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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
- Develop, implement and manage the MMH digital and social media marketing strategy to promote the MMH Brands and its services.
Requirements
- 5 years' working experience as a copywriter
- 2-3 years' experience writing for digital platforms
- Relevant Degree in Journalism/ Communications / Marketing / Business / Media or Public Relations
- Portfolio of writing pieces
Duties & Responsibilities
- Building and executing digital and social media strategies through competitive research, platform determination, benchmarking, messaging and audience identification.
- Generating, managing and overseeing social media content through collaboration with business stakeholders within various sectors of the company.
- Generate, edit, publish and share daily content (original text, images, video or HTML) that builds meaningful connections.
- Deliver timely and accurate responses to community questions and requests across all online platforms.
- Monitoring platforms and user engagement and suggest content optimisation.
- Communicating with industry professionals and influencers via social media to create a strong network.
- Generating, editing, publishing and sharing daily content (original text, images, video or HTML) that builds meaningful relationships.
- Optimising company pages within each platform to increase visibility of the company's social media content with the objective of increasing brand awareness throughout the continent.
- Frequently improving social data/metrics insights and best practices through capturing and analysing and then acting on information.
- Partnering with business stakeholders such as Human Capital to develop and drive content in line with the brand and social media strategy.
- Optimise the MMH company page to increase the visibility of the company's social media content with the intent of raising brand awareness.
- Conceptualise amazing ideas with the Conceptual team/Graphic designer or Creative Director.
- Edit existing copy to bring it in line or on par with the Momentum brand postponing/tone & style.
- Works with the Traffic & Studio Manager to ensure that all is proof read & approved before any copy is published for consumer or client consumption.
- Ensure professional plain language standards are maintained, by providing a reviewing function to the communications team for all communications on behalf of key stakeholders.
- Develop and create awareness of frameworks for writing when required.
- Create internal communications for publications and electronic communications, as well as, initiatives for promoting business and project writing.
- Give structure and optimise communications to different audiences, including channel representatives, financial advisers and clients.
- Initiate new communication projects, in collaboration with various stakeholders across the Momentum brand.
- Be the point of reference for the standardisation and consistency of communication across the Momentum brand and promote it.
- Make sure that messages about the brand promise are consistent and applied across all Momentum brand collateral.
- Be the custodian of client-centric communication by initiating new and changing existing communications at different touch points in the client journey.
- Support the marketing function with quality ideas and collateral by empowering clients on their journey to success and telling good stories.
- Keep an eye on industry best practices regarding efficiency and cost-effectiveness of messages and help measure outcomes.
- Give input for the conceptualisation of new campaigns in conjunction with the marketing team and business role players.
- Liaise with content creators such as copywriters and layout specialists to ensure a high standard of delivery.
Competencies
- Outstanding consulting, writing, editing (photo/video/text), presentation and communication abilities
- Relevant knowledge and understanding of online marketing and major marketing channels
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Role Purpose
This position reports to the Head: Capital Management function of Momentum Metropolitan Group Finance & Balance Sheet Management. This roles forms part of a specialist team that is responsible for enhancing shareholder value creation for shareholders through optimising the cost of capital and the risk-adjusted return on equity through strategic planning and execution of efficient capital management disciplines throughout the Group
Requirements
- Honours degree (minimum) in quantitative fields (Actuarial Science, Statistics, Econometrics or Financial Mathematics). CA (SA), CFA or FRM will also be considered
- 2-5 years’ experience in a Financial services (banking, insurance or asset management), preferably in a treasury and/or capital management function
Duties & Responsibilities
- Implementing and maintaining the Group Capital Management framework that includes, capital allocation, capital performance metrics (Return on Equity, Return on Capital, etc.) and guidelines
- Involved in the development, implementation and maintenance of the Group Capital Plan, including capital projections and capital sources planning
- Capital modeling and quantification of the impact of the capital management activities on the regulatory solvency position
- Identify opportunities to optimise the capital structure of MMH in line with the Prudential Authority’s FSIs and FSGs and ensure that capital resources are deployed efficiently across the Group
- Collation, critical analysis and presentation of capital strength and quantitative returns for MM group as well as granular analysis of capital attribution and returns in order to enhance the efficient allocation of capital
- Ongoing Monitoring, refinement and reporting on financial hurdle rates for capital investment decisions and capital performance measures and capital performance targets
- Involved in enhancing the efficient the use of the group's balance sheet to support product strategy and innovation by ensuring that product design and pricing is optimally structured from a capital perspective
- Proactively and consistently engage with stakeholders on new business insights to improve Momentum Metropolitan's capital management discipline.
- Provide analysis and input into capital management decisions and reporting (e.g. capital management sections in annual reports and analyst presentations) across the Group
- Analysis and modelling of the credit rating scorecard and analysis of the impact of the business activities on the credit rating scorecard.
