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  • Posted: Jun 10, 2022
    Deadline: Not specified
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    Momentum is a trusted partner on your journey to financial wellness. We guide you by offering leading advice, products and services. We are committed to helping you fulfill your lifelong financial needs, by providing relevant and unique solutions to suit your budget and individual circumstances. It is our aim to build and maintain enduring relationships by p...
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    Retail Development Consultant (Bloemfontein)

    Role Purpose    
    The Retail Development Consultant crafts passionate, energetic, and meaningful partnerships with IFAs  that will stand the test of time. Product, market, and sales intelligence will set them apart from their counterparts. The consultant/IFA relationship will be strengthened by ease of doing business, first-class services, deep business analysis and continuous improvement of the IFA's business.

    Requirements    
    Qualifications:

    • 3-year BCom degree in the following fields: Business Management, Marketing, Communications, Finance and Legal (essential)
    • Willingness to study towards the degree and recognition of prior learning if you have 3+ years of experience working in MDS.
    • CFP is an advantage

    Experience:

    • 1 to 3 years' financial service industry experience (desired)
    • 1-year relevant sales experience (essential)
    • Experience in Momentum Myriad and Investo products is an advantage
    • Strong business acumen with sound knowledge in risk assessments, claims, underwriting, tax, business assurance
    • Knowledge of financial services industry and insurance products (desired)
    • Technology Savvy

    Duties & Responsibilities    
    Engage:

    • Be visible to the IFA in order to understand their needs and drive their value proposition
    • Visit the IFA and IFA office based on a defined plan and deliver a message
    • Analyse, monitor and/or increase prescribed weekly activities to exceed sales targets.
    • Present the professional, disciplined nature of the IFA Agenda and minutes of all meetings

    Enthuse:

    • Understand who we are targeting, the landscape they are working in, competitor influences, events that will enthuse, critical moments of truth used.
    • Ensure long-lasting, deep, and meaningful relationships with the IFA
    • IFAs to move from non-active supporters to active supporters, to ambassadors

    Educate:

    • IFA having the perception that Momentum are thought leaders.
    • Be the IFA's source of information within Momentum
    • Be accountable, innovative, excellent, honest, diverse, and influential in your business dealings
    • Enable better financial planning and advice outcomes

    Enable:

    • IFA having the perception that Momentum are thought leaders.
    • Be the IFA's source of information within Momentum
    • Be accountable, innovative, excellent, honest, diverse, and influential in your business dealings
    • Enable better financial planning and advice outcomes
    • Achieve and/or exceed the minimum production targets,
    • Achieve and/or exceed the minimum productive IFAs required

    Competencies    

    • Leading change and innovation
    • Diversity and inclusiveness
    • Drive for results
    • Ability to drive and influence IFA commitment
    • Collaboration
    • Impact and influence
    • Growing talent
    • Self-awareness and insight

    Closing Date: 14th, June 2022

    go to method of application »

    Junior Compliance Officer

    Role Purpose    

    • Implement the compliance strategy aligned to the compliance monitoring plan to enable the business within a legal framework.

    Requirements    

    • 2 - 5 Years compliance related experience
    • Experience in the insurance and financial services industry (preferred)

    Formal qualifications

    • Qualifications as per fit and proper requirements to be registered as a licensed compliance officer with the FSCA, Specific licensing or registration
    • Registered as licensed compliance officer with the FSCA, Specific licensing or registration
    • Registered with the Compliance Institute of Southern Africa, Formal qualifications
    • Degree in Commercial, Risk Management, Audit, Finance, Legal, Business or related field, Formal qualificationsLegal qualification, 
    • Post graduate qualification in Compliance Management,
    • Degree in Commercial, Risk Management, Audit, Finance, Legal, Business or related field,
    • Formal qualifications:Legal qualification,
    • Formal qualifications:Post graduate qualification in Compliance Management,
    • Formal qualifications:Qualifications as per fit and proper requirements to be registered as a licensed compliance officer with the FSCA, Specific licensing or registration:Registered as licensed compliance officer with the FSCA, Specific licensing or registration:Registered with the Compliance Institute of Southern Africa,
    • Relationship management
    • Presentation skills
    • Reporting writing skills
    • Project Management skills
    • Communication skills
    • Planning and organising skills
    • Exposure to interpretation of legislation for insurance and financial services environment
    • Exposure to aspects of the compliance risk management framework.
    • Understanding of the insurance and financial services industry;
    • Knowledge of Regulation i.e. FAIS,FICA,POPIA, LTIA, Pension Funds Act, CoFI, FSCR
    • Knowledge and understanding of the typical products offered by organisation

