Jobs at Momentum Metropolitan Holdings Limited

Role Purpose    

• As a data scientist, you will play a key role in leveraging data to drive insights, inform decision-making, and enhance our life and non-life insurance operations. You will work closely with cross-functional teams to develop innovative data-driven solutions that address business challenges and improve overall performance. 

Requirements    

• Bachelors degree/ diploma in one of the following fields: Informatics, Computer Science, Statistics, Mathematics or Information Technology
• Proven experience working as a data scientist or in a similar role, preferably in the life and non-life insurance industry. Proficiency in programming languages such as Python, R, or Java, as well as in data analysis and machine learning libraries ( TensorFlow, PyTorch, scikit-learn)
• At least 4 years working experience in the following:
• Power BI (essential)
• Azure Data Factories (essential)
• Azure Synapse Analytics (essential)
• Python / R, C , C#, Java (critical)
• Microsoft SQL Server (critical)
• T-SQL (critical)
• Effective communication skills, with the ability to collaborate with cross-functional teams and present complex ideas in a clear and concise manner
• Strong understanding of statistical concepts, data modeling techniques, and experimental design principles

Duties & Responsibilities    

• Participate in the analysis, design, development, troubleshooting and support of the reporting and analytics platform
• Analyze complex datasets to identify trends, patterns, and correlations
• Generate and test working hypotheses, and interpret results to provide actionable insights
• Develop, implement and validate machine learning algorithms and statistical models
• Build and operationalize predictive models to unearth hidden insights
• Collaborate with actuaries, underwriters, and other stakeholders to integrate data science solutions into existing workflows and processes
• Develop BI solutions using SQL, ETL scripting, business intelligence tools, database programming and reporting tools on the Microsoft BI Stack
• Build scalable data pipelines and infrastructure for collecting, processing, and analyzing large volumes of structured and unstructured data
• Automation of recurring processes and the monitoring thereof
• Must have prior experience developing business intelligence solutions in large or midsize companies
• Must be able to manage multiple tasks simultaneously and react to problems quickly
• Must have extensive experience with T-SQL
• Must be able to develop, maintain, review, and explain predictive models
• Understanding of the financial services industry desired, especially Insurance
• Experience using data visualization tools, e.g., Power BI 
• Excellent problem-solving skills and the ability to translate business requirements into actionable insights
• Experience with big data technologies (e.g., Hadoop, Spark, Kafka) and cloud platforms (e.g., AWS, Azure, Google Cloud Platform)

Competencies    

• Business acumen 
• Analytical 
• Good communication skills 

Deadline:8th January,2026

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Role Purpose    

• The individual will be responsible for acquiring, retaining, and growing a client base market for Momentum Medical Aid and its Complementary 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.
• This includes providing clients across different market segments (middle-income, affluent, professional market, and business) with expert advice through sound financial planning. This opportunity is set in a franchise environment, focusing on health solutions.
• In line with our Financial Wellness philosophy, we create unique journeys to success for each of our clients by delivering excellent client experience through continuous engagement on their financial needs, in a tangible and practical way.

Requirements    

• Matric / equivalent
• FAIS requirements based on DOFA date
• FSCA-approved qualification
• Relevant regulatory examinations (RE5)  if you are already working in the financial services industry.
• 2 years’ experience as a financial advisor
• Has large and solid business, social and close contact networks.

Duties & Responsibilities    

• Meeting with clients to determine their financial goals, needs, and risk tolerance.
• Providing strategic advice on various financial products and services, such as Medical aid, Health insurance, Health Saver, Gap cover Insurance, etc.
• Preparing and reviewing financial plans and ensuring their accuracy and suitability.
• Responding to client queries and resolving any issues.
• Supporting investment professionals and cultivating client relationships.
• Engage with prospect clients to understand their financial needs.
• Sell products that align with the clients’ financial requirements.
• Comply with legislative regulations and adhere to all compliance requirements.

Competencies    

• Business Acumen
• Client/ Stakeholder Commitment
• Drive for Results
• Collaboration
• Impact and Influence
• Self-Awareness and Insight

Deadline:8th January,2026

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Role Purpose    

• As a Sales Consultant at Zestlife, you will be responsible for delivering exceptional sales service resulting in the generation of business from new and existing clients, therefore contributing to the company's profitability and growth.

