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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Role Purpose
- Manage and motivate the team in order to deliver an excellent client experience and support the achievement of sales targets, Manage the activities of advisors through effective people and branch management in order to foster client centricity, increased productivity and enable operational sales excellence.
Requirements
Qualifications
- Matric or equivalent NQF Level 4 qualification
- FAIS Representative Regulatory Exam Level 5 passed
- 120 credit FAIS recognised qualification
Experience
- 3-5 years’ working experience in the insurance industry environment
- A Minimum of 2 years managerial experience in overseeing the rendering of financial advice to fulfil the duties of a compliant key individual and be registered with the FSP
- FAIS Tier 1 & 2 financial products (Long term insurance products, Pension benefit products and Collective investment scheme products)
- Class of Business 3 and 7 (Preferable)
- Skills and Knowledge
- Relationship building
- Networking
- Good communication
- Computer Literacy
- Financial services industry (relevant legislation, product and process knowledge, Class of Business knowledge
- People Management
Other requirements
- Driver’s license and own vehicle
Duties & Responsibilities
INTERNAL PROCESS
- Managing a team of Financial Advisors
- 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 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 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
Closing Date
go to method of application »
Role Purpose
- Manage and motivate the team in order to deliver an excellent client experience and support the achievement of sales targets, Manage the activities of advisors through effective people and branch management in order to foster client centricity, increased productivity and enable operational sales excellence.
Requirements
Qualifications
- Matric or equivalent NQF Level 4 qualification
- FAIS Representative Regulatory Exam Level 5 passed
- 120 credit FAIS recognised qualification
Experience
- 3-5 years’ working experience in the insurance industry environment
- A Minimum of 2 years managerial experience in overseeing the rendering of financial advice to fulfil the duties of a compliant key individual and be registered with the FSP
- FAIS Tier 1 & 2 financial products (Long term insurance products, Pension benefit products and Collective investment scheme products)
- Class of Business 3 and 7 (Preferable)
- Skills and Knowledge
- Relationship building
- Networking
- Good communication
- Computer Literacy
- Financial services industry (relevant legislation, product and process knowledge, Class of Business knowledge
- People Management
Other requirements
- Driver’s license and own vehicle
Duties & Responsibilities
INTERNAL PROCESS
- Managing a team of Financial Advisors
- 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 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 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
Closing Date
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Role Purpose
- Build, strengthen and maintain relationships with key stakeholders and act as key contact to stakeholders regarding queries, products and services.
Requirements
- Matric (grade 12) certificate
- Diploma in Marketing/ Business Management and or equivalent relevant qualification
- Financial Advisory and Intermediary Services (FAIS) / Regulatory Exam (RE) accreditation
- Wealth Management certificate
- Regulatory Exam (RE) 5
- Vaild Drivers Licence (Own Car)
- 3 - 5 years demonstrated track record as an Account Executive or in comparable sales/customer service roles
- Demonstrated experience in corporate and broker relations
- Experience overseeing multiple accounts and capitalising on new business opportunities
- Experience in analysing client requirements and preferences
- Experience in the Heath Industry (Essential)
- Experience in Presenting at different stakeholder levels (Member – CEO level)
Duties & Responsibilities
INTERNAL PROCESS
- Build and maintain good relationships with various stakeholders (e.g. clients, brokers, partners) so the business can maximise value from these relationships.
- Understand stakeholders' problems and challenges and identify ways the business could better address those needs.
- Interact with stakeholders to explain products and service offerings, address queries and strengthen their satisfaction with the business.
- Assess level of client satisfaction with current products and services and make recommendations to address shortcomings.
- Function as a trusted and loyal advisor regarding business challenges stakeholders are facing, by identifying competitive threats and recommending helpful strategies to help them realise their business goals.
- Analyse all benefits, risks, and costs of proposed strategies to determine whether they are viable.
- Provide information to internal teams to capitalise on opportunities to up-sell or cross-sell services and products, based on insight generated in stakeholder engagements and needs.
- Provide excellent service in order to maintain a positive reputation for the business.
- Resolve any escalated complaints in a prompt and professional manner to maintain good relationships and stakeholder satisfaction.
- Identify and report process and system failures and enhancements to improve stakeholder experience.
