Momentum Metropolitan Holdings, formerly MMI Holdings, is a South African-based financial services group was established on 1 Dec 2010, through the merger of Metropolitan and Momentum. We are specialists in long and short-term insurance, asset management, savings, investments, healthcare administration, health risk management, employee benefits and reward...
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Role Purpose
- To assess, manage, and continuously monitor the corporate credit risk to which Momentum Group shareholders are exposed, while overseeing the overall credit risk management of a portfolio of corporate and public sector exposures. This includes proactively identifying, measuring, and managing credit risk across all product types for a single obligor, group, and portfolio.
Requirements
MINIMUM QUALIFICATIONS:
- Bachelor's degree in finance, Statistics, Mathematics, Economics, or a related field; master's degree preferred.
- Professional qualifications such as CFA, CIMA, ACA, or ACCA are highly beneficial
MINIMUM EXPERIENCE:
- Minimum of 2 years of experience in credit risk assessment, financial analysis, or a related field.
KNOWLEDGE:
- Understanding of corporate credit risk, credit risk models and frameworks.
Duties & Responsibilities
Credit Risk Assessment:
- Perform in-depth fundamental credit analysis on a portfolio of corporate companies in diversified industries.
- Prepare ratings and Loss Given Default (LGD) for credit counterparties.
- Conduct industry and company-specific research to assess the creditworthiness of potential new credit investments.
- Perform a credit assessment on complex project finance and renewable energy deals.
- Discussion and presentation of the credit applications to the credit approval committee.
- Attend client meetings to maintain effective client relationships and ensure successful service delivery and support.
- Calculate impairments, when necessary, and report on impairments quarterly in the watchlist.
- Assess, monitor, and manage credit risk exposures within the corporate credit portfolio.
Data Management:
- Understand current credit and risk assessment tools, risk measurement and rating methodologies, including their underlying assumptions and potential weaknesses.
Reporting and Documentation:
- Create comprehensive documentation of credit risk models, methodologies, and assumptions.
- Prepare detailed credit risk reports and present them to senior management and stakeholders.
Stakeholder Collaboration:
- Build and maintain high-quality relationships with external stakeholders, including corporate clients, external lenders and legal counsel.
- Build and maintain high-quality relationships with internal stakeholders, including senior management, portfolio managers, and asset origination and legal teams.
- Work closely with quantitative analysts and data scientists to enhance model functionality.
Regulatory Compliance:
- Stay informed on relevant credit risk regulations and industry best practices.
- Ensure all credit risk activities comply with evolving regulatory standards.
Finance Process:
- Identify solutions to enhance cost-effectiveness and increase operational efficiency
- Manage financial and other company resources under your control with due respect
- Manage high-risk and problematic financial issues in the area of accountability and contribute to the development of policy
Competencies
- Strong computer skills, proficiency with Microsoft Office Suite, Murex, Excel and Power BI
- Clear and concise verbal and written communication skills
- Sound judgment, logical reasoning and strong drive for results and success
- Analytical thinking
- Problem-solving skills
- Willingness to learn
Closing Date
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Role Purpose
- To Set, prioritise and evaluate the work generated by development teams, ensuring the delivery of high-quality products meeting all necessary requirements, features and functionality.
Requirements
Experience:
- 3-5 years relevant experience as a Product Owner or Product Consultant (essential)
- 5 -8 years relevant experience as a Business Analyst, Product Owner, Business Support/Technical Specialist (essential) Experience of managing projects, BAU work and product road map prioritisation (essential)
- Exposure to diverse IT solution implementation in a variety of environments (desirable),
- 2 years relevant experience as a Product Owner or Product Consultant (essential)
- 5 years relevant experience as a Senior Developer, Project Manager, Business Analyst, Development Manager or Agile Coach (essential)Experience of managing projects, BAU work and product road map prioritisation (essential)
- Exposure to diverse IT solution implementation in a variety of environments (desirable)
Qualifications :
- Relevant tertiary qualification (Business, IT, Engineering, or similar)
Duties & Responsibilities
Responsibilities
- Responsible for the full product life cycle and road map of end to end products including visibility, finance, marketing and enhancement of product value proposition within the business area.
- Translate the product strategy and proposition into road maps to outline the vision and direction of the product offering.
- Ensure the customer journey forms part of the product proposition and socialise the product vision with team and relevant stakeholders in order to meet business requirements.
- Elicit product 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 and User Experience (UX) to ensure product prototyping takes place, and product user stories and user journeys support the client and business outcomes.
