Jobs at Momentum Metropolitan Holdings Limited

Role Purpose    

• The Retail Regional Manager that will start up a new Retail region in JHB to build, supports and manages a team of consultants and helps them build connections with their respective Independent Financial Advisers (IFAs). The Retail Regional Manager also needs to ensure the growth of the IFA business, while achieving regional sales targets.

Requirements    
Qualifications:

• BCom degree in the following fields: Financial Planning, Financial Management, Investments, Business Management.
• Honours degree is an advantage.
• CFA and/or CFP® is an advantage.

Experience:

• 1 to 3 years start up successful business experience preference to financial services
• 5 to 8 years’ financial service industry experience with majority in risk and saving.
• 3 to 5 years’ relevant management experience.
• 3 to 5 years Momentum Leadership and Momentum Myriad and Investo experience an advantage.

Knowledge:

• Strong business acumen, with an ease to take decisions and initiating action.
• Industry related business process experience – new business, underwriting, claims.

Duties & Responsibilities    
Build new business:

• The RGM needs to recruit, train and vest retail consultants. He/she needs to hunt for new advisers as well as get existing contracted non-supporting advisers to partner with Momentum. He/she needs to drive sales in the retail product lines so as to ensure target achievement. (Myriad, Investo, Health. Estate plan and Funds@work.) The RGM needs to manage panel sizes, panel penetration and ensure that he has a healthy functioning team.

People mobiliser:

• Manage and effectively lead a diverse team of consultants to maximise their outputs and reach their performance targets.
• Continuously drive the attraction and retention of the best consultants to match the IFA base in the region.
• Provide regular performance feedback and job coaching.
• Mobilise, motivate support the consultants through a trust relationship.
• Sustain and motivate a team that will support the leader and their business plan.
• Manage consultants and their panels according to the panel management practice.
• Monitor the number of meaningful visits done by consultants weekly and monthly to ensure visibility.
• Build pivotable relationships with all key stakeholders, including the Momentum product houses and external stakeholders.

High-performance culture:

• Develop and execute the business plan outlined by Momentum Distribution Services (MDS) for the respective region.
• Set and uphold performance standard in the team to continuously attract new IFAs.
• Set annual, quarterly, and monthly sales targets for each consultant in the region.
• Develop and drive growth in sales distribution that are in support of strategic objectives of MDS.
• Create a team of high performers and a culture that drives growth, recognition, and competitiveness.
• Ensuring the achievement of sales targets on a monthly and annual basis.

Learning and Development Catalyst:

• Engage with product house specialists systematically and consistently to ensure the team is knowledgeable with the relevant Momentum products.
• Support and drive the various learning programmes that are run in MDS with the team.
• Facilitate new content, product changes and enhancements to consultant and the IFA market.
• Conduct a product competitor comparison with the products offered by Momentum.

IFA Acquisition and Connection:

• Acquire new sustainable IFA Relationships within the region.
• Take ownership of the IFAs in the region to build meaningful and mutually beneficial relationships between the advisers and Momentum.
• Ensure frequent engagement and marketing activities are facilitated by the team to IFAs.
• Drive clear communication between IFA’s and consultants.
• Actively monitor and report on IFA engagement and team output to the broader MDS.
• Ensure advice-led and best practice principles engagements with IFA’s.
• Drive sound financial and corporate governance practices.

Competencies    

• Deciding and initiating action: Takes responsibility for actions, projects and people; takes initiative and works under own direction; initiates and generates activity and introduces changes into work processes; makes quick, clear decisions which may include tough choices or considered risks.
• Leading & supervising: Provides others with a clear direction; motivates and empowers others; recruits staff of a high calibre; provides staff with development opportunities and coaching; sets appropriate standards of behaviour.
• Working with people: Shows respect for the views and contributions of other team members; shows empathy; listens, supports and cares for others; consults others and shares information and expertise with them; builds team spirit and reconciles conflict; adapts to the team and fits in well.
• Adhering to principles & values: Upholds ethics and values; demonstrates integrity; promotes and defends equal opportunities, builds diverse teams; encourages organisational and individual responsibility towards the community and the environment.
• Learning & researching: Rapidly learns new tasks and commits information to memory quickly; demonstrates an immediate understanding of newly presented information; gathers comprehensive information to support decision making; encourages an organisational learning approach (i.e. learns from successes and failures and seeks staff and customer feedback).
• Formulating strategies & concepts: Works strategically to realise organisational goals; sets and develops strategies; identifies, develops positive and compelling visions of the organisation’s future potential; takes account of a wide range of issues across, and related to, the organisation.
• Planning & organizing: Sets clearly defined objectives; plans activities and projects well in advance and takes account of possible changing circumstances; identifies and organizes resources needed to accomplish tasks; manages time effectively; monitors performance against deadlines and milestones.
• Delivering results & meeting customer expectations: Focuses on customer needs and satisfaction; sets high standards for quality and quantity; monitors and maintains quality and productivity; works in a systematic, methodical and orderly way; consistently achieves project goals.
• Adapting & responding to change: Adapts to changing circumstances; tolerates ambiguity; accepts new ideas and change initiatives; adapts interpersonal style to suit different people or situations; shows an interest in new experiences.
• Coping with press & setbacks: Maintains a positive outlook at work; works productively in a pressurized environment; keeps emotions under control during difficult situations; handles criticism well and learns from it; balances the demands of a work life and a personal life.

