Vacancies at Momentum Metropolitan Holdings Limited

Role Purpose    

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

Requirements    

Qualifications:

• 3-year BCom degree in the following fields: Financial Planning, Investment or Business Management, Marketing, Finance, Education and Legal.
• Willingness to study towards the degree and recognition of prior learning if you have 3 years of experience in the IFA industry.
• CFA and/or CFP® is an advantage.

Experience:

• 3 to 5 years financial service industry experience.
• 1 to 3 years relevant industry related sales experience.
• Experience in Momentum Myriad and Investo products is an advantage.
• Strong business acumen with sound knowledge in risk assessments, claims, underwriting, tax, business assurance.
• Knowledge of financial services industry, insurance products and regulatory & legislation is advantagous.

Duties & Responsibilities    

Engage:

• Be visible to the IFA in order to understand their needs and drive their value proposition.
• Visit the IFA and IFA office based on a defined plan and deliver a message.
• Analyse, monitor and/or increase prescribed weekly activities to exceed sales targets.
• Present the professional, disciplined nature of the IFA Agenda and minutes of all meetings.

Enthuse:

• Understand who we are targeting, the landscape they are working in, competitor influences, events that will enthuse, critical moments of truth used.
• Ensure long-lasting, deep, and meaningful relationships with the IFA.
• IFAs to move from non-active supporters to active supporters, to ambassadors.

Educate:

• IFA having the perception that Momentum are thought leaders.
• Be the IFA's source of information within Momentum.
• Be accountable, innovative, excellent, honest, diverse, and influential in your business dealings.
• Enable better financial planning and advice outcomes.

Enable:

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

Competencies    

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

Closing Date    

• 2026/01/18

go to method of application »

Role Purpose    

• To implement and execute human capital practices and partner with management to enable business objectives.

Requirements    

Qualification

• Bachelor's degree or equivalent qualification in a relevant field such as Human Resources, Industrial Psychology, Behavioural Sciences, or a related discipline (essential).
• Master's degree in Industrial Psychology (essential).
• Registered Psychometrist, independent practice with the Health Professions Council of South Africa - HPCSA (desirable).
• Registered Professional with the South African Board for People Practices - SABPP (desirable).

Experience

• 3 - 5 years human capital partnering or related advisory experience across the human capital value chain.
• Experience in the insurance industry (preferred).
• Organisational development experience (preferred)
• Employee relations experience.
• Knowledge and/or experience with drafting and submissions of Workplace Skills Plans (WSP's) and Annual Training Reports ( ATR's). 

Knowledge

• South African Labour relations and legislation Acts (i.e., BCEA, EEA, LRA etc.).
• Human resources management and labour practices, principles, and regulations.
• Ethical standards and confidentiality practices.
• Human capital value chain and employee lifecycle.
• Performance management practices.

Duties & Responsibilities    

PROCESS

• Engage and partner with 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 stakeholders, Human Capital, Group and Human Capital Enablement 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 business in line with business needs.
• Drive the implementation and adoption of various Human Capital practices and processes using various tools such as facilitating sessions to educate employees and 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.
• Advise, coach and support managers on the wide range of staff leadership activities, ranging from the design, implementation and leadership of change programs.
• Implement leadership development initiatives in partnership with OE, OD and L&D, 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.
• Influence key business decisions to ensure the effective management of employees through the fair, efficient and pragmatic application of best practice.
• Guide and provide input on business unit restructures, organisational design elements and manage the organisational change.
• Provide leadership, consultation and advice to business in the areas of workforce planning, talent management, succession planning, recruitment, onboarding, performance management and retention to align the needs of the business to the workforce.
• Act as trusted advisor and expert on people management to employees and managers across the employee lifecycle.
• Support business in the implementation of people practices in line with People Strategies and the operational needs of the business.
• Utilise 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 practice to optimise service offering, ensure compliance and mitigate risk.

CLIENT

• Build and maintain relationships with clients and internal and external stakeholders.
• Deliver on expectations of 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.
• 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.

PEOPLE

• Contribute to 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 business culture.
• Drive objectives that support the transformation strategy, which includes enabling a workforce where our employees are valued for their diverse thinking, perspectives and experience.
• Drive a culture that guides and directs best practice, fostering an environment of continuous learning, improvement and cohesiveness.
• Effectively manage performance within the team in order to ensure business objectives are achieved.
• Encourage innovation, change agility and collaboration within the team.

FINANCE

• Identify solutions to enhance cost effectiveness and increase operational efficiency.
• Manage financial and other company resources under your control with due respect.
• Manage high risk and problematic financial issues in area of accountability and contribute to the development of policy. 