CLIENT
- 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 level agreements 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 negotiating objective and realistic service level agreements, monitor appropriateness and recommend adjustments.
- 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
- 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 specialisation.
- 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.
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.
Competencies
- Providing Insights
- Establishing Rapport
- Conveying Self-Confidence
- Developing Strategies
- Convincing People
- Managing Tasks
- Interacting with People
- Articulating Information
Closing Date
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Role Purpose
- To provide effective and efficient service to clients by receiving, evaluating and timeously responding to telephonic / electronic enquiries.
Requirements
Experience and Qualifications
- Matric or relevant qualification.
- 2 Years Employee Benefits Experience.
- Knowledge of Section 37C of the Pension Funds Act and the associated legal and regulatory framework.
- Experience in preparing documents and presenting to trustees is an advantage.
Duties & Responsibilities
The incumbent will be co-responsible for the following:
- Administer the processing of Section 37C claims, including verifying claimants’ information, compiling necessary documentation, and ensuring the claims are processed accurately and promptly.
- 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.
- Escalate client queries to the relevant department or stakeholder.
- 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.
- Collaborate and partner with team members in order to drive and support effective teamwork.
- Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.
Competencies
- Planning and organising
- Accountability
- Customer orientation
- Attention to detail
- Good communication skills
- Good attention to detail
- Teamwork
Closing Date
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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
- Matric/ N4 Equivalent Qualification.
- FAIS requirements based on DOFA date
- Relevant regulatory examinations if you are already working in the financial services industry.
- 1 - 2 years’ experience for individuals with undergraduate degree
- 2 - 3 years in a Sales environment
- Strong computer literacy skills
- Fluency in English
Duties & Responsibilities
- Engage with prospect clients to understand their financial needs.
- Sell products that align with the clients’ financial requirements.
- Accurately record client information and sales details
- Achieve targets related to production, quality and conversion.
- Comply with legislative regulations and adhere to all compliance requirements.
Competencies
- Verbally fluent
- Numerical reasoning ability
- Be able to plan and manage their time.
- Self-reliant
- Be resilient (drive, determination, risk tolerance, bounce back after setbacks)
- Manage relationships well.
- Demonstrate sales behaviors (deal with difficult clients, competitive, achieving, persistent).
- Be entrepreneurial (set ambitious, targets, self-reliant, financial prosperity in high-risk environment, autonomy)
Closing Date
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Role Purpose
- To effectively manage the specialized claims (investigations) department. This includes but is not limited to the management of processes, procedures, systems, and leading of people to minimize claims leakages.
Requirements
- Bachelors degree in Forensic Investigations or related field.
- 8-10 years' experience in short-term insurance claims.
- Minimum 5 years' experience in fraud investigations or forensic investigations.
- At least 3 years in a leadership or management role.
- Experience managing complex insurance fraud investigations.
Duties & Responsibilities
OPERATIONALMANAGEMENT
- Ensure that claims to be investigated are, identified, conducted, and reported on, in line with applicable policies, procedures and legislation
- Establish and maintain positive Stakeholder relations to foster good internal and industry partnerships
- Plan and continuously monitor and evaluate systems and procedures with the aim of improving quality of service to customers and all stakeholders
- Manage the preparation and presentation of departmental and group reports as required (weekly, monthly, quarterly.)
- Track the attainment of departmental strategic goals and take the necessary steps to achieve efficiencies
- Monitor and review performance data of department
- Plan and execute budget controls in line with appropriate policies and procedures and for the benefit of the department and the organization at large
- Execute business decisions that are in line with the organizational values of Innovation, Accountability, Integrity, and Teamwork
- Handle client and broker complaints in an efficient, effective, and professional manner
- Be the custodian of Momentum Insure’s Claims Philosophy principles
PEOPLEMANAGEMENT
- Create a conducive working environment and a culture that aligns to the organizational values
- Ensure that all grievances and issues of noncompliance to operational and organizational policies and procedures, are dealt with speedily and decisively
- Maintain open communication at all levels, including but not exclusive to, one-on-one communication, team/departmental communication and as required to senior structures of the organization
- Plan staffing levels to ensure optimal levels of productivity and efficiencies
- Collaborate with the Human Capital department to ensure that recruitment processes are followed in accordance with the required policies, procedures, and legislative requirements
- Manage people performance and ensure that formal and informal feedback is provided on a regular basis to individual and teams and in line with the organization's performance policies and procedures
- Coach, mentor and ensure people development to maximize operational efficiencies and in line with People Development policies and applicable legislation
- Manage the resolution of identified risks and apply controls to eradicate/minimize failures in the investigations processes
Competencies
- Integrity and ethics.