Requirements    

• Minimum of 2 years of Sales Call Centre experience. You would be selling short or long-term insurance.
• Matric (Grade 12) Essential
• RE (Advantageous)
• FAIS requirements based on DOFA date, i.e. Wealth Management qualification 

Duties & Responsibilities    

• Sell insurance products: Generate new business and upsell/cross-sell to existing clients via outbound calls.
• Provide exceptional customer service: Deliver a positive customer experience, ensuring customer needs are met and concerns are addressed.
• Meet sales targets: Achieve individual sales targets, contributing to the company's profitability and growth.
• Build and maintain relationships: Develop and maintain strong relationships with clients, ensuring customer loyalty and retention.
• Stay up-to-date with industry knowledge: Maintain a good understanding of insurance products, industry trends, and regulatory requirements.
• Comply with regulatory requirements: Ensure adherence to FAIS requirements, industry standards, and company policies.
• Use effective sales techniques: Employ probing and questioning techniques to identify customer needs and provide tailored solutions.
• Maintain accurate records: Keep accurate and up-to-date records of customer interactions, sales, and other relevant information.
• Participate in training and development: Engage in ongoing training and development to improve sales skills, product knowledge, and industry expertise.

Competencies    

• Well-spoken with excellent presentation and communication skills (telephonically and written)
• Presentation and negotiation skills.
• Knowledge of financial service products (Advantageous)
• Computer Literate (MS Office, Email and Internet)
• Demonstrate sales behaviours (deal with difficult clients, competitive, achieving, persistent)
• Excellent compliance and quality assurance.
• Use of effective probing and questioning technique

Deadline:7th January,2026

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Role Purpose    

• The primary purpose of the Data Scientist is to derive business value from Data. The Data Scientist will be required to proactively fetch information from multiple data suppliers and then conduct sophisticated and systematic analysis of the data to extract actionable insights. The extracted data must be stored in an appropriate internal / external environment for which a database structure must be expanded as needed. There might also be an element of client engagement needed to communicate strategic results back to the client. The role requires the use of advanced analytics technologies and strong statistical methods, which potentially and over time could include the use of machine learning techniques and the use of predictive modelling. This is a data driven role and a solid understanding of statistics and data wrangling methods is required. There is a further requirement to use software skills. The ability to communicate findings as well as working methods across to both technical and business audiences is very important.

Requirements    
Qualifications

• Bachelor’s Degree in sciences or engineering with a strong focus on computer science, statistics, mathematics and / or actuarial sciences
• Fluency in Python, SQL and R
• Beneficial if fluent in any of the following programming languages (C#.Net, C, C , Visual Basic, SQL)

Experience

• 3-5 years of experience in a data warehousing, data sciences and/ or modelling environment
• Good understanding of software languages and software infrastructure
• Experience in working with and analyzing data
• Insurance Industry Experience and Actuarial background

Duties & Responsibilities    
Statistical and Mathematical Skills

• Predictive modelling skills.
• Knowledge of machine learning principles at a high level and ability to implement as and when needed.
• Critical analytical thinking and attention to detail.
• Programming and high-level understanding of cloud and web infrastructure
• R, SQL, Python and JavaScript experience. High level of competency required in Python and SQL.
• Beneficial to have experience deploying web applications to Azure.
• Spark experience.
• Version control principles.

Data modelling, analysis and loading data from any format and awareness of regulation surrounding personal data

• This includes consuming data from either files/databases or online sources.
• Validating data from multiple sources.
• Data version control and data integrity for auditing.
• Geo Spatial Analysis.
• Using Business Intelligence tools like PowerBi to give insights into data findings.

Business Analysis

• Analyze and document processes that translates into deriving value form data.
• Understand the insurance operational environment.

Interpersonal Skills

• Be able to self-organize.
• Ability to self-motivate and work independently when needed.
• Ability to work closely worth other stakeholders as successful output will depend on multiple technical areas.
• Ability at a high level to understand insurance concepts both technical and non-technical
• Break down insurance processes and document this as a set of business requirements for data presentation.
• Interpret reinsurance treaties in the context of individual data sets.

Competencies    

Data Wrangling

• Understands that data can be messy and difficult to work with.  Can unpack and treat imperfections in data (e.g., missing values, inconsistent string formatting) and enable data cleanliness.

Stakeholder engagement and Teamwork

• Creates and maintains an open, positive working environment through collaborative engagement across the business.  Understands how to interact with software developers, product managers and technical specialists and can obtain answers to deep questions during engagements.

Data Visualisation & Communication

• The ability to communicate or describe findings and applied techniques to both technical and non-technical audiences.

Self-Awareness and Insight

• Builds relationships with others effectively, deals with ambiguity, uncertainty, and pressure, and provides perspective in difficult situations.

Software infrastructure building

• The ability to set up the team’s data structures either internally or externally.

Diversity and Inclusiveness

• 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.

Data intuition

• The ability to infer insights from large quantities of data.  The ability to not just address business problems but to identify the right problems that have the most value to the organisation.

Independence

• The ability to take ownership for own actions.

Deadline:6th January,2026

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Role Purpose    

• This individual must ensure that all legal entities comply with legal, statutory and governance requirements, and also contribute towards optimisation and continuous improvement of the department. This individual will also be responsible for corporate legal matters and overall governance requirements including communication, training and reporting.