    Duties & Responsibilities    
    INTERNAL PROCESS

    • Execute compliance activities based on the Compliance Monitoring Plan in order to provide assurance on the level of regulatory compliance
    • Monitor new regulatory mandates, rules and requirements, ensure that compliance policies are kept up to date and that revisions are disseminated in a timely manner
    • Design and implement compliance training and educational programmes; actively participate in management training, including new starter induction programmes
    • Provide advice on compliance with applicable laws and regulations to the business to ensure ongoing adherence and compliance.
    • Assess the possible impact of any regulatory development on the operations of the business and work with the business with regard to compliance
    • Conduct compliance monitoring reviews and audits based on audit schedule and ad hoc requirements as required by the Internal Auditor or business leader
    • Review and monitor completed audits and follow up on any recommendations made
    • Execute the regulatory compliance breach management and follow-up process in order to address the identification, analysis and resolution processes to be followed as well as the escalation procedures.
    • Provide professional advice and guidance to business regarding compliance matters.
    • Contribute to the initiation of critical statutory projects relevant to the business and monitor the appropriate implementation thereof by the business.
    • Create awareness within business regarding new compliance requirement or provide guidance on potential impact of compliance requirements
    • Support the business stakeholders identify compliance risks or weaknesses for which the business should consider additional mitigating action, or processes and/or procedures.
    • Initiate, contribute and prepare the necessary documentation for the submission of business enabling statutory applications to applicable regulatory and industry or supervisory bodies
    • Build relationships with internal and external stakeholders as well as the wider compliance community within the MMI Group.
    • Provide input from a compliance perspective and act as trusted advisor in business projects and initiatives.
    • Deliver compliance reports that highlight compliance activities and instances of non-compliance, both internal and external within agreed time frames.
    • Initiate and contribute to the review of all critical business policies from a regulatory compliance perspective and make recommendations for improvement.
    • Identify, assess, manage, monitor and report on compliance risks that the company face.
    • Execute compliance activities based on the Risk-based compliance plan in order to provide assurance on the level of regulatory compliance.

    CLIENT SERVICE

    • Build and maintain relationships with internal and external stakeholders
    • Contribute to the process of negotiating objective and realistic service level agreements, monitor appropriateness and recommend adjustments
    • 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

    Competencies    

    • Examining Information : Analyses and processes information; asks probing questions; strives to find solutions to problems.,
    • Documenting Facts : Writes fluently when documenting facts; understands arguments logically; focuses on finding facts.,
    • Adopting Practical Approaches : Applies practical skills when investigating issues; prefers to learn by doing; is practically minded and applies common sense., Providing Insights : Is focused on continuously improving things; provides insights by identifying key issues; makes intuitive judgments.,
    • Interacting with People : Is lively and projects enthusiasm; is talkative in making contact; is focused on interacting and networking with people.,
    • Articulating Information : Is articulate in giving presentations; is eloquent and explains things well; projects social confidence when articulating information.,
    • Upholding Standards : Behaves ethically and justly; is discreet and maintains confidentiality; meets commitments by acting with integrity.,
    • Examining Information:Analyses and processes information; asks probing questions; strives to find solutions to problems.,
    • Documenting Facts:Writes fluently when documenting facts; understands arguments logically; focuses on finding facts.,
    • Adopting Practical Approaches:Applies practical skills when investigating issues; prefers to learn by doing; is practically minded and applies common sense.,
    • Providing Insights:Is focused on continuously improving things; provides insights by identifying key issues; makes intuitive judgments.,
    • Interacting with People:Is lively and projects enthusiasm; is talkative in making contact; is focused on interacting and networking with people.,
    • Articulating Information:Is articulate in giving presentations; is eloquent and explains things well; projects social confidence when articulating information.,
    • Upholding Standards:Behaves ethically and justly; is discreet and maintains confidentiality; meets commitments by acting with integrity.

