Metropolitan part of Momentum Metropolitan Life Limited, is an authorised financial service (FSP 44673) and credit provider (NCRCP). With a legacy of over 120 years, Metropolitan has been serving and empowering South African communities with accessible financial solutions through the best and challenging times. As one of the largest financial services co...
Read more about this company
Role Purpose
- Manage and motivate a team of Financial Advisors to deliver an excellent client experience and support the achievement of Metropolitan Channel sales targets.
Requirements
Qualifications:
- Matric or equivalent NQF Level 4 qualification
- FAIS Representative Regulatory Exam Level 5 passed
- 120 credit FAIS recognised qualification
Experience
- 3-5 years’ working experience in the insurance industry environment
- A Minimum of 2 years managerial experience in overseeing the rendering of financial advice to fulfil the duties of a compliant key individual and be registered with the FSP
- Class of Business 3 and 7 (Preferable)
Skills and Knowledge:
- Relationship building
- Networking
- Good communication
- Computer Literacy
- Financial services industry (relevant legislation, product and process knowledge, Class of Business knowledge
- People Management
Other requirements
- Driver’s license and own vehicle
Duties & Responsibilities
INTERNAL PROCESS
- Managing a team of Financial Advisors
- 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 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 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
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 longterm 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 & required financial needs by conducting affordability analysis in order to achieve clients & required 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 minimizes risks by sticking to processes.
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 longterm 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 & required financial needs by conducting affordability analysis in order to achieve clients & required 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 minimizes risks by sticking to processes.
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 longterm 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 & required financial needs by conducting affordability analysis in order to achieve clients & required 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 minimizes risks by sticking to processes.
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 longterm 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 & required financial needs by conducting affordability analysis in order to achieve clients & required 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 minimizes risks by sticking to processes.
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 longterm 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 & required financial needs by conducting affordability analysis in order to achieve clients & required 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 minimizes risks by sticking to processes.
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 longterm 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 & required financial needs by conducting affordability analysis in order to achieve clients & required 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 minimizes risks by sticking to processes.
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 longterm 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 & required financial needs by conducting affordability analysis in order to achieve clients & required 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 minimizes risks by sticking to processes.
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 longterm 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 & required financial needs by conducting affordability analysis in order to achieve clients & required 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 minimizes risks by sticking to processes.
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Role Purpose
- To support the team lead/product owner in providing direction to and lead a multi-disciplinary team responsible for the full product lifecycle to ensure successful delivery of all commission, remuneration and intermediary management system capabilities and features, support and maintenance thereof within the IT and Solution team of Metropolitan Life.
Requirements
- Grade 12 National Certificate.
- Bachelor's Degree in Financial Accounting/Information Technology - Computer Science or Information Technology.
- At least 7 years’ experience in a financial accounting/software development team.
- In an environment which required validating work.
- Stakeholder relationship engagement and management.
- Responsibility for delivery in a fast moving environment.
- General business acumen.
- The financial services industry.
- Insurance industry.
- Budgeting and accounting principles.
- Business analysis and design.
- Project Management principles and methodologies .
- Systems Development Life Cycle (SDLC).
Duties & Responsibilities
INTERNAL PROCESS
- Become familiar and understand the full product life cycle and road map of the end to end commission and remuneration models and system implementations.
- Explain, train, guide and support the relevant support areas in the business and specifically the distribution channels.
- Support the PO and the delivery team by being able to translate the remuneration strategy and proposition into road maps to outline the vision and direction of the product offering.
- Elicit capability requirements from business, distil, prioritise and translate them into user stories with acceptance criteria in line with business expectations.
- Participate in the team ceremonies, including sprint planning, sprint reviews, retrospectives, and play an active role in mitigating impediments impacting successful completion of release or sprint goals.
- Work with Business Analysts to ensure prototyping/scenario planning takes place, and user stories and user journeys support the client and business outcomes.
- Create appropriate operational workflows to support the proposition in order to meet business needs.
- Assist with release plans and delivery expectation dates of new functionalities within agreed timelines.
- Be a knowledge leader with regards to the commission and behavioural remuneration keeping abreast with market, practices and client trends.
- Present back to relevant stakeholders on proposals that impact on product strategy, design, pricing, and the income or costs associated with the delivery of the product.
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 in order to ensure that client 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 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.
