Current Job Openings at Momentum

Role Purpose
Resolving Myriad product related queries and accurately processing information in response to requests about the Myriad product offering received from clients.

Requirements

• Garde 12( Matric)
• Completed or studying towards a degree or diploma (preferred)

EXPERIENCE

• 1-2 Years Call Centre experience of customer service principles and practices. (preferred).

CHARACTERISTICS

• Have passion for service.
• Enjoys interacting with clients and intermediaries.
• Takes accountability for own development.

Duties & Responsibilities

• Engage with clients and intermediaries in a professional and client centric manner in order to evaluate and resolve their query.
• Provide clients and intermediaries with the relevant information and documentation as required in line with policy guidelines and within Service Level Agreements to provide incredible client service.
• Adhere to compliance requirements in the service process in line with legislative requirements and serve our clients and intermediaries fairly and in line with our Values.
• Identify and report process and system failures, suggest enhancements to improve client experience.
• Provide authoritative expertise to clients and stakeholders to creating a positive and lasting client experience.
• Live the MMI values namely: Accountability, Diversity, Excellence, Integrity, Innovation and Teamwork

Competencies 

WRITING AND REPORTING

• Writes convincingly, clearly, succinctly and correctly;
• Avoids the use of unnecessary jargon and abbreviations; writes in a well-structured and logical way; structures information to meet the needs and understanding of the intended audience.

LEARNING AND RESEARCHING

• Rapidly learns new tasks.
• Demonstrates an immediate understanding of newly presented information and gathers comprehensive information to support decision making.

PRESENTING AND COMMUNICATING INFORMATION

• Speaks fluently and has the ability to effectively express oneself, information and key points of an argument clearly; responds quickly to the needs of respective clients and intermediaries.

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 judgement from the available information and analysis; demonstrates an understanding of how one issue may be a part of a much larger system.

ADHERING TO PRINCIPLES AND VALUES

• Upholds MMI Code of Ethics and values, demonstrates integrity, promotes and defends equal opportunities, encourages organisational and individual responsibility towards clients, intermediaries and the work environment.

ADAPTING AND RESPONDING TO CHANGE

• Adapts to changing circumstances, accepts new ideas and changes initiatives; adapts interpersonal style to suit different people or situations and shows an interest in new experiences.

DECIDING AND INITIATING ACTION

• Takes responsibility for actions, projects, clients and intermediaries; takes initiative and works under own direction; initiates and generates activity; makes quick and clear decisions.

PERSUADING AND INFLUENCING

• Communicates in a constructive manner to influence people.

FOLLOWING INSTRUCTIONS AND PROCEDURES

• Appropriately follows business instructions, follows procedures and policies; keeps to schedules; arrives punctually for work and meetings; demonstrates commitment to the organization; complies with legal obligations and safety requirements of the role.

DELIVERING RESULTS AND MEETING CUSTOMER EXPECTATIONS

• Focuses on client and intermediaries needs and satisfaction; sets high standards for quality and quantity; monitors and maintains quality and productivity; works systematically, methodical and orderly way; consistently achieves targets.

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Role Purpose
Manage and motivate a team of Financial Advisors to deliver an excellent client experience and support the achievement of Metropolitan Channel sales targets.

Requirements
Qualifications:

• Matric or equivalent NQF Level 5 qualification
• RE5
• FAIS Representative legislative qualification
• Class of Business 3 and 7 (preferable)

Experience

• 3-5 years of working experience in the financial services industry
• A minimum of 2 years of managerial experience overseeing the rendering of financial advice
• Experience in FAIS Tier 1 Long Term Insurance and Pension Benefit products
• A valid driver's license and access to your own vehicle
• Computer literacy

Duties & Responsibilities

• Leading and managing a team of Financial Advisers
• Developing action plans to drive sales and enhance performance.
• Ensuring compliance with operational processes and legislative requirements
• Cultivating a branch culture to energise employees and maximise productivity.
• Recruiting and selecting high performing Financial Advisers to join your team.

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

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Role Purpose
Develop, test, deploy, maintain and support a portfolio of new and existing software applications and services, from high-level business requirements and designs, through the Software Development LifeCycle.

Requirements
7 years RPG development experience(essential) Essential experience:

• Fixed and free format coding
• CL - Control Language
• Service programs
• Embedded SQL
• Subfiles
• Commitment Control

Preferred experience:

• Web Services
• PCM

Relevant IT qualification

• On-the-job training / qualifications Specific licensing or registration,
• Communication skills Interpersonal skills
• Problem-solving skills Planning and organizing skills
• Analytical skills
• Knowledge of SoftwareDevelopment Lifecycle (SDLC)
• Knowledge of relevant programming languages
• Knowledge of software testing
• Knowledge of writing test cases

Duties & Responsibilities

INTERNAL PROCESS

• Collaborate with the ScrumMaster/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 prioritize 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 re -usable.
• 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 co -create 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 program s according to change requests approved by business as and when needed.
• Diagnose root causes of system issues through problem -solving 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.

Clients

• Provide authoritative expertise and advice to clients and stakeholders.
• Build and maintain collaborative, professional relationships with clients and stakeholders.
• Deliver on service level agreements made with clients and stakeholders to ensure that expectations are managed. Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.