- Engage with internal and external stakeholders on capital management matters including regulators, credit rating agencies, financial institution counterparties, investors, industry forums etc.
Competencies
- Sound understanding of applicable capital regimes for capital-driven financial institutions (e.g. Prudential Authority’s Financial Soundness Standard for Insurers, Prudential Authority’s Financial Soundness Standard for Insurance Groups)
- Understanding of insurance business, capital requirements and risk management
- Strong research and analytical skills
- Strong modelling skills including excel, coding (python) etc.
- Strong presentation skills
- Strong skills in report writing and in presenting complex information to a diverse audience
- Planning, coordination and follow through skills. Able to manage stress, pressure and competing demands
- Self-starter - can run independently with large projects
- Team player and can coordinate effectively across multiple functions and disciplines
- Adhere to governance, risk and compliance requirements
Closing Date: 6th, July 2022
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Role Purpose
The purpose of this role is to support the management, monitoring and reporting of the group's life insurance and business risk profiles, and to support the development of the wider group risk management framework and policies. In addition, you will be expected to support the calculation and reporting of the group’s risk appetite results.
You will be joining a demanding and diverse team that will ensure that you remain engaged and challenged. As a member of the Group Risk Function based in Cape Town, the role offers a unique opportunity to gain significant exposure and experience of a large composite insurance group at group level. It offers the opportunity to gain insight into the management of risks at a group level and contribute to the development of the risk management framework and practices, while interacting with stakeholders across multiple business units. You will be expected to apply your keen interest to gain new knowledge and skills to enhance processes and reporting, and to develop a detailed knowledge of the group and its business units. This will ensure that your career is well positioned to benefit from a range of roles and opportunities in the diverse Momentum Metropolitan Group.
Requirements
- Senior actuarial student making strong progress with the exams, or newly qualified actuary.
- At least 3-5 years' relevant work experience in a life company or life assurance consultancy.
- Previous life valuation reporting, IFRS17, and/or product development and pricing experience would be an advantage.
Duties & Responsibilities
- Work closely with the business to produce ongoing monitoring of life insurance risks and reinsurance exposures.
- Support the further development of key risk indicators, risk tolerances and risk limits for life insurance and business risk.
- Produce regular risk appetite (IFRS Earnings at Risk) results for life insurance and business risk, and consolidate, analyse and report the aggregate risk appetite results of the group.
- Support the quarterly analysis and reporting for management and Board Committees on the group’s life insurance and business risk profiles.
- Support the development and specification of the group's risk appetite, risk policies and risk strategy for life insurance and business risk, as well as the wider group risk management framework.
- Support the development of the group’s internal view of the risk profile as part of the ORSA process.
- Contribute to the production of the group annual ORSA report by preparing sections on the risk appetite results, embedding of the ORSA and internal view of the risk profile.
Competencies
- Good technical knowledge of life assurance valuations, reinsurance structures and IFRS earnings
- Strong communication, presentation and report writing skills
- Be able to build strong relationships with colleagues from across the business, and maintain awareness of the regulatory and commercial environment
- Coding (SQL and/or R) and/or PowerBI experience would be an advantage
- An attention to detail and a dedication to technical excellence
- Able to manage stress and competing demands and deadlines
- Strong desire to add value and drive development
- Self-starter - can work independently
Closing Date: 8th, July 2022
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Role Purpose
- Manage and motivate a team of Financial Advisors in order to deliver an excellent client experience and support the achievement of sales targets.
Requirements
Experience and Qualifications:
- 3-5 years experience in a sales environment
- 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 FSP
- Matric or equivalent NQF 4 qualifcation
- FAIS Representative Regulatory Exam Level 5 passed
- 120 FAIS related credits
Skills and Knowledge:
- Relationship building
- Networking
- Good communication
- Computer Literacy
- Financial services industry (relevant legislation, product and process knowledge, Class of Business knowledge)
Duties & Responsibilities
INTERNAL PROCESS
- Develop plans to achieve sales targets in line with client centric practices.
- Manage the adherence to operational processes, policies and legislative requirements.
- Develop action plans and initiatives to drive sales, motivate team and improve performance.
- Communicate and implement approved team targets within area of responsibility.
- Implement action plans to achieve sales targets and business goals.
- Effectively manage all day-to-day team activities and escalations.
- Collaborate with Quality Assurance and Performance Coaches to guide and coach team to increase productivity, compliance and quality of calls.
- Regularly assess team members’ performance against targets and implement actions to increase performance.
- Assess service delivery based on engagements with business stakeholders and relevant analytics and implement plans for improvement.
- Maintain effective and efficient record keeping on the relevant system.
- Conduct regular engagement with team members in order to cascade information and team objectives.
