and/or Risk business.
- Experience in a Supervisory/Management capacity would be advantageous.
Duties & Responsibilities
INTERNAL PROCESS
- Manage the workflow so that targets are met, and queries are timeously resolved.
- Engaging and collaborating with various stakeholders (Sales teams and other departments) to ensure targets are met.
- Ensure all work from the team is accurate and delivered on a professional level.
- Perform quality assurance.
- Improve processes in order to minimise operating expenses.
- Implement innovative and effective solutions to meet and enhance team targets.
CLIENT
- Build and maintain relationships with clients and stakeholders.
- Enhance the image of Momentum Corporate through professional client liaison.
- Define fair and innovative client service practices which build rewarding relationships, as well as enable the team to provide exceptional client service.
- Contribute to a client service excellence culture which builds enduring and rewarding relationships, facilitates feedback, and enables the team to provide exceptional client service.
- Drive efforts to improve client service and fair treatment of clients within the area of responsibility. Incorporate client feedback into the enhancement of daily business processes and management operating systems.
- Incorporate client feedback into the enhancement of daily business processes and management operating systems.
PEOPLE
- Create a positive work climate and culture to energise employees, give meaning to work, minimise work disruptio,n and maximise employee productivity.
- Demonstrate exemplary leadership behaviour through personal involvement, commitment, and dedication in support of organisational values.
- Drive a culture that guides and directs best practice, fostering an environment of continuous learning, improvement, teamwork, and cohesiveness.
- Effectively manage performance within the team in order to ensure business objectives are achieved.
- Foster an environment which exhibits passion and enjoyment for the work being processed.
- Participate and contribute to a culture which builds rewarding relationships, facilitates feedback, and provides exceptional client service.
FINANCE
- Support client retention and new business acquisition via excellent customerservice and maintaining excellent client relationships.
- Ensure pricing and Ts & Cs in quotes and rate reviews are in accordance with therelevant agreed risk approach and pricing strategy.
Competencies
- Client/Stakeholder engagement, management, and commitment.
- Impact and influence.
- Self-Awareness and Insight.
- Relationship building and influencing.
- Business and professional communication.
- Business acumen, business knowledge, and industry awareness.
- Quality-oriented.
- New and business pricing (ability quotes and rate reviews - analyse claims experience and determine rates and free cover limits).
- Financial awareness and management.
- Good judgment, effective decision-making making and problem-solving.
- Self-management.
- Information integration.
- Process efficiency improvement.
- Analytical thinking (including problem identification and problem analysis).
- Data management.
- Time management, flexibility, and adaptability.
- Service and results orientated.
- Interpersonal communication and collaborative approach.
- Teamwork and co-operation.
- Basic and/or Intermediate level Word and Excel skills.
Closing date: Novemebr19,2025
go to method of application »
Role Purpose
- We seek a Senior Technical Marketing Specialist to lead and execute key initiatives within our Technical Marketing team at FundsAtWork and Group Insurance (FAWGI). This role will be instrumental in driving new business development through technical support to the corporate distribution channels, enhancing client and intermediary relationships, retaining large key clients, broadening the reach of our distribution footprint, and improving engagements between product, pricing, and distribution teams. The ideal candidate will possess a strong understanding of group risk business, a technical understanding of actuarial group risk pricing, commercial expertise, deal-making skills, and a proven track record of managing high-impact projects and client relationships.
Requirements
Experience And Qualifications
- Qualified or nearly qualified actuary with significant exam progress.
- 4+ years’ relevant experience with a sound understanding of employee benefits, group insurance products, pricing, and basic investments knowledge.
- Group insurance and Umbrella fund pricing will be a key advantage.
- Business development/ commercial experience with exposure to a client-facing environment.
- Development and management of key client relationships.
- Digital innovation and technology application.
- Business process automation skills will be an advantage.
- Other qualifications may be considered where significant relevant experience is aligned to the above.
Duties & Responsibilities
INTERNAL PROCESS & CLIENT
- Drive strategic projects towards growth of the FAW and GI book and improve Momentum Corporate’s market share in the umbrella fund and group risk industry.
- Drive strategies aimed improving market penetration of retirement and insurance products through intermediary groups and direct distribution initiatives.
- Monitor the financial impact of product take-up, lapses, new business hit rates and translate to effective strategies to maintain and grow market share
- Develop, plan, implement and take joint accountability for the Technical Marketing strategic objectives, partnering with product, pricing and distribution teams, aligning to the Momentum Corporate strategy.
- Provide insurance product and pricing expertise, to key clients and stakeholders by supporting the Momentum Corporate distribution channels.
- Provide commercial insights to technical pricing sign-off for FAWGI pricing (insurance, administration, and investment fees) within the authorisation matrix.
- Assist the tender management in the completion of Request for Proposals for new business.
