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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...
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Requirements
- Matric or equivalent NQF 4 qualification
- 2 years’ experience in a sales and/or customer service role
- 2 years’ experience in the insurance and/or financial services industry rendering financial advice (advantageous)
- Compliance with FAIS Fit and Proper requirements
- Finance or Business related tertiary qualification (desirable)
- Driver’s license and own transport (desirable)
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’s financial needs by conducting affordability analysis in order to achieve clients’ 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’s 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.
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Requirements
- Matric or equivalent - Essential
- Business related qualification - Desirable
- Product training - Desirable
- 2 - 3 Years' experience in a call centre or client service environment with proven knowledge of customer service principles and practices
- Exposure to the insurance industry - (preferred)
- Proficient in English and another official South African language (e.g. Afrikaans, Zulu, Xhosa etc.) - (preferred)
- MS Office Suite (Word, Excel)
- Business Area-specific products and procedures - (preferred)
Duties & Responsibilities
INTERNAL PROCESS
- Engage with clients and/or intermediaries in a professional manner to resolve all client queries within the Service Level Agreement and quality standards.
- Take ownership of complaints and ensure they are resolved timeously and effectively.
- Provide clients with the relevant information and documentation as required in line with policy guidelines.
- Capture and update client information on relevant system/s, based on data received from the client.
- Accurately complete all administrative and reporting requirements within agreed timeframes.
- Adhere to legislative / compliance requirements in the service process.
- Identify and report process and system failures and enhancements to improve client experience.
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 after sales 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.
- 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
- 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.
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Requirements
- FSB recognised 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 recognised qualification, to fulfil the duties of a compliant supervisor.
- FAIS Key Individual Regulatory Exam Level 1 passed
- FAIS Representative Regulatory Exam Level 5 passed
- Valid drivers licence and own transport
- 5 years' sales management experience in a similar role in the life insurance industry
- 4 years' management experience, one of which is overseeing the rendering of financial advice to fulfil the duties of a compliant key individual and be registered with the FSB, and another year in the rendering of financial services
- Understanding of financial services retail distribution channel business
- Ability to speak African languages or multi-lingual (preferred)
Duties & Responsibilities
- Implement and manage the operational plans for the Broker Region and ensure that is aligned to the overall business strategy.
- Develop, implement and manage a risk management strategy for the region than drives compliance to the relevant legislation.
- Manage the effective and efficient delivery/implementation of all projects impacting on the region.
- Identify entrepreneurial opportunities, trends, threats, and environmental influences related to the region in every interaction and remain passionate, resilient, focused and organised.
- Manage the Broker Regional sales target and interpret emerging trends (competitor, market intelligence etc.) and opportunities for Broker Consultants to enhance sales activities.
- Ensure a reduction of wastage through the prevention of fraud, resource management and policy claim ratios and the prevention thereof.
- Drive the adherence to high ethical standards and ensure legislative and internal compliance within the region.
- Ensure efficient client service and administration processes are implemented, maintained and managed within the region.
- Manage and monitor activities of Broker Consultants through market allocation to ensure that each Broker Consultant has adequate and appropriate market access opportunities.
- Ensure that segmentation insights, information and toolkits are used by Broker Consultants to guide Financial Service Providers (FSP's) to identify and reach target segment customers.
- Implement, utilise and oversee the effective utilisation of the Distribution Management Operating System to monitor and manage financial performance.
- Develop and oversee the implementation of sales plans, in collaboration with the Broker Consultants, to increase new sales opportunities and penetration levels.
- Monitor and track Broker Consultant performance to ensure that Broker Consultants meet or exceed agreed productivity, production and quality targets.
- Provide competitor product and activity feedback to segment and product development teams in order to identify current and prospective sales opportunities
- Ensure technical product and legislative knowledge and that it is always current in order to advise on the most relevant and innovative branch and client solutions and comply with governance and compliance requirements
- Ensure that Broker Consultants optimise sales support zones to appropriately manage poor performance and minimise FSP turn-over
- Induct, develop and support Broker Consultants to meet and exceed performance and productivity standards in order to enable passionate and confident managers
- Recruit, select and retain high quality Broker Consultants by ensuring an optimum mix of talent in order to build capability to meet current and future staffing needs in accordance with the manpower plan
- Coach, mentor, supervise and establish Broker Consultants to meet and exceed performance standards and enable progression in their career path
- Support and guide Broker Consultants through the decision making processes by displaying exceptional product knowledge and customer centricity
- Timeously maintain and complete all administrative, client service and reporting duties, including sales and marketing data tracking, feedback and business cases related to the role within the agreed timeframes.