- Cultivate and manage working relationships with a variety of stakeholders.
- Analyse, identify trends and report on team performance and productivity.
- Implement effective staffing and scheduling models for guaranteed coverage at the lowest possible costs.
- Implement measures to address non-performance within the team.
- Identify operational efficiencies and make recommendations for improvement.
CLIENT
- Drive client service delivery goal achievement in line with predefined standards in order to ensure that clients receive appropriate advice and after sales service.
- Manage client query processes and ensure that queries are tracked, accurately resolved and used as a mechanism to improve client service and business processes.
- Provide regular reports on delivery of services.
- Provide authoritative, expertise and advice to clients and stakeholders.
- Make recommendations to improve client service and fair treatment of clients within area of responsibility.
- Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provide exceptional client service.
PEOPLE
- Create a positive work climate and culture to energise employees, give meaning to work, minimise work disruption and maximise employee productivity.
- Demonstrate exemplary leadership behaviour, through personal involvement, commitment and dedication in support of organisational values.
- Select and recruit suitably qualified talent in line with Employment Equity principles and Momentum Metropolitan values.
- Drive a culture that guides and directs best practice, fostering an environment of continuous learning, improvement and cohesiveness.
- Enable a learning and growth culture whereby information regarding successes, issues, trends and ideas are actively shared between team members.
- Support effective workforce planning practices to ensure that staffing requirements are accurately forecasted.
- Identify employee growth and development needs and schedule interventions to enable ongoing development, training and personal growth.
- Effectively manage performance within the team in order to ensure business objectives are achieved. Encourage innovation, change agility and collaboration within the team.
FINANCE
- Give input into the budget for area and implementation of financial regulations.
- Implement and provide feedback on the effectiveness of financial policy, practice and procedures preventing illegal, unethical or improper conduct.
- Implement risk management, governance and compliance policies in own practice area, to identify and manage governance and risk exposure liability.
- Investigate reported wilful acts of non-compliance to organisation policy and practice and report on findings.
Competencies
- Business Acumen
- Client/ Stakeholder Commitment
- Drive for Results
- Leads Change and Innovation
- Motivating and Inspiring Team
- Impact and Influence
- Collaboration
- Self-Awareness and Insight
Closing Date: 27th, July 2022
go to method of application »
Role Purpose
- Manage and motivate a team of Financial Advisors in order to deliver an excellent client experience and support the achievement of sales targets.
Requirements
Experience and Qualifications:
- 3-5 years experience in a sales environment
- 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 FSP
- Matric or equivalent NQF 4 qualifcation
- FAIS Representative Regulatory Exam Level 5 passed
- 120 FAIS related credits
Skills and Knowledge:
- Relationship building
- Networking
- Good communication
- Computer Literacy
- Financial services industry (relevant legislation, product and process knowledge, Class of Business knowledge)
Duties & Responsibilities
INTERNAL PROCESS
- Develop plans to achieve sales targets in line with client centric practices.
- Manage the adherence to operational processes, policies and legislative requirements.
- Develop action plans and initiatives to drive sales, motivate team and improve performance.
- Communicate and implement approved team targets within area of responsibility.
- Implement action plans to achieve sales targets and business goals.
- Effectively manage all day-to-day team activities and escalations.
- Collaborate with Quality Assurance and Performance Coaches to guide and coach team to increase productivity, compliance and quality of calls.
- Regularly assess team members’ performance against targets and implement actions to increase performance.
- Assess service delivery based on engagements with business stakeholders and relevant analytics and implement plans for improvement.
- Maintain effective and efficient record keeping on the relevant system.
- Conduct regular engagement with team members in order to cascade information and team objectives.
- Cultivate and manage working relationships with a variety of stakeholders.
- Analyse, identify trends and report on team performance and productivity.
- Implement effective staffing and scheduling models for guaranteed coverage at the lowest possible costs.
- Implement measures to address non-performance within the team.
- Identify operational efficiencies and make recommendations for improvement.
CLIENT
- Drive client service delivery goal achievement in line with predefined standards in order to ensure that clients receive appropriate advice and after sales service.
- Manage client query processes and ensure that queries are tracked, accurately resolved and used as a mechanism to improve client service and business processes.
- Provide regular reports on delivery of services.
- Provide authoritative, expertise and advice to clients and stakeholders.
- Make recommendations to improve client service and fair treatment of clients within area of responsibility.
- Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provide exceptional client service.
PEOPLE
- Create a positive work climate and culture to energise employees, give meaning to work, minimise work disruption and maximise employee productivity.
- Demonstrate exemplary leadership behaviour, through personal involvement, commitment and dedication in support of organisational values.
- Select and recruit suitably qualified talent in line with Employment Equity principles and Momentum Metropolitan values.