go to method of application »

Role Purpose    

• Are you currently unemployed? Are you seeking an opportunity to develop your potential and create a bright future at an industry leading insurer? Are you a dynamic, self-starter who is passionate about client service? This is the opportunity for you! We have an exciting Client service administrator Learnership available at Momentum Corporate, commencing 1 February 2025.
• What is a Learnership? A Learnership is a structured programme that provides an opportunity for you to gain theoretical knowledge and practical experience in the workplace. Our Learnership programme will enable you to obtain a NQF 4 level qualification in Long-term insurance which is INSETA recognised. Being a part of our Learnerships opens you up to career paths such as Pension Fund Administrator, Client Service Administrator, Service Consultant etc. Although completion of the Learnership does not guarantee full time employment, it allows invaluable experience for you to kick-start your career! Should you be successful, you will be employed for a period of twelve (12) months, with a monthly stipend.

Requirements    
Experience and Qualifications:

• Aged between 18 and 25 years (including turning 25 in 2026).
• Able to speak, read and write English.
• Passed Matric with:
• English
• Maths or Accounting

Additional information:

• Applicants cannot be committed to another learnership at time of application or have participated in a learnership before.
• Applications that do not have an ID and Matric results attached will not be considered.

Duties & Responsibilities    
INTERNAL PROCESS

• Take ownership of all client service processes and requests ensuring that it is resolved timeously and effectively.
• Provide relevant information and documentation as requested, in line with relevant guidelines.
• Adhere to all relevant legislative/compliance requirements.

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 to ensure that client expectations are managed.

Competencies    

• Client service orientation.
• Teamwork.
• Time management skills.
• Attention to detail.
• Planning skills.

go to method of application »

Role Purpose    

• Are you currently unemployed? Are you seeking an opportunity to develop your potential and create a bright future at an industry leading insurer? Are you a dynamic, self-starter who is passionate about client service? This is the opportunity for you! We have an exciting Client service administrator Learnership available at Momentum Corporate, commencing 1 February 2025.
• What is a Learnership? A Learnership is a structured programme that provides an opportunity for you to gain theoretical knowledge and practical experience in the workplace. Our Learnership programme will enable you to obtain a NQF 4 level qualification in Long-term insurance which is INSETA recognised. Being a part of our Learnerships opens you up to career paths such as Pension Fund Administrator, Client Service Administrator, Service Consultant etc. Although completion of the Learnership does not guarantee full time employment, it allows invaluable experience for you to kick-start your career! Should you be successful, you will be employed for a period of twelve (12) months, with a monthly stipend.

Requirements    
Experience and Qualifications:

• Aged between 18 and 25 years (including turning 25 in 2026).
• Able to speak, read and write English.
• Passed Matric with:
• English
• Maths or Accounting

Additional information:

• Applicants cannot be committed to another learnership at time of application or have participated in a learnership before.
• Applications that do not have an ID and Matric results attached will not be considered.

Duties & Responsibilities    
INTERNAL PROCESS

• Take ownership of all client service processes and requests ensuring that it is resolved timeously and effectively.
• Provide relevant information and documentation as requested, in line with relevant guidelines.
• Adhere to all relevant legislative/compliance requirements.

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 to ensure that client expectations are managed.

Competencies    

• Client service orientation.
• Teamwork.
• Time management skills.
• Attention to detail.
• Planning skills.

go to method of application »

Role Purpose    

• The purpose of the role is to monitor and evaluate the quality of new business sales and service across all the Sales, Service and Distribution (SSD) channels to ensure the relevant standards are met and maintained in line with the agreed processes and procedures. To document quality issues and performance measures for managers and relevant stakeholders to review. To provide information to assist in the feedback and formal education processes of individuals that may deviate from the acceptable processes and procedures.