- Analytical thinking.
- Decision-making.
- Attention to detail.
- Leadership and people management.
- Problem-solving.
- Customer focus.
- Resilience and adaptability.
- Negotion Skills
- Excellent communication skills (written and verbal)
- Interpersonal Skills
- Financial & Business acumen
Closing Date
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Role Purpose
- Accurately capturing of information electronically, review data for accuracy and make required corrections as required.
Requirements
- A National Senior Certificate with Bachelors pass is essential
- Previous working experience as an Administrator / Data Capturer is highly advantageous
- Language proficiency in English and another South African language is essential
- Experience working in a client services environment is preferred
- MS Office / 365 proficiency is essential
- The uploaded CV must include a copy of your National Senior Certificate and ID.
Duties & Responsibilities
- Accurately capture new membership applications and changes within the specified service level agreement.
- Apply scheme membership rules in terms of underwriting and waiting periods.
- Follow-up on outstanding documentation to ensure that members and dependants are successfully registered.
- Printing and distributing membership welcome packs and cards.
- Assisting with quality control initiatives within the team.
Competencies
- Data capturing
- Customer-focused
- Ability to learn and apply new skills
- Attention to detail
- Decision making
- Problem solving
- Business writing skills
Closing Date
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Role Purpose
- Develop, test, deploy, maintain and support a portfolio of new and existing software applications and services, from highlevel business requirements and designs, through the Software Development Life Cycle.
Requirements
Qualification
- Matric / Grade 12 (Essential)
- Related IT Qualification (Essential)
Experience
- 3 - 5 years experience in Software Development.
- Knowledge of Software Development Lifecycle (SDLC)
- Knowledge of relevant programming languages
- Knowledge of software testing
- Knowledge of writing test cases
Duties & Responsibilities
INTERNAL PROCESS
- Collaborate with the Scrum Master/Project Manager to deliver quality, effective software, in line with the agreed development process and business needs.
- Collaborate with stakeholders to gather requirements, conduct analysis and prioritise requests.
- Conduct research and evaluate potential technical solutions to identified business problems.
- Partner with Business and/or System Analysts to translate business requirements into workable solutions and document solutions into technical specifications.
- Design and code new software functionality using code that is readable, maintainable and reusable.
- Conduct Unit Testing of own code, and System Integration Testing (SIT) of each solution and resolve all issues/queries timeously.
- Collaborate with the testing team to cocreate test cases to ensure that features within each application are working as expected.
- Contribute to user acceptance testing (UAT) and training material to ensure that functionality is working correctly.
- Deliver coding into the applicable production environment once testing has been completed.
- Provide stakeholders with regular feedback on the technical design and timelines for solution ensuring that business needs are met.
- Maintain existing programmes according to change requests approved by business as and when needed.
- Diagnose root causes of system issues through problemsolving and recommend potential solutions.
- Monitor performance of solutions and make recommendations to improve the performance and functionality of the solution.
- Log issues found in existing systems as internal change controls and ensure successful resolution of issues.
Competencies
- Communication skills
- Interpersonal skills
- Problem-solving skills
- Planning and organising skills
- Analytical skills
Closing Date
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Role Purpose
- The Legal Advisor is responsible for financial planning & technical support relating to risk, investments & fiduciary solutions in both individual & business markets.
Requirements
Qualifications:
- Relevant Law degree/LLB (essential) \
- Postgraduate Diploma in Financial Planning/CFP (Preferred)
- FAIS Compliant (RE5 Certification essential)
Experience:
- At least 5 years experience in the financial services and commercial industry, with a preference in financial planning & insurance.
- 1 - 3 years' legal advisor experience in the financial services industry.
Duties & Responsibilities
- Provide expert advice to business on various legal and technical matters in line with legal framework and best practice.
- Provide legal advice to all stakeholders on any corporate legal related matters to ensure soundness of commercial operations enabling business to achieve its objectives.