- Drive a culture that guides and directs best practice, fostering an environment of continuous learning, improvement and cohesiveness.
- Enable a learning and growth culture whereby information regarding successes, issues, trends and ideas are actively shared between team members.
- Support effective workforce planning practices to ensure that staffing requirements are accurately forecasted.
- Identify employee growth and development needs and schedule interventions to enable ongoing development, training and personal growth.
- Effectively manage performance within the team in order to ensure business objectives are achieved. Encourage innovation, change agility and collaboration within the team.
FINANCE
- Give input into the budget for area and implementation of financial regulations.
- Implement and provide feedback on the effectiveness of financial policy, practice and procedures preventing illegal, unethical or improper conduct.
- Implement risk management, governance and compliance policies in own practice area, to identify and manage governance and risk exposure liability.
- Investigate reported wilful acts of non-compliance to organisation policy and practice and report on findings.
Competencies
- Business Acumen
- Client/ Stakeholder Commitment
- Drive for Results
- Leads Change and Innovation
- Motivating and Inspiring Team
- Impact and Influence
- Collaboration
- Self-Awareness and Insight
Closing Date: 13th, July 2022
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Role Purpose
- Provide quick and accurate resolution of client complaints according to policy, procedures, legislative / compliance requirements and within Service Level Agreements.
Requirements
- 3-5 years experience in a related role dealing with complaints or client service queries
- Experience in the insurance industry ,
- Formal qualifications Matric or equivalent,
- Formal qualifications Business related qualification, On-the-job training / qualifications
- Relevant product training, On-the-job training / qualificationsRelevant systems and processes,
- Specific licensing or registration FAIS related qualification, Formal qualifications:Matric or equivalent, Formal qualifications:Business related qualification,
- On-the-job training / qualifications:Relevant product training, On-the-job training / qualifications:Relevant systems and processes, Specific licensing or registration:FAIS related qualification, Written and verbal communication Problem solving Action-oriented Detail-oriented Collaboration and teamwork
- Time management
- Negotiation Influence Planning Display initiative Work independently Interpersonal Active listening Empathy , Sound knowledge of complaints management framework, procedures and processes.
- Technical knowledge of processes and legislation Sound knowledge of business products and associated rules. Computer Literacy &ndash MS Office Work, Excel, Outlook and other business-specific software
- Knowledge of relevant legislation Knowledge of compliance and risk mitigation In depth knowledge of the products in the business
Duties & Responsibilities
INTERNAL PROCESS
- Take ownership of all complaints received from clients and ensure they are resolved timeously and effectively.
- Take ownership for escalated complaints from clients, social media, media and regulatory bodies to resolve complaints.
- Evaluate complaints and provide recommendation to resolution based on product information, service procedures, complaints procedures and in light of legislative and organisational requirements. Communicate progress and resolution to clients in accordance with agreed standards and practices. Partner with various stakeholders to address escalated complaints and provide resolution to clients, regulators or other stakeholders. Provide insight on service failures or complaint trends and make recommendations to enhance service or process.
- Escalate complaints unable to be resolved to the relevant stakeholders to collectively reach conclusion.
- Provide input and make recommendations to complaints framework and approach to enhance client experience.
- Act as key contact to client to ensure complaints are resolved and client relationship is maintained aligned with desired client experience.
- Act as advisor to internal parties in understanding client experience, service failures, complaints to improve business processes and practice and resolve client complaints.
- Ensure accurate record keeping and enable reporting through data management.
- Accurately complete all administrative and reporting requirements within agreed timeframes.
- Adhere to all relevant legislative / compliance requirements. Identify and report process and system failures and enhancements to improve client experience.
CLIENT
- Provide authoritative, expertise and information to clients and stakeholders.
- Build and maintain relationships with clients and internal and external stakeholders.
- Deliver on service level agreements made with clients and internal and external stakeholders in order to ensure that client expectations are managed.
- Make recommendations to improve client service and fair treatment of clients within area of responsibility.
- Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.
PEOPLE
- Develop and maintain productive and collaborative working relationships with peers 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 to the financial planning process within area.
- Identify opportunities to enhance cost effectiveness and increase operational efficiency.
- Manage financial and other company resources under your control with due respect.
- Provide input into the risk identification processes and communicate recommendations in the appropriate forum.