Requirements    

• Sound knowledge and understanding of corporate law and corporate governance
• A CIS qualification and law degree
• At least 3-5 years experience as a Company Secretary
• At least 3-5 years as a legal adviser 

Duties & Responsibilities    
Assume full end to end Company Secretary function within Guardrisk, partnering with executive leadership (EXCO Members):

• Collate information for various Boards, Forums and Committee packs, including all Exco meetings in the Corporate & Public Sector segment and other operational structures)
• Draft agendas, in consultation with Chairperson/s, and liaise with Directors / Committee members
• Provide input into Board / Committee meeting agendas and meeting packs to ensure compliance with statutory and corporate governance prerequisites
• Prepare board packs and distribute to members and invitees
• Attend meetings and take accurate and professional minutes
• Draft minutes for vetting by Chairperson
• Assist Chairperson with drafting reports to certain Committees e.g. Group Board, EXCO
• Draft and execute board of directors/shareholders/ Committee resolutions
• Check and maintain all company secretarial records in-house (manual and electronic) and with CIPC
• Ensure that all companies comply with the Companies Act, governance principles, various applicable legislation

Corporate Litigation function:

• Instruct attorneys on a variety of litigious matters
• Keep track of all corporate legal matters with attorneys, whether litigious or not
• Attending meetings with attorneys and counsel and reporting back to relevant committees
• Ensuring attorneys fees are paid
• Provide internal legal opinions
• Drafting and reviewing of all financial services agreements

Governance:

• Assisting in commenting on draft regulatory changes
• Reporting on regulatory changes to relevant committees
• Represent the company at industry bodies workshops/meetings
• Provide input on various policies

General:

• Assist with internal training and education as required
• Preparing relevant committee reports
• General governance, company secretarial and legal advice
• Keeping abreast with legal and regulatory changes

Professional responsibilities:

• Provide advice and guidance on the Companies Act, King IV and related legislation
• Ensure corporate governance best practices are adopted by the company
• Draft Charters, Terms of Reference, policy documents on governance and legal matters
• Engage with statutory and professional stakeholders as required e.g. FSCA, PA, CIPC

Client Services:

• Provide authoritative, expertise and advice to business, clients and stakeholders
• Build and maintain relationships with business, 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

People: 

• Develop and maintain productive and collaborative working relationships with peers , clients 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
• Effectively manage time and ensure optimal productivity
• Ensure technical product and legislative knowledge is always current in order to propose the most relevant and innovative client solutions and comply with governance requirements
• Be self-confident, self-motivated and relentlessly pursue targets and goals.

Finance: 

• Control and check expense claims for authorisation
• Prepare and check invoices and arrange for payments
• 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    

• Business Acumen
• Client/ Stakeholder Commitment
• Drive for Results
• Leads Change and Innovation
• Collaboration
• Impact and Influence
• Self-Awareness and Insight
• Diversity and Inclusiveness

Deadline:5th January,2026

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Role Purpose    

• Play a key role in the strategic design, enhancement, and execution of Momentum Wealth International (MWI) product solutions, pricing structures, and platform capabilities. Demonstrate increased autonomy and accountability in driving initiatives that meet the evolving needs of investors and advisers across South Africa and selected international markets. Actively collaborate across functions to ensure competitive, compliant, and client-centric offerings that support business growth and innovation.

Requirements    

• B.Com or related degree is required. A CFA designation or actuarial background is essential, reflecting the technical and analytical expertise needed to succeed in a specialist investment product role.
• Minimum of 5 years’ experience in a financial services environment, specifically within the international LISP (Linked Investment Service Provider) or investment platform industry, with proven exposure to product development, pricing, platform strategy, or capability design.
• Comprehensive knowledge of the South African LISP landscape, including its regulatory frameworks, tax implications, and competitive dynamics. Exposure to or experience in the offshore LISP market is strongly preferred, given the international focus of Momentum Wealth International.
• Demonstrated ability to engage with and influence diverse internal and external stakeholders, effectively balancing technical detail with business impact to support sound product decisions.
• Strong critical thinking and problem-solving skills, with the ability to interrogate data, challenge assumptions, and integrate multiple perspectives when shaping product strategies.
• Proven experience working cross-functionally across product, IT, marketing, distribution, compliance, and operations, with the ability to navigate complexity and contribute to high-impact initiatives.