- Financial Planning: Identify, analyse, and implement solutions to MDS clients and financial advisers/planners regarding:
- Estate planning (including Fiduciary Specialist services)
- Business planning
- Tax planning
- Investment planning
- Retirement planning
- Offshore estate planning
- Provide support to financial advisors:
- Ensure that MDS financial adviser/planner's needs are established, and support is provided relevant to those needs.
- Ensure that you keep the client on top of mind for all individual engagements, discussions, follow-ups and adaptions/modifications and feedback.
- Contribute to the growth and retention all business pertaining to MDS portfolio.
- Train and develop MDS financial advisers/planners and assist them with growing their business by providing quality legal and technical support, including fiduciary services.
- Knowledge sharing and contributing to the monthly, quarterly, and ad-hoc publications (ASAP, Leverage and Momentarily).
- Build and maintain relationships with clients and internal and external stakeholders.
- Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.
- Drive client service delivery goal achievement in line with predefined standards in order to ensure that clients receive appropriate advice and after sales service.
Compliance:
- Ensure the necessary FAIS Compliance documents are completed and signed and placed on record (Letter of Introduction and Record of Advice, if applicable)
- Ensure that all legal execution documents are executed in accordance with relevant industry legislation and requirements.
- Update and educate the business on changes or amendments to business laws and advise how this may affect the business when required.
- Note: This role may require you to travel between provinces.
Competencies
- Working with people
- Adhering to principles & values
- Relating and Networking
- Persuading and Influencing
- Applying Expertise and Technology
- Analysing
- Learning and Researching
- Formulating strategies and concepts
- Plan and organizing
- Delivering results and meet customer expectations
- Adapting and responding to change
- Coping with pressure and setbacks
- Achieving personal work goals and objectives
- Entrepreneur and Commercial thinking
Closing Date
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Role Purpose
- The Retail Business Consultant crafts passionate, energetic, and meaningful partnerships with IFAs that will stand the test of time over a range of product, market, and sales intelligence which will set them apart from their counterparts.
- The consultant and 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 ( Myriad, Investo, Health & Investments)
- Visit the IFA and IFA office based on a defined plan and deliver marketing messages on the wide range of products
- Analyse, monitor and/or increase prescribed weekly activities to exceed sales targets.
- Present the professional, disciplined nature of the IFA Agenda, presentation and action any requests same day or next record minutes of all meetings
Enthuse:
- Understand who the IFA category 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:
- Enhance the perception that IFA have that Momentum are thought leaders.
- Be the IFA's source of information and educator within Momentum
- Be accountable, innovative, excellent, honest, diverse, and influential in your business dealings
- Enable better financial planning and advice outcomes
Enable/ Empower:
- A competitive advantage in the future world of the consultant will be the ability to apply excellent knowledge with the ability to meaningfully contribute to the growth of the IFA’s practice.
- Consultants develop a trusting relationship with the IFA within which business advice can be given and hence growth the business
- Consultants help grow the IFA’s practice by identifying and focusing on new products and new client segments, as well as new channels.
- Continuously assist the IFA to optimise his/her book, by effectively using the campaigns on offer to satisfy further needs of their client base.
Competencies
- Working with people
- Adhering to principles & values
- Relating and networking
- Persuading & influencing
- Applying expertise & tech
- Analysing skills
- Delivering results & meet customer expectations
- Adapting & respond to change
- Coping with pressure & setbacks
- Achieving personal work goals & objectives
- Entreprenurial & Commercial thinking
Closing Date
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
- Matric/ N4 Equivalent Qualification.
- FAIS requirements based on DOFA date
- Relevant regulatory examinations if you are already working in the financial services industry.
- 1 - 2 years’ experience for individuals with undergraduate degree
- 2 - 3 years in a Sales environment
- Strong computer literacy skills
- Fluency in English
Duties & Responsibilities
- Engage with prospect clients to understand their financial needs.
- Sell products that align with the clients’ financial requirements.
- Accurately record client information and sales details
- Achieve targets related to production, quality and conversion.
- Comply with legislative regulations and adhere to all compliance requirements.
Competencies
- Verbally fluent
- Numerical reasoning ability
- Be able to plan and manage their time.
