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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...
Read more about this company
Role Purpose
- Manage and motivate a team of Financial Advisors in order to deliver an excellent client experience and support the achievement of sales targets.
Requirements
Experience and Qualifications:
- 3-5 years experience in a sales environment
- Minimum 1 year managerial experience in overseeing the rendering of financial advice to fulfil the duties of a compliant key individual and be registered with the FSP
- Matric or equivalent NQF 4 qualifcation
- FAIS Representative Regulatory Exam Level 5 passed
- 120 FAIS related credits
Skills and Knowledge:
- Relationship building
- Networking
- Good communication
- Computer Literacy
- Financial services industry (relevant legislation, product and process knowledge, Class of Business knowledge)
Duties & Responsibilities
INTERNAL PROCESS
- Develop plans to achieve sales targets in line with client centric practices.
- Manage the adherence to operational processes, policies and legislative requirements.
- Develop action plans and initiatives to drive sales, motivate team and improve performance.
- Communicate and implement approved team targets within area of responsibility.
- Implement action plans to achieve sales targets and business goals.
- Effectively manage all day-to-day team activities and escalations.
- Collaborate with Quality Assurance and Performance Coaches to guide and coach team to increase productivity, compliance and quality of calls.
- Regularly assess team members’ performance against targets and implement actions to increase performance.
- Assess service delivery based on engagements with business stakeholders and relevant analytics and implement plans for improvement.
- Maintain effective and efficient record keeping on the relevant system.
- Conduct regular engagement with team members in order to cascade information and team objectives.
- Cultivate and manage working relationships with a variety of stakeholders.
- Analyse, identify trends and report on team performance and productivity.
- Implement effective staffing and scheduling models for guaranteed coverage at the lowest possible costs.
- Implement measures to address non-performance within the team.
- Identify operational efficiencies and make recommendations for improvement.
CLIENT
- 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.
- Provide authoritative, expertise and advice to clients and 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 provide exceptional client service.
PEOPLE
- Create a positive work climate and culture to energise employees, give meaning to work, minimise work disruption and maximise employee productivity.
- Demonstrate exemplary leadership behaviour, through personal involvement, commitment and dedication in support of organisational values.
- Select and recruit suitably qualified talent in line with Employment Equity principles and Momentum Metropolitan values.
- Drive a culture that guides and directs best practice, fostering an environment of continuous learning, improvement and cohesiveness.
- Enable a learning and growth culture whereby information regarding successes, issues, trends and ideas are actively shared between team members.
- Support effective workforce planning practices to ensure that staffing requirements are accurately forecasted.
- Identify employee growth and development needs and schedule interventions to enable ongoing development, training and personal growth.
- Effectively manage performance within the team in order to ensure business objectives are achieved. Encourage innovation, change agility and collaboration within the team.
FINANCE
- Give input into the budget for area and implementation of financial regulations.
- Implement and provide feedback on the effectiveness of financial policy, practice and procedures preventing illegal, unethical or improper conduct.
- Implement risk management, governance and compliance policies in own practice area, to identify and manage governance and risk exposure liability.
- Investigate reported wilful acts of non-compliance to organisation policy and practice and report on findings.
Competencies
- Business Acumen
- Client/ Stakeholder Commitment
- Drive for Results
- Leads Change and Innovation
- Motivating and Inspiring Team
- Impact and Influence
- Collaboration
- Self-Awareness and Insight
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Role Purpose
- Provide efficient and effective administration support to ensure the smooth running of a functional area.
Requirements
- Qualification minimum: Grade 12 (NQF Level 4)
- A working knowledge of Office 365
- Intermediate Excel
- 1 to 2 years relevant experience
- Understanding of the Group Insurance Industry
- Exposure and knowledge of the Disability process
- Understanding of basic medical terms
Duties & Responsibilities
INTERNAL PROCESS
- Receive and manage all calls from internal and external clients.
- Provide first time call resolution to resolve all queries timeously and effectively.
- Dealing with clients in a competent, efficient and professional manner in accordance with the quality standards.
- Perform an efficient and accurate administrative function.
- Ensure accurate completion of documentation as per departmental guidelines in order to meet client needs.
- Take ownership of escalated and unresolved queries and ensure they are resolved timeously and effectively
- Compliance with workplace policies and procedures
- Identify risks to the company and escalate accordingly.
- Monitors applications to ensure risks could not potentially lead to financial loss to the company.
- Engage with appropriate training interventions to promote own professional development.
- Actively live the MMH values
- Maintain effective client relationships to ensure successful service delivery and support.
- Monitor customer delivery constraints and escalate exceptions to management.
- Maintain positive and productive relationships with key clients.
- Scanning and Indexing.
- Update workflow system and upload documents with personal member information.
CLIENT
- 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.
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 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.
