Job Opportunities at Momentum Metropolitan Holdings Limited

Role Purpose    

• The purpose of the role is to bring about high quality service by overseeing the quality of operational team's output and client interactions within an agreed SLA and to ensure exceptional service processing and effective execution of operational functions.

Requirements    

• Grade 12 or Equivalent
• Minimum of 2 years of experience in employee benefits
• Quality Checking experience will be advantage
• Experience in a financial services environment

Duties & Responsibilities    

• Check and verify all financial and non-financial operationaltransactions including clientinteractions accurately and within the agreed turnaround times and service level agreements ensuring no daily backlog in quality queues.
• Identify and clearly note gaps intransactional processing performance or service delivery and give concise recommendation/feedback for corrections and improvements in service delivery on relevant platforms for immediate action by operations service consultants and to allow accurate reporting on up-skilling and development to the operational management team.
• Contribute to the identification of business services process issues and development of solutions, escalating to the
• Quality Control Portfolio Manager to determine the best operational course of action.
• In collaboration with the Portfolio Manager implement and take joint accountability for the service to the Momentum Corporation Operational business strategy.
• Contribute and ensure compliance to relevant legislation and risk mitigation strategies.
• Deliver on service level agreements to ensure that the overall 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.
• Adopt a performance culture that exceeds service delivery expectations maintaining high quality output within service level agreement.
• Adopt a culture of accountability for personal, regional and cross regional queue management to ensure full turn-around time of quality control items is maintained.
• Understand impact of quality effort to overall client experience.
• Take full accountability for personal management of own service standard delivery.
• Build strong relationships through providing consistent and accurate concise recommendation/feedback, expressing positive expectations to improve overall high quality client service experience.
• Exceed client expectation by adopting a cross regional team culture.
• Positively influence and participatein change initiatives.
• Continuously develop own expertise in terms of operational process changes, industry and legislation knowledge.
• Contribute to continuous innovation through the development, sharing and implementation of new ideas.
• Take ownership for driving career development.
• 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.
• Check and verify all operational processes and client interaction timeously and accurately to avoid re-works and late processing penalties.
• Adopt a culture of excellence ensuring zero defects / errors in overall client experience from Momentum Corporate operational teams.

Competencies    

• Collaboration
• Customer orientation
• Impact and influence
• Accountability
• Adaptability
• Attention to detail
• Communication skills

go to method of application »

Role Purpose    

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

Requirements    
Qualifications:

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

Experience:

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

 Knowledge:

• Knowledge of the financial services industry.
• Knowledge of relevant legislation.
• Knowledge of the sales process.
• Relevant product knowledge

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,
• Achieve and/or exceed the minimum productive IFAs required 

Competencies    

•  Brand Ambassadorship
• Leading and Supervising
• Professional standards
• Relating and networking (building rapport and relationships)
• Stress tolerance
• Flawless and effective communication (written and oral)
• Delivering results and meeting stakeholder expectations
• Teamwork and collaboration
• Positively impact and influence on the IFA practice
• Deadline Driven
• Able to travel as much as the job requires and travel documentation in order
• Persuading and influencing

Closing Date    
2023/07/31