Job Vacancies at Momentum Metropolitan Holdings Limited

Requirements:

• Matric or NQF 4 qualification.
• Successfully completed Mathematics or MathematicalLiteracy with a minimum score of40%.
• Passed both English and another South African language with aminimum score of 40%.
• Proficient in using computer systems and applications.
• Demonstrate a solid understanding of digital tools and technologies

Duties & Responsibilities

PROCESS 

• Participate actively in classroom sessions and practical on-the-job training, aligning tasks with the requirements of the learnership program.
• Develop a deep understanding ofthe company's products, policies,and procedures, crucial for successful on-the-job training activities.
• Compile a comprehensive portfolio of evidence, meticulously prepared for submission to SETA.
• Maintain detailed logbooks forwork-based learning, ensuring a thorough record of practical experiences.
• Successfully complete formative and summative assessments,achieving the required proficiency level.
• Demonstrate adeptness inutilising company systems andgrasping operational processes,ensuring efficient workflow.

CLIENT

• Foster and nurture relationships with clients, internal, and external stakeholders, cultivating anetwork built on trust and respect.
• Adhere to service level agreements for clients and stakeholders, managing expectations effectively.
• Provide recommendations for enhancing client service and ensuring fair treatment,proactively improving service quality.
• Participate in a culture promoting meaningful relationships,encourage open feedback, and uphold exceptional client service standards.
• Monitor and enhance turn around times and quality standards,swiftly resolving issues to elevate client service delivery.
• Drive the achievement of client service delivery goals, aligning with predefined standards for expert advice and service.
• Manage client queries efficiently,ensuring accurate resolution and utilising feedback to refine client service and operational processes.

PEOPLE

• Building strong relationships and fostering positive expectations among colleagues.
• Continuously enhance expertise in industry-specific knowledge,applying it effectively in specialised areas.
• Positively influence and support change initiatives.
• Encourage a culture of innovation,actively developing, sharing, and implementing new ideas within the team.
• Promote a work-centric mindset,emphasising productivity, service excellence, and quality management.
• Take ownership of career development, proactively driving personal and professional growth opportunities.
• Exhibiting the core organisational values consistently.

FINANCE

• Identify solutions to enhance cost-effectiveness and operational efficiency, driving financial prudence.
• Escalate unresolved policy and governance compliance issues,facilitating thorough investigation and resolution.
• Participate in risk identification processes, communicating recommendations effectively in relevant forums.

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Requirements

• Matric or equivalent NQF 4 qualification
• 1-2 years’ experience in a sales and/or customer service role
• 1-2 years’ experience in the insurance and/or financial services industry rendering financial advice (advantageous)
• 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&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.

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Role Purpose

• The purpose of the role is to lead a regional team of experienced insurance professionals to execute on the short-term insurance strategy of the MMH Group and drive sales in line with the company's strategic objectives through efficiently and effectively delivering all Momentum Insure short term products to customers in our defined target market.
• This will include the achievement of product sales targets through an advice led face to face tied agency sales force ensuring an excellent, consistent customer experience across all products at the lowest possible acquisition cost.
• The role involves the development of the sales function to its optimal size to ensure full coverage of the demarcated region by continuously developing and refining the regional strategy, the active and deliberate deployment of the resources, the opening and developing of suitable and quality sources, running of sales campaigns in line with the channels and businesses strategic objectives, overseeing people, budgeting, optimizing systems, and processes.

Requirements

Qualifications:

• FAIS Regulatory examination RE1 (Key Individual exam) FAIS Accreditation (RE/FSB recognized qualification) FAIS Regulatory exam RE5 (Reps) Class of Business training will be to your advantage.
• 18 CPD (Continuous Professional Development) points NQF 7 Level: Bachelor’s Degree / Advanced Diploma relevant to industry Leadership or Management studies/qualification advantageous

Experience:

• Financial sector experience (Banking, Insurance, Investments)
• 5 –7 years' experience managing managers who manage teams (essential)
• 7 –10 years' experience in a Sales environment (essential) Business process experience: new business, underwriting, claims. Must have experience in both personal and commercial lines.