Competencies    

• Providing Insights
• Interacting with People
• Establishing Rapport
• Articulating Information
• Making Decisions
• Embracing Change
• Understanding People
• Upholding Standards    

Closing Date    

• 2026/01/26

go to method of application »

Role Purpose    

• To enhance the lifetime financial wellness of people, their families and their communities through empowerment and education. 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 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.

Competencies    

• Examining Information: Analyses 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    

• 2026/02/03

go to method of application »

Role Purpose    

• The purpose of the role is to execute on the Momentum Insure Sales strategy. 
• This will include the achievement of product sales targets and the delivery of excellent, consistent customer experience across all products at the lowest possible cost. 
• This role leads and directs the Momentum Insure SIA channel, strong leadership is required to motivate and inspire the team to achieve outstanding results. 
• The Sales Manager is accountable for understanding Regional Customer base, growth opportunities and specific demands whilst ensuring effective capacity management of available resources in order to achieve higher operational efficiencies.
• To ensure that the processes within the Momentum Insure Sales Team comply with legislative and process requirements. 
• Achievement of required audit scores.
• To work along with staff to enhance skills levels and create a healthy work environment. Contracting and achieving of training and development plans for SIA's. Manage transformation and employment equity. 

Requirements    

• Matric/Grade 12
• NQF 5 as required/ equivalent qualification and or FAIS Credits (min 30 credits in short term insurance if date of first appointment is before 2010); or if date of first appointment is on or after 01/01/2010, a full recognized qualification as per the FSCA qualification list. 
• FAIS Regulatory examination for Representatives (RE5) and (RE1) for Key Individual. 
• If you are registered for one Class of Business (Personal or Commercial), you are required to have 12 CPD (continuous professional development) points. If you are registered for two Classes of Business (Personal plus Commercial), you are required to have 18 CPD points. 
• 5 Years' experience in Sales (Short Term Insurance)
• Must have experience in both personal and commercial lines.
• 3 Years' experience in Managing staff in a short-term industry. 

Duties & Responsibilities    

• Driving profitable sales volume of all Momentum Insure pruducts. 
• Achieve excellent, consistent customer experience across channel. 
• Implement sales plans, budgets, and accelerated growth strategies:
• Addressing sales to the external market
• South African and public sector markets
• Maximize channel effectiveness
• Communicate the sales distribution strategic objectives, plan, and operating model to stakeholder. 
• Apply a deep understanding of Provincial client and competitive markets and needs to execute on that will lead to greater market penetration.
• Accountable for the establishment of a fast and efficient lead management process 
• Ensuring effective resourcing, development, performance management and retention plans are in place for the salesteam. 
• Run collaborative meetings for retail sales. 
• Collate provincial specific retail tied sales information and compile relevant reports to respective stakeholders. 
• Ensure effective risk management and governance of Momentum Insure sales. 
• Key individual Momentum Insure –; management oversight of the sales activities, including the performance of compliance function, specifically with respect to FAIS and the product categories for which Momentum Insure are licensed, and represent the Sales Team during compliance monitoring visits. 

Competencies    

• Impactful leadership
• Driving change
• Purposeful collaboration
• Growing capability
• Relationship building
• Managing performance
• Product Sales
• Sales skills
• Risk awareness
• Cross selling
• Extensive knowledge of the Short-Term Insurance Industry
• Knowledge in managing a diverse
• Thorough understanding of the insurance industry
• Thorough understanding of business principles

Interpersonal Skills

• People Management skills
• Ability to handle
• Negotiation skills
• Problem solving
• Coaching skills
• Knowledge of Sales process
• Ability to drive a high-performance culture

Closing Date    

• 2026/01/20

go to method of application »

Role Purpose    

• The Financial Advisor is a vital member of the Advisory team, reporting to the Head of Advisory Services.
• The primary role is to bring deep expertise in investment strategy and retirement planning, with a strong understanding of South African financial regulations, tax structures, and retirement products.
• This role is pivotal in guiding clients toward financial security and long-term wealth creation.
• Additionally, you will work closely and collaboratively with the Business Development team to ensure client expectations and the company’s revenue targets are achieved.

Requirements    

Qualifications and experience

The candidate needs to have proven expertise in business and technical facets of the role, including the following:

• Bachelor’s degree in finance, economics, or related field.
• Certified Financial Planner (CFP®) designation or equivalent.
• Minimum 10 years of experience in financial advisory, with a strong focus on investments and retirement planning.
• Proven track record of working with high-net-worth individuals, retirees, and expatriates.
• RE5/RE1 certification as authorised representative required.