- Drive awareness of compliance and risk throughout the Region to ensure compliance to company policy and legislation.
- Manage the housekeeping and professional image of the Broker Consultants in the Region to ensure that high standards are maintained.
- Check and approve the relevant documentation to support the sales process in line with business and risk management practices.
- Analyse the profitability within the Region and oversee the formulation and implementation of plans for improvement with the relevant stakeholders.
- Report on the sales performance of the Region.
- Build and maintain relationships with clients and stakeholders that promote cross delivery practice solutions.
- Contribute to sustaining a competitive edge through external networking and benchmarking and representation on related forums.
- Define fair and innovative client service practices which build rewarding relationships, and allows team to provide exceptional client service.
- Engage with key internal and external stakeholders to identify changing client needs and make recommendations to align service offering with client needs.
- Manage a client service excellence culture which builds enduring relationships and allows team to provide exceptional client service.
- Manage the introduction of new channels for client interaction in order to improve client services against service expectations
- Be a member of and make positive contributions to Professional Bodies and stakeholder groups
- Create a positive work climate and culture to energise employees, give meaning to work, minimise work disruption and maximise employee productivity.
- Develop, implement and manage a People Capability plan that ensures that the function has the human resources and skills required to deliver on the strategy for the short-, medium- and long-term.
- Identify, attract, appoint, grow, engage, reward and retain top talent to drive strategic execution.
- Demonstrate exemplary leadership behaviour, through personal involvement, commitment and dedication in support of organisational 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.
- 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
- Ensure that employees are effectively recognised and rewarded in line with organisational practice and governance set by the REM committee.
- Encourage innovation, change agility and collaboration within the team
- Implement strategies to retain staff
- Monitor staff compliance to FAIS qualification requirements to ensure Broker Consultants take necessary action before the legislated deadlines
- Implement and compile budgets to minimise expenditure in alignment with tactical delivery plans.
- 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.
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Qualifications:
- Matric or equivalent NQF Level 5 qualification
- RE5
- FAIS Representative legislative qualification
- Class of Business 3 and 7 (preferable)
Experience
- 3-5 years of working experience in the financial services industry
- A minimum of 2 years of managerial experience overseeing the rendering of financial advice
- Experience in FAIS Tier 1 Long Term Insurance and Pension Benefit products
- A valid driver's license and access to your own vehicle
- Computer literacy
Duties & Responsibilities
- Leading and managing a team of Financial Advisers.
- Developing action plans to drive sales and enhance performance.
- Ensuring compliance with operational processes and legislative requirements.
- Cultivating a branch culture to energise employees and maximise productivity.
- Recruiting and selecting high performing Financial Advisers to join your team.
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Requirements
- Bachelor’s degree in Computer Science, Information Systems, Human-Computer Interaction, or a related field.
- 7+ years of experience in technology systems, UX design, or digital transformation roles.
- Proven experience leading cross-functional initiatives focused on user experience in enterprise environments.
- Strong understanding of enterprise IT systems (e.g., ERP, CRM, HRIS) and their impact on business operations.
- Excellent communication, facilitation, and stakeholder management skills.
- Familiarity with design thinking, agile methodologies, and user research techniques.
- Experience with tools such as ServiceNow, Salesforce, SAP, or Microsoft Dynamics.
- Certification in UX, Agile, or ITIL frameworks.
- Experience in change management and user adoption strategies.
Duties & Responsibilities
Experience Strategy & Design
- Define and drive the user experience strategy for enterprise systems across the Group Technology portfolio.
- Collaborate with product owners, architects, and UX/UI designers to ensure systems are intuitive, accessible, and aligned with user needs.
- Lead workshops and user research initiatives to gather insights and translate them into actionable improvements.
Stakeholder Engagement
- Act as the voice of the user in cross-functional teams, ensuring that user feedback is incorporated into system design and enhancements.
- Partner with business units to understand pain points and opportunities for improving system usability and performance.
System Optimization & Innovation
- Identify and implement opportunities to streamline workflows, reduce friction, and enhance the overall digital experience.
- Stay current with emerging technologies and trends in enterprise UX, recommending tools and practices that elevate the user experience.