Duties & Responsibilities    
Product

• Contribute meaningfully to the design, enhancement, and lifecycle management of Momentum Wealth International (MWI) platform products and capabilities, ensuring alignment with client and adviser needs, business strategy, and long-term sustainability.
• Evaluate and shape product and capability solutions through a multidisciplinary lens, incorporating regulatory, compliance, risk, and financial perspectives to ensure business-wide impact is well understood and proactively addressed.
• Drive the continuous review and optimisation of MWI products and platform features, ensuring they remain competitive, compliant, and fit-for-purpose across key South African and targeted international jurisdictions.
• Develop and refine content for product and platform-related communication, including marketing and digital material, industry thought-leadership pieces, and internal documentation such as Terms and Conditions, client statements, and formal correspondence.
• Stay ahead of local and global platform trends, conducting in-depth research and market analysis to identify strategic opportunities for new product development, capability enhancements, growth areas, or the rationalisation of existing offerings.
• Take ownership in translating strategic business initiatives into practical product and capability roadmaps, and assist in cross-functional implementation to drive business value and improved client outcomes.
• Monitor and interpret client and adviser feedback, behaviour, and experience metrics to assess the success of existing products and capabilities, and identify areas for proactive refinement or innovation.
• Prepare high-quality analysis and content to support governance and decision-making processes, including submissions to Boards, Excos, Mancos, and product forums, ensuring recommendations are robust, well-researched, and aligned to business priorities.

Engage with clients in a client-centric manner (Client Services)

• Provide specialist product expertise and insights to financial advisers, clients, and internal stakeholders, acting as a trusted partner in guiding strategic product conversations and resolving complex product-related queries.
• Proactively cultivate and strengthen collaborative relationships with key internal and external stakeholders, ensuring alignment, open communication, and support in driving product adoption, understanding, and satisfaction.
• Identify and recommend enhancements to improve the overall adviser and client experience, with a strong focus on ensuring the delivery of fair client outcomes and alignment with Treating Customers Fairly (TCF) principles.
• Actively contribute to a high-performance, client-centric culture by championing feedback loops, fostering relationship-driven engagement, and supporting initiatives that deliver exceptional service and enduring value.

Self-management and teamwork (People)

• Foster strong, solution-oriented relationships with the product team and cross-functional partners including IT, Marketing, Distribution, Compliance, and other relevant stakeholders, to ensure seamless collaboration in delivering value-driven product solutions.
• Actively engage in and positively influence change and transformation initiatives, contributing to business agility and the successful implementation of strategic priorities.
• Demonstrate a strong commitment to continuous professional development, staying ahead of industry trends, legislative developments, and emerging client needs to remain a credible and informed product specialist.
• Drive a culture of innovation by contributing and actioning fresh ideas, with a focus on improving product features, operational efficiencies, and client engagement.
• Take accountability for personal growth and career progression, seeking out opportunities to expand product knowledge, develop technical competencies, and increase strategic impact.
• Apply strong time management and prioritisation skills to consistently deliver high-quality outputs and meet business objectives within set timelines.
• Maintain up-to-date and in-depth technical and legislative knowledge, enabling the delivery of innovative, compliant, and future-fit client solutions that meet governance and regulatory standards.
• Exhibit self-confidence, drive, and resilience, consistently striving to meet and exceed performance goals while contributing to a high-performance product environment.

Competencies    

Strategic Thinking & Business Acumen

• Ability to connect product initiatives to broader business strategy, anticipate market trends, and make informed decisions that support sustainable growth.

Client-Centric Mindset

• Consistently advocate for adviser and client needs, leveraging feedback and insights to inform product development and experience improvements.

Product Lifecycle Management

• Proficient in managing the end-to-end lifecycle of investment products, from concept through to market launch, review, optimisation, and retirement.

Data-Driven Decision Making

• Comfort with data analysis and insights to support product proposals, monitor performance, identify risks, and measure success.

Regulatory and Compliance Knowledge

• Strong understanding of local and international regulatory frameworks affecting wealth and investment products, with the ability to apply these practically.

Innovation and Digital Fluency

• Familiarity with digital platforms, fintech trends, and how technology can be leveraged to improve product competitiveness and client engagement.

Stakeholder Engagement and Influence

• Ability to engage, align and influence diverse internal and external stakeholders, including Distribution, Legal, Compliance, IT, and Executive Management.

Effective Communication

• Skilled at translating complex product and regulatory information into clear, compelling content for various audiences (e.g., advisers, clients, committees).

Governance and Risk Awareness

• Demonstrates sound judgment and adherence to governance protocols when contributing to proposals and engaging with oversight forums.

Project Execution

• Ability to manage or support product-related projects and initiatives from planning to execution, ensuring alignment with timelines, quality standards, and business goals.

Deadline:5th January,2026

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Role Purpose    

• To provide marketing advice, guidance, and support to the entire distribution channel for their region of responsibility.
• Provide the field force with the appropriate marketing tools, research, and techniques to influence productivity targets.
• To ensure that Financial Advisers are knowledgeable on Gap Cover by conducting and facilitating regular training programs and by using the technology available to create awareness and boost gap sales.
• Grow Gap sales in the region of responsibility.

Requirements    

• Proven experience in a similar role
• Strong marketing and sales skills
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team
• Strong analytical and problem-solving skills

Duties & Responsibilities    
Main Outputs and Responsibilities

• Marketing and influencing role in order to motivate the sales force to succeed; this is done through specific sales campaigns and sales tools.
• Developing and implementing appropriate marketing strategies with Financial Advisors for their client base.
• Promoting Gap Cover and technology services through marketing presentations and training.
• Opening new Financial Advisers Gap contracts.
• To research competitor products and to present Liberty Gap Cover product offerings in comparison to these.
• Develop strong relationships with the sales force and management to create awareness of Zestlife products.