FINANCE
- Identify opportunities to enhance cost effectiveness and increase operational efficiency.
- Provide input into the risk identification processes and communicate recommendations in the appropriate forum.
- Actively participate in the external and internal audit processes as and when required.
- Support the Finance team with the annual target and monthly production schedules.
Competencies
- Passion to make a difference in the lives of people in the low to middle income markets.
- Extracting insights from data analyses.
- High degree of self-motivation and can work independent of supervision.
- Self-managing.
- Strong written and verbal communication skills;
- Naturally inquisitive mind-set, with a strong innovative tendency.
- Ability to function in a multi-disciplinary team environment including Marketing, Product & Solutions, IT and Client Insights.
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Role Purpose
- To provide technical marketing support to the business and sales channels supporting Momentum Health Solution business unit. This includes Momentum Medical Scheme, the low-cost benefit option Health4Me, Multiply and the closed scheme administration function.
Requirements
Experience
- 2- 5 years of relevant experience in the Healthcare industry
- 2-3 Technical Marketing in the Healthcare Industry
- 2-3 years of Sales and Marketing experience
- Exposure to product development, Healthcare pricing experience and/or benefit design
Qualifications
- Degree in Actuarial Science (Preferred) or Degree in Marketing
- Good progress in actuarial exams (Completed A level exams and A311 / attempting A311 or higher (preferred)
- Certified financial Planner (Preferred)
Duties & Responsibilities
- Develop technical marketing documents in response to, and in anticipation of, competitor positioning and industry issues.
- Provide competitor analyses and comparisons of products in the market and demonstrate understanding of buying and retention patterns/behaviour of the client base to effectively design and enhance the product with the aim to market to the right consumers effectively.
- Provide market positioning of existing products and services to underscore the superior product features and our wellness philosophy.
- Delivering efficient and consistent service and support to all internal and external clients, hence ensuring quality interaction and relationships with all stakeholders.
- Sign off on all Health and Multiply technical information communicated in various forms.
- Provide technical support to the sales channels.
- Develop tools and calculators for use by intermediaries and clients according to business needs.
- Market to intermediaries through the positioning of benefits via various marketing mediums and channels.
- Supports sales presentations by assembling quotations, proposals, videos, slide shows, demonstration and product capability booklets, and compiling account and competitor analyses.
- Training on products and presenting from time to time to intermediaries and clients in regional areas.
- Drive own performance and development keeping up to speed with the latest knowledge and trends.
- Assisting with the production of marketing materials and literature.
- Coordinating the production of a wide range of marketing communications.
- Providing support for marketing events and exhibitions as required.
- Assist with the collation of the information required for promotional literature.
- Assist with drafting articles and promotional material for the company.
- Position insights through presentations and media that translate to solutions and effective strategies.
- Produce market insights for both new benefits as well as enhancements to existing benefits.
- Reviewing written copy for websites, online libraries, and social media sites.
- Lead research projects and identify new product enhancements in our existing market.
- Keep abreast of any legal or regulatory developments that may affect our business.
- Coordinating the production of a wide range of marketing communications.
- Providing support for marketing events and exhibitions as required.
- Assist with the collation of the information required for promotional literature.
- Assist with drafting articles and promotional material for the company.
- Position insights through presentations and media that translate to solutions and effective strategies.
- Produce market insights for both new benefits as well as enhancements to existing benefits.
- Reviewing written copy for the websites, online libraries and social media sites.
- Lead research projects and identify new product enhancements in our existing market.
- Keep abreast of any legal or regulatory developments that may affect our business.
Competencies
- Delivering Results & Meeting Customer Expectations
- Personable, presentable, and articulate
- Effective project management skills
- Strong written skills and the ability to communicate complex ideas.
- Strong administration and organisation skills
- Be able to analyse data and trends and be able to effectively communicate the trends identified.
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Role Purpose
- Manage and motivate a team of Financial Advisors to deliver an excellent client experience and support the achievement of Metropolitan Channel sales targets.
