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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Introduction
- Guardrisk is the undisputed market leader in cell captive insurance and risk solutions. We are renowned for our innovative approach to cell captive structures and other alternative risk transfer solutions for our clients.
- Guardrisk offers clients custom designed cover and is registered in South Africa as an insurer for all statutory classes of non-life and life insurance business.
Role Purpose
- To maintain and grow an existing portfolio of clients through relationship management and product development. Management of Risk by following agreed sound underwriting principles. Assist in setting team strategy and goals.
Requirements
Qualifications
- Relevant completed tertiary qualification (commerce, e law)
- FAIS representative
Experience
- 7 years’ experience in guarantees and operations within an Insurance services environment.
- 5-7 years business management experience.
- Knowledge of the risk finance business.
Duties & Responsibilities
- Growth of CRS portfolio and maintaining existing clients
- Retention and growth of the CRS portfolio.
- Introduction and implementation of new CRS products.
- Implementing Underwriting standards within CRS.
- Managing the Underwriting Methodology.
- Assisting with the CRS Claims, claims mitigation, salvage and recovery process.
- Setting of the budget and review the performance versus forecast from time to time..
- Navigating and growing complex cell captive and contingency policy clients
Client Relationship Management
- Assessing existing and potential clients’ financial statements.
- Performing reference and credit checks for existing and potential clients.
- Liaising between brokers, re-insurers and other stakeholders.
- Overseeing of the general upkeep of clients’ facilities.
- Overseeing the clients’ facility renewal process.
- Pro-actively and responsibly pursue relevant growth opportunities that would allow the group to achieve its strategic targets and objectives.
- Ensuring that existing relationships with brokers and other role players are strengthened and built on a continuous basis and that new relationships are established to support the growth plans of the company.
- Build, maintain, repair and continuously strengthen all relationships with the group’s product, reinsurance as well as broker partners.
- Ensure that all regular interactions with any of the group’s reinsurance, broker or product partners are done at the highest possible level of professionalism.
- Stay abreast of developments in the markets and pro-actively identify new product, market, broker or other growth opportunities.
- Ensure that at all times the company’s brand, positioning and marketing profile is optimised and that the company’s reputation is in so doing continuously enhanced.
- Stay abreast of developments in the global alternative risk finance & related insurance markets.
- Stay abreast of any regulatory developments affecting the industry.
- Faithfully and conscientiously serve the interests of the group and pay attention to the performance of their duties.
- Use their best endeavours, skill and knowledge to promote the welfare of the group, assist to meet the group’s objectives and adhere to the group’s policies.
- To devote the whole of their time and attention during normal business hours in performing their duties under this agreement.
- Maintain a professional relationship with all customers, suppliers and trade connections of the group with a view to maintaining and improving the group’s reputation and goodwill.
- Shall at all times act in the best interests of the group.
- Faithfully and diligently perform such duties and exercise such powers as may from time to time be assigned to them by the Head , even though such may not ordinarily fall within the scope of the duties relevant to the position occupied by the employee.
- Comply with all the reasonable and lawful orders of the Head, Executive and / or board and with all the group’s rules, regulations, policies and procedures from time to time in force.
- Administration and Bookkeeping
Overseeing the following:
- Following up on unresolved payments, extension invoices and general debtor
- Management.
- Reconciliations in the form of bordereaux payments as well as month end.
- Compiling information in order to renew and update clients’ facilities.
- Confirming that payments of premium are up to date.
- Liaising with clients’ banks in order to confirm that policies are place.
Competencies
Business Acumen
- Understands how the business operates, what the key issues and risks are that drives business success; and how they impact on the commercial viability of potential ventures and the profitability of the Group.
Collaboration
- Prioritises the business interests of Guardrisk and invests in the success of the group by aligning effort across divisions.
Client/ Stakeholder Commitment
- Anticipates, meets and exceeds client’s needs by creating long lasting relationships that support the client value proposition, supports their financial wellness and ensures client centricity.
Impact and Influence
- Persuades, convinces, influences and inspires others, both within Guardrisk and externally to win support, loyalty and gain commitment to the purpose of MMI.
Drive for Results
- Drive a sense of urgency, focus, accountability, agility and execution to deliver business results.
Self-Awareness and Insight
- Manages self and relationships with others effectively, deals with ambiguity, uncertainty and pressure, and provides perspective in difficult situations. Research and knowledge of international market trends. Eg Mauritius and Gibraltar.