- Manage the Product Backlog and make decisions linked to the Epics, Features and User Stories, ensuring they meet all appropriate criteria before deployment.
- Create visibility of the items on the backlog ensuring that the items are understood, sized by the correct people and in order of priority.
- Finalise all appropriate marketing, reporting, communication, training, legal, security and operational requirements are in place before deployment, adhering to Agile methodology and best practice standards.
- Create appropriate operational workflows to support the proposition in order to meet business needs.
- Lead product release plans and delivery expectation dates of new functionalities within agreed timelines.
Competencies
- Business Acumen
- Client/ Stakeholder Commitment
- Impact and Influence
- Drive for Results
- Self-Awareness and Insight
- Leads Change and Innovation
- Diversity and Inclusiveness
- Motivating and Inspiring Team
- Growing Talent
Closing Date
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Role Purpose
- Effectively execute, monitor and manage all claims procurement-related initiatives, processes, procedures, systems and partners. Monitor all claims costs, client experience, service provider management, contract management, driving preferential procurement towards Broad-Based Black Economic Empowerment businesses and supporting Enterprise & Supplier development partners in line with Momentum Insurer's transformation objectives.
Requirements
- Relevant Degree
- Certificate in Procurement supply chain management will be beneficial
- 3 – 5 Years Year’s short-term experience
- 5 years plus claims procurement experience
- 4 years plus Experience in the claims supply and service chain
- Experience with incident managers
- Relevant regulatory and compliance requirements
- Knowledge of the competitor landscape
Duties & Responsibilities
- Managing Motor Body Repairers, salvage, glass, and car hire and Assist service providers within the claims service chain
- Monitor and track work allocation on Codeplex in accordance to the algorithm
- Drafting and reviewing of Service Level Agreements in conjunction with Legal
- Conduct monthly service provider audits to confirm if the Service Level Agreements are adhered to
- Hold monthly one-on-one meetings to discuss any performance & development topics with service providers.
- Resolve service provider complaints, track work in progress, and report deviations that impact CSI and complaints ratio
- Engage service providers to identify opportunities that impact the average claims cost and loss ratio in the Motor category
- Work closely with Motor Assessors to manage track repairs, TAT, workmanship, initial and final costings
- Be assertive and interacting with partners daily
- Support the Claims Procurement strategic objectives
- Partner with Momentum Insure’s internal stakeholders (Actuarial, Underwriting, Legal, Claims, Sales and Servicing) including communication and training.
- Investigate and report on potentially fraudulent service providers.
- Identify innovative opportunities to improve efficiencies & client experience and manage claims costs
- Manage service provider relationships and performance [including performance management & termination]
- Present procurement initiatives to the Claims Procurement Steering Committee
- Implement procurement initiatives
- Manage Broad-Based Black Economic Empowerment initiatives and legislative requirements
- Manage Enterprise and Supplier Development initiatives and legislative requirements
- Draft monthly reports for the Head of Claims Procurement and the Procurement Steering Committee
- Facilitate onboarding of new MBRs in line with the Procurement Policy
- Maintain service provider profiles on Codeplex to ensure compliance
- Data analytics for purposes of strategic decision making on the Motor commodity
Competencies
- Communication skills
- Problem-solving skills
- Planning and organising skills
- Interpersonal skills
- Business acumen
- Client-centric mindset
- Detail orientated: Specifically building standards and rates
- Accountability
- Negotiating skills/solution driver
- Conflict Management
- Knowledge of the procurement claims value chain
Closing Date
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Role Purpose
The role is responsible for the coordination of the Ex Gratia function as follows:
- Attending Scheme engagements, including but not limited to Ex Gratia meetings, and present performance where required
- Building and maintaining relationships with key stakeholders
- Preparation and submission of meeting documents and reports to the Scheme
- Performing Secretarial Role at the Ex gratia Committee Meetings
- Executing all Scheme Related Directives and Mandates
Requirements
- Matric or equivalent
- Relevant tertiary qualification will be an advantage
- Minimum of 3 - 5 years’ experience in Medical Aid Industry, in the same and or similar environment
- Proven track record of Client relationship
- Extensive computer experience on Ms Word, Ms Excel and Outlook
- Basic knowledge of claims and reading filters
Duties & Responsibilities
PROCESS
- Coordinate and provide a professional service to GEMS where special grants are awarded, in cases where medical expenditure, in excess of the Scheme’s available limits, has caused or would cause financial hardship for members.
- Keep accurate documentation and reports of all processed, approved and rejected Ex Gratia cases and ensure that these are recorded into the system.