People

• Continuously develop own expertise in terms of industry and subject matter development and application thereof in an area overspecialization.
• Participate and contribute to a culture of work - centric thinking, productivity, service delivery and quality management.
• Contribute to continuous innovation through the development, sharing and implementation of new ideas and involvement of peers. 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
Analyzes and processes information

• Asks probing questions Strives to find solutions to problems

Interpreting Data

• Interprets data rationally by quantifying issues
• Applies technology to evaluate data Evaluates information objective

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 Work

• Works participatively with others Is democratic and encourages team contributions
• Collaboratively involves others in decision-making

Managing Tasks

• Manages tasks by being organized 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

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Role Purpose
My role as a Practice Management Support : Provides ongoing support to IFAs practice which includes onboarding and training to enhance practice management.

Requirements
Qualifications:

• Minimum Matric
• Relevant financial degree/diploma – i.e. B Com or CFP (preferred)

Experience:

• 2 – 5 years’ relevant industry experience
• 2 – 3 years’ experience in an IFA related industry

Duties & Responsibilities 

Onboarding of Partners

• Preparing MAP Addendum for the potential Partner to sign via MSign.
• Completed and signed Addendum emailed to the MDS Agreements team to upload on Sales Connect.
• MAP requests Company setup documents from the Partners to create the company profile on Elite Wealth
• Liaising with the Elite Wealth support team to ensure that the company setup was successfully completed.
• Requesting client data and documents from the Partners, obtaining a quote from Elite Wealth and approval required from the Partners to proceed with the data import into the CRM system.
• Creating user profiles on Elite Wealth and sending out login details to the respective users.
• Setting up Elite Wealth system training with the different Partners.
• Authorization letters sent to the Partners for completion in order for Elite Wealth to obtain Investment product data from the different Service Providers.
• Setting up Investment models for different Partners according to their portfolio strategies.

Maintaining Partner Relationships

• Weekly and monthly check-ins with the different Partners.
• Ad hoc Elite Wealth Training.
• Assisting with day-to-day system related queries.
• Attending Elite Wealth system release upgrades monthly.
• Informing Partners of any upgrades and changes made on the system.
• Ensuring that the MAP tracker is updated with information related to demos done, signed addendums and potential Partners.
• Keeping track of the different stages in the onboarding process for each Partner and indicating other Elite Wealth functionalities that the Partners make use of.
• Adding and removing users on Elite Wealth as and when requested and updating the user list.

Finance and Invoicing

• Adding the users on the invoice spreadsheet that is send to Elite Wealth monthly for billing the Partners.
• Checking and ensuring that issued invoices from EW are correct and sent to Finance for processing.
• Creating Partner’s profile on JDE invoicing system
• Preparing invoices on JDE and sending them out to the different Partners for payment.
• Tracking that payments are received monthly and following up on any outstanding payments.

Competencies

• Deciding and Initiating Action: Makes prompt, clear decisions, which may involve tough choices or considered risks. Takes responsibility for actions, projects, and people. Takes initiative, acts with confidence, and works under own direction. Initiates and generates activity.
• Demonstrates an understanding of how one issue may be a part of a much larger system.
• Planning and Organising: Sets clearly defined objectives. Plans activities and projects well in advance and takes account of possible changing circumstances. Manages time effectively. Identifies and organises resources needed to accomplish tasks. Monitors performance against deadlines and milestones.
• Delivering Results and Meeting Customer Expectation: 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.
• Following Instructions and Procedures: Appropriately follows instructions from others without unnecessarily challenging authority. Follows procedures and policies. Keeps to schedules. Arrives punctually for work and meetings. Demonstrates commitment to the organisation. Complies with legal obligations and safety.
• Coping with Pressures and Setbacks: Works productively in a high-pressure environment. Keeps emotions under control during difficult situations. Balances the demands of a work life and a personal life. Maintains a positive outlook at work. Handles criticism well and learns from it.
• Entrepreneurial and Commercial Thinking: Keeps up to date with competitor information and market trends. Identifies business. Opportunities for the organisation. Demonstrates financial awareness. Controls costs and thinks in terms of profit, loss and added value.

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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.
• 5 years’ experience for individuals with matric
• 1-2 years’ experience for individuals with undergraduate degree (preferred)
• 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)

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Role Purpose
The role of the Occupational Health Nurse is to provide a comprehensive occupational healthcare programme to clients, whilst adhering to all legal requirements.

Requirements

• A National Senior Certificate is essential
• Degree / Diploma in Occupational Health Nursing is essential
• Certificates in Audiology and Spirometry are essential
• Certificate in Vision Screening is advantageous
• A valid Dispensing certificate is advantageous
• Valid driver's licence and own insured vehicle is advantageous
• Must be registered with the South African Nursing Council (SANC) with additional qualification in Occupational Health Nursing
• Valid registration with the South African Society of Occupational Health Nurses (SASOHN)
• Minimum of 3 - 5 years’ experience in Occupational Health Nursing is essential
• Have a good understanding of the Health & Safety Act and relevant legislation
• MS Office / Office 365 proficiency
• Must be willing to work shifts

Duties & Responsibilities

• Implement and evaluate a risk-based medical surveillance programme which includes pre-employment, baseline