    Closing Date: 16th, June 2022

    go to method of application »

    Pharmacist Assistant (Centurion and Cape Town)

    Role Purpose    
    Provide an effective and efficient service to providers and members by administering the process of chronic diagnosis and medicine authorization and to give support to the DUR Pharmacists and other Health teams for the various clients under the administration of MHS.

    Requirements    

    • Matric
    • Post Basic Pharmacist Assistant qualification registered with the South African Pharmacy Council essential
    • Minimum of 3 years experience essential
    • Adequately knowledgeable about chronic disease medication (Clinical knowledge)
    • Computer Literate (MS Office, Outlook, Excel, Word)
    • Previous experience with chronic medicine management in a Managed Care environment would be an advantage
    • Being able to speak more than one language advantageous

    Duties & Responsibilities    

    • Must handle members and providers and internal stakeholders professionally
    • Real time provider interaction and decision making is essential
    • Registration of chronic conditions, treatment and medicine is done timeously and independently in line with clinical policies, clinical guidelines and relevant scheme rules.
    • Engage in effective communication and delivery according to Service Level Agreement
    • Provide first time resolution on queries, escalations sent to the MRM department and resolve them timeously
    • Consistently maintain a 24 hour turnaround time from receipt of documents / calls into correspondence workflow
    • Maintaining productivity levels and deliver on Service levels as per agreement with internal and external clients in order to ensure that client expectations are managed
    • Conducting drug utilization review (DUR) processes according to clinical and internal protocols
    • Involved in Pre-authorization requests as part of the one stop authorization center if need be.
    • Ensure effective claims management service delivery and support
    • Perform an efficient and accurate administrative function e.g. handling correspondence, rejection letters, member and provider letters and emails
    • Identify all compliance risks related to chronic diseases and manage the lifestyle changes of the member to ensure healthy outcomes
    • Enlist the support of the Lifestyle and Wellness teams to manage the client or patient and if need be support them in managing health outcomes for the member
    • Identify and investigate all possible non-disclosure of pre-existing conditions
    • Ensure the consistent and correct application of exclusions
    • Identify the appropriate clinical, chronic, hospitalization and PMB entry criteria
    • Ensure cost effective processing of competitive prescription claims
    • Develop effective relationships with stakeholders at all levels of MHS, including 3rd parties and service providers and provide expert advice to internal and external stakeholders
    • Monitor customer delivery constraints and escalate exceptions to management
    • Establish, develop and maintain productive and collaborative working relationships with team members, peers and other stakeholders and assist where necessary to achieve personal and team excellence
    • Work as part of the team to provide effective service delivery to an assigned area
    • Self-development – Incumbent is expected to take ownership for driving career and personal development and to progress steadily through the various training options available internally and externally and to continuously develop own expertise in terms of professional, industry and legislation knowledge
    • 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
    • Contribute to continuous innovation through the development, sharing and implementation of new ideas and involvement of colleagues and staff.
    • Contribute to the financial planning process within area and 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
    • Appropriately communicating related aspects of the programme to internal and external parties

    Competencies    

    • Sound communication skills ( both verbal and written)
    • Problem-solving
    • Effective planning, prioritising and co-ordinating abilities
    • A highly client-focused approach, able to build and maintain good relationships
    • Ability to consistently work efficiently and accurately especially under pressure

    Closing Date: 15th, June 2022

    go to method of application »

    Wellness Coach

    Role Purpose    
    Manage quality and cost of clinical care by liaising with members and providers. Prevention of complications and high-cost admissions of all members. Provision of comprehensive and holistic guidance, support and management of potential high-risk members.

    Requirements    

    • Matric
    • Registered Nurse with Degree or Diploma (General, Psychiatric, Midwifery and Community).
    • Current registration with SANC.
    • Training as Primary Care Nurse Practitioner will be an advantage
    • Minimum three years clinical practice in the discipline.
    • Experience in Health Risk Management, Case Management and Disease Risk Management will be advantageous.
    • Experience as a home-based care nurse will be an advantage.
    • Experience in Community Health Centre based nursing care will be an advantage.
    • Strong knowledge of PMB legislation, Clinical Coding (ICD 10, CPT & NHRPL), hospital and doctor's billing guidelines.