- Self-reliant
- Be resilient (drive, determination, risk tolerance, bounce back after setbacks)
- Manage relationships well.
- Demonstrate sales behaviors (deal with difficult clients, competitive, achieving, persistent).
- Be entrepreneurial (set ambitious, targets, self-reliant, financial prosperity in high-risk environment, autonomy)
Closing Date
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
- Matric/ N4 Equivalent Qualification.
- FAIS requirements based on DOFA date
- Relevant regulatory examinations if you are already working in the financial services industry.
- 1 - 2 years’ experience for individuals with undergraduate degree
- 2 - 3 years in a Sales environment
- Strong computer literacy skills
- Fluency in English
Duties & Responsibilities
- Engage with prospect clients to understand their financial needs.
- Sell products that align with the clients’ financial requirements.
- Accurately record client information and sales details
- Achieve targets related to production, quality and conversion.
- Comply with legislative regulations and adhere to all compliance requirements.
Competencies
- Verbally fluent
- Numerical reasoning ability
- Be able to plan and manage their time.
- Self-reliant
- Be resilient (drive, determination, risk tolerance, bounce back after setbacks)
- Manage relationships well.
- Demonstrate sales behaviors (deal with difficult clients, competitive, achieving, persistent).
- Be entrepreneurial (set ambitious, targets, self-reliant, financial prosperity in high-risk environment, autonomy)
Closing Date
go to method of application »
Role Purpose
- Examine and evaluate Operational reporting requirements for various stakeholders across the business unit.
Requirements
- Com / B.Sc. degree, IT Diploma, or equivalent qualification
- IT and report writing experience
- Microsoft SQL Server certification preferred
- Strong Microsoft SQL Server programming skills: 4 - 6 year experience
- Microsoft Power BI experience preferred: 2 - 3 year experience
- Microsoft Reporting Services experience preferred: 2 - 3 year experience
- Work with databases from a wide variety of vendors and database platforms (MS SQL Server, PostgreSQL, DB2 and Oracle)
- XML/XSL Experience preferred
Duties & Responsibilities
- The work you need to deliver
- The analysis of reporting requirements as defined by business, and documenting the desired solution and/or recommendations
- Translation of reporting requirements between business and the technology and tools necessary to deliver on those requirements.
- The development of reports, and underlying scripts and procedures, according to business requirements.
- Ensure a high level of quality is achieved by performing constant testing and reviews of reports implemented. This includes doing performance optimisation of existing SQL code in order to make it execute faster whilst proving the integrity of the report is still intact.
- Interact with existing reporting resources and ensure a single reporting strategy is maintained.
- Interact with other technology teams and database administrators to ensure that reporting continuity is maintained.
- Participate in the change process to improve efficiency of testing.
- Formalize communication to ensure accurate reporting on deliverables.
- Ensure signoff on all reporting deliverables according to business specifications.
- Work in partnership with the business analysts, product owners, and other IT and business personnel to maximize project delivery success.
- Report and estimate on the development timelines.
- Continually build and enhance knowledge of reporting technologies.
- Continually improve the reporting writing process by investigating and implementing new and innovative reporting writing methods
Competencies
- Strong analytical & problem solving skills
- Ability to work under pressure and manage a crisis effectively
- Methodical, logical, patient, careful, and accurate.
- Good communicator, who is able to work well with others, but also possess the self-discipline and stamina to work on their own initiative
- Interfacing with clients
- Interpersonal skills
Closing Date
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Role Purpose
- The Head of Reinsurance: Business Development is responsible for originating, structuring, negotiating, and managing strategic risk-sharing and risk-taking arrangements that support Guardrisk Life’s growth objectives, capital efficiency, and risk management strategy.
- The role will identify and develop new business opportunities through partnerships with insurers, reinsurers, distributors, financial institutions, and other strategic stakeholders, while ensuring that solutions deliver sustainable value to the business.
Requirements
- Degree in Actuarial Science, Finance or related field.
- Nearly or Newly Qualified Actuary, CA, or equivalent qualification will be advantageous.
- Significant experience in life insurance, reinsurance, corporate development, partnerships, or business development.
- Proven track record in structuring and negotiating commercial transactions.
- Strong understanding of insurance risk transfer, capital management, and financial performance drivers.