- Perform quality checks on cases and outcome letters prepared.
- Ensure all cases are completed accurately and comply with internal policies before referral to Medical Advisors and the Ex Gratia Committee.
- Maintain accurate records of all filters loaded, usage of approved grants and amounts authorised by the Scheme’s Ex Gratia committees.
- Efficient and accurate investigations, administration and communication of all Ex Gratia applications and queries.
- Establish and maintain knowledge of Ex Gratia Guidelines, Scheme Rules, Benefit Exclusions and Claims operational systems for GEMS.
- Distribute meeting Agenda and documentation prior to Committee meeting in accordance with the Scheme’s Service Level Agreement.
- Attend and participate in the Ex Gratia Committee meetings.
- Present prepared Ex Gratia applications to the Committee.
- Make recommendations to the Committee with regards to Ex gratia applications received.
- Capture all application decisions and actions from the Ex Gratia Committee meetings.
- Provide secretarial services to the relevant meeting and provide minutes of the meeting to the Ex Gratia Committee.
- Prepare accurate and up to date statistics relating to Ex gratia applications processed for a particular reporting period.
- Prepare all quarterly reports as required by the Ex Gratia Committee.
- Investigate and record all ex gratia approvals and submit for sign-off post Ex Gratia Committee meetings.
Competencies
- Excellent Written and Verbal communication skills
- Ability to interact with a range of stakeholders in a professional manner
- Client service orientation
- Perform under pressure in a deadline driven environment
- Ability to work independently and to function effectively within a team
- Excellent planning, time management and organising skills
- Strong decision making capabilities
Closing Date
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Role Purpose
- Attract, acquire and retain clients by selling company products to generate new business and to provide after sales service to clients to ensure client retention, increase market share and contribute to the overall business objectives and its long-term viability.
Requirements
- 2 - 3 years experience in a Sales/ Call Centre environment (essential)
- 2 years’ experience in the insurance and/or financial services industry rendering financial advice (advantageous)
- Matric or equivalent NQF 4 qualification
- National Senior Certificate in Finance/ Business Management and or equivalent relevant qualification
- FAIS Compliance Requirements
- Regulatory examination (RE) 5
- Driver’s license and own transport (desirable)
Duties & Responsibilities
INTERNAL PROCESS
- Engage with prospective clients 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
Closing Date
go to method of application »
Role Purpose
- Attract, acquire and retain clients by selling company products to generate new business and to provide after sales service to clients to ensure client retention, increase market share and contribute to the overall business objectives and its long-term viability.
Requirements
- 2 - 3 years experience in a Sales/ Call Centre environment (essential)
- 2 years’ experience in the insurance and/or financial services industry rendering financial advice (advantageous)
- Matric or equivalent NQF 4 qualification
- National Senior Certificate in Finance/ Business Management and or equivalent relevant qualification
- FAIS Compliance Requirements
- Regulatory examination (RE) 5
- Driver’s license and own transport (desirable)
Duties & Responsibilities
INTERNAL PROCESS
- Engage with prospective clients 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
Closing Date
go to method of application »
Role Purpose
- Ensure the smooth running of the disability management administration function by efficient coordination of related tasks. To provide an effective and efficient service to clients and intermediaries by receiving, evaluating, and responding to queries timeously.
Requirements
Experience And Qualifications
- Grade 12 (NQF Level 4)
- At least 2 years' experience in the Employee Benefits and Insurance Industry is advantageous
- Successful completion of Yenzani training is preferred
- A working knowledge of Office 365
- Intermediate Excel skills
Duties & Responsibilities
- Responsible for the timely and accurate management and co-ordination of new and existing disability claims, in collaboration with claims assessors and administrators.
- In collaboration with the disability claims assessor, responsible for requesting outstanding or additional information required for the claims assessment required by the assessor.
- Responsible for summarising documents and information received into an accurate and relevant summary, which can be utilised by the claims assessor in the claims assessment process.
- Validate all information and data received from claimants for new and existing claims, using policy documents and system information.
- Suspend or terminate claims based on non-submission of requirements.
- Provide an efficient administrative support function to the claims assessors.
- Update workflow system and upload documents with personal and claimant information.
- Monitor, manage and report on items within the assessor's workflow queue.
- Manning of system mailboxes.
- Ensure adherence to specific turn-around times of each disability claim attended to.
- Take accountability for following up on outstanding information from clients, which is necessary for the claims assessment.
- Provide accurate and timely feedback to clients on the status of their claims and manage their feedback accordingly.