Competencies
- Examining Information : Analyses and processes information asks probing questions strives to find solutions to problems,
- Documenting Facts : Writes fluently when documenting facts understands arguments logically focuses on finding facts,
- Establishing Rapport : Builds rapport and puts people at ease is engaging and welcomes people finds it easy to make friends,
- Making Decisions : Is determined and decides on actions willingly assumes responsibility is definitive and stands by own decisions,
- Showing Composure : Stays calm and relaxed during events is not worried and tolerates stress levels is composed in dealing with pressure,
- Resolving Conflict : Is comfortable calming upset people handles angry individuals well is focused on resolving conflict and arguments,
- Understanding People : Shows empathy and compassion attends and listens to people is attentive and understands the motivation in others,
- Meeting Timescales : Is target focused and meets deadlines is punctual and keeps to schedule is reliable in finishing tasks,
- Examining Information:Analyses and processes information asks probing questions strives to find solutions to problems,
- Documenting Facts:Writes fluently when documenting facts understands arguments logically focuses on finding facts,
- Establishing Rapport:Builds rapport and puts people at ease is engaging and welcomes people finds it easy to make friends,
- Making Decisions:Is determined and decides on actions willingly assumes responsibility is definitive and stands by own decisions,
- Showing Composure:Stays calm and relaxed during events is not worried and tolerates stress levels is composed in dealing with pressure,
- Resolving Conflict:Is comfortable calming upset people handles angry individuals well is focused on resolving conflict and arguments,
- Understanding People:Shows empathy and compassion attends and listens to people is attentive and understands the motivation in others,
- Meeting Timescales:Is target focused and meets deadlines is punctual and keeps to schedule is reliable in finishing tasks.
Closing Date: 8th, July 2022
go to method of application »
Role Purpose
Manage the end-to-end marketing function by designing, developing and executing the marketing strategy and related marketing programmes and plans, to drive brand awareness that supports the achievement of key business objectives.
Requirements
- 5 - 7 years’ experience in Communication, Marketing or Brand Management (essential)
- Knowledge of marketing strategy, business development and corporate communication
- Knowledge of current marketing trends and through-the-line media platforms that these areas can be managed successfully
- Degree in Marketing, Communication and/or Social Sciences or related qualification
Duties & Responsibilities
- Design, implement, support and drive the marketing and branding strategy, based on knowledge of established objectives for the business.
- Engage, monitor, influence and work closely with the full marketing value chain to deliver high quality marketing initiatives.
- Drive the development of integrated marketing strategies and campaigns that maximizes the effectiveness of the sales force and business development activities.
- Evaluate and monitor competitive products, services and marketing activities and channel these insights into the optimization of marketing initiatives.
- Provide input into all supporting media strategies, to maximize the impact of the intended campaign (for the targeted segment market applicable).
- Conceptualize and execute marketing creative. Work with the creative team in conceptualizing how and when to use marketing materials and capture target audience, and brainstorming and working with internal resources to execute new marketing ideas.
- Establish advertising and digital standards and guidelines for the function, that drives consistency in brand messaging.
- Manage multiple projects/tasks or varying complexities and size, meet deadlines and work well under pressure and keep abreast of competitor’s activity.Partner and interact with vendors to supply materials supporting marketing concepts.
- Collaborate with product development, sales & service, technical marketing, technology, marketing and creative teams to drive the strategy and development of the appropriate marketing and communication solution
- Effectively deliver marketing messaging to target audiences, including mobile, video, social media, etc.
- Drive the development and measurement of marketing metrics that enable effective decision making around revenue growth, market share, marketing intelligence and profitability.
- Drive the implementation of communication strategies within the business.
- Establish mechanisms to build relationships with existing and prospective clients, intermediaries, shareholders, industry bodies and the community.
- Measure and report performance of marketing campaigns, gain insight and assess against goals.
- Partner and interact with vendors to supply materials supporting marketing concept.
- 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.
- Contribute to the design of client journeys that result in a superior client experience.
- Engage with key internal and external stakeholders to identify changing client needs and align service offering with client needs.
- Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service
Competencies
- Business Acumen
- Client/Stakeholder Commitment
- Drive for Results
- Leads Change and Innovation
- Collaboration
- Impact and Influence
- Self-Awareness and Insight
- Diversity and Inclusiveness
Closing Date: 13th, July 2022
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Purpose
- Research, develop and implement marketing campaigns and initiatives in line with marketing and distribution strategies to drive leads generation and channel visibility
Requirements
- Degree in Marketing, Communication and/or Social Sciences or related qualification
- 5 - 7 years’ experience in Communication, Marketing or Brand Management in Financial Services
- Willingness to travel
Duties & Responsibilities
- Engage, monitor, influence and work closely with the full marketing value chain to deliver high quality marketing initiatives and generate sales leads.
- Drive the development of integrated marketing strategies and campaigns that maximizes the effectiveness of the sales force and business development activities.
- Evaluate and monitor competitive products, services and marketing activities and channel these insights into the optimization of marketing initiatives.
- Provide input into all supporting media strategies, including digital, to maximize the impact of the intended campaign (for the targeted segment market applicable).
- Work with the creative teams and agencies to conceptualize marketing materials that captures target audience by delivering impact and resonance
- Partner and interact with vendors to supply materials supporting marketing concepts.