Leads Change and Innovation
- Actively leads change, does what is right for the business and drives continuous improvement through innovation.
Diversity and Inclusiveness
- Is sensitive to individual and cultural differences and demonstrates humility and an openness to engage people from diverse backgrounds and cultures to the mutual benefit of all parties concerned.
Closing Date
go to method of application »
Introduction
- We are looking for a Business Analyst in the Myriad IT Risk Implementation team within our Life Insurance Centre of Excellence Group IT.
- You will have the opportunity to engage with and translate business needs with our product owners into detailed business requirements. You will apply statistical or mathematical methods and models to specific problems to develop informed solutions.
- You will be required to assist with functional and process specifications to manage product applications and to streamline business processes.
- You will play an important role to gain business knowledge and technical understanding and interpretation of the insurance products and data.
- You will form part of development, integration, testing and build-out of new innovative product solutions capabilities.
Role Purpose
- You will apply statistical or mathematical methods and models to specific problems to develop informed solutions. You will be required to assist with functional and process specifications to manage product applications and to streamline business processes.
Requirements
- Degree in Mathematics or Statistics or other related degree
- Minimum of 4-5 years' Business or Data Analysis experience
- Proficiency in statistical software (SQL, R or Python)
Duties & Responsibilities
- Collect, analyse, and interpret data to solve problems.
- Identify trends and inform decision-making.
- Developing mathematical or statistical models and communicating findings.
- Liaising with the Product Development team to understand products and calculations.
- Writing functional specifications on product processes.
- Developing testing tools in Excel, VB or other.
- Liaising with developers to resolve system issues.
- Investigating data reports to identify potential data and system errors.
- Manage own performance and development within the team.
- Assistance to Operational Support area.
- Analyze system functionality to support business requirements (new/existing).
Competencies
- Strong analytical and mathematical skills
- Attention to detail
- Sense of urgency and target driven
- Taking accountability
- Working under pressure
- Effective written and verbal communication
- Collaboration and Relationship Building
- Teamwork
- Take initiative and be pro-active
- Confident, professional, and quick learner
- Customer service oriented
- Excellent communication abilities
Closing Date
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
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)
- 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
- Ensure the quality of all business and technology solutions is functionally and non-functionally tested, in order to meet the requirements and achieve overall sustainable quality of the business solution.
Requirements
Qualification, Experience and Knowledge:
- Degree in BSC/ IT preferred.
- Diploma in Information Technology
- Qualifications preferred: Testing qualification ISTQB/ISEB.
- Min of 7 years’ experience in testing with min 4 years in test automation.
- At least 2 years of investment/financial services experience
- Exposure to diverse IT projects using a variety of testing tools and techniques.
- Must have SQL knowledge.
- Must have experience in an agile work environment.
Duties & Responsibilities
Role Outputs:
- This person is responsible for end-to-end manual and automated testing for the business solutions. The solution should be tested in terms of functionality, performance, reliability, stability, compatibility, and integration with other legacy- and / or external systems spanning functional and non-functional requirements.
- Assist with the testing gap analysis between requirements and existing environments accurately for all digital/data/application solutions.
- Ensure that user stories are clearly defined and written correctly with acceptance criteria aligned with the team members in preparation for the backlog refinement meeting.
- Define quality standards upfront in the PI and sprint meeting and ensure they are achieved
- Document the test plan prior to the start of any project or planned operational work and keep the test plans up to date.
- Document, maintain and monitor test scenarios, acceptance criteria and the final results to warrant the teams applications for the specified warranted functionality.
- Continuously build test automation artifacts.
- Execute and maintain the manual and automation regression tests.
- Demonstrate deliverables to key stakeholders.
- Test big data and ensure the outputs are transposed correctly.
- Report on the team QA way of work, feedback on trends and solutions and continuously optimize the way of work to ensure effective and efficient QA practices in the team and with Momentum Investments IT Quality COP.
- Contribute to the team’s predictability by maintaining a view of the teams wholistic test coverage.
- Minimise team defects by ensuring upfront code quality.
- Drive collective ownership for testing.
- Ensure/Report and champion the agreed quality standard and practice outlined within the MIIT COP.
Competencies
Role Competencies:
- Working with people
- Presenting and communicating Information
- Applying QA expertise
- Analysing
- Planning and organising
- Ability to prioritise and sequence.
