Job Opportunities at Momentum

Role Purpose

Execute various administrative processes and support the HC team in delivering a consistent HC administration service that empowers the business to achieve its strategic objectives.

Requirements

• Matric
• Diploma (NQF 5) or equivalent or Degree in Human Resources or related field
• Unemployed

Duties & Responsibilities

• Prepare job advertisements and post on the relevant platform to attract suitable candidates.
• Review and screen CVs received from job advertisements.
• In collaboration with the HR team shortlist relevant candidate in line with the selection criteria.
• Conduct telephonic interviews with candidates to assess candidate suitability.
• Conduct reference, probity checks and background checks on shortlisted candidates and provide feedback to the relevant stakeholders.
• Book and coordinate the logistical arrangements for the recruitment and assessment process (interviews, meeting rooms etc).
• Coordinate and support the on-boarding and integration programme for new employees.
• Make recommendations regarding candidate suitability based on interviews and checks to the relevant stakeholders.
• Serve as a key contact for candidates throughout the attraction, interview and offer stages.
• Capture and maintain employee and position management data on the relevant system and ensure that data quality and integrity standards are adhered to.
• Compile employee documentation and ensure that HR documentation is timeously and accurately submitted to the relevant stakeholders.

Competencies

• Business Acumen
• Client/Stakeholder Commitment
• Drive for Results
• Leads Change and Innovation
• Motivating and Inspiring Team
• Impact and Influence
• Collaboration
• Self-Awareness 

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Role Purpose

To develop and implement a best practice framework for the Corporate Member Solutions strategy that aims to create and capture retailisation opportunities arising in the Large Corporate and SMME market segments.

Requirements

• Experience and Qualifications
• Relevant business degree
• Representative Exams (RE:5) and Key Individual Exams (RE:1)
• At least 5 years' experience in the Employee Benefits or Investment environment
• Experience in fostering and maintaining long term, strategic relationships with varying clients
• Post graduate qualification will be advantageous

Duties & Responsibilities

INTERNAL PROCESS

• Partner with the market segment, product house and distribution channels within MMH to enable the implementation of the retailisation strategy.
• Design and execute new business implementation processes that enhances client financial wellness.
• Ensure implementation of customised solutions for large corporate and retirement funds focusing on existing retailised opportunities.
• Provide input into the product development process and develop initiatives to enhance client experience.
• Monitor service practices to ensure that they meet client's needs.
• Oversee the assessment and analysis of service delivery gaps and implement remedial action strategies.
• Drive the application of good governance principles and legislative compliance within employee benefits operations.
• Contribute to a client service excellence culture which builds enduring relationships and allows team to provide exceptional client service.
• Develop opportunity roadmaps to optimize wallet share by facilitating member solutions opportunities
• Contribute to the development and packaging of financial services to facilitate effective client service and client retention
• Ensure that operational considerations and client financial wellness needs are incorporated into the development process
• Ensuring that the Retirement Benefit Counsellor meets their targets
• Collaborating with employees at all levels of a company to improve job performance through training and development programs.
• Developing relationships with key clients in order to improve sales of the FAW Trustees default solutions
• Implement business process
• Monthly, quarterly, and annual reports on the Retirement Benefit Counsellors initiative, Management Information System (MIS).
• Implement a strategy for increasing member engagement and awareness of Retirement Benefit Counselling services.
• Communicating and enforcing company standards and procedures to employees
• Ensure that the Retirement Benefit Counsellors adhere to regulatory and compliance requirements.
• Should be FAIS compliant

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 clients and internal and external stakeholders in order to ensure that client expectations are managed.
• Define fair and innovative client service practices which build rewarding relationships, and allows team to provide exceptional client service.
• Contribute to a client service excellence culture which builds enduring relationships and allows team to provide exceptional client service.
• Drive efforts to improve client service and fair treatment of clients within area of responsibility.
• Incorporate client feedback into the enhancement of daily business processes and management operating systems.
• Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.

PEOPLE

• 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
• Drive a culture that guides and directs best practice, fostering an environment of continuous learning, improvement and cohesiveness.
• Effectively manage performance within the team in order to ensure business objectives are achieved.

FINANCE

• 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
• Implement and provide feedback on the effectiveness of financial policy, practice and procedures: preventing illegal, unethical or improper conduct.
• Implement risk management, governance and compliance policies in own practice area, to identify and manage governance and risk exposure liability.

