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
- Provide support system and product support to various stakeholders to enhance the overall client experience.
Requirements
- Matric
- Relevant IT qualification is required
- Background in general controls and application controls
- Some experience in IT support or customer service is preferred
- 12 months IT experience
Duties & Responsibilities
- The Main workflow source will be Jira, (others will be email/telephone however a Jira must be created at all times)
- Log, classify, and categorize IT incidents and service requests
- The Operational Dashboard must be maintained daily
- All work on the dashboard must be processed with accuracy and within the agreed service level agreements
- Logging of time, adding of comments and re-assigning of Jira's
- Responsible for First level support of escalated incidents within the business
- Resolve incidents accordingly or refer when required
- Provide feedback on progress of all tasks to applicable stakeholders
- Report any system/process/human errors to the correct audience
- Develop and maintain effective relationships with all stakeholders in areas of responsibility
- Ensure agreed upon client expectations for technical solutions and operational support
- Understand the practice of obtaining the requirements of a system from users, customers and other stakeholders
Operational support and monitoring
- Perform monthly and quarterly access control
- Perform health checks on daily processes with regards to scheduled jobs and correspondence queues
User Access
- Provide exceptional customer service, ensuring queries and complaints are resolved efficiently
- Route unresolved issues to higher-level support when necessary
Other Duties include:
- Compile and maintain process documents
- Perform needs analysis for system and/or process enhancements
- Maintain and update knowledge base articles to improve self-service capabilities.
- Track and report on key performance indicators (KPIs) related to service desk performance, such as first-call resolution rate and customer satisfaction.
- Process, Systems Support and Maintenance:
- Provide ongoing support on applicable systems and processes
- Manage associated errors, exceptions, and new requirements
- Log system errors and problems and the resolution thereof
- Test and implement new versions of various applications and systems
- Participate in preventative maintenance
- Perform monthly and Quarterly user access controls
Competencies
- Experience in administration
- Ability to successfully engage in multiple initiatives/projects simultaneously
- Ability to achieve excellent results under challenging time constraints
- Understanding of business, process and technology -- and their inter-relationships
- Excellent verbal and written communication skills
- The ability to interact professionally with a diverse group of executives, managers, and users
- The ability to operate in a mixed Business and IT environment
- Initiative and questioning of the status-quo is encouraged
- Customer service orientation, demonstrating empathy and patience
- An advanced understanding of technical processes and environments
- Advanced analysis skills and problem solving ability
- Attention to detail
- Ability to work independently
- Ability to work under pressure
- Ownership and Accountability
- Time management and organizational skills
- Ability to learn quickly and adapt to new technologies
Closing Date
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Role Purpose
- Responsible for ensuring the accurate calculation, reconciliation, and distribution of health incentive and commission payments to corporate brokerages.
- The role supports end-to-end commission administration by managing data quality, preparing detailed member-level statements, and resolving complex commission related queries.
Requirements
- Diploma in Bookkeeping / Accounting / Financial Management
- 3 - 4 years' experience in a financial administration area
- 2 - 3 years experience Oracle and AS400
- Strong MS Office ability
- Attention to detail and accurate analysis
- Knowledge on FSB and CMS, industry in general
Duties & Responsibilities
- Health Incentives calculation ,statement distribution
- Error File management (Review /updates) and problem identification.
- Commission statements (Member level)(22 Corporate brokerages)
- Report preparation and distribution
- Client listings required by Brokerage/Broker and analysis of membership , commission andmovement on Add on Products
- Audit support (obtaining info /collating )
- PCEnquiries / investigation
- Broker transfers /movement , add on products (Momentum GAP , Health4Me)
- Communication distribution errors
- Applications for sub codes
- 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
- 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
- Continuously influence colleagues in a positive manner to achieve service levels
- Must be able to identify and engage with areas that contribute to the products ability to pay commission
- Continuously analyse commission transactions to ensure that payments are made in line with legislation
- Must be able to identify transaction exceptions and facilitate the necessary system update, maintenance to ensure resolution.
- Reconciliations of payments made to data received from the product house and any exceptions
Competencies
- Account reconciliation skills
- Analytical skills
- Business acumen
- Communication skills (written and verbal)
- Data entry skills
- Error checking skills
- Microsoft skills (Outlook)
- Typing skills
Closing Date
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Role Purpose
- To support the Estates Team with basic administrative and clerical tasks, ensuring smooth day-to-day operations.
Requirements
Minimum Requirements
- Matric/Grade 12.
- Relevant tertiary qualification (e.g., Law, Trust and Estate Administration) is essential.
- Basic computer skills (Excel, Word, Outlook).
- Good spoken and written English; other South African languages are advantageous.
Duties & Responsibilities
Administrative Support
- Assist the Estates and Trust team with general admin activities.
- Help with opening and organising documents for deceased estates.
- Gather and prepare information needed by the team.
- Manage filing, handle basic correspondence and update internal systems.
Client Support
- Respond to simple estate-related queries within agreed timelines.
- Forward more complex issues to senior team members.
- Maintain good relationships with team members and internal stakeholders.
Teamwork & Learning
- Work collaboratively with colleagues and stakeholders.
- Seek guidance from senior team members to continuously improve knowledge and performance.
Competencies
- Good organisational and administrative skills.
- Strong attention to detail.
- Ability to manage time and meet deadlines.
- Professional communication skills.
- Ability to maintain confidentiality.
- Willingness to learn and solve problems.
- Able to work independently and as part of a team.
Closing Date
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Role Purpose
- Assess, review and manage living benefit claims, in accordance with relevant legislation and company policy, adhering to service level agreements and meeting client and business expectations.
Requirements
- 1 – 2 years’ experience in processing claims
- Experience in the assessing of relevant insurance or medical aid claims, paper and/or EDI (desirable)
- Exposure to the insurance or financial services industry (desirable)
- Formal qualification: Grade 12 or equivalent qualification
- Formal qualifications: Diploma / Degree or Industry-related qualification (Short-term, long-term, retail, wealth management)
- Knowledge of specific life insurance products, systems, processes and procedures (advantageous)
- MS Office Suite (Word, Excel)
- Proficient in English (Afrikaans advantageous)
Duties & Responsibilities
- Internal Process Assess, review and manage disability, dread disease and income disability claims and any other claims that need a medical assessment component in line with service level agreements.
- Partner and collaborate with relevant stakeholders, to improve claims assessment and the clients claim experience.
- Advise on and contribute to the development of procedures and processes within area of specialisation for continued quality and service improvement.
- Keep accurate records of all claims assessed in accordance with business expectations and relevant legislation.
- Keep abreast of relevant regulatory frameworks, insurance related court decisions and/or determinations by regulatory bodies, governing bodies etc. that could impact the way claims are processed or handled.
- Assist with continuous improvement efforts through the identification of opportunities, cost reduction, improvement on the quality of claims decisions and systems enhancement.
- Provide insight, knowledge, assistance and testing support where necessary as part of the development and maintenance of claims systems to improve quality and efficiency.
- Give input into and review claims policies, practices, forms and documentation to ensure that risk management standards are met and aligned to relevant product changes and legislative updates.
- Provide accurate and timeous reporting, analysis and insights on claims assessed as and when required.
- Client Provide authoritative expertise to clients and stakeholders.
- Build and maintain relationships with clients and internal and external stakeholders
- Deliver on service level agreements made with clients and internal and external stakeholders in order to ensure that client expectations are managed.
- Make recommendations to improve client service and fair treatment of clients within area of responsibility.
- Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.
- People Develop and maintain productive and collaborative working relationships with peers and stakeholder.
- 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.
- Fincance 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
- 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.
- Interacting with People: Is lively and projects enthusiasm is talkative in making contact is focused on interacting and networking with people.
- Making Decisions: Is determined and decides on actions willingly assumes responsibility is definitive and stands by own decisions.
- Meeting Timescales: Is target focused and meets deadlines is punctual and keeps to schedule is reliable in finishing tasks.
- 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 multitasking to produce output.
- 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.
- Interacting with People: Is lively and projects enthusiasm is talkative in making contact is focused on interacting and networking with people.
- Making Decisions: Is determined and decides on actions willingly assumes responsibility is definitive and stands by own decisions.
- Meeting Timescales: Is target focused and meets deadlines is punctual and keeps to schedule is reliable in finishing tasks.
- 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 multitasking to produce output.
Closing Date
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Role Purpose
- Lead and manage the end-to-end delivery of cross-business projects to realise defined strategic and operational objectives for the organisation. Provide structured, effective management throughout the project lifecycle by maintaining strong oversight of all project elements and fostering the sustainable adoption of project outcomes.
Requirements
- Diploma in Project Management, Business Management or related field
- Project Management Professional (PMP) certification or equivalent is preferred
- AGILE will be advantageous
- Minimum 5 years project management experience within a Financial Services/Insurance environment in the role as project manager
- Experience in delivering IT projects is preferred
- Experience with financial systems advantageous
Duties & Responsibilities
Project Planning and Delivery
- Partner with stakeholders to assess the feasibility, value, and strategic relevance of proposed initiatives prior to project initiation.
- Define and document the project business case, scope, objectives, deliverables, and success measures to ensure alignment with organisational priorities.
- Develop and maintain comprehensive project plans that outline activities, milestones, timelines, resources, and dependencies required for successful delivery.
- Establish clear project governance structures, including decision forums, escalation pathways, and reporting frameworks.
- Identify and coordinate project stakeholders and resources, clarifying roles and accountabilities to support effective delivery.
- Lead the mobilisation of project teams and facilitate collaboration across functions to drive coordinated execution.
- Manage the implementation of project plans, ensuring delivery within agreed scope, timelines, budget parameters, and quality standards.
- Monitor project progress against key milestones and proactively address deviations through corrective actions and structured change control.
- Manage interdependencies across business areas, systems, vendors, and delivery partners to ensure alignment of project activities.
- Oversee the performance of external vendors or implementation partners to ensure delivery against contractual commitments and project objectives.
- Facilitate the transition of completed project deliverables into sustainable business-as-usual operations, including appropriate documentation and handover.
- Manage the formal close-out of projects, including performance evaluation, lessons learned, and recommendations to strengthen future project delivery.
Governance and Reporting
- Establish and maintain appropriate project governance structures, including decision forums, reporting channels, and escalation processes.
- Maintain accurate documentation of project plans, risks, issues, decisions, and change requests.
- Prepare and deliver high-quality project reporting and executive updates to senior stakeholders and governance forums.
- Monitor project budgets and track expenditure against approved allocations.
- Ensure structured change control processes are applied to manage scope adjustments and maintain project discipline.
- Facilitate the transition of completed projects into sustainable business-as-usual operations.
Stakeholder and Resource Management
- Serve as the central coordination point for project stakeholders, ensuring alignment across business areas, shared services, and external partners.
- Facilitate collaboration across cross-functional teams to ensure integration of project activities and successful delivery of outcomes.
- Manage relationships with internal stakeholders and external vendors to ensure accountability for agreed deliverables.
- Coordinate the allocation and utilisation of project resources to support effective delivery.
- Support stakeholder engagement, training, and communication initiatives to enable successful adoption of project outcomes.
Risk and Issue Management
- Identify potential project risks and develop mitigation strategies to address them.
- Maintain project risk and issue logs to ensure emerging risks and challenges are actively managed.
- Escalate significant risks, issues, or deviations from plan to the appropriate governance forums.
- Ensure that appropriate controls, oversight mechanisms, and governance processes are embedded within project delivery.
Performance Tracking and Value Realisation
- Define and track project success metrics aligned to intended business outcomes.
- Monitor project performance using appropriate tools and reporting frameworks to ensure transparency and accountability.
- Support leadership in evaluating project outcomes and measuring the value realised from project implementation.
- Conduct post-implementation reviews to identify lessons learned and opportunities for improvement for future initiatives.
Competencies
- Business Acumen – Understands how the business operates, what the key issues and risks are that drive business success, and how they impact the commercial viability of potential ventures and the profitability of the Group.
- Collaboration – Prioritises Momentum's business interests and invests in the group's success by aligning efforts across divisions.
- Customer / Stakeholder Commitment - Anticipates, meets and exceeds customers' and stakeholders’ expectations by creating long-lasting relationships that support the customer value proposition.
- Impact and Influence – Persuades, convinces, influences and inspires others, both within the Group and externally, to win support, loyalty and gain commitment to the purpose of the Group.
- Drive for Results – Drive a sense of urgency, focus, accountability, agility and execution to deliver business results.
- Self-Awareness and Insight – Manages self and relationships with others effectively, deals with ambiguity, uncertainty and pressure, and provides perspective in difficult situations.
- Leads Innovation and Change – Challenges the status quo, does what is right for the business, and encourages continuous improvement and innovation.
- Diversity and Inclusiveness – Is sensitive to individual and cultural differences and demonstrates humility and an openness to engage people from diverse backgrounds and cultures to the mutual benefit of all parties concerned.
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 qualification
- 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 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: 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 qualification
- 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 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: 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 qualification
- 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 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: 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 qualification
- 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 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: 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
- To support the Learning & Development (L&D) team in coordinating, preparing, and delivering technical and non-technical learning interventions. The intern will assist facilitators with logistics, learner support, content updates, and administrative tasks to ensure a smooth learning experience for employees.
- Based in Cape Town and Centurion.
Requirements
- Matric (required).
- Degree in a Human Resources related field.
- Basic proficiency in MS suite, i.e., Excel, Word, PowerPoint.
- Exposure to teaching, tutoring, mentoring, coaching or skills development will be an advantage.
- Familiarity within an insurance/financial services environment will be an advantage.
- Understanding of adult learning principles (basic level) will be an advanatage.
- Awareness of Learning and Development processes and learning cycles will be an advantage.
Duties & Responsibilities
- Assist facilitators in preparing and setting up learning events, programmes, and interventions.
- Assist facilitator in delivery of training.
- Support learner engagement during virtual or in-person sessions.
- Provide basic technical support to learners (logging in, accessing LMS content, assessments).
- Invigilate assessments where required
- Assist facilitator in facilitating, where required
- Complete relevant product, systems and process knowledge training
- Learn operational and administrative processes
- Help update and format training materials to ensure they remain current and relevant.
- Assist with creating learning resources, job aids, and post-learning reinforcement tools.
- Upload attendance registers on shared platform
- Support assessment administration under guidance, including capturing results.
- Compile feedback and or completion reports from learning events.
- Communicate logistics, requirements, and reminders to learners before sessions.
- Respond to basic learner queries and escalate where necessary.
- Build positive relationships with colleagues and business, stakeholders, and subject matter experts.
- Participate in team discussions, planning sessions, and process improvements.
- Assist facilitators in coordinating training schedules and resources.
- Support internal initiatives to enhance learner experience and operational efficiency.
Competencies
- Communication (verbal & written)
- Interpersonal skills
- Planning & organising
- Attention to detail
- Teamwork
- Teamwork
- Accountability
- Adaptability
Closing Date
Method of Application
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