Governance & Standards
- Develop and maintain experience design standards and best practices for technology systems.
- Ensure compliance with accessibility, security, and data privacy standards in all user-facing systems.
Measurement & Reporting
- Define KPIs and success metrics for system experience initiatives.
- Monitor system usage, satisfaction, and performance, providing regular reports and insights to leadership.
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Requirements
- Matric /Grade 12
- Relevant Insurance Experience
- Claims related experience advantageous
- Medical background advantagous
- Underwriting background advantageous
- At least 3- 5 years claims handling
Duties & Responsibilities
- Being responsible for 3rd party claims (Non-mandated intermediaries)
- Co-ordinates and performs the full assessment function in ensuring that all claims are dealt with swiftly
- Role serves as direct support for the life claims business unit
- Ensuring all emails are dealt with within 24 hours
- All claims to be captured onto the Claims System
- Feedback to be provided to life claims team
- Feedback to be provided to relevant binder holders
- Monthly reporting to be provided
- Escalation of complex claims to the Claims Committee
- Handling of complaints
- Knowledge of the business practices and procedures of Claims.
- Knowledge of cell captive information so the claim is captured under the correct client details
- Being aware of whom to follow up with for speedy administration and query resolution
- Understanding of technical medical terminology
- The ability to access and integrate information quickly
- Application of Rule 17 of the PPR’s and the TCF Outcomes
- Application of sound claims processes and interpretation of policy wording
- Application of Rule 18 of the PPR’s
- Professional and efficient service level delivery
- Promote TCF / PPR outcomes
- Keeping abreast of developments within Guardrisk
- Handling of extraordinary cases/ situations
- Responsible for point of contact resolution process for the business and liaising with other business units where necessary to finalize capturing of customer requests/complaints
- Gathering of required information in order to finalise capturing requirements
- Assessing all 3rd party claims
- Assessing claims landing in the Life Claims inbox
- Performing analysis on data for trend identification and feedback
- Assistance with ad-hoc projects from time to time
- Assistance with filing and record-keeping
- Responding to complaints
- Performing Root Cause Analysis on complaints
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Requirements
- Honour’s or equivalent qualification in a relevant field such as Human Resources, Industrial Psychology, Social, Behavioural Sciences, or a related discipline (Essential)
- Master's or equivalent qualification in a relevant field such as Human Resources, Industrial Psychology, Social, Behavioural Sciences, or a related discipline (Desirable)
- 5 – 8 years’ experience as a Human Capital Business Partner or Human Capital Advisory and or equivalent relevant experience
- 2 – 3 years’ management/leadership experience
- Demonstrated experience in transitional organisational development/ strategic human capital/resource management (desirable)
- Registered Psychometrist, independent practice with the Health Professions Council of South Africa (HPCSA) (Essential)
- Registered member with South African Board for People Practices (SABPP) (Essential)
- Registered Psychologist with the Health Professions Council of South Africa (HPCSA) (Desirable)
Duties & Responsibilities
PROCESS
- Contribute to the development of the human capital strategy and agenda to drive people solutions that enable business outcomes.
- Oversee and manage the operational human capital portfolio to deliver on business objectives.
- Engage and partner with senior leadership in the business to understand their needs to develop and implement integrated tactical and operational people plans and human capital solutions in response to business and people challenges.
- Collaborate with various stakeholders to develop and implement initiatives aimed at optimising and managing organisational design, organisational effectiveness, employee engagement, and retention.
- Partner with human capital teams to deliver effective, efficient, integrated, and value-added human capital solutions to the business in line with business needs.
- Support the development of human capital practices and engage with relevant stakeholders to ensure the human capital practice is suited to the business unit.
- Drive the implementation and adoption of various human capital practices and processes using various tools such as facilitating sessions to educate employees and senior line managers on these practices.
- Promote efforts to measure employee satisfaction and climate within supported client groups, and facilitate action planning to improve employee engagement and overall workplace culture with senior leaders.
- Advise, coach, and support senior leaders on a wide range of staff leadership activities, ranging from the design, implementation, and leadership of change programs with the support of the organisational effectiveness team.
- Implement leadership development initiatives in partnership with organisational effectiveness, organisational development, and learning and development, to empower and enable leaders across business and actively management of leadership development programs.
- Identify training and development initiatives to address any learning or development challenges in line with business needs and engage with the learning and development department to facilitate implementation.