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
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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
- 1-2 years’ experience in a financial advice rendering role (essential)
- 1-3 years’ experience in the financial services industry (desirable)
- Degree in Financial Planning, Business, Finance, Economics, or equivalent qualification
- Certificate of proficiency in Insurance or equivalent qualification
- Relevant legislative/regulatory exams or qualifications
- Specific licensing or registration
- Certified Financial Planner (CFP) or equivalent registration
- Interpersonal skills
- Communication skills
- Planning skills Influencing skills
- Knowledge of the financial services industry
- Knowledge of relevant legislation
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 & required financial needs by conducting affordability analysis in order to achieve clients & required financial goals.
- Calculated and advise on tax and legal implications of products and or changes.
- Accurately capture client information, relevant actions and sales on the systems.
- Accurately complete all administrative and reporting requirements within agreed timeframes.
- Achieve set targets on production, quality and conversion. Adhere to compliance requirements in the sales process in line with legislative requirements.
- Provide financial advice in line with the engagement strategy to enhance client & rsquos financial wellness.
CLIENT
- Investigate client queries within the agreed service level and ensure that client receives timeous feedback.
- Escalate client queries to the relevant department or stakeholder.
- Provide accurate information and advice to clients and stakeholders in order to ensure that the client receives the appropriate services.
- Provide regular reports on delivery of services against agreed service level agreements and in terms of overall customer targets.
- Provide authoritative, expertise and advice to clients and stakeholders.
- Build and maintain relationships with clients and internal and external stakeholders.
- Make recommendations to improve client service and fair treatment of clients within area of responsibility.
- Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.
- Proactively build and maintain client relationships by presenting our innovative and trustworthy product offerings through professional and credible Financial Advisory services.
PEOPLE
- Develop and maintain productive and collaborative working relationships with peers and stakeholders.
- Positively influence and participate in change initiatives.
- Continuously develop own expertise in terms of professional, industry and legislation knowledge.
- Contribute to continuous innovation through the development, sharing and implementation of new ideas.
- Take ownership for driving career development.
FINANCE
- Identify solutions to enhance cost effectiveness and increase operational efficiency.
- Manage financial and other company resources under your control with due respect.
- Provide input into the risk identification processes and communicate recommendations in the appropriate forum.
Competencies
- Examining Information: Analyses and processes information asks probing questions strives to find solutions to problems.
- Interacting with People: Is lively and projects enthusiasm is talkative in making contact is focused on interacting and networking with people.
- Convincing People: Is comfortable having to persuade others shapes opinions by being outspoken seeks to negotiate with others.
- Articulating Information: Is articulate in giving presentations is eloquent and explains things well projects social confidence when articulating information.
- Conveying Self Confidence: Is self-assured and projects inner confidence is confident and determines own future values own contributions.
- Thinking Positively: Is optimistic and positive recovers easily from setbacks and obstructions is jovial and projects cheerfulness.
- Meeting Timescales: Is target focused and meets deadlines is punctual and keeps to schedule is reliable in finishing tasks.
- Following Procedures: Conforms and adheres to rules closely follows instructions and procedures minimizes risks by sticking to processes.
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
- 1-2 years’ experience in a financial advice rendering role (essential)
- 1-3 years’ experience in the financial services industry (desirable)
- Degree in Financial Planning, Business, Finance, Economics, or equivalent qualification
- Certificate of proficiency in Insurance or equivalent qualification
- Relevant legislative/regulatory exams or qualifications
- Specific licensing or registration
- Certified Financial Planner (CFP) or equivalent registration
- Interpersonal skills
- Communication skills
- Planning skills Influencing skills
- Knowledge of the financial services industry
- Knowledge of relevant legislation
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 & required financial needs by conducting affordability analysis in order to achieve clients & required financial goals.
- Calculated and advise on tax and legal implications of products and or changes.
- Accurately capture client information, relevant actions and sales on the systems.
- Accurately complete all administrative and reporting requirements within agreed timeframes.
- Achieve set targets on production, quality and conversion. Adhere to compliance requirements in the sales process in line with legislative requirements.
- Provide financial advice in line with the engagement strategy to enhance client & rsquos financial wellness.
CLIENT
- Investigate client queries within the agreed service level and ensure that client receives timeous feedback.
- Escalate client queries to the relevant department or stakeholder.
- Provide accurate information and advice to clients and stakeholders in order to ensure that the client receives the appropriate services.
- Provide regular reports on delivery of services against agreed service level agreements and in terms of overall customer targets.
- Provide authoritative, expertise and advice to clients and stakeholders.
- Build and maintain relationships with clients and internal and external stakeholders.
- Make recommendations to improve client service and fair treatment of clients within area of responsibility.
- Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.
- Proactively build and maintain client relationships by presenting our innovative and trustworthy product offerings through professional and credible Financial Advisory services.