Deliverables

• Provide evidence of strategy to enhance the awareness of Gap using the technology.
• Provide evidence of developing a business development plan with Financial Advisors to grow Gap sales.
• Ensuring FAs and sales leaders are proficient in Gap Cover and provide evidence of sessions planned.
• Provide evidence of production tracking.
• Show the percentage/actual increase in production from before and after business development plan implementation.
• Show tracking against target and achievement of target.

Competencies    

• Seizing Opportunities: Identifies business opportunities, creates additional sales for future growth wants to win and outperform competitors.
• Interpreting Data: Interprets data rationally by quantifying issues applies technology as a means to evaluate data and evaluate information objectively.
• Generating Ideas: Creativity in producing ideas assumes an original approach when generating ideas and adopts radical solutions.
• Exploring Possibilities: conceptual when developing ideas applies theories to problem-solving and prefers to learn by thinking and identifying underlying principles.
• Interacting with People: lively and projects enthusiasm; talkative in making contact; focused on interacting and networking with people.
• Convincing People: comfortable having to persuade others, shapes opinions by being outspoken and seeks to negotiate with others.
• Articulating Information: articulate in giving presentations is eloquent and explains things well, projecting social confidence when articulating information

Deadline:6th January,2026

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Role Purpose    

• Attract, engage and retain profitable new business from brokers within the target market in order to increase the broker base to enhance channel profitability. 

Requirements    

• Grade 12/NQF 4 equivalent qualification.
• FSB recognized qualification listed or credits pertaining to the date of first appointment in the industry, listed on the most recently published Board notice as published for recognized qualification, to fulfil the duties of a compliant supervisor (minimum 120 Credits).
• FAIS Representative Regulatory Exam Level 5 passed (desirable).
• Class of Business 3 and 7 (investments and long term insurance).
• Valid driver's license and own transport.
• At least 2 years’ experience as a Broker Consultant.
• Product knowledge and competitor intelligence.
• Proficient in English with the ability to speak multiple languages with some African languages (preferred).
• Experience in the Mass Market and Stop Order industry.
• Must have a healthy network of FSPs.
• Experience with FAIS Tier 1 long term insurance and pension products.

Duties & Responsibilities    

• Develop and implement marketing plans that will outperform competitor strategies.
• Continuously analyze competitor strategies and ensure knowledge is current on competitor activity, new products and services.
• Promote and market the Metropolitan brand and its solutions to brokers to influence the sale of in-house products.
• Partner with and identify the needs of brokers and provide the necessary support.
• Negotiate with intermediaries regarding the level of business and servicing requirements.
• Promote Metropolitan solutions through marketing presentations and training.
• Establish and maintain business relationships in order to grow market share with existing brokers.
• Ensure the business's processes and policies are adhered to in the management of relationships at all times, and to represent the company in a professional, business-like manner.
• Efficiently apply technology and update investment knowledge in the business.
• Prepare quotations, receive and check new business applications.
• Arrange premium payment facilities and open new facilities as required.
• Initiate and manage marketing drives to secure profitable, quality new business from brokers.
• Maintain productive levels with acceptable quality of business and manage the risk of such business.
• Manage administration related to missed payments, broker contract applications, after sales service, etc.
• Deliver training to brokers to ensure their understanding of Metropolitan products and services where necessary.
• 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 in order to ensure that clients receive appropriate advice and after sales service.
• Manage client query processes and ensure that queries are tracked, accurately resolved and used as a mechanism to improve client service and business processes.
• Provide regular reports on delivery of services against agreed service standards and in terms of overall client targets.
• Provide authoritative, expertise and advice to clients and stakeholders.
• Build and maintain relationships with clients and internal and external stakeholders.
• Contribute to the process of developing client service standards in order to ensure clients receive clear and accurate information and are kept informed at all times.
• Manage the delivery 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.
• Build strong relationships through providing specialist know-how and leadership to others, expressing positive expectations.
• Continuously develop own expertise in terms of industry and subject matter development and application thereof in an area of specialization.
• Positively influence and manage change and offer specialist support where required.
• Contribute to continuous innovation through the development, sharing and implementation of new ideas and involvement of colleagues and staff.
• Participate and contribute to a culture of work centric thinking, productivity, service delivery and quality management.
• Take ownership for driving career development.
• Research and monitor financial market trends to ensure that plans are relevant, effective and to identify any necessary updates.
• Prepare, interpret and present client financial performance and other relevant information so enhance client understanding and facilitate decision-making.
• Conduct client financial needs analysis in order to develop and implement a customized financial plan to achieve clients' financial goals.