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Requirements

• Bachelor’s degree in business, Finance, or Information Systems
• Certifications such as CBAP (Certified Business Analysis Professional) are advantageous
• 5-7 years of experience in business analysis, process improvement, or a related role, preferably within operational management or trading environments
• Experience in financial markets (banking or insurance industry)

Duties & Responsibilities

• Business Understanding: Applies an in-depth understanding of the business and operating model, focusing on processes relating to the trading environment (FO, MO, BO, Collateral management, and Treasury functions) and how they integrate with broader balance sheet management objectives.
• Requirements Elicitation: Actively leads requirements gathering for BRS and business cases, translating loosely defined needs or complex business requirements into clear specifications. Facilitate workshops to engage stakeholders, uncover insights, and align on detailed requirements, ensuring clarity and feasibility for delivery.
• Gap Analysis: Conducts comprehensive gap analysis, identifying and documenting areas for improvement in processes, people, tools and data. Analyse and document discrepancies between current and desired future states.
• Change Impact Analysis: Evaluates change impacts on people, processes, tools, and data across functional areas.
• Process Mapping: Develops both current and future-state process flows, ensuring alignment with business objectives and improvement goals.
• Documentation: Produces detailed architectural and integration diagrams, highlighting dependencies and interconnections across functions. Ensures traceability of business requirements throughout the change initiative lifecycle. Documenting dependencies and risks, focusing on how changes affect process flows, data integrity, system integrations, and people’s roles. Ensures documentation is detailed enough to support process redesign, alignment to business objectives, and handover to technical teams.
• Process Improvements: Identifies inefficiencies within processes and recommending tactical process improvements to address gaps and streamline operations in a way that supports business goals. Documents suggested improvements, providing actionable insights to stakeholders.
• Stakeholder Management: Manages stakeholder expectations, ensuring alignment and clear communication throughout projects. Handles complex stakeholder relationships to ensure effective collaboration and clarity on business objectives.
• Solution Validation and Testing: Designs and validates solutions, conducting testing and gathering user test cases for evaluation.
• Data Analysis: Conducts targeted data analysis, using insights to support decision-making and recommend process adjustments.
• Risk Identification: Identifies and mitigates operational risks as they relate to the trading environment's processes and systems. Working with stakeholders to ensure continuity and business integrity.
• Business Continuity Management (BCM): Elicits detailed test cases, designs response plans, documents recovery processes, and coordinates disaster recovery testing.
• Decision Support and Advisory: Offers guided analysis and recommendations to the Head of Operational Management, expected to justify suggestions and provide contextual insights to support decision-making. Has moderate decision-making autonomy, contributing informed recommendations that influence business choices.

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Requirements

Total Experience

• 2-3 years' experience as a developer, with at least one year exposure and experience to low-code software and environments (Microsoft Power Platform preferred)

Relevant Experience

• Microsoft Power Platform (Power Apps, Power Automate, Power BI, and Dataverse) at a PL-200 level (PL-400 advantageous).
• Experience with JavaScript, HTML5, and CSS3
• Experience with relational database structure and design
• Experience using Microsoft SQL Server Management Studio
• Knowledge of data security and compliance best practices

Qualifications

• Bachelor’s degree in Computer Science, Information Technology, or a related field

Duties & Responsibilities

• Build model-driven and canvas apps/custom pages
• Create Power Automate flows extending and supporting the Power Apps developed
• Create and maintain Power BI reports relating to the suite of low-code solutions
• Testing and Quality Assurance
• Contribute to user acceptance testing (UAT) and training material to ensure that functionality is working correctly
• Prepare and maintain documentation, including solution design, data models, process flows, and user guides

go to method of application »

Requirements

• Matric or equivalent NQF 4 qualification
• 1-2 years’ experience in a sales and/or customer service role
• 1-2 years’ experience in the insurance and/or financial services industry rendering financial advice (advantageous)
• Compliance with FAIS Fit and Proper requirements
• Finance or Business related tertiary qualification (desirable)
• Driver’s license and own transport (desirable)

Duties & Responsibilities

• Engage with prospect clients to understand their financial needs.
• Sell products that align with the clients’ financial requirements.
• Accurately record client information and sales details
• Achieve targets related to production, quality and conversion.
• Comply with legislative regulations and adhere to all compliance requirements.