- At least 7 years relevant working experience in the life insurance/reinsurance industry.
Duties & Responsibilities
Key Responsibilities:
Strategy and Business Development
- Assist to develop and execute the company’s risk-sharing and risk-taking strategy.
- Identify new opportunities to grow the book of business through strategic partnerships.
- Build and maintain relationships with insurers, reinsurers, intermediaries, affinity partners, and other market participants.
- Monitor market trends and competitor activity to identify emerging opportunities.
Deal Origination and Execution
- Key involvement in the origination, assessment, structuring, negotiation, and implementation of opportunities.
- Develop business cases and financial analyses to support proposed transactions.
- Negotiate commercial terms with partners and ensure alignment with company objectives.
- Coordinate internal stakeholders to facilitate efficient deal execution.
Portfolio Growth and Management
- Drive profitable growth of the risk-sharing and risk-taking portfolios.
- Monitor the performance of existing partnerships and identify opportunities for expansion or optimisation.
- Establish performance metrics and regularly report on portfolio outcomes.
Stakeholder Management
- Act as the relationship manager with strategic partners.
- Collaborate closely with actuarial, finance, legal, product, distribution, underwriting, and operations teams.
- Present opportunities and recommendations to executive committees and boards where required.
- Governance and Risk Management
- Ensure all arrangements comply with regulatory requirements, governance standards, and risk appetite.
- Work with risk, legal and compliance functions to assess and manage transaction risks.
- Maintain appropriate documentation and governance over all partnership arrangements.
Competencies
Skills and Competencies:
- Strategic thinking and commercial acumen.
- Excellent negotiation, influencing and relationship management skills.
- Strong analytical, financial, and actuarial modelling skills.
- Relationship management and networking capability.
- Ability to identify and execute growth opportunities.
- Executive-level communication and presentation skills.
- Strong project and stakeholder management skills.
- High integrity and decision-making skills.
Closing Date
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Role Purpose
- Perform detailed analysis, document processes and perform user acceptance testing to support development of innovative solutions to enable business objectives.
Requirements
Qualification:
- Matric / Grade 12 (Essential)
- Business Analysis, Information Technology, or related degree/diploma (Essential).
- Business Analysis certification (eg. BABOK/CBAP) (Desirable).
Experience:
- 3 - 5 years of proven experience in Business Analysis.
- Healthcare experience would be beneficial.
- Experience working with cross-functional project teams will be beneficial.
Duties & Responsibilities
INTERNAL PROCESS
- Keep abreast of latest IT trends and practices to optimise service offering and minimise risk.
- Gather and interpret requirements from key stakeholders/customers in line with business analysis frameworks.
- Analyse and understand the business requirement and through a structured process document, validate and translate these into requirement specifications and functional specifications to be used by developers in crafting technical solutions and by testers to test and confirm successful delivery of solutions to the requirement.
- Contribute to translating the business goals into design in line with systems architecture.
- Act as a liaison between key stakeholders/customers and the project team to determine customer needs and translate these into business requirements.
- Oversee the quality delivery of requirements and business process specifications that meet the agreed deliverables in line with best practices and business process.
- Collaborate closely with solution teams and a variety of endusers to ensure requirements compatibility and end user satisfaction.
- Participate in the solution design process to make recommendations to create and enhance solutions that are innovative, repeatable and sustainable and solve complex business problems.
- Participate in User Acceptance testing and guide users to ensure that the designed solution ultimately meets business requirements.
- Define the success criteria using scenario testing and test cases to ensure that testing covers all aspects of the business specification.
- Test and validate the functionality of all technical solutions in line with business requirements on completion of development to ensure that business requirements are met in the implemented solutions.
- Define reporting requirements and integration points on affected components using diagrammatic representations.
- Collaborate with various business areas and teams to ensure integration and consistency of solutions across business.
Competencies
- Examining Information: Analyses and processes information asks probing questions strives to find solutions to problems.
- Documenting Facts: Writes fluently when documenting facts understands arguments logically focuses on finding facts.
- Interpreting Data: Interprets data rationally by quantifying issues applies technology as a means to evaluating data evaluates information objectively.
- Adopting Practical Approaches: Applies practical skills when investigating issues prefers to learn by doing is practically minded and applies common sense.