PEOPLE
- Develop and maintain productive and collaborative working relationships with peers and stakeholders.
- Positively influence and participate in change initiatives.
- Continuously develop own expertise in terms of professional, industry and legislation knowledge.
- Contribute to continuous innovation through the development, sharing and implementation of new ideas.
- Take ownership for driving career development.
FINANCE
- Identify solutions to enhance cost effectiveness and increase operational efficiency.
- Manage financial and other company resources under your control with due respect.
- Provide input into the risk identification processes and communicate recommendations in the appropriate forum.
Competencies
- Examining Information: Analyses and processes information asks probing questions strives to find solutions to problems.
- Interacting with People: Is lively and projects enthusiasm is talkative in making contact is focused on interacting and networking with people.
- Convincing People: Is comfortable having to persuade others shapes opinions by being outspoken seeks to negotiate with others.
- Articulating Information: Is articulate in giving presentations is eloquent and explains things well projects social confidence when articulating information.
- Conveying Self Confidence: Is self-assured and projects inner confidence is confident and determines own future values own contributions.
- Thinking Positively: Is optimistic and positive recovers easily from setbacks and obstructions is jovial and projects cheerfulness.
- Meeting Timescales: Is target focused and meets deadlines is punctual and keeps to schedule is reliable in finishing tasks.
- Following Procedures: Conforms and adheres to rules closely follows instructions and procedures minimizes risks by sticking to processes.
go to method of application »
Role Purpose
- Set, prioritise and evaluate the work generated by business product owners and development teams, ensuring the delivery of high-quality products meeting all necessary business outcomes, requirements, features and functionality required by the business for the Cell Captive Platform and related solutions, data acquisition and usage of said data in the Guardrisk Group.
Requirements
- Relevant qualification in Computer Science, Information Technology, Industrial Engineering, or related area (essential)
- Relevant progression certificates (such as Agile/LEAN) Scrum Certified Product Owner (desirable)
- At least 2 years' relevant experience as a Product Owner or Product Consultant (essential)
- At least 5 years' relevant experience as a Senior Developer, Project Manager, Business Analyst, Development Manager or Agile Coach (essential)
- At least 6 - 8 years’ domain knowledge in Insurance (Short Term / Life / Microinsurance / Health Insurance) (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)
- Experience in cell captive solutions, CRM solutions, broker portal solutions, BPM/workflow solutions,business process/strategy analysis, solid business acumen/skills and SME stakeholder management/commitment between business and solutions
- Knowledge of client experience and client lifecycle management
- Exposure to defining minimum viable products (MVPs)
- Knowledge of standard software development roles and responsibilities
- Knowledge and experience of working with Agile delivery methods
- Knowledge of requirements capturing and specification techniques
- Knowledge of conducting user research and working with teams to develop wireframes and specifications for new product features
- Knowledge of project management including product-based planning techniques, business case creation and maintenance, and risk management
- Experience of managing multiple feature development in one backlog
- Experience in scheduling functional and non-functional requirements
- Understanding of end-to-end product management principles
Duties & 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 Guardrisk Cell Captive businesses
- Align development teams priorities according to business outcomes and requirements based on the business strategy and priorities.
- Ensuring the business strategy and business outcomes are translated to tangible deliverables, compiling a product backlog in agreement with business
- Actively manages and prioritises the product backlog, ensure the product backlog is visible and clear to all parties. Show the Agile Delivery Teams what is next
- Focus on "the search for a better way(vision)” in the digitization journey of the Guardrisk Cell Captive businesses, working closely with all key stakeholders
- Be a knowledge leader with regards to the product, keeping abreast with market, practices and client trends
- Take accountability for the Business Capabilities, User Experience and Technology solutions for the Cell Captive businesses in consultation with the Cell Captive businesses and the Ecosystem of Solutions providers
- Work closely with the CIO, COO, Business Solutions Architect, Business Product owners and the Enterprise Solutions Architect to ensure alignment and design for the future of a digital Cell Captive business is achieved
- Ensure the business have a clear understanding of the governance frameworks within which we deliver as part of a regulated insurer and a business unit of Momentum Metropolitan Group
- Facilitates the relationship between Business and the Agile Delivery Teams delivering the solutions in the Cell Captive businesses
- Where appropriate align the project approach to achieve business outcomes, this might require deviating from the Agile approach
- Supports the Agile Delivery Teams in delivering value, working closely with Scrum Masters in delivering agreed Sprint Goals
- Contributes to the vision and roadmap required by the businesses
- Become the de facto voice of the Cell Captive Businesses on delivery
- Work closely with the CIO and COO to ensure capacity is right for optimal development velocity
- Stay abreast of modern technology solutions available
- Reporting to stakeholders and relevant committees as defined. Project progress and status reporting
Competencies
- Business Acumen
- Strategic Thinking
- Systems/Solutions Thinking
- Influencing and Persuading
- Prioritisation
- Drive for Results
- Motivating and Inspiring teams
- Collaboration
- Impact and Influence
- Self-Awareness and Insight
- Diversity and Inclusiveness
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Role Purpose
- Ensure the smooth running of the Region by providing effective administrative assistance to the Regional manager.