- Drive research and monitoring of the industry, legislation and regulation, target market, technologies, and competitors, including a SWOT analysis, to identify opportunities for new and innovative growth areas.
- Assist in developing and executing strategies to increase transformation and number of supporting brokers within FAWGI.
- Development of the intermediary value propositions, including tracking of client behaviour and making recommendations to enhance the intermediary value proposition.
- Drive initiatives aimed at improving the client and intermediary experience to both internal and external stakeholders.
- Identify opportunities to leverage strategic relationships and alliances to build new channels, distribution pipelines, or growth opportunities in partnership with key stakeholders and product owners.
- Drive cross-selling and collaboration opportunities across the value chain and various businesses within Momentum Group through partnerships and relationship building.
- Collaborate with data analytics team to provide competitor analysis and comparisons of products in the market and identify areas of growth.
- Contribute to sustaining a competitive edge through external networking and benchmarking, and representation on related forums.
- Drive product development and management through providing inputs from own expertise, as well as client and stakeholder feedback.
- Track and address product development-related workflows and identify trends and weaknesses to be addressed in the product offering relative to market
- Oversee the development of tools and calculators for clients and intermediaries to improve ease of doing business and positioning thought leadership
- Assist in reviewing and comparing competitor strategies, to inform product and pricing strategies.
- Collaborate with other teams (including the actuarial team, quotes, rate review teams, client services, disability management, marketing, digital client experience, IT and legal) to ensure that new products are financially viable, solution-orientated and fit for purpose to clients and markets.
- Influence new business sales, marketing, and communication processes by via elevated technical input related to FAWGI.
- Collaborate and co-present with Momentum Investments on large new umbrella business.
- Representation, training, and attendance of advisory body meetings of large participating employers on FAW, and provide feedback.
- Build and execute presentations required for launching, training, and new business to internal stakeholders, intermediaries, clients, and media.
- Oversee the market positioning of new product developments, collaborating with Product, Marketing, Legal, and other teams.
- Manage content positioning for major marketing events, including Partnership Connect, broker engagements, and product launches.
- Collaboration and maintenance of the marketing strategy with FAWGI marketing team
- Contribute to a service culture which builds rewarding relationships, proposes innovations, and allows others to provide exceptional client service.
- Innovative redesign of disclosures and statements to promote client understanding and engagement by partnering with clients on their journey to success.
PEOPLE
- Develop and maintain productive and collaborative working relationships with peers and stakeholders (internal and external)
- 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.
- Be self-confident, self-motivated, and relentlessly pursue targets and goals.
- Take ownership for driving career development.
FINANCE
- Investigate and implement solutions to enhance efficiencies and cost-to-income ratios towards maintaining and growing the FAW and GI book of business.
- Financial modelling to test various business cases for product initiatives within Momentum Corporate.
- Achieving the OKRs towards the overall financial objectives of FAWGI.
- Ensure that activities align with the value of new business and margin objectives.
- 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
- An ability and enjoyment of complex problem-solving and learning.
- Strategic thinking and decision-making abilities.
- Strong project management skills and ability to lead cross-functional teams towards common goal.
- Understanding of employee benefits, insurance, and investment principles, and general business acumen.
- Excellent communication skills across all formats and an ability to summarise complex financial outputs concisely to a broad audience.
- Confidence in presenting and distilling complex technical content to a wide range of stakeholders.
- Commitment towards improving client and stakeholder experience, relationship management, and networking across all levels of the business.
- Results and output-driven.
- Self-motivated and accountable.
- Exposure to Design Thinking, Lean implementation, and Agile methodology will be an advantage.
- Work effectively both independently and collaboratively as part of a larger team.
- Attention to detail.
- Time management.
- Embrace diversity and inclusiveness.
Closing date: Novemeber 18th, 2025
go to method of application »
Role Purpose
- We seek a Senior Technical Marketing Specialist to lead and execute key initiatives within our Technical Marketing team at FundsAtWork and Group Insurance (FAWGI). This role will be instrumental in driving new business development through technical support to the corporate distribution channels, enhancing client and intermediary relationships, retaining large key clients, broadening the reach of our distribution footprint, and improving engagements between product, pricing, and distribution teams. The ideal candidate will possess a strong understanding of group risk business, a technical understanding of actuarial group risk pricing, commercial expertise, deal-making skills, and a proven track record of managing high-impact projects and client relationships.
Requirements
Experience And Qualifications
- Qualified or nearly qualified actuary with significant exam progress.
- 4+ years’ relevant experience with a sound understanding of employee benefits, group insurance products, pricing, and basic investments knowledge.
- Group insurance and Umbrella fund pricing will be a key advantage.
- Business development/ commercial experience with exposure to a client-facing environment.
- Development and management of key client relationships.
- Digital innovation and technology application.
- Business process automation skills will be an advantage.