Requirements
Qualifications:
- Matric or equivalent NQF Level 4 qualification
- FAIS Representative Regulatory Exam Level 5 passed
- 120 credit FAIS recognised qualification
Experience
- 3-5 years’ working experience in the insurance industry environment
- A Minimum of 2 years managerial experience in overseeing the rendering of financial advice to fulfil the duties of a compliant key individual and be registered with the FSP
- Class of Business 3 and 7 (Preferable)
Skills and Knowledge:
- Relationship building
- Networking
- Good communication
- Computer Literacy
- Financial services industry (relevant legislation, product and process knowledge, Class of Business knowledge
- People Management
Other requirements
- Driver’s license and own vehicle
Duties & Responsibilities
INTERNAL PROCESS
- Managing a team of Financial Advisors
- 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 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 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
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Role Purpose
- Manage and motivate a team of Financial Advisors to deliver an excellent client experience and support the achievement of Metropolitan Channel sales targets.
Requirements
Qualifications:
- Matric or equivalent NQF Level 4 qualification
- FAIS Representative Regulatory Exam Level 5 passed
- 120 credit FAIS recognised qualification
Experience
- 3-5 years’ working experience in the insurance industry environment
- A Minimum of 2 years managerial experience in overseeing the rendering of financial advice to fulfil the duties of a compliant key individual and be registered with the FSP
- Class of Business 3 and 7 (Preferable)
Skills and Knowledge:
- Relationship building
- Networking
- Good communication
- Computer Literacy
- Financial services industry (relevant legislation, product and process knowledge, Class of Business knowledge
- People Management
Other requirements
- Driver’s license and own vehicle
Duties & Responsibilities
INTERNAL PROCESS
- Managing a team of Financial Advisors
- 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 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 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
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Role Purpose
- The role of a Business Intelligence Analyst is to work with data analytics to analyze, interpret and communicate complex data sets to support business decisions. This role will work closely with underwriters, actuaries, claims assessors and other stakeholders to identify trends, patterns and insights that can be used to improve business performance, mitigate risk and enhance customer experience.
- This role will provide strategic recommendations based on data analysis with a focus on remuneration modelling, marketing and operational insights for process optimisation, and other ad-hoc procurement insights.
Requirements
- 2 years or more experience in Short-term Insurance
- Degree in Actuarial Science, Statistics, Business Sciences, Business Mathematics. Other degrees or postgraduate qualifications with a statistical/modelling aspect and/or experience will be considered.
- 2 years or more experience in Microsoft Excel, SQL
Duties & Responsibilities
- Build and maintain good working relationships with management across various regions and operational areas.
- Perform data analysis and advise on appropriate actions to be taken.
- Use statistical techniques to identify patterns, trends and insights that can be used to inform business decisions.
- Design and build analytical solutions to meet business needs.
- Assist with the cross-population of skills and ways of work that could find purpose in wider application.
- Ensure adherence to escalation procedures and mandates on system.
- Design and develop analytical reports in order to guide business decisions.
- Develop and manage a spectrum of partners that Momentum Insure could leverage off in designing the solutions to various identified opportunities.
Competencies
- Problem Solving
- Interpersonal Skills
- Producing Innovative solutions to problems
- Effective Communication (written and verbal)
Accountability
- Strong problem-solving ability using data techniques
- Enthusiastic and passionate about the job and the company
- Energetic and a quick worker
- Strong sense of Integrity and honesty
- Deadline and results oriented
- Organised, self-disciplined and self-motivated
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Role Purpose
Developing automated solutions for operational aspects such as on-call monitoring, disaster response, while complementing continuously delivery and infrastructure automation. Further, responsible for availability, latency, performance, efficiency, change management, monitoring and emergency response.
Requirements
- Relevant 3-year IT qualification or equivalent
- LPI certification
- 1+ years optional experience as a Developer, Tester or System Administrator
- 5+ years experience in a DevOps environment
- Insurance industry experience (desirable)
- Agile software development practices and tools (Atlassian, JIRA)
- Proficient with technologies used within the business (MMI-specific list)
- Minimum 1 object-oriented and 1 scripting language (PowerShell, Bash, Python)
- Linux / Unix experience
- Online version control systems (Subversion, GitHub, Bitbucket)
- Java application build processes and tools (CI/CD, including Ant, Gradle, Jenkins, and Artifactory)
- Monitoring and alerting tools (Alerta, Selenium, Prometheus, InfluxDB, Elastic Stackt, cloudwatch, cloudtrail, xray)
- Configuration management and containerisation tools (Terraform, Chef, Puppet, Salt, Ansible, Docker, Mesos or similar technologies)
- Cloud server environment administration (Amazon Web Services)
- Common data stores, both relational and NoSQL
- Knowledge of IPv4 networking, web protocols and Linux/Unix systems
- Knowledge and experience in microservices or service-oriented architectures (SOA and REST)
Duties & Responsibilities
- Responsible for the automation, enablement, availability, performance, monitoring, and incident response, among other things, of the platforms and services that our company runs and owns.