Requirements
Experience
- 3 - 4 years' relevant working experience
- Exposure to supporting a manager and team of branch manager in a sales environment (desirable)
- Exposure to the insurance industry (desirable)
Qualifications
- Grade 12 or equivalent qualifcation
- Office administration, secretarial or equivalent qualification,
Skills and Knowledge
- Verbal and written communication skills
- Problemsolving skills
- Planning and organising skills
- Computer literacy Knowledge of Microsoft Office
- Budget management
Duties & Responsibilities
INTERNAL PROCESS
- Proactively manage, coordinate and maintain the diary of the regional manager.
- Coordinate all aspects of meetings, workshops and functions (venue logistics, catering) according to manager requirements, and within budget parameters.
- Administrative support for meetings and workshops (collate, compile and distribute agendas, presentations, minutes within agreed timeframes).
- Manage travel arrangements for regional manager, according to agreed business process and budget parameters.
- Manage incoming calls and correspondence (paper and electronic), responding independently where possible and in line with authorised judgement.
- Order and control refreshments, office supplies and equipment, ensuring enough stock is always available, in line with budget parameters.
- Ensure files (paper and electronic) are kept in order and easily accessible by manager.
- Prepare and check invoices and arrange for payments to ensure adherence to requirements and Service Level Agreements.
- Ensure office equipment is regularly maintained by relevant service providers.
- Monitor and respond to incoming communication on behalf of regional manager, where appropriate, ensuring efficiency and timeous response.
- Escalate faults and other housekeeping issues with the relevant service provider and ensure queries are resolved within agreed Service Level Agreements.
CLIENT
- Provide authoritative, expertise and advice to clients and stakeholders.
- 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.
PEOPLE
- 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.
FINANCE
- Manage and reconcile expenses in line with allocated budget and within defined policy guidelines.
- Contribute to the financial planning process within area.
- 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.
Competencies
- Business Acumen
- Stakeholder Commitment
- Drive for Results
- Leads Change and Innovation
- Impact and Influence
- Collaboration
- Self-Awareness and Insight
go to method of application »
Role Purpose
- Maintain and improve existing test automation regression suite, optimize the existing test automation frameworks and drive the move towards a single framework. Assist the test manager with the implementation of non-functional testing. Mentor juniors in the team.
Requirements
- Degree or Diploma in Information Technology (i.e. Computer Science; Informatics; etc.) or relevant diploma
- ISTQB Certification
- 3+ years of experience in Selenium including DB and API automation testing
- Java or other OOP languages
- Experience in writing MS SQL, Oracle, and MongoDB shell queries will be advantageous
- Test Management tools
- Understanding of Solutions Development Life Cycle (SDLC)
Duties & Responsibilities
INTERNAL PROCESS:
- Ensure that the correct testing standards, disciplines and processes are followed
- Take accountability for the correct functioning of the key activities within this area as per agreed standards
- Take responsibility for all phases of testing activities within Retail IT
- Assist the test manager with the implementation of performance testing
- Assist the test manager with the implementation of security testing
- Contribute to the organisational goals by ensuring that quality business systems are implemented through test automation
- Help establish and maintain an end-to-end test regression pack across development teams
- Facilitating test automation across the Retail IT systems development life cycle
- Manage effectiveness of testing processes
- Help sustain and improve the existing testing framework
CLIENT SERVICES:
- Provide authoritative, expertise and advice to clients and stakeholders
- 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
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
- Help in mentoring testers
- Encourage innovation, change agility and collaboration within the team
FINANCE:
- Identify solutions to enhance cost effectiveness and increase operational efficiency
- Manage financial and other company resources under your control with due respect
- Project management/progress tracking of test automation projects
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 Group.
- 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.
- 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, empowerment in others and encouraging them to contribute to the best of their ability.
- Collaboration: Prioritises the business interests of MMI and invests in the success of the group by aligning effort across divisions.
- Impact and Influence: Persuades, convinces, influences and inspires others, both within MMI and externally to win support, loyalty and gain commitment to the purpose of MMI.
- Self-Awareness and Insight: Manages self and relationships with others effectively, deals with ambiguity, uncertainty and pressure, and provides perspective in difficult situations.
- 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.
- Growing Talent: Takes responsibility for own development; and actively mentors, coaches and develops talent in others. Builds leadership bench strength for MMI by providing opportunities and experiences to develop skills, competencies and business knowledge.
Method of Application
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