- Collaborate with product development, sales & service, technical marketing, regional marketing specialists, technology, marketing and creative teams to drive the strategy and development of the appropriate marketing and communication solution to support sales channels
- Facilitating creation of channel related content that provides additional product awareness amongst staff and sales advisers (tools, tips or sales aids) to be implemented within budget and on time across distribution channels.
- Responsible for the conceptualization and execution of marketing events (Expos, Sales Conference, Broker webinars) to promote product campaigns and to support major regional general manager’s sales strategies
- Effectively deliver marketing messaging to target audiences, including through mobile, video, social media, etc.
- Deliver on going measurement of marketing activities to ensure contribution to revenue growth, market share and profitability
- Revise marketing approach in line with market insights and feedback as well as campaign performance
- Measure and report performance of marketing campaigns to the rest of the business
- Build and maintain relationships with clients and stakeholders that promote cross delivery practice solutions.
- Ensure that full support is given to all the sales distribution channels and build and maintain relationships across all levels in PFA, Broker, Telechannel, GetUp Franchise and associates and affinity groups are managed. Travel required to engage and build relationships with provincial and regional channel teams
- 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.
- Contribute to the design of client journeys for telechannel and digital touchpoints that result in a superior client experience.
- Engage with key internal and external stakeholders to identify changing client needs and align service offering with client needs.
- Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service
Competencies
- Business Acumen
- Client/Stakeholder Commitment
- Drive for Results
- Leads Change and Innovation
- Collaboration
- Impact and Influence
- Self-Awareness and Insight
- Diversity and Inclusiveness
Closing Date: 13th, July 2022
go to method of application »
Role Purpose
- Manage and motivate a team of Financial Advisors in order to deliver an excellent client experience and support the achievement of sales targets.
Requirements
Experience and Qualifications:
- 3-5 years experience in a sales environment
- 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 FSP
- Matric or equivalent NQF 4 qualifcation
- FAIS Representative Regulatory Exam Level 5 passed
- 120 FAIS related credits
Skills and Knowledge:
- Relationship building
- Networking
- Good communication
- Computer Literacy
- Financial services industry (relevant legislation, product and process knowledge, Class of Business knowledge)
Duties & Responsibilities
INTERNAL PROCESS
- Develop plans to achieve sales targets in line with client centric practices.
- Manage the adherence to operational processes, policies and legislative requirements.
- Develop action plans and initiatives to drive sales, motivate team and improve performance.
- Communicate and implement approved team targets within area of responsibility.
- Implement action plans to achieve sales targets and business goals.
- Effectively manage all day-to-day team activities and escalations.
- Collaborate with Quality Assurance and Performance Coaches to guide and coach team to increase productivity, compliance and quality of calls.
- Regularly assess team members’ performance against targets and implement actions to increase performance.
- Assess service delivery based on engagements with business stakeholders and relevant analytics and implement plans for improvement.
- Maintain effective and efficient record keeping on the relevant system.
- Conduct regular engagement with team members in order to cascade information and team objectives.
- Cultivate and manage working relationships with a variety of stakeholders.
- Analyse, identify trends and report on team performance and productivity.
- Implement effective staffing and scheduling models for guaranteed coverage at the lowest possible costs.
- Implement measures to address non-performance within the team.
- Identify operational efficiencies and make recommendations for improvement.
CLIENT
- Drive client service delivery goal achievement in line with predefined standards in order to ensure that clients receive appropriate advice and after sales service.
- Manage client query processes and ensure that queries are tracked, accurately resolved and used as a mechanism to improve client service and business processes.
- Provide regular reports on delivery of services.
- Provide authoritative, expertise and advice to clients and stakeholders.
- Make recommendations to improve client service and fair treatment of clients within area of responsibility.
- Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provide exceptional client service.
PEOPLE
- Create a positive work climate and culture to energise employees, give meaning to work, minimise work disruption and maximise employee productivity.
- Demonstrate exemplary leadership behaviour, through personal involvement, commitment and dedication in support of organisational values.
- Select and recruit suitably qualified talent in line with Employment Equity principles and Momentum Metropolitan values.
- Drive a culture that guides and directs best practice, fostering an environment of continuous learning, improvement and cohesiveness.
- Enable a learning and growth culture whereby information regarding successes, issues, trends and ideas are actively shared between team members.
- Support effective workforce planning practices to ensure that staffing requirements are accurately forecasted.
- Identify employee growth and development needs and schedule interventions to enable ongoing development, training and personal growth.
- Effectively manage performance within the team in order to ensure business objectives are achieved. Encourage innovation, change agility and collaboration within the team.
FINANCE
- Give input into the budget for area and implementation of financial regulations.