    Duties & Responsibilities    

    • Ensure alignment with the Wellness department needs and Wellness Coach role profile shared with you.
    • Priorities work in accordance with required intensity of patient management
    • Daily planning and organization in accordance with allocated member.
    • Accountability for daily workload and required interventions
    • Interaction with Patient, GP and Specialist and other providers including home based and convalescent nurses.
    • Manage quality and cost of clinical and medical care by liaising with members and providers and manage the reduction of recurring costly events and medicine spend.
    • Work with individual consumers (beneficiaries and providers) of the scheme to achieve better health outcomes while helping beneficiaries to understand their disease(s) or health status
    • Reduce the downstream clinical and financial risk associated with the beneficiary.
    • Co-ordinate the required interactions between the various providers and hospitalist
    • Keep detailed records of patient interaction and follow ups done by updating system records
    • Ensure the effective, accurate and timeous completion of relevant documentation accompanying transactions
    • Continued Medical Education task
    • Manage cost of an in or out-patient episode by implementing appropriate policies and guidelines.
    • Arrange post hospital care where necessary.
    • Authorize appropriate and cost-effective medical care and treatment
    • Ensure the consistent and correct application of exclusions.
    • Adhere to policies and procedures and take corrective action where necessary.
    • Adhere to organizational best practice and legislative requirements.
    • Ensure accurate application of acute case management protocols.

    Competencies    

    • Understands the elements of the value chain / proposition and understands the impact of external influences on the business.
    • By evaluating products, services and issues from the client's perspective gains an understanding of the clients need and focus on providing a positive client experience.
    • Client and stakeholder commitment
    • Drive a sense of urgency, focus, accountability, agility, and execution to deliver results. Looks for opportunities to performance in area.
    • Demonstrates openness to consider new ways of doing things and actively look to improve things.
    • Proactively shares information with others, give timeous feedback and fosters a trusting environment for open honest communication.
    • Identifies areas to partner on team initiatives to achieve joint or complementary goals. Builds trust and respect with people outside of his or her immediate team
    • Actively listen to the priorities and concerns of others. Tailor presentations to the audience.
    • Demonstrates high levels of self-awareness and acknowledges areas of strength and limitations.
    • Behaves ethically and always treats colleagues with respect and dignity
    • Is sensitive to individual and cultural differences and demonstrates humility and an openness to engage
    • people from diverse backgrounds and cultures to the mutual benefit of all parties concerned.
    • Respects different viewpoints as being as valid as own.
    • Understands the specific individual and cultural differences between regions or organizations that influence local dynamics, workplace, or opportunities

    Closing Date: 16th, June 2022

    go to method of application »

    Senior Marketing Specialist

    Role Purpose    

    • Provide support to the marketing team in the coordination and execution of marketing campaigns and plans, in support of the marketing strategy.

    Requirements    
    Experience and Qualifications

    • Matric (Essential)
    • Degree in Marketing or related field (Essential)
    • Relevant product training (Desirable)

    Knowledge

    • Knowledge of marketing principles and process skills
    • Communication skills
    • Planning and organising skills
    • Time management
    • Networking and relationship building
    • Stakeholder management
    • Attention to detail
    • Strong project coordination

    Duties & Responsibilities    
    INTERNAL PROCESS

    • Collaborate with and support the marketing team to execute the marketing strategy and enable sales growth.
    • Provide support to the marketing team to ensure efficient coordination and functioning of the team on projects that needs to be delivered.
    • Coordinate the production of various marketing collateral for print, digital and other media in association with service providers.
    • Assist with the management of relevant social media platforms and coordinate marketing content.
    • Marketing plans, campaigns, and strategies in line with the agreed budget and report on expenses and spend.
    • Assist with the quality checking of marketing material to ensure alignment to brief and marketing plan and maintain promotional materials inventory, where necessary.
    • Build strategic relationships and partner with key industry players, agencies, and vendors to support future campaigns and partnerships.

    Competencies    

    • Language and writing skills
    • Editing skills
    • Communication skills
    • Planning and organising
    • Time management
    • Stakeholder management
    • Networking and relationship building

    Closing Date: 16th, June 2022

    Method of Application

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