Competencies    

• Convincing People
• Team Working
• Empowering Individuals
• Interacting with people
• Making decisions
• Seizing opportunities
• Interpreting data
• Taking action
• Articulating information
• Pursuing goals
• Exploring possibilities

Deadlne:4th January,2026

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Role Purpose    

• The Market Conduct Analyst plays a critical role in assessing and analysing the market conduct within the life insurance industry, with a focus on understanding and improving the life insurance claims process. This role is responsible for the end-to-end ownership and resolution of all Market Conduct and FSCA regulatory requirements across multiple engagement channels. This role will also ensure point of contact resolution is delivered as far as possible, whilst ensuring that out-of-scope interactions are fully facilitated and managed through to resolution.

Requirements    
Qualifications

• LLB Degree

Experience

• 3-5 years’ experience in a similar role, preferably within a non-life insurance industry, focusing on claims processes and market conduct analysis.
• Experience in analysing commercial and personal lines insurance products in South Africa is essential.

Duties & Responsibilities    
Responsibilities, work outputs and individual contribution.

Claims process analysis:

• Understand, assess, and analyses the life insurance claims process in detail, ensuring that it meets regulatory requirements and best practices in market conduct.

Market Conduct Assessment:

• Evaluate market conduct across various insurance lines (personal and commercial) in South Africa, identifying trends, potential risks, and areas where improvement is necessary.
• Manage reporting and record-keeping to demonstrate compliance with regulatory obligations.

Data collection and Analysis:

• Collect and analyse relevant data, including claims data, market feedback, and regulatory information, to develop insights that contribute to the improvement of market conduct and claims processes.

Reporting and recommendations:

• Prepare clear, concise reports summarizing findings from assessments and providing actionable recommendations for stakeholders to improve practices and compliance.

Stakeholder engagement:

• Collaborate with internal teams, including claims, compliance, and product development, to ensure alignment in understanding the market conduct landscape and to drive positive changes.

Risk Identification & Mitigation:

• Identify and assess risks related to market conduct in claims handling, proposing solutions to mitigate these risks and ensure the claims process is fair, efficient, and customer focused.

Holistic view development:

• Develop a holistic view of market conduct from the assessment results and share findings with senior management to aid decision-making and strategic initiatives.

Competencies    

• Understanding people: Shows empathy and compassion; attends and listens to people; is attentive and understands the motivation in others.
• Examining information: Analyses and processes information; asks probing questions; strives to find solutions to problems.
• Taking action: Takes action to make things happen; uses initiative to start things up; shows drive and invests personal energy.
• Upholding standards: Behaves ethically and justly; is discreet and maintains confidentiality; meets commitments by acting with integrity.
• Checking things: Is meticulous in finding errors; ensures accuracy by being thorough and checking details; produces high quality work by being detailed.
• Documenting facts: Writes fluently when documenting facts; understands arguments logically; focuses on finding facts.
• Meeting timescales: Is target focused and meets deadlines; is punctual and keeps to schedule; is reliable in finishing tasks.
• Showing composure: Stays calm and relaxed during events; is not worried and tolerates stress levels; is composed in dealing with pressure.

Deadline:6th January,2026

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Role Purpose    

• Accurately control and process financial information and prepare financial reports and analysis to enable business processes in respect of investment accounting.Manage a team of accountants and be able to review, guide and assist where necessary.

Requirements    

• Degree in Accounting or Investment / Financial Management
• Completed Articles / Traineeship (Advantageous)
• CA / CFA / ACCA / CIMA (Advantageous) 
• At least 5 years experience in accounting or investments
• At least 3 years management experience
• At least 3 years Insurance experience

Duties & Responsibilities    

• Management of the accounting and reporting function for investment assets for Guardrisk Insurance, Guardrisk Life and Guardrisk Microinsurance, being subsidiaries of Guardrisk Group (a subsidiary of the Momentum Group) and being licensed cell captive insurers.
• Manage a small team of accountants and provide assistance, support, training and transfer of skills.
• Oversee and assist in the accurate, efficient and timely capturing and reporting of investment transactions in the general ledger for the licensed cell captive insurers above.
• Review and /or prepare investment instructions, ensuring authorisation by correct level of authority in terms of company policies.
• Ensure adherence to investment mandates and ensure non-compliance is corrected and reported.
• Take accountability for the review and system allocation of investment returns to cell clients and various portfolios on each license.
• Compile or review monthly, quarterly and year-end reconciliations
• Identify, investigate, resolve and report any discrepancies.
• Provide support relating to investment related transactions to investment accountants, portfolio managers, portfolio accountants, actuarial team and other colleagues.
• Prepare and/or review quarterly reporting templates to various regulators (Prudential Authority, South African Reserve Bank etc.) and board committees.
• Prepare/provide guidance/review adhoc returns required from various regulators, management or Momentum Group.
• Contribute to the enhancement of systems, processes and controls in order to enhance financial management.
• Review and or prepare and provide necessary documentation to complete timely audit both for client and Guardrisk.
• Contribute to the audit process and resolve any audit queries within the set timelines.
• Preparation of annual budgets and monitoring monthly results against budget.
• 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.
• Identify operational and financial risks and assist in implementation of mitigating controls.
• Build and maintain relationships with internal and external stakeholders.
• Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service within the organisation.
• Provide authoritative expertise and advice to external clients and internal stakeholders.
• Build and maintain relationships with external clients and internal stakeholders.
• Deliver on service level agreements made with internal and external stakeholders and clients.
• Make recommendations to improve client service within area of responsibility.
• 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.
• Manage high risk and problematic financial issues in area of accountability and contribute to the development of policy.
• Identify solutions to enhance cost effectiveness and increase operational efficiency.
• Implement and manage financial risk methodologies, techniques and systems and use to monitor and report on financial activities.
• Implement and provide feedback on the effectiveness of financial policy, practice and procedures preventing illegal, unethical or improper conduct.