- Continuously improve observability to ensure the uptime and reliability of our applications and infrastructure.
- Comfort with frequent, incremental code testing and deployment.
- Working closely with architects and developers.
- Collaborating with the relevant developer to report, troubleshoot, and repair operational issues and performing and automating software deployments.
- Create / use infrastructure for implementing, administering cloud services and deployments.
- Monitor infrastructure and services to maximise uptime.
- Troubleshoot and help to resolve production issues to ensure systems and devices run smoothly.
- Identify ideas to improve system performance, best practises, cost effectiveness of services and impact availability.
- Work with DevOps Manager and team members to develop accurate work estimates on work packages.
- Liaise with foundation, database and platform Subject Matter Experts to automate installations and enhance the monitoring and maintenance of their disciplines.
- 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.
- Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.
- Develop and maintain productive and collaborative working relationships with peers and stakeholders.
- Positively influence and participate in change initiatives.
- Continuously develop own expertise in terms of professional, industry and legislation knowledge.
- Contribute to continuous innovation through the development, sharing and implementation of new ideas.
- Take ownership for driving career development.
- Contribute to 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
- Communication skills
- Problem-solving skills
- Interpersonal skills
- Critical thinking
- Business acumen
- Planning and Organising
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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
- 2-5 years' experience in a sales environment.
- Show good business acumen.
- Ability to work in a pressurized environment while at all times maintaining an eye for detail.
- Excellent Microsoft Office skills, particularly in excel and in financial modelling.
- Positive attitude, drive, flexibility and be professional at all times.
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.
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Role Purpose
- Business Development Consultants are committed, driven, results oriented advisers who are able to work on their own as well as in a team environment writing business in accordance with targets laid down by Momentum Insure. Business Development Consultants advise primarily on motor and household domestic insurance.
Requirements
- Matric/Grade 12
- FAIS Credits (min 30 credits in short term insurance if date of first appointment is before 2010); or if date of first appointment is on or after 01/01/2010, a full recognised qualification as per the FSCA qualification list
- FAIS Regulatory examination for Representatives (RE5)
- 12 CPD (continuous professional development) points
- Minimum of 3 years' experience in selling short term insurance either as a broker agent or tied agent
- Call center agents not preferred unless they have a minimum of 5 years' experience
- All required regulatory exams and accreditation
- One year's proof of commission earnings (minimum R10 000.00 pm)
- Candidate must have his own transport (CAR) and license
- Extensive knowledge of the Short-Term Insurance Industry
- Thorough understanding of the short-term insurance industry and products
- Thorough understanding of business principles
- Interpersonal Skills
- Ability to handle conflict
- Negotiation skills
- Problem solving skills
- Risk Assessment and analysis
- Insurance Principles and practice
- Customer and Personal Service
- Clerical and administrative procedures
- Be professional at all times with prospects, clients and other Momentum Insure stakeholders
- Presentation skills, both 1:1 and to groups
- Ability to present professionally
- Sales skills
- Prospecting skills
Duties & Responsibilities
- Source sufficient lead generating opportunities to ensure 10 client quotes per week and 40 per month minimum
- Minimum requirement of 8.5 written policies per month
- Maintain and update your Lead Generation Matrix on a weekly basis
- Once a quote is requested the consultant must contact client in order to conduct a proper needs analysis and offer professional advice
- Sign up a minimum of 5 active lead referral agents
- Complete weekly reports that reflect leads, quotes and sales as well as the source of the leads, average premium, total premium and any other pertinent information which may be required from time to time
- Keep up to date and fully informed on product comparisons with opposition products
- Stay abreast of Momentum Insure product changes and enhancements
- Be compliant in all activities in accordance with regulations and standards of all Insurance regulations and professional guidelines and ethics
- Maintain appropriate skills and knowledge in order to provide specialist, professional advice in all relevant business areas
- Maintain the required dress code and professional appearance
Competencies
- Technical Retail Acumen
- Retail Sales Skills
- Risk awareness
- Cross selling
Method of Application
Use the link(s) below to apply on company website.
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