- Provide up-to-date and accurate disability status reports to clients.
- Build and maintain relationships with clients and internal and external stakeholders.
- Deliver on service level agreements made with clients and internal and external stakeholders in order to ensure that client expectations are managed.
- Make recommendations to improve client service and fair treatment of clients within area of responsibility.
- Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.
- 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.
- Identify opportunities to enhance cost effectiveness and increase operational efficiency.
- Provide input into the risk identification processes and communicate recommendations in the appropriate forum.
Competencies
- Planning and Organisation Skills
- Accountability
- Adaptability
- Results Orientation
- Attention to Detail
- People Skills
- Customer Orientation
- Business Administration Skills
- Business Writing Skills
- Communicating with Impact
Closing Date
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Role Purpose
- The Data Architect is responsible for shaping and driving the organisation’s data strategy through the design, oversight, and enhancement of the enterprise data architecture. This role ensures all data initiatives, platforms, and models align with the Group’s broader data framework and strategic direction.
- The Data Architect plays a key role in translating business strategy into practical, scalable data capabilities. This includes influencing and educating stakeholders on data platforms, best practice usage, and the value of data-driven decision-making. The position oversees the implementation and monitoring of data-related work and projects to ensure adherence to architectural standards, governance practices, and long-term data capability maturity.
Requirements
- Bachelor’s degree in Computer Science, Information Technology, or related field
- Advantageous: Certifications in data architecture, data management, cloud platforms, data analytics, machine learning, applied AI or enterprise architecture
- 5–7 years’ experience in data architecture, data modelling, data analytics, machine learning, applied AI or enterprise data management.
- Deep understanding and proven success of building data frameworks, embed data governance, metadata management, and creating and socialising master data principles.
- Strong proficiency with database technologies, data integration patterns, and modern data platforms (cloud/on prem)
- Experience with Azure, AWS or Google Cloud data services
- Ability to influence stakeholders and drive adoption of data practices
- Excellent analytical, conceptual, and problem-solving skills
- Strategic & technical AI/analytics leadership
- AI-driven opportunity identification
- AI & analytics capability roadmap shaping
Duties & Responsibilities
Perspective: Strategy & Process
- Lead the development, evolution, and socialisation of the organisation’s data and AI architecture in alignment with the Group’s data strategy and enterprise data framework.
- Provide strategic input on how data and AI capabilities, platforms, and processes should evolve to support business strategy.
- Translate strategic objectives into tactical implementation plans for data and AI projects and data platform enhancements.
- Design, refine, and govern enterprise data and AI models, flows, and integration patterns that ensure consistency, scalability, and interoperability.
- Monitor and evaluate execution of data and AI related projects to ensure adherence to standards, architectural principles, and business value outcomes.
- Establish and maintain data and AI architecture standards, reference architectures, design patterns, and documentation.
- Identify opportunities to optimise data availability, data quality, and data usage across the organisation.
- Partner closely with data engineering, AI and BI teams to ensure smooth implementation of data solutions.
Perspective: Finance
- Ensure strategic data and AI decisions balance long term sustainability with cost effectiveness.
- Evaluate data platform and AI investments, ensuring alignment to architectural direction and maximum return on investment.
- Support financial and business analytics functions with accurate, well governed data structures and processes.
- Track and optimise the cost of storage, compute, and data movement across environments.
Perspective: Client Services / Stakeholder Engagement
- Influence, guide, and educate business stakeholders on data platform capabilities, AI opportunities, appropriate usage, and data-driven decision making.
- Act as the key advisor on data and AI implications of business initiatives, ensuring alignment with architectural principles and data governance requirements.
- Promote and embed a culture of responsible data usage and ownership across the business.
- Translate complex data and AI architecture concepts into clear, business-friendly language.
- Provide consultation and training to teams to uplift data and AI literacy and capability.
Perspective: People
- Foster an environment of cross-functional collaboration and shared accountability for data assets.
- Mentor and support team members involved in data and AI engineering, analytics, and data management.
- Promote continuous learning and professional development related to modern data and AI practices, tools, and frameworks.
- Encourage knowledge sharing to uplift organisational data and AI capability maturity.