Competencies    

• Business Acumen
• Collaboration
• Client/Stakeholder Commitment
• Impact and Influence
• Drive for Results
• Self-Awareness and Insight
• Leads Change and Innovation
• Diversity and Inclusiveness

Deadlne:4th January,2026

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Role Purpose    

• Accurately control and process financial information and prepare financial reports and analysis to enable business processes in respect of reinsurance accounting.

Requirements    

• At least 7 – 10 years experience in accounting and or investments
• At least 3 - 5 years management experience
• At least 3 years Insurance experience
• Degree in Financial Management or Accounting
• CA / CFA / ACCA / CIMA (advantageous) 

Duties & Responsibilities    

• Oversight of reinsurance financial management across the non-life license
• Oversight of internal risk sharing financial management and contribute to the implementation of risk sharing strategy
• Overall reinsurance system and process owner including reinsurance accounting policies, associated admin
• Contribute to IFRS 17 requirements for reinsurance
• Manage the various audits including external reinsurer, internal and financial audits
• Manage reporting to internal and external stakeholders: reinsurance accounting, large loss, cash call and/ together with the Reinsurance Accounting Manager
• Manage reinsurer debtor and creditors control effectively
• Attend and contribute to client service and other meetings
• Provide authoritative expertise and advice to external clients and internal stakeholders
• Build and maintain relationships with external clients and internal stakeholders
• Deliver on service level agreements made with internal and external stakeholders and clients
• Make recommendations to improve client service within area of responsibility
• Participate and contribute to a culture which build 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

Competencies    

• Business Acumen
• Collaboration
• Client/Stakeholder Commitment
• Impact and Influence
• Self-Awareness and Insight
• Drive for Results
• Leads Change and Innovation
• Diversity and Inclusiveness

Deadline:7th January,2026

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Role Purpose    

• The responsibility of the Regional Sales Manager will be to oversee the overall growth and profitability in the Division  

Requirements    

• Relevant tertiary qualification
• Relevant Insurance qualifications, minimum 120 NQF credits and completed RE level 4
• Post graduate degree or diploma in Marketing, management, Trade, insurance and or finance are an advantage
• At least 3 years Insurance experience including sales and Underwriting
• At least 1 years claims experience
• Proven successful track record in showing good growth and profitability in a similar position
• Being able to source new brokers and identify new opportunities
• Strong negotiating and persuasive skills
• Ability to adapt to change and to work under pressure, and meet deadlines
• Analysing business, profitability and broker portfolios
• Ability to manage internal and external conflict and to be able to find solutions to problems and to implement
• Networking on all levels internally and externally
• Proven ability to motivate staff
• Bilingual preferable
• Being able to create presentations and to different audiences
• Must be Information technology driven and comfortable with different operating packages including Excel, PowerPoint and Word
• Must be completely competent and efficient on Tial and possess the ability to train brokers and staff

Duties & Responsibilities    

• Provide underwriters with an underwriting guidance
• Provide the underwriters with rating guidance
• Conduct product training in the regions
• Provide technical assistance and support to the regions and to brokers
• Provide technical information on new products and developments to the marketing department for broker distribution
• Undertake technical audits in both underwriting (and claims) and ensuring adherence to underwriting limits as per the authorised mandates
• Provide product summaries for publishing on the web-site or in the brochure
• Maintain the product on Tial
• Draft, maintain and enhance the policy wording
• Assist regions with major renewals
• Identify and assisting regions in correcting unprofitable portfolios
• Assist claims department on complex claims
• Assist RI department in accessing appropriate reinsurance
• Communicate market developments to regions
• Assist with Product development
• Assess new product approval requests
• Check quotes on Tial
• Build key relationships with brokers in the market place
• Monitor growth and profitability of book of business

Competencies    

• Must have good working knowledge and understanding of the insurance industry
• Must have good knowledge of Insurance legislation and compliance
• Comprehensive knowledge of the Divisions products
• Must have a strong knowledge and experience in claims handling process and procedures,
• Division underwriting mandates, rates and procedures
• Must have / gain a good understanding of financials, treaties and Risk management procedures and exposure

Deadline:9th January,2026

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Role Purpose    

• Provide specialist legal advice to ensure legal soundness of operations and effective execution of commercial transactions across the business. This includes providing support on legislative and legal agreements to effectively manage client’s legal risks.