- Exploring Possibilities: Is conceptual when developing ideas applies theories to problem solving prefers to learn by thinking and identifying underlying principles.
- Articulating Information: Is articulate in giving presentations is eloquent and explains things well projects social confidence when articulating information.
- Challenging Ideas: Prepared to disagree and question assumptions challenges ideas and established views comfortable arguing own perspective.
- Meeting Timescales: Is target focused and meets deadlines is punctual and keeps to schedule is reliable in finishing tasks.
Closing Date
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Role Purpose
- Apply appropriate testing methodologies, scripts and test plans at certain stages of the development cycle to ensure that systems and applications function optimally, To assess computer hardware and software during the development phase to verify that the system or product meets defined technical specifications.
- Also, to detect and correct any overlooked issues, ensuring the product functions effectively and meets quality standards before it is released to the market.
Requirements
Qualifications:
- Grade 12 / Matric (Essential)
- Relevant IT Qualification (Essential)
- Relevant ISTQB / Software testing certification
Experience:
- 2-4 years relevant IT experience (essential)
- 2-3 years testing experience (essential)
- Exposure to working in a software development environment (essential)
- 3 - 5 years experience as a Test Analyst at least 2 years experience working with computer software, coding and test techniques and programming
Knowledge:
- Proven experience in test planning, test case design, execution, and reporting
- Experience with test automation, including creating and maintaining automated test scripts
- Hands on experience in identifying, logging, and tracking defects throughout the defect lifecycle
- Experience with automation tools (i.e, Katalon, BrowserStack Quick Test Professional, Unified Functional Testing, Selenium, Postman, Rest-assured, SoapUI)Experienced in the use of Bug life-cycle management software, such as Jira and QTestSolid web UI and back-end testing experience Preferably scripting experience such as Java/Java Scripting
Duties & Responsibilities
INTERNAL PROCESS:
- Keep abreast of latest IT trends and practices to optimise service offering.
- Oversee the complete test cycle of software development, from requirements testing to user acceptance and release testing.
- Operationalise testing strategy in line with best practice standards to ensure alignment between testing and development activities.
- Define testing objectives and quality criteria to plan for testing at different stages of the development cycle to reduce potential for error. Execute end to end functional tests and utilise developed automated tests to ensure optimal functioning of applications in line with business requirements.
- Manage the testing operation of systems or applications under controlled conditions and evaluate the results against expectations.
- Apply an understanding of distributed systems to configure test environments and execute test plans in line with business requirements. Manage test cases, test designs, service and support documentation to ensure that testing and support of applications are accurate and meet expectations.
- Evaluate and understand software and applications functionality to determine appropriate test methodologies relative to the application being tested.
- Implement defect tracking and test case management systems to document test sets, defects and record test case execution results.
- Collaborate with the software development team or operations team to troubleshoot and remediate issues in production environments to drive quality and performance of systems or applications.
- Collaborate with various teams to ensure that all testing related work is carried out as per defined standards and procedures.
- Document UAT test scenarios, test cases and test scripts with the business analysis team to ensure business requirements are met.
Competencies
- Examining Information: Analyses and processes information asks probing questions strives to find solutions to problems.
- Interpreting Data: Interprets data rationally by quantifying issues applies technology as a means to evaluating data evaluates information objectively.
- Developing Expertise: Is open to taking up learning opportunities is quick in acquiring knowledge and skills develops expertise by updating specialist knowledge.
- Articulating Information: Is articulate in giving presentations is eloquent and explains things well projects social confidence when articulating information.
- Challenging Ideas: Prepared to disagree and question assumptions challenges ideas and established views comfortable arguing own perspective.
- Team Working: Works participatively with others is democratic and encourages team contributions collaboratively involves others in decision making.
- Managing Tasks: Manages tasks by being organised and methodical plans activities systematically sets priorities for tasks.
- Producing Output: Is focused on activity and works quickly keeps busy and maintains productivity is comfortable multi-tasking to produce output.
Closing Date
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Role Purpose
- To provide an office based administrative support to providers and to the provider team in order to ensure an effective and efficient escalation process as well as corresponding system support.
Requirements
Qualification:
Experience:
- At least 2 - 3 years’ experience, preferably in medical scheme industry.
- At least 2 - 3 years' Client services or call centre experience.