Competencies
Knowledge / Skills / Attributes
- Strong analytical, conceptual, and data modelling skills
- Strategic thinker with the ability to translate business goals into architectural direction
- Excellent communication, stakeholder management, and influencing skills
- Adaptability and resilience in rapidly changing environments
- Solid project management skills and the ability to track and oversee multiple initiatives
- Passion for data and AI enablement, education, and capability uplift
- AI/ML architecture knowledge
- Ability to convert AI concepts into business value
- Integration of AI into enterprise data architecture
- Collaboration with data scientists/engineering for AI-enabled delivery
Closing Date
go to method of application »
Role Purpose
- Attract, acquire and retain clients by selling company products to generate new business and to provide after sales service to clients to ensure client retention, increase market share and contribute to the overall business objectives and its long-term viability.
Requirements
- Matric/ N4 Equivalent Qualification.
- FAIS requirements based on DOFA date
- Relevant regulatory examinations if you are already working in the financial services industry.
- 1 - 2 years’ experience for individuals with undergraduate degree (preferred)
- 2 - 3 years in a Sales environment
- Strong computer literacy skills
- Fluency in English
Duties & Responsibilities
- Engage with prospect clients to understand their financial needs.
- Sell products that align with the clients’ financial requirements.
- Accurately record client information and sales details
- Achieve targets related to production, quality and conversion.
- Comply with legislative regulations and adhere to all compliance requirements.
Competencies
- Verbally fluent
- Numerical reasoning ability
- Be able to plan and manage their time.
- Self-reliant
- Be resilient (drive, determination, risk tolerance, bounce back after setbacks)
- Manage relationships well.
- Demonstrate sales behaviors (deal with difficult clients, competitive, achieving, persistent).
- Be entrepreneurial (set ambitious, targets, self-reliant, financial prosperity in high-risk environment, autonomy)
Closing Date
go to method of application »
Role Purpose
- Attract, acquire and retain clients by selling company products to generate new business and to provide after sales service to clients to ensure client retention, increase market share and contribute to the overall business objectives and its long-term viability.
Requirements
- 2 - 3 years experience in a Sales/ Call Centre environment (essential)
- 2 years’ experience in the insurance and/or financial services industry rendering financial advice (advantageous)
- Matric or equivalent NQF 4 qualification
- National Senior Certificate in Finance/ Business Management and or equivalent relevant qualification
- FAIS Compliance Requirements
- Regulatory examination (RE) 5
- Driver’s license and own transport (desirable)
Duties & Responsibilities
INTERNAL PROCESS
- Engage with prospective clients 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
Closing Date
go to method of application »
Role Purpose
- Attract, acquire and retain clients by selling company products to generate new business and to provide after sales service to clients to ensure client retention, increase market share and contribute to the overall business objectives and its long-term viability.
Requirements
- 2 - 3 years experience in a Sales/ Call Centre environment (essential)
- 2 years’ experience in the insurance and/or financial services industry rendering financial advice (advantageous)
- Matric or equivalent NQF 4 qualification
- National Senior Certificate in Finance/ Business Management and or equivalent relevant qualification
- FAIS Compliance Requirements
- Regulatory examination (RE) 5
- Driver’s license and own transport (desirable)
Duties & Responsibilities
INTERNAL PROCESS
- Engage with prospective clients 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
Closing Date
go to method of application »
Role Purpose
- Attract, acquire and retain clients by selling company products to generate new business and to provide after sales service to clients to ensure client retention, increase market share and contribute to the overall business objectives and its long-term viability.
Requirements
- 2 - 3 years experience in a Sales/ Call Centre environment (essential)
- 2 years’ experience in the insurance and/or financial services industry rendering financial advice (advantageous)
- Matric or equivalent NQF 4 qualification
- National Senior Certificate in Finance/ Business Management and or equivalent relevant qualification
- FAIS Compliance Requirements
- Regulatory examination (RE) 5
- Driver’s license and own transport (desirable)
Duties & Responsibilities
INTERNAL PROCESS
- Engage with prospective clients 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
Closing Date
go to method of application »
Role Purpose
- Attract, acquire and retain clients by selling company products to generate new business and to provide after sales service to clients to ensure client retention, increase market share and contribute to the overall business objectives and its long-term viability.
Requirements
- 2 - 3 years experience in a Sales/ Call Centre environment (essential)
- 2 years’ experience in the insurance and/or financial services industry rendering financial advice (advantageous)
- Matric or equivalent NQF 4 qualification
- National Senior Certificate in Finance/ Business Management and or equivalent relevant qualification
- FAIS Compliance Requirements
- Regulatory examination (RE) 5
- Driver’s license and own transport (desirable)
Duties & Responsibilities
INTERNAL PROCESS
- Engage with prospective clients 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
Closing Date
Method of Application
Use the link(s) below to apply on company website.
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