Competencies

• Collaboration
• Drive for results
• Leads change and innovation
• Impact and influence
• Business Acumen
• Client and stakeholder commitment and relationship building

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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

• 1-2 years experience in a financial advice rendering role (essential)
• 1-3 years experience in the financial services industry (desirable)
• Degree in Financial Planning, Business, Finance, Economics or equivalent qualification
• Certificate of proficiency in Insurance or equivalent qualification
• Relevant legislative/regulatory exams or qualifications
• Specific licensing or registration
• Certified Financial Planner (CFP) or equivalent registration
• Interpersonal skills
• Communication skills
• Planning skills Influencing skills
• Knowledge of the financial services industry
• Knowledge of relevant legislation

Duties & Responsibilities

INTERNAL PROCESS

• Engage with prospective clients in order to highlight the features and benefits of various products based on their financial wellness needs in order to support and guide their decision making process.
• Sell products in line with client & rsquos financial needs by conducting affordability analysis in order to achieve clients & rsquo 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 & rsquos 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 in order 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: Analyses and processes information asks probing questions strives to find solutions to problems.
• Interacting with People: Is lively and projects enthusiasm is talkative in making contact is focused on interacting and networking with people.
• Convincing People: Is comfortable having to persuade others shapes opinions by being outspoken seeks to negotiate with others.
• Articulating Information: Is articulate in giving presentations is eloquent and explains things well projects social confidence when articulating information.
• Conveying Self Confidence: Is self-assured and projects inner confidence is confident and determines own future values own contributions.
• Thinking Positively: Is optimistic and positive recovers easily from setbacks and obstructions is jovial and projects cheerfulness.
• Meeting Timescales: Is target focused and meets deadlines is punctual and keeps to schedule is reliable in finishing tasks.
• Following Procedures: Conforms and adheres to rules closely follows instructions and procedures minimises risks by sticking to processes.

go to method of application »

Role Purpose

To assist with actuarial product management tasks as an Actuarial Specialist in the Legacy Solutions Product Management team in Cape Town.

Requirements

• Matric/Grade 12.
• An actuarial or B-degree with mathematics or statistics as majors.
• Good progress with actuarial subjects where passes in A111, A112, A113, A211 and A213 or equivalent would be essential.
• Experience in product management, product development and/or product pricing in the individual life insurance industry would be an advantage.
• Knowledge of insurance products, contracts and relevant industry legislation and agreements.
• Sound numerical skills and computer literacy is essential especially in the use of MS Excel and MS Word.
• Skills/experience in data management and extraction would be an advantage.

Duties & Responsibilities

• The product management of legacy solutions by adequately balancing the objectives of the different stakeholders
• Profitability management of existing products.
• Implementation of changes to align with legislation.
• Identify system errors, propose the most appropriate way to fix these and ensure the successful implementation.
• Ensure that clients are treated fairly through product design, communication and advice, and address any areas on the in-force book where improvement in this respect is required.
• Extraction of maximum value on legacy products through reinsurance optimisation and other initiatives.
• Play a role in the consolidation of legacy products which will involve the following:
• Rationalisation of the existing product range and providing the necessary specifications.
• Planning and implementation of the migration of business from one system platform to another.
• Analyse system data, specification and create output files and reports as required by the business in respect of the consolidation and migration of the product ranges.
• (Co-)create the appropriate product enhancements/changes to be made on legacy solutions together with other product specialists and segment managers:
• Documenting and reviewing all existing product bases.
• Propose the appropriate enhancements/changes to existing products and benefits.
• Monitor the experience of important actuarial basis items (e.g. mortality, lapses, etc.) and propose and/or implement rectifying actions where appropriate.
• Positively influence and participate in change initiatives.
• Continuously develop own expertise in terms of professional, industry and legislative knowledge in order to propose the most relevant and innovative client solutions and comply with governance requirements. 
• Contribute to continuous innovation through the development, sharing and implementation of new ideas. 
• Providing the business requirements and supporting the implementation of:
• Improving client value through the levers that drive it.
• Legal and compliance requirements.
• Product, process and data improvements.
• Produce special quotations for new and existing Metropolitan Life products.
• Test the implementation of system product changes.
• Providing support to the service areas to resolve client queries.
• Managing own performance and development.
• Ensuring effective and consistent service delivery and support to both internal and external clients in line with the Company Values and Treating Customers Fairly Principles.