- Implement and provide feedback on the effectiveness of financial policy, practice and procedures preventing illegal, unethical or improper conduct.
- Implement risk management, governance and compliance policies in own practice area, to identify and manage governance and risk exposure liability.
- Investigate reported wilful acts of non-compliance to organisation policy and practice and report on findings.
Competencies
- Business Acumen
- Client/ Stakeholder Commitment
- Drive for Results
- Leads Change and Innovation
- Motivating and Inspiring Team
- Impact and Influence
- Collaboration
- Self-Awareness and Insight
Closing Date: 27th, July 2022
go to method of application »
Purpose
Lead the regional offices/ walk-in center team to support clients with requests, queries, and documentation in accordance with agreed Service Level Agreements and legislative and compliance requirements. Deliver an excellent client-centric experience.
Requirements
- Matric qualification.
- A degree in Client Service; Business Management or Marketing.
- 3 years of Financial Services experience.
- 2 years of managerial experience (preferred).
- Knowledge of the medical schemes industry will be an added advantage.
- Ability to work after hours.
- Ability to travel and in possession of a valid code 08 driver's license
Duties & Responsibilities
- Induct, teach, coach, mentor, and supervise branch staff to meet and exceed performance standards and enable progression in their career path.
- Recruit, select, and retain high-quality branch staff to build capacity to meet current and future staffing needs in accordance with member visitation patterns.
- Ensure the Branch meets and exceeds Voice of Customer (VOC), productivity, and quality targets.
- Adhere to high ethical standards and ensure branch staff comply with SOPs and regulations.
- Timeously complete all administrative and reporting duties, including staff engagements.
- Continuously monitor turnaround times, quality standards and resolve issues speedily to enhance and deliver a superior customer experience.
- Manage client query processes and ensure that queries are tracked, accurately resolved, and used as a mechanism to improve client service and business processes.
- Build and maintain relationships with clients and internal and external stakeholders.
- Make recommendations to improve client service and fair treatment of clients within the area of responsibility.
- Create a positive work climate and culture to energize employees, give meaning to work, minimize work disruption and maximize employee productivity.
- Demonstrate exemplary leadership behavior, through personal involvement, commitment, and dedication in support of organizational values.
- Drive a culture that guides and directs best practice, fostering an environment of continuous learning, improvement, and cohesiveness.
- Encourage innovation, change agility, and collaboration within the team.
Competencies
- Ability to work under pressure while being client-centric at all times.
- Assertive with good communication skills and the ability to access and use information.
- Ability to be creative, innovative, and a problem solver with collaboration and inclusiveness.
- Self-management and results-driven behavior with attention to detail and a high level of accuracy.
Closing Date: 5th, July 2022
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Role Purpose
- Support the delivery of sales and retention initiatives to enable growth of the Multiply book. Operate as an enabler to sales and retention teams.
Requirements
- Grade 12
- Marketing/Sales qualification will be an advantage
- One the job Management experience 5 years
- +5 years' experience in a similar role
Duties & Responsibilities
- Call listening in order to identify gaps in the sales and retention processes.
- Help to create hype and excitement in channels for campaigns (especially call centre) but also including brokers, online etc.
- Relationship/stakeholder management.
- Create a sales and retention initiative calendar and drive the required campaigns.
- Campaign design and testing.
- Post mortem on campaigns to gather learnings.
- Designing of sales and onboarding packs, Sales Exco, Retail Exco etc.
- Business processes for new initiatives, reporting, processes etc.
- Monthly reporting packs.
- Business improvement initiatives identification, driving and execution.
Competencies
- Business Acumen.
- Client/ Stakeholder Commitment.
- Drive for Results.
- Collaboration.
- Impact and Influence.
- Self-Awareness and Insight.
Closing Date: 5th, July 2022
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Role Purpose
This role involves coordinating and processing of escalation processes across all Investments platforms, placing focus on the financial wellness of the investor to ensure a positive client experience.
Requirements
- Grade 12 (Matric)
- Post Matric qualification (e.g. Investment management, statistics and mathematics)
- At least 5 years' client service experience in an insurance or financial services environment.
Duties & Responsibilities
- Effectively and efficiently communicate to key stakeholders, upon analysing data trends
- Evaluate and implement process changes that drive efficiency.
- Establish productive operational relationships with key stakeholders in the various channels and administrative teams.
- Coordinate a comprehensive service function, ensuring timeous and accurate service delivery.
- Monitor operational targets of the team, and resolve issues speedily to enhance client service delivery.
- Identify solutions to enhance cost effectiveness and increase operational efficiency.
- Manage high risk and problematic financial clients in area of accountability as well as contribute to the adherence of policy.