Requirements    

• Grade 12 or equivalent qualification
• Relevant Diploma
• Relevant process, system, and legislation training
• 2-3 Years' relevant experience (essential)
• Insurance industry experience (desirable)
• Experience in client services or quality assurance (desirable

Duties & Responsibilities    
INTERNAL PROCESS

• Provides first line assurance on the adequacy and effectiveness of the operational processes and procedures. 
• Assesses the quality of data captured on business systems against quality standards to ensure accuracy of the data. 
• Identify process or system improvements required, any trends which could highlight possible gaps, or training requirements. 
• Provide feedback to line manager and suggestions for coaching to team members to achieve desired quality levels. 

CLIENT

• Provide authoritative, expertise and advice to internal stakeholders.
• Build and maintain relationships with internal and external stakeholders. 
• Deliver on service level agreements made with internal and external stakeholders in order to ensure that expectations are managed.
• 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. 
• Be self-confident, self-motivated and relentlessly pursue targets and goals. 

FINANCE

• Identify solutions to enhance cost effectiveness and increase operational effieciency. 

Competencies    

• Business knowledge
• Knowledge of relevant products, processes, systems, and applicable legislation
• Knowledge of relevant legislation that is applicable to the business
• Knowledge of the legislative impact on the insurance industry
• Attention to
• Planning and organizing skills
• Assertiveness
• Reporting skills
• Excel skills
• Examining Information
• Providing Insights
• Following Procedures
• Documenting Facts
• Team Working
• Upholding Standards
• Interpreting Data
• Checking Things

go to method of application »

Role Purpose    

• The Retail Business Consultant crafts passionate, energetic, and meaningful partnerships with Independent Financial AdvisersIFAs 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: Financial Planning, Investment or Business Management, Marketing, Finance, Education and Legal.
• Willingness to study towards the degree and recognition of prior learning if you have 3+ years of experience in the IFA industry.
• CFA and/or CFP® is an advantage.

Experience:

• 3 to 5 years financial service industry experience.
• 1 to 3 years relevant industry related sales experience.
• 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, insurance products and regulatory & legislation is advantagous.

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 and the minimum productive IFAs required.

Competencies    

• Working with people: Shows respect for the views and contributions of other team members; shows empathy; listens, supports and cares for others; consults others and shares information and expertise with them; builds team spirit and reconciles conflict; adapts to the team and fits in well.
• Adhering to Principles and Values: Upholds ethics and values; demonstrates integrity; promotes and defends equal opportunities, builds diverse teams; encourages organisational and individual responsibility towards the community and the environment.
• Relating and Networking: Easily establishes good relationships with customers and staff; relates well to people at all levels; builds wide and effective networks of contacts; uses humour appropriately to bring warmth to relationships with others.
• Persuading and Influencing: Gains clear agreement and commitment from others by persuading, convincing and negotiating; makes effective use of political processes to influence and persuade others; promotes ideas on behalf of oneself or others; makes a strong personal impact on others; takes care to manage one’s impression on others.
• Applying Expertise and Technology: Applies specialist and detailed technical expertise; uses technology to achieve work objectives; develops job knowledge and expertise (theoretical and practical) through continual professional development; demonstrates an understanding of different organisational departments and functions.
• Analysing: Analyses numerical data and all other sources of information, to break them into component parts, patterns and relationships; probes for further information or greater understanding of a problem; makes rational judgements from the available information and analysis; demonstrates an understanding of how one issue may be a part of a much larger system.
• Delivering Results and Meeting Customer Expectations: Focuses on customer needs and satisfaction; sets high standards for quality and quantity; monitors and maintains quality and productivity; works in a systematic, methodical and orderly way; consistently achieves project goals.
• Adapting and Responding to Change: Adapts to changing circumstances; tolerates ambiguity; accepts new ideas and change initiatives; adapts interpersonal style to suit different people or situations; shows an interest in new experiences.
• Coping with Pressures and Setbacks: Maintains a positive outlook at work; works productively in a pressurized environment; keeps emotions under control during difficult situations; handles criticism well and learns from it; balances the demands of a work life and a personal life.
• Achieving Personal Work Goals and Objectives: Accepts and tackles demanding goals with enthusiasm; works hard and puts in longer hours when it is necessary; seeks progression to roles of increased responsibility and influence; identifies own development needs and makes use of developmental or training opportunities.
• Entrepreneurial and Commercial Thinking: Keeps up to date with competitor information and market trends; identifies business opportunities for the organisation; maintains awareness of developments in the organisational structure and politics; demonstrates financial awareness; controls costs and thinks in terms of profit, loss and added value.