Competencies

• Ability to examine and interpret data and provide insights.
• Strong technical expertise.
• Achievement orientation.
• Effectively manage time and ensure optimal productivity.
• Client-centric and focus on proving customer service.
• Excellent analytical and communication skills.
• Results and solution focused.
• High degree of self-motivation and the ability to work independent of supervision.
• Naturally inquisitive mind set, with a strong innovative tendency.
• Self Confidence.
• Flexibility to cope with pressure and setbacks.
• Delivering results and meeting expectations

go to method of application »

Role Purpose

Develop, test, deploy, maintain and support a portfolio of new and existing software applications and services, from high-level business requirements and designs, through the Software Development Life Cycle.

Requirements

• 3-5 years development experience (essential)
• Relevant IT qualification
• On-the-job training / qualifications
• Specific licensing or registration,
• Communication skills Interpersonal skills
• Problem-solving skills Planning and organising skills Analytical skills ,
• Knowledge of Software Development Lifecycle (SDLC)
• Knowledge of relevant programming languages
• Knowledge of software testing Knowledge of writing test cases

Duties & Responsibilities

INTERNAL PROCESS

• Collaborate with the Scrum Master/Project Manager to deliver quality, effective software, in line with the agreed development process and business needs.
• Collaborate with stakeholders to gather requirements, conduct analysis and prioritise requests.
• Conduct research and evaluate potential technical solutions to identified business problems.
• Partner with Business and/or System Analysts to translate business requirements into workable solutions and document solutions into technical specifications.
• Design and code new software functionality using code that is readable, maintainable and re-usable.
• Conduct Unit Testing of own code, and System Integration Testing (SIT) of each solution and resolve all issues/queries timeously.
• Collaborate with the testing team to co-create test cases to ensure that features within each application are working as expected.
• Contribute to user acceptance testing (UAT) and training material to ensure that functionality is working correctly.
• Deliver coding into the applicable production environment once testing has been completed.
• Provide stakeholders with regular feedback on the technical design and timelines for solution ensuring that business needs are met.
• Maintain existing programmes according to change requests approved by business as and when needed. Diagnose root causes of system issues through problem-solving and recommend potential solutions.
• Monitor performance of solutions and make recommendations to improve the performance and functionality of the solution. Log issues found in existing systems as internal change controls and ensure successful resolution of issues.

CLIENT

• Provide authoritative expertise and advice to clients and stakeholders.
• Build and maintain collaborative, professional relationships with clients and stakeholders.
• Deliver on service level agreements made with clients and stakeholders in order to ensure that expectations are managed.
• 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 team members.
• Continuously develop own expertise in terms of industry and subject matter development and application thereof in an area of specialisation. Participate and contribute to a culture of work-centric thinking, productivity, service delivery and quality management.
• Contribute to continuous innovation through the development, sharing and implementation of new ideas and involvement of peers.
• 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

• Analyses and processes information; asks probing questions; strives to find solutions to problems.

Interpreting Data

• Interprets data rationally by quantifying issues; applies technology as a means to evaluating data; evaluates information objectively.

Developing Expertise

• Is open to taking up learning opportunities; is quick in acquiring knowledge and skills; develops expertise by updating specialist knowledge.

Articulating Information

• Is articulate in giving presentations; is eloquent and explains things well; projects social confidence when articulating information.

Challenging Ideas

• Prepared to disagree and question assumptions; challenges ideas and established views; comfortable arguing own perspective.

Team Working

• Works participatively with others; is democratic and encourages team contributions; collaboratively involves others in decision-making.

Managing Tasks

• Manages tasks by being organised and methodical; plans activities systematically; sets priorities for tasks.,

Producing Output

• Is focused on activity and works quickly; keeps busy and maintains productivity; is comfortable multi-tasking to produce output.

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 years’ experience in a sales and/or customer service role
• 2 years’ experience in the insurance and/or financial services industry rendering financial advice (advantageous)
• Matric or equivalent NQF 4 qualification
• Compliance with FAIS Fit and Proper requirements
• Finance or Business related tertiary qualification (desirable)
• Driver’s license and own transport (desirable)

Duties & Responsibilities

INTERNAL PROCESS

• Engage with prospective clients in order to highlight the features and benefits of various products based on their financial wellness needs in order to support and guide their decision-making process.
• Sell products in line with client’s financial needs by conducting affordability analysis in order 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 in order 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