Competencies
- Decisive and assertive
- Attentive to detail
- Effective communication and Interpretation skills
- Sense of urgency
- Analytical thinking
- Relatable
- Passionate about driving a world class client experience
Closing Date: 11th, July 2022
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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
Experience and Qualifications:
- Degree in Business Management or Commerce at postgraduate level
- FSB recognised qualification listed or credits pertaining to the date of first appointment in the industry, listed on the most recently published Board notice as published for recognised qualification, to fulfil the duties of a compliant supervisor.
- FAIS Key Individual Regulatory Exam Level 1 (preferred)
- FAIS Representative Regulatory Exam Level 5 passed
- Valid drivers licence and own car
- 5 - 7 years sales management experience in a similar role in the life insurance industry
- Understanding of financial services retail distribution channel business
- Minimum 1 year managerial experience overseeing the rendering of financial advice to fulfil the duties of a compliant key individual and be registered with the FSB
- Ability to speak African languages or multi-lingual
- Understanding of the relevant legislation (General Code of Conduct for Authorised Financial Services Providers and Representatives, Financial Advisory and Intermediary Services (FAIS), Protection of Personal Information Act (POPI), Long Term Insurance Act, Treat Customers Fairly (TCF, etc.)
Duties & Responsibilities
INTERNAL PROCESS
- 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.
- 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.
- 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.
- 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 BranchManagers optimise sales support zones to appropriately manage poor performanceand 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
- 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.
CLIENT
- 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
PEOPLE
- 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.
- 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.
- Monitor staff compliance to FAIS qualification requirements to ensure Branch managers take necessary action before the FSB deadline
FINANCE
- 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 risk management, governance and compliance policies in own practice area, to identify and manage governance and risk exposure liability.
- Investigate reported wilful acts of non-compliance to organisation policy and practice and report on findings
Competencies
- Business Acumen
- Client/ Stakeholder Commitment
- Drive for Results
- Leads Change and Innovation
- Motivating and Inspiring Team
- Impact and Influence
- Collaboration
- Self-Awareness and Insight
- Diversity and Inclusiveness
- Growing Talent
Closing Date: 29th, July 2022
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To perform a range of system administrator functions, and application support to users of the JD Edwards financial suite and other relevant finance applications.
Requirements
- 3 year diploma or degree or studying towards a degree or diploma with Accounting as a subject.
- 3 – 4 years’ work experience in a financial/accounting environment.
Duties & Responsibilities
- General ledger maintenance, including the creation of new entities, business units and accounts.
- User/security/license management for applications under control.
- User support for all JDE modules, including Accounts Payable, Accounts Receivable, Fixed Assets, P2P.
- Regular data integrity checks.
- Assist with report writing
- Journal uploads
- Monitoring of unposted and error batches.
- Basic training to new JDE users.
- Involvement in JDE related projects.
- Support on other applications that reside in the Operational Finance division.
Competencies
- Analytical and focused on problem solving
- Excellent interpersonal skills
- Well organised, attention to detail
- Initiative and creativity to deal with difficult situations and to develop suitable solutions
- Well developed communication skills, both verbally and written
- Strong planning and implementation skills and the ability to follow through till completion
Closing Date: 14th, July 2022
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Role Purpose
- Ensure the smooth running of the business by providing effective administrative assistance to the line manager.
Requirements
- Grade 12 or equivalent qualification (essential)
- Office administration, secretarial or equivalent qualification
- 3-4 years' relevant experience (essential)
- Exposure to supporting a manager or team
- Exposure to human capital/ HR / Tech functions would be an added advantage.
Duties & Responsibilities
- Proactively manage, coordinate and maintain the diary of the line manager.
- Coordinate all aspects of meetings, workshops and functions (venue logistics, catering) according to manager’s requirements, and within budget parameters.
- Administrative support for meetings and workshops (collate, compile and distribute agendas, presentations, minutes within agreed timeframes).
- Manage travel arrangements for manager, according to agreed business process and budget parameters.
- Manage incoming calls and correspondence (paper and electronic), responding independently where possible and in line with authorised judgement.
- Order and control refreshments, office supplies and equipment, ensuring enough stock is always available, in line with budget parameters.
- Ensure files (paper and electronic) are kept in order and easily accessible by manager.
- Prepare and check invoices and arrange for payments to ensure adherence to requirements and Service Level Agreements.
- Ensure office equipment is regularly maintained by relevant service providers.
- Monitor and respond to incoming communication on behalf of line manager, where appropriate, ensuring efficiency and timeous response.
- Escalate faults and other housekeeping issues with the relevant service provider and ensure queries are resolved within agreed Service Level Agreements.
Competencies
- Interacting with People
- Making Decisions
- Showing Composure
- Embracing Change
- Team Working
- Meeting Timescales
- Checking Things
- Following Procedures
Closing Date: 8th, July 2022
Method of Application
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