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  • Posted: Jun 6, 2022
    Deadline: Not specified
  • Momentum is a trusted partner on your journey to financial wellness. We guide you by offering leading advice, products and services. We are committed to helping you fulfill your lifelong financial needs, by providing relevant and unique solutions to suit your budget and individual circumstances. It is our aim to build and maintain enduring relationships by p...
    Read more about this company


    Retail Business Consultant (Brooklyn)

    Role Purpose    
    The Retail Business Consultant crafts passionate, energetic, and meaningful partnerships with IFAs that will stand the test of time. Product, market, and sales intelligence will set them apart from their counterparts. The consultant/IFA relationship will be strengthened by ease of doing business, first-class services, deep business analysis and continuous improvement of the IFA's business.


    • 3-year BCom degree in the following fields: Business Management, Marketing, Communications, Finance and Legal (essential)
    • Willingness to study towards the degree and recognition of prior learning if you have 3+ years of experience working in
    • MDS.
    • CFP® is an advantage


    • 3 to 5 years’ financial service industry experience (desired)
    • 1 to 3 years relevant sales experience (essential)
    • Experience in Momentum Myriad and Investo products is an advantage
    • Strong business acumen with sound knowledge in risk assessments, claims, underwriting, tax, business assurance
    • Knowledge of financial services industry and insurance products (desired)

    Duties & Responsibilities    

    • 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


    • 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 ambassador


    • 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


    • IFA having the perception that Momentum are thought leaders.
    • Be the IFA's source of information within Momentum
    • Be accountable, innovative, excellent, honest, diverse, and influential in your business dealings
    • Enable better financial planning and advice outcomes
    • Achieve and/or exceed the minimum production targets,
    • Achieve and/or exceed the minimum productive IFAs required


    • Leading change and innovation
    • Diversity and inclusiveness
    • Drive for results
    • Ability to drive and influence IFA commitment
    • Collaboration
    • Impact and influence
    • Growing talent.
    • Self-awareness and insight

    Closing Date: 12th, June 2022

    go to method of application »

    Distribution Support Administrator (Polokwane)

    Role Purpose    
    The Distribution Support Administrator provides quick and accurate administrative support, to enable the branch support area to deliver a professional service to Financial Advisers and other stakeholders within Service Level Agreements and legislative/compliance requirements.


    • Grade 12/Matric
    • Relevant NQF 6 Business-related qualifications (preferred)


    • Proven minimum of 1 - 3 years' office administrator experience in the financial services industry
    • Experience in the MDS Sales environment will be an advantage
    • Proficient in Afrikaans and English (written and verbal)
    • Knowledge of Microsoft Suite (Word, Excel, Windows etc.)

    Duties & Responsibilities    
    Internal Processes: Sales and Service Experience

    • Understanding of end-to-end processes across product lines
    • Understanding of end-to-end systems capabilities across product lines
    • Challenge processes that do not serve the business - ease of business
    • Good understanding of Compliance process adherence and impact of non-adherence
    • Quotes fulfillment and tracking
    • Professional presentation of quote and relevant supporting documentation that support the 'advice-led' process
    • Accountable for the new business process - end to end completed with least amount of comeback
    • Process application form and engage with Financial Adviser /practice staff asap after receipt
    • Engage with Financial Adviser practice staff to ensure processing happens smoothly with full ownership of the process through understanding and conveying the reason for requirements
    • Ensure all cases and new business applications are correctly recorded and kept up to date on activity manager
    • Log appropriate activities, timeously (quotes and Financial Adviser engagements)
    • Consult systems to view progress - those documents pull through correctly
    • Manage pipeline - keep clean and relevant. Drive submission of requirements to ensure cases issue
    • Having regular engagement sessions with Business Consultant to update on status of all quotations, pipeline business and any other sales enablement updates
    • Prepare Consultant for engagement – by providing reports, quote feedback, pipeline business
    • Co-accountability for Momentum Distribution Service target achievement with consultant
    • Administratively support Consultant on all planned marketing calls - to follow through in support
    • Understanding of all available reports such as Power BI, lapse and arrear reports, reinstatement reports
    • Training of Financial Adviser practice staff through knowledge sharing of digital capabilities (such as Power BI, Campaign master and etc.)
    • Comfortable to be a first point of call on Financial Adviser /practice staff online navigation enquiries
    • Ensure that all training interventions are recorded on appropriate reports
    • Provide support to other branches (nationally) when need arises to ensure business continuity
    • Identify and report process and system failures and enhancements to improve client experience

    Stakeholder Engagement

    • Ensure all internal and external engagements are conducted in a professional manner
    • Maintain meaningful business relationships with all stakeholders ? Provide authoritative expertise to clients and 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

    Collaboration and Self-development

    • 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 newideas.
    • Take ownership for driving career development

    Business Efficiencies and Effectiveness

    • Identify opportunities to enhance effectiveness and increase operational efficiency.
    • Manage company resources under your control with due respect.
    • Provide input into the risk identification processes and communicate recommendations in the
    • appropriate forum


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

    Closing Date: 11th, June 2022

    Method of Application

    Use the link(s) below to apply on company website.


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