- Influence key business decisions to ensure the effective management of employees through the fair, efficient, and pragmatic application of best practices.
- Guide and provide input on organisational design elements and support the organisational change.
- Provide leadership, consultation, and advice to the business in the areas of workforce planning, talent management (including talent acquisition), succession planning, onboarding, and performance management to align the needs of the business with the workforce.
- Utilise people analytics to identify trends and metrics to develop, optimise and implement human capital solutions that address key business challenges and drive business objectives.
- Keep abreast of industry trends and best practices to optimise the human capital service offering.
- Ensure human capital compliance to mitigate risk.
CLIENT
- Build and maintain relationships with clients and internal and external stakeholders.
- Deliver expectations of clients and internal and external stakeholders.
- Make recommendations to improve client service and fair treatment of clients within the area of responsibility.
- Participate and contribute to a culture that builds rewarding relationships, facilitates feedback, and provides exceptional client service.
- Continuously monitor turnaround times and quality standards and resolve issues speedily to enhance client service delivery.
- Drive client service delivery goal achievement in line with predefined standards to ensure that clients receive appropriate advice.
- Manage client query processes and ensure that queries are tracked, accurately resolved, and used as a mechanism to improve client service and human capital processes.
PEOPLE
- Create a positive work climate and culture to energise employees, give meaning to work, minimise work disruption, and maximise employee productivity.
- Select and recruit suitably qualified talent in line with employment equity principles and the organisational culture
- Drive a culture that guides and directs best practices, fostering an environment of continuous learning, improvement, and cohesiveness.
- Effectively manage performance within the team to ensure business objectives are achieved.
- Encourage innovation, change agility, and collaboration within the team.
- Promote efforts to improve employee satisfaction and climate within the team.
- Facilitate action planning to improve employee engagement and overall workplace culture in the team.
- Mentor human capital/resources business partners and consultants and ensure they develop and support the head of human resources to ensure succession is in place in their teams.
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 the area, including the authorisation of expenditures and implementation of financial regulations.
- Manage high-risk and problematic financial issues in the area of accountability and contribute to the development of policy.
go to method of application »
Qualifications:
- Matric or equivalent NQF Level 5 qualification
- RE5
- FAIS Representative legislative qualification
- Class of Business 3 and 7 (preferable)
Experience
- 3-5 years of working experience in the financial services industry
- A minimum of 2 years of managerial experience overseeing the rendering of financial advice
- Experience in FAIS Tier 1 Long Term Insurance and Pension Benefit products
- A valid driver's license and access to your own vehicle
- Computer literacy
Duties & Responsibilities
- Leading and managing a team of Financial Advisers.
- Developing action plans to drive sales and enhance performance.
- Ensuring compliance with operational processes and legislative requirements.
- Cultivating a branch culture to energise employees and maximise productivity.
- Recruiting and selecting high performing Financial Advisers to join your team.
go to method of application »
Qualifications:
- Matric or equivalent NQF Level 5 qualification
- RE5
- FAIS Representative legislative qualification
- Class of Business 3 and 7 (preferable)
Experience
- 3-5 years of working experience in the financial services industry
- A minimum of 2 years of managerial experience overseeing the rendering of financial advice
- Experience in FAIS Tier 1 Long Term Insurance and Pension Benefit products
- A valid driver's license and access to your own vehicle
- Computer literacy
Duties & Responsibilities
- Leading and managing a team of Financial Advisers.
- Developing action plans to drive sales and enhance performance.
- Ensuring compliance with operational processes and legislative requirements.
- Cultivating a branch culture to energise employees and maximise productivity.
- Recruiting and selecting high performing Financial Advisers to join your team.
go to method of application »
Qualifications:
- Matric or equivalent NQF Level 5 qualification
- RE5
- FAIS Representative legislative qualification
- Class of Business 3 and 7 (preferable)
Experience
- 3-5 years of working experience in the financial services industry
- A minimum of 2 years of managerial experience overseeing the rendering of financial advice
- Experience in FAIS Tier 1 Long Term Insurance and Pension Benefit products
- A valid driver's license and access to your own vehicle
- Computer literacy
Duties & Responsibilities
- Leading and managing a team of Financial Advisers.
- Developing action plans to drive sales and enhance performance.
- Ensuring compliance with operational processes and legislative requirements.
- Cultivating a branch culture to energise employees and maximise productivity.
- Recruiting and selecting high performing Financial Advisers to join your team.
Method of Application
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