Requirements    
Qualifications

• LLB Qualification
• Admitted Attorney of the high court
• Post graduate qualification preferred.
• Advanced MS Office

Experience

• Minimum 2 years of insurance experience post admission.
• Experience in insurance / financial service industry specifically life- and non-life insurance.
• Solid knowledge about the laws applicable in the financial services industry.
• Sound experience in contract drafting and working knowledge about the litigation process and compliance risk management framework formulation and monitoring process.

Duties & Responsibilities    
Internal Process

• Provide expert advice to business on various legal technical matters in line with legal framework and best practice.
• Ensure that the legal operating environment is structured and up to date. Thus, all client structures and legal agreements are up to date, signed off and complete.
• Manage litigation related matters to enable a consistent approach and mitigate risk.
• Provide the business executive leadership with a view of legal and compliance issues and status of risks and provide expert opinion on any matters arising.
• Ensure that all legal execution documents are executed in accordance with relevant industry legislation and requirements.
• Provide legal advice to all stakeholders on any corporate legal related matters to ensure soundness of commercial operations enabling business to achieve its objectives.
• Advise, assist or lead on legal negotiations, including the reviewing and drafting of all legal documentation.
• Provide legal advice on client and supplier contractual matters to business stakeholders.
• Review and ensure that all relevant client and supplier contractual documents are in line with business and legal requirements.
• Review, anticipate and guard against legal risks facing the company in projects and transactions.
• Update and educate the business on changes or amendments to business laws and advise how this may affect the business and provide plans to address changes.
• Act as the custodian of the contract management system, and administration in relation to all agreements.
• Assisting with complaints and enquiries from the regulatory authorities as well as coordination of the gathering of relevant information in order to respond.
• Assist Portfolio Managers in respective allocated area with all legal matters, including but not limited to:
• Attending operational meetings with clients;
• Assisting clients with legal queries;
• Conducting compliance reviews of client documentation:
• Conduct research on various adhoc legal aspects:
• Gathering and collation of comments to new and existing legislation;
• Drafting of various internal legal reports to committee and operational meetings;
• Consideration of, recording and circulation of legal opinions obtained from external legal firms;
• Assisting the third-party assurance team and Portfolio Managers in engaging and following up with clients on any outstanding legal findings.
• Coordinate the gathering of relevant information in response to formal enquiries by the regulatory authorities.

Client Services

• Ability to work in a team but also work independently, as well as work with clients and build relationships with those clients.
• Maintain and manage positive relationships with internal and external stakeholders.
• Effectively communicate at all management levels with clients/ stakeholders.
• Interpret case law regarding common law applicable to disputes, mistakes and misstatements, misrepresentations and other common law doctrines that could arise during the lifetime of a product.
• 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.

Self-management and Teamwork

• 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.
• Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.

Finance

• Identify solutions to enhance cost effectiveness and increase operational efficiency.
• Manage financial and other company resources under your control with due respect.
• Control the budget for area, including the authorisation of expenditures and implementation of financial regulations.
• Manage high risk and problematic financial issues in area of accountability and contribute to the development of policy.

Competencies    
Business Acumen

• Understands how the business operates, what the key issues and risks are that drives business success; and how they impact on the commercial viability of potential ventures and the profitability of the Guardrisk Group

Collaboration

• Prioritises the business interests of Guardrisk and invests in the success of the group by aligning effort across divisions. 

Client/ Stakeholder Commitment

• Anticipates, meets and exceeds client’s needs by creating long lasting relationships that support the client value proposition, supports their financial wellness and ensures client centricity.

Self-Awareness and Insight

• Manages self and relationships with others effectively, deals with ambiguity, uncertainty and pressure, and provides perspective in difficult situations.

Drive for Results

• Drive a sense of urgency, focus, accountability, agility and execution to deliver business results.

Leads Change and Innovation

• Actively leads change, does what is right for the business and drives continuous improvement through innovation.

Motivating and Inspiring Team             

• Creates and maintains an open, positive working environment by generating commitment, building trust, a shared sense of purpose, and empowerment in others and encouraging them to contribute to the best of their ability.

Growing Talent

• Takes responsibility for own development; and actively mentors, coaches and develops talent in others. Builds leadership bench strength for Guardrisk by providing opportunities and experiences to develop skills, competencies and business knowledge

Deadline:8th January,2026