Jobs at Momentum

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

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Role Purpose    

• The purpose of the Graduate Industrial Engineer is to document and evaluate existing processes to improve quality and reduce efforts. Suggest new design and implement new business processes to optimize business results. Graduate will oversee all Sales Connect – our internal CRM system processes as well as all VIA processes – Our Independent Financial adviser processes.

Requirements    
Qualifications:

• Industrial Engineering or related degree (Essential)
• Business Analysis certification (e.g., BABOK, CBAP) Desirable
• Project management qualification (Desirable)

Experience:

• No Experience – Graduate position.

Duties & Responsibilities    

• Continuous Business Improvement
• Formulates words to articulate complex, effective strategies and draft best practice documents consistent with the business and competitive strategy of MDS, finalise and make available.
• Analyses and map MDS business processes using various technology platforms/ methods to find opportunities for improvement as well as identify losses and troubleshoot these losses further to determine root courses, people, process, and system.
• Provide authoritative, expertise and advice when it comes to process business improvement Act as internal consultant, developing short- and long-term strategies for the MDS business and incorporating these with other practices to reduce costs both in terms of sales and workflow inefficiencies. Contribute to continuous innovation through the development, sharing and implementation of new ideas
• Coordinate and manage key business projects for improvement, establish measurable standards, keep stakeholders on track to implement the change.
• 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.
• Develop and maintain productive and collaborative working relationships with peers and stakeholders, positively influence and participate in change initiatives when it comes to People, process and system
• Work closely with Change, Programme and Project development and project support to get new processes implemented
• Formulates words to articulate complex, effective strategies and draft best practice documents consistent with the business and competitive strategy of MDS, finalise and make available.
• Analyses and map MDS business processes using various technology platforms/ methods to find opportunities for improvement as well as identify losses and troubleshoot these losses further to determine root courses, people, process, and system.
• Provide authoritative, expertise and advice when it comes to process business improvement Act as internal consultant, developing short- and long-term strategies for the MDS business and incorporating these with other practices to reduce costs both in terms of sales and workflow inefficiencies. Contribute to continuous innovation through the development, sharing and implementation of new ideas
• 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.
• Develop and maintain productive and collaborative working relationships with peers and stakeholders, positively influence and participate in change initiatives when it comes to People, process and system
• Keep abreast of latest IT trends and practices to optimise service offering and minimize risk.
• Gather and interpret requirements from key stakeholders/customers in line with business analysis frameworks.
• Analyse and understand the business’ requirement and through a structured process document, validate and translate these into requirement specifications and functional specifications to be used by developers in crafting technical solutions and by testers to test and confirm successful delivery of solutions to the requirement.
• Contribute to translating the business goals into design in line with systems architecture.
• Act as a liaison between key stakeholders/customers and the project team to determine customer needs and translate these into business requirements.
• Oversee the quality delivery of requirements and business process specifications that meet the agreed deliverables in line with best practices and business process.
• Collaborate closely with solution teams and a variety of end-users to ensure requirements compatibility and end user satisfaction.
• Participate in the solution design process to make recommendations to create and enhance solutions that are innovative, repeatable, and sustainable and solve complex business problems.
• Participate in User Acceptance testing and guide users to ensure that the designed solution ultimately meets business requirements.
• Define the success criteria using scenario testing and test cases to ensure that testing covers all aspects of the business specification.
• Test and validate the functionality of all technical solutions in line with business requirements on completion of development to ensure that business requirements are met in the implemented solutions.
• Define reporting requirements and integration points on affected components using diagrammatic representations.
• Collaborate with various business areas and teams to ensure integration and consistency of solutions across business.
• Collaborate with various business areas and teams to ensure integration and consistency of solutions across business.

CLIENT

• Build and maintain relationships with clients and internal and external stakeholders.
• Deliver on service level agreements applicable to clients and internal and external stakeholders 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.
• Continuously monitor turnaround times and quality standards and resolve issues speedily to enhance client service delivery.
• 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.

PEOPLE

• Contribute to creating a positive work climate and culture to energise employees, give meaning to work, minimize work disruption, and maximize employee productivity.
• Contribute to and drive a culture that guides and directs best practice, fostering an environment of continuous learning, people growth and improvement and cohesiveness.
• Effectively manage your performance within the team to ensure business objectives are achieved.
• Be a role model for innovation, change agility and collaboration behaviors within the team.

Competencies    

• Providing insights: Is focused on continuously improving things; provides insights by identifying key issues; makes intuitive judgements.
• Examining information: Analyses and processes information; asks probing questions; strives to find solutions to problems.
• Adopting practical approaches: Applies practical skills when investigating issues; prefers to learn by doing; is practically minded and applies common sense.
• Checking things: Is meticulous in finding errors; ensures accuracy by being thorough and checking details; produces high quality work by being detailed.
• Exploring possibilities: Is conceptual when developing ideas; applies theories to problem solving; prefers to learn by thinking and identifying underlying principles.
• Generating ideas: Is creative in producing ideas; assumes an original approach when generating.
• Interpreting ideas: Interprets data rationally by quantifying issues; applies technology to evaluating data; evaluates information objectively.
• Convincing people: Is open to taking up learning opportunities; is quick in acquiring knowledge and skills; develops expertise by updating specialist knowledge.

Skills

• Process mapping
• Negotiation skills
• Communication skills (written and verbal)
• Problem solving skills (critical thinking)
• Stakeholder engagement
• Facilitation and presentation skills
• Requirement articulation and documentation skills
• Prioritisation and planning skills

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Role Purpose    

• The Client Sales team of Momentum STI is primarily responsible for all the telephonic sales with the new clients. Momentum STI has a numerous vacancies for Sales Advisors, with sales experience and leadership ability/potential.

Requirements    

• Matric
• RE's would be an advantage
• Previous call centre experience in telesales
• Experience in short term insurance industry is preferred

Duties & Responsibilities    

• The Sales Team of Momentum STI will primarily be responsible for converting leads/quotes to sales in terms of the minimum quantity andQuality targets that are in place including, but not limited to:
• Minimum monthly premium written
• Average premium value
• Nett conversion ratio of quotes to sales
• Policy quality target
• Cancellation ratio

Competencies    

• Deciding and Initiating action
• Working with people
• Adhering to principles and values
• Relating and Networking
• Persuading and Influencing
• Presenting and Communicating information
• Analysing
• Planning and Organising
• Delivering Results and meeting customer expectations
• Adapting and responding to change
• Coping with pressure and setbacks
• Achieving personal work goals and objectives
• Sales Orientated
• Taking initiative and tenacity
• Living the Momentum values