Duties & Responsibilities    

Financial planning

• Provide personalised financial advice to clients, focusing on investment portfolios, retirement planning, and wealth preservation.
• Conduct in-depth financial needs analyses and develop tailored financial plans aligned with clients’ life goals.
• Stay current with South African financial legislation, tax laws, and retirement reforms to ensure compliant and optimal advice.
• Develop and implement personalised retirement strategies for South African retirees and expatriates, ensuring financial security and lifestyle sustainability.
• Advise on optimal investment portfolios, including offshore options, annuities, living annuities, and tax-efficient drawdown strategies.
• Navigate complex cross-border financial planning issues such as foreign pensions, dual tax residency, currency risk, and international estate planning.
• Assist clients with transitioning retirement savings (e.g., pension/provident funds, preservation funds) into income-generating vehicles.
• Provide guidance on South African and international tax implications, exchange control regulations, and emigration financial planning.
• Conduct regular reviews of client portfolios and retirement income plans to ensure alignment with evolving goals and market conditions.
• Build long-term relationships with clients based on trust, transparency, and consistent performance.
• Collaborate with legal, tax, and compliance professionals to deliver holistic financial solutions.

CRM proficiency

• Experience using AtWork (or other CRMs) to track and manage client interactions.
• Manage lead pipelines, track conversions, and identify potential drop-off points.
• Compliance and documentation handling
• Understand KYC (Know Your Client) and AML (Anti-Money Laundering) requirements within financial services.
• Ability to guide clients through the intended process and necessary documentation for policy encashments, tax emigration, forex transactions, or any other services offered by the company.
• Ensuring compliance with South African and international financial regulations to mitigate legal risks.
• Communication and digital proficiency
• Ability to explain complex financial concepts in straightforward, client-friendly language.
• Strong email and professional writing skills for effective client communication.
• Comfortable conducting virtual consultations via, Teams, or other video platforms to engage with expatriates globally.
• Proficient in using spreadsheets (Excel/Google Sheets) for basic financial calculations and estimates.
• Problem-solving and advisory skills
• Ability to assess a client’s financial situation and recommend tailored policy encashment, tax and forex solutions.
• Knowledge of alternative solutions when a particular service does not meet the client's needs.
• Capable of identifying red flags in financial transactions that may require specialist input.

PRIMARY ACCOUNTABILITIES

• Lead reception: Receive and organise marketing leads from various sources, ensuring contact information is correct and identify specific needs or interests of each lead.
• Contact: Reach out to leads through appropriate channels (phone, email, video-calling, text, etc.), introduce the company and its services, and establish rapport to gauge their interest and willingness to engage further.• Qualification: Assess the lead's eligibility and suitability for the offered services asking relevant questions to understand their financial situation, goals, and potential challenges. Secure approval from leads to proceed with further discussions by gathering the required documentation.
• Presentation: Present tailored solutions to qualified leads, explaining the benefits and process of financial planning, addressing any concerns and highlighting the value proposition for each service.
• Negotiation: Discuss and agree on terms, pricing, and any specific requirements with the lead, overcoming objections and ensuring mutual understanding to move forward with the selected services.
• Closing: Finalise the sale by obtaining commitment from the lead, completing necessary information, and ensuring a smooth transition to the Service Delivery team.
• Follow-up: After the sale, follow up with the client to ensure satisfaction, address any issues, and explore opportunities for additional services or referrals, maintaining a positive relationship.

Competencies    

• Empathy – Ability to understand and relate to clients’ concerns, making them feel heard and valued.
• Active Listening – Ability to genuinely listen, pick up on key details, and respond thoughtfully.
• Patience – Willingness to invest time in the relationship, not just push for an immediate sale.
• Trustworthiness & Integrity – Being honest and transparent to ensure clients feel safe providing personal and financial information.
• Resilience – Ability to handle objections, rejections, and difficult conversations without losing motivation.
• Confidence Without Arrogance – Ability to guide the conversation while maintaining a friendly and professional tone.
• Adaptability – Can adjust their approach based on different personalities, needs, and cultural backgrounds.
• Strong Communication Skills – Ability to explain financial services clearly and in a way that builds trust.
• Problem-Solving Mindset – focus on helping the client find the best solution.
• Emotional Intelligence (EQ) – Ability to read the client’s emotions and respond appropriately.
• Relationship-Building Skills – Can develop long-term relationships rather than just closing single transactions.
• Knowledge of Financial Services – A good grasp of the FinGlobal service offering and how client needs are addressed.
• Attention to Detail – Ensuring that all information provided is accurate and that any commitments made are followed up on.

Closing Date    

• 2026/01/19