- Other qualifications may be considered where significant relevant experience is aligned to the above.
Duties & Responsibilities
INTERNAL PROCESS & CLIENT
- Drive strategic projects towards growth of the FAW and GI book and improve Momentum Corporate’s market share in the umbrella fund and group risk industry.
- Drive strategies aimed improving market penetration of retirement and insurance products through intermediary groups and direct distribution initiatives.
- Monitor the financial impact of product take-up, lapses, new business hit rates and translate to effective strategies to maintain and grow market share
- Develop, plan, implement and take joint accountability for the Technical Marketing strategic objectives, partnering with product, pricing and distribution teams, aligning to the Momentum Corporate strategy.
- Provide insurance product and pricing expertise, to key clients and stakeholders by supporting the Momentum Corporate distribution channels.
- Provide commercial insights to technical pricing sign-off for FAWGI pricing (insurance, administration, and investment fees) within the authorisation matrix.
- Assist the tender management in the completion of Request for Proposals for new business.
- Drive research and monitoring of the industry, legislation and regulation, target market, technologies, and competitors, including a SWOT analysis, to identify opportunities for new and innovative growth areas.
- Assist in developing and executing strategies to increase transformation and number of supporting brokers within FAWGI.
- Development of the intermediary value propositions, including tracking of client behaviour and making recommendations to enhance the intermediary value proposition.
- Drive initiatives aimed at improving the client and intermediary experience to both internal and external stakeholders.
- Identify opportunities to leverage strategic relationships and alliances to build new channels, distribution pipelines, or growth opportunities in partnership with key stakeholders and product owners.
- Drive cross-selling and collaboration opportunities across the value chain and various businesses within Momentum Group through partnerships and relationship building.
- Collaborate with data analytics team to provide competitor analysis and comparisons of products in the market and identify areas of growth.
- Contribute to sustaining a competitive edge through external networking and benchmarking, and representation on related forums.
- Drive product development and management through providing inputs from own expertise, as well as client and stakeholder feedback.
- Track and address product development-related workflows and identify trends and weaknesses to be addressed in the product offering relative to market
- Oversee the development of tools and calculators for clients and intermediaries to improve ease of doing business and positioning thought leadership
- Assist in reviewing and comparing competitor strategies, to inform product and pricing strategies.
- Collaborate with other teams (including the actuarial team, quotes, rate review teams, client services, disability management, marketing, digital client experience, IT and legal) to ensure that new products are financially viable, solution-orientated and fit for purpose to clients and markets.
- Influence new business sales, marketing, and communication processes by via elevated technical input related to FAWGI.
- Collaborate and co-present with Momentum Investments on large new umbrella business.
- Representation, training, and attendance of advisory body meetings of large participating employers on FAW, and provide feedback.
- Build and execute presentations required for launching, training, and new business to internal stakeholders, intermediaries, clients, and media.
- Oversee the market positioning of new product developments, collaborating with Product, Marketing, Legal, and other teams.
- Manage content positioning for major marketing events, including Partnership Connect, broker engagements, and product launches.
- Collaboration and maintenance of the marketing strategy with FAWGI marketing team
- Contribute to a service culture which builds rewarding relationships, proposes innovations, and allows others to provide exceptional client service.
- Innovative redesign of disclosures and statements to promote client understanding and engagement by partnering with clients on their journey to success.
PEOPLE
- Develop and maintain productive and collaborative working relationships with peers and stakeholders (internal and external)
- 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.
- Be self-confident, self-motivated, and relentlessly pursue targets and goals.
- Take ownership for driving career development.
FINANCE
- Investigate and implement solutions to enhance efficiencies and cost-to-income ratios towards maintaining and growing the FAW and GI book of business.
- Financial modelling to test various business cases for product initiatives within Momentum Corporate.
- Achieving the OKRs towards the overall financial objectives of FAWGI.
- Ensure that activities align with the value of new business and margin objectives.
- 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
- An ability and enjoyment of complex problem-solving and learning.
- Strategic thinking and decision-making abilities.
- Strong project management skills and ability to lead cross-functional teams towards common goal.
- Understanding of employee benefits, insurance, and investment principles, and general business acumen.
- Excellent communication skills across all formats and an ability to summarise complex financial outputs concisely to a broad audience.
- Confidence in presenting and distilling complex technical content to a wide range of stakeholders.
- Commitment towards improving client and stakeholder experience, relationship management, and networking across all levels of the business.
- Results and output-driven.
- Self-motivated and accountable.
- Exposure to Design Thinking, Lean implementation, and Agile methodology will be an advantage.
- Work effectively both independently and collaboratively as part of a larger team.
- Attention to detail.
- Time management.
- Embrace diversity and inclusiveness.
Closing date: Novemeber 18th, 2025
Method of Application
Use the link(s) below to apply on company website.
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