- Proficient in MS Office (Excel, Word, Outlook)
Duties & Responsibilities
- Deliver on service level agreements made with clients and internal and external stakeholders in order to ensure that client expectations are managed
- Communicate verbally and in writing with dental providers and pharmacies to resolve enquiries and queries received in all platforms.
- Investigate and resolve claims queries.
- Handle incoming telephonic queries from call centre for network providers.
- Educating and supporting the healthcare providers on the dental and pharmacy network to remain compliant.
- Assist external stakeholders with network related enquiries.
- Support to ensure adequate network coverage for members.
- Building and maintaining positive relationships with dental and pharmacy providers.
Competencies
- Strong attention to detail and accuracy.
- Good organizational and time management skills.
- Ability to navigate and utilize multiple digital platforms.
- Clear and professional communication skills.
- Sound understanding of clinical protocols and scheme rules.
- Analytical mindset to identify trends and risks.
Closing Date
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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
- 2 - 3 years’ experience in a Sales/ Call Centre environment (essential)
- 2 years’ experience in the insurance and/or financial services industry rendering financial advice (advantageous)
- Matric or equivalent NQF 4 qualifications
- National Senior Certificate in Finance/ Business Management and or equivalent relevant qualification
- FAIS Compliance Requirements
- Regulatory examination (RE) 5
- Driver’s license and own transport (desirable)
Duties & Responsibilities
INTERNAL PROCESS
- Engage with prospective clients to highlight the features and benefits of various products based on their financial wellness needs to support and guide their decision-making process.
- Sell products in line with client’s financial needs by conducting affordability analysis 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 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: Analyse and process information; ask probing questions and strive to find solutions to problems.
- Interacting with People: Project enthusiasm and focus on building strong relationships and networks.
- Convincing People: Comfortable having to persuade others; shape opinions by being outspoken and seek to negotiate with others.
- Articulating Information: Be eloquent and explain concepts well and project social confidence when articulating information.
- Thinking Positively: Optimistic and positive; recover easily from setbacks and obstructions.
- Meeting Timescales: Strong focus on meeting target and deadlines
Closing Date
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
- 2 - 3 years’ experience in a Sales/ Call Centre environment (essential)
- 2 years’ experience in the insurance and/or financial services industry rendering financial advice (advantageous)
- Matric or equivalent NQF 4 qualifications
- National Senior Certificate in Finance/ Business Management and or equivalent relevant qualification
- FAIS Compliance Requirements
- Regulatory examination (RE) 5
- Driver’s license and own transport (desirable)
Duties & Responsibilities
INTERNAL PROCESS
- Engage with prospective clients to highlight the features and benefits of various products based on their financial wellness needs to support and guide their decision-making process.
- Sell products in line with client’s financial needs by conducting affordability analysis 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 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: Analyse and process information; ask probing questions and strive to find solutions to problems.
- Interacting with People: Project enthusiasm and focus on building strong relationships and networks.
- Convincing People: Comfortable having to persuade others; shape opinions by being outspoken and seek to negotiate with others.
- Articulating Information: Be eloquent and explain concepts well and project social confidence when articulating information.
- Thinking Positively: Optimistic and positive; recover easily from setbacks and obstructions.
- Meeting Timescales: Strong focus on meeting target and deadlines
Closing Date
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
- Matric/ N4 Equivalent Qualification.
- FAIS requirements based on DOFA date
- Relevant regulatory examinations if you are already working in the financial services industry.
- 1 - 2 years’ experience for individuals with undergraduate degree
- 2 - 3 years in a Sales environment
- Strong computer literacy skills
- Fluency in English
Duties & Responsibilities
- Matric/ N4 Equivalent Qualification.
- FAIS requirements based on DOFA date
- Relevant regulatory examinations if you are already working in the financial services industry.
- 1 - 2 years’ experience for individuals with undergraduate degree
- 2 - 3 years in a Sales environment
- Strong computer literacy skills
- Fluency in English
Competencies
- Engage with prospect clients to understand their financial needs.
- Sell products that align with the clients’ financial requirements.
- Accurately record client information and sales details
- Achieve targets related to production, quality and conversion.
- Comply with legislative regulations and adhere to all compliance requirements.
Closing Date
Method of Application
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