- Delivering results and meeting customer expectations
- Following instructions and procedures
- Coping with pressures and setbacks
- Can work in a team
- Able to multi-task
- Out of the box testing thinking patterns
- Skilled with end-to-end testing
- Sharing knowledge
- Ability to drive and enable data quality
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
- 2 - 3 years’ experience in a Sales/ Call Centre environment (essential)
- 2 years’ experience in the insurance and/or financial services industry rendering financial advice (advantageous)
- Matric or equivalent NQF 4 qualifications
- National Senior Certificate in Finance/ Business Management and or equivalent relevant qualification
- FAIS Compliance Requirements
- Regulatory examination (RE) 5
- Driver’s license and own transport (desirable)
Duties & Responsibilities
INTERNAL PROCESS
- Engage with prospective clients to highlight the features and benefits of various products based on their financial wellness needs to support and guide their decision-making process.
- Sell products in line with client’s financial needs by conducting affordability analysis to achieve clients’ financial goals.
- Calculated and advise on tax and legal implications of products and or changes.
- Accurately capture client information, relevant actions and sales on the systems.
- Accurately complete all administrative and reporting requirements within agreed timeframes.
- Achieve set targets on production, quality and conversion.
- Adhere to compliance requirements in the sales process in line with legislative requirements.
- Provide financial advice in line with the engagement strategy to enhance client’s financial wellness.
CLIENT
- Investigate client queries within the agreed service level and ensure that client receives timeous feedback.
- Escalate client queries to the relevant department or stakeholder.
- Provide accurate information and advice to clients and stakeholders to ensure that the client receives the appropriate services.
- Provide regular reports on delivery of services against agreed service level agreements and in terms of overall customer targets. Provide authoritative, expertise and advice to clients and stakeholders.
- Build and maintain relationships with clients and internal and external stakeholders.
- Make recommendations to improve client service and fair treatment of clients within area of responsibility.
- Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.
- Proactively build and maintain client relationships by presenting our innovative and trustworthy product offerings through professional and credible Financial Advisory services.
PEOPLE
- Develop and maintain productive and collaborative working relationships with peers and stakeholders.
- Positively influence and participate in change initiatives.
- Continuously develop own expertise in terms of professional, industry and legislation knowledge.
- Contribute to continuous innovation through the development, sharing and implementation of new ideas.
- Take ownership for driving career development.
FINANCE
- Identify solutions to enhance cost effectiveness and increase operational efficiency.
- Manage financial and other company resources under your control with due respect.
- Provide input into the risk identification processes and communicate recommendations in the appropriate forum
Competencies
- Examining Information: Analyse and process information; ask probing questions and strive to find solutions to problems.
- Interacting with People: Project enthusiasm and focus on building strong relationships and networks.
- Convincing People: Comfortable having to persuade others; shape opinions by being outspoken and seek to negotiate with others.
- Articulating Information: Be eloquent and explain concepts well and project social confidence when articulating information.
- Thinking Positively: Optimistic and positive; recover easily from setbacks and obstructions.
- Meeting Timescales: Strong focus on meeting target and deadlines
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
- 2 - 3 years’ experience in a Sales/ Call Centre environment (essential)
- 2 years’ experience in the insurance and/or financial services industry rendering financial advice (advantageous)
- Matric or equivalent NQF 4 qualifications
- National Senior Certificate in Finance/ Business Management and or equivalent relevant qualification
- FAIS Compliance Requirements
- Regulatory examination (RE) 5
- Driver’s license and own transport (desirable)
Duties & Responsibilities
INTERNAL PROCESS
- Engage with prospective clients to highlight the features and benefits of various products based on their financial wellness needs to support and guide their decision-making process.
- Sell products in line with client’s financial needs by conducting affordability analysis to achieve clients’ financial goals.
- Calculated and advise on tax and legal implications of products and or changes.
- Accurately capture client information, relevant actions and sales on the systems.
- Accurately complete all administrative and reporting requirements within agreed timeframes.
- Achieve set targets on production, quality and conversion.
- Adhere to compliance requirements in the sales process in line with legislative requirements.
- Provide financial advice in line with the engagement strategy to enhance client’s financial wellness.
CLIENT
- Investigate client queries within the agreed service level and ensure that client receives timeous feedback.
- Escalate client queries to the relevant department or stakeholder.
- Provide accurate information and advice to clients and stakeholders to ensure that the client receives the appropriate services.
- Provide regular reports on delivery of services against agreed service level agreements and in terms of overall customer targets. Provide authoritative, expertise and advice to clients and stakeholders.
- Build and maintain relationships with clients and internal and external stakeholders.
- Make recommendations to improve client service and fair treatment of clients within area of responsibility.
- Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.
- Proactively build and maintain client relationships by presenting our innovative and trustworthy product offerings through professional and credible Financial Advisory services.
PEOPLE
- Develop and maintain productive and collaborative working relationships with peers and stakeholders.
- Positively influence and participate in change initiatives.
- Continuously develop own expertise in terms of professional, industry and legislation knowledge.
- Contribute to continuous innovation through the development, sharing and implementation of new ideas.
- Take ownership for driving career development.
FINANCE
- Identify solutions to enhance cost effectiveness and increase operational efficiency.
- Manage financial and other company resources under your control with due respect.
- Provide input into the risk identification processes and communicate recommendations in the appropriate forum
Competencies
- Examining Information: Analyse and process information; ask probing questions and strive to find solutions to problems.
- Interacting with People: Project enthusiasm and focus on building strong relationships and networks.
- Convincing People: Comfortable having to persuade others; shape opinions by being outspoken and seek to negotiate with others.
- Articulating Information: Be eloquent and explain concepts well and project social confidence when articulating information.
- Thinking Positively: Optimistic and positive; recover easily from setbacks and obstructions.
- Meeting Timescales: Strong focus on meeting target and deadlines
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)
- 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
- 2 - 3 years’ experience in a Sales/ Call Centre environment (essential)
- 2 years’ experience in the insurance and/or financial services industry rendering financial advice (advantageous)
- Matric or equivalent NQF 4 qualifications
- National Senior Certificate in Finance/ Business Management and or equivalent relevant qualification
- FAIS Compliance Requirements
- Regulatory examination (RE) 5
- Driver’s license and own transport (desirable)
Duties & Responsibilities
INTERNAL PROCESS
- Engage with prospective clients to highlight the features and benefits of various products based on their financial wellness needs to support and guide their decision-making process.
- Sell products in line with client’s financial needs by conducting affordability analysis to achieve clients’ financial goals.
- Calculated and advise on tax and legal implications of products and or changes.
- Accurately capture client information, relevant actions and sales on the systems.
- Accurately complete all administrative and reporting requirements within agreed timeframes.
- Achieve set targets on production, quality and conversion.
- Adhere to compliance requirements in the sales process in line with legislative requirements.
- Provide financial advice in line with the engagement strategy to enhance client’s financial wellness.
CLIENT
- Investigate client queries within the agreed service level and ensure that client receives timeous feedback.
- Escalate client queries to the relevant department or stakeholder.
- Provide accurate information and advice to clients and stakeholders to ensure that the client receives the appropriate services.
- Provide regular reports on delivery of services against agreed service level agreements and in terms of overall customer targets. Provide authoritative, expertise and advice to clients and stakeholders.
- Build and maintain relationships with clients and internal and external stakeholders.
- Make recommendations to improve client service and fair treatment of clients within area of responsibility.
- Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.
- Proactively build and maintain client relationships by presenting our innovative and trustworthy product offerings through professional and credible Financial Advisory services.
PEOPLE
- Develop and maintain productive and collaborative working relationships with peers and stakeholders.
- Positively influence and participate in change initiatives.
- Continuously develop own expertise in terms of professional, industry and legislation knowledge.
- Contribute to continuous innovation through the development, sharing and implementation of new ideas.
- Take ownership for driving career development.
FINANCE
- Identify solutions to enhance cost effectiveness and increase operational efficiency.
- Manage financial and other company resources under your control with due respect.
- Provide input into the risk identification processes and communicate recommendations in the appropriate forum
Competencies
- Examining Information: Analyse and process information; ask probing questions and strive to find solutions to problems.
- Interacting with People: Project enthusiasm and focus on building strong relationships and networks.
- Convincing People: Comfortable having to persuade others; shape opinions by being outspoken and seek to negotiate with others.
- Articulating Information: Be eloquent and explain concepts well and project social confidence when articulating information.
- Thinking Positively: Optimistic and positive; recover easily from setbacks and obstructions.
- Meeting Timescales: Strong focus on meeting target and deadlines
Closing Date
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 identity 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 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-oriented, 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
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 identity 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 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-oriented, 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
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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
Method of Application
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