Vacant Jobs at Momentum Metropolitan Holdings Limited

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    

• 2026/01/30

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    

• 2026/01/30

go to method of application »

Role Purpose    

• Develop and drive profitable sales through effective plans, targets and growth in support of the business sales strategic objectives and maintain compliance with regulatory requirements.

Requirements    

• Degree in Commerce/Marketing/ Business Management and or equivalent relevant qualification
• FSCA recognized qualification
• FAIS Key individual Regulatory Exam Level 1
• FAIS Representative Regulatory Exam Level 5
• 8 - 10 years’ experience in a senior sales management role (essential)
• 5 - 8 years’ management experience (essential)
• Experience in rendering of financial services (essential)

Duties & Responsibilities    

Internal process:

• Implement and manage the sales strategy for the province that are aligned to the overall business strategy and the principles of client centricity.
• Develop, implement and manage a risk management strategy for the relevant Province that effectively manage and mitigate risks.
• Research and build competitor and market intelligence for the province in order to proactively enhance sales strategy and tactics
• Drive the reduction of wastage in the province through e.g. the prevention of fraud, management and prevention of surrenders, early duration claims, management and prevention thereof.
• Drive legislative and internal compliance within the province and ensure adherence to high ethical standards.
• Ensure efficient client service and administration processes are developed, implemented, maintained and managed within the geographic area.
• Manage and monitor activities of Regional Managers through market allocation to ensure that each Regional Manager has adequate and appropriate market access opportunities.
• Drive the implementation of sales plans or strategies, in collaboration with the Regional Managers, to increase new sales opportunities and penetration levels.
• Monitor and track Province performance to ensure that business meet agreed productivity, production and quality targets.
• Analyse the profitability within the province and oversee the formulation and implementation of plans for improvement with the relevant stakeholders.
• Set targets and take accountability for the overall achievement of performance objectives in the business area by driving sales performance.
• Communicate processes, control requirements, risk management frameworks and regulatory requirements that impact the sales processes
• Client Services:•Define and influence service models across functions to ensure continued client satisfaction, value chain integration and optimisation.
• Drive an aligned client service excellence culture, which enables rewarding relationships, encourages innovation and allows team to provide exceptional client service and ensures that clients are treated fairly.
• Drive efforts to better understand client requirements and align service offering with client needs.
• Strategically direct service delivery to meet internal and external customer after sales needs, expectations and targets.
• Build and maintain relationships with clients and internal and external stakeholders.
• Evaluate recommendations to improve client service and fair treatment of clients within area of responsibility.
• Provide authoritative, expertise and advice to clients and stakeholders.
• Contribute to the process of negotiating objective and realistic service level agreements, monitor appropriateness and recommend adjustments.
• 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.
• 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.
• Execute 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: Implement and compile budgets to minimise expenditure in alignment with tactical delivery plans.
• Control the budget for area, including the authorisation of expenditures and implementation of financial regulations
• Manage high risk and problematic financial issues in area of accountability and contribute to the development of policy
• Implement and manage financial risk methodologies, techniques and systems and use to monitor and report on financial activities
• Implement and provide feedback on the effectiveness of financial policy, practice and procedures: preventing illegal, unethical or improper conduct.
• Investigate reported wilful acts of non-compliance to organisation policy and practice and report on findings.

Competencies    

• Providing Insights
• Developing Strategies
• Making Decisions
• Generating Ideas
• Interacting with People
• Empowering Individuals
• Exploring Possibilities 
• Articulating Information

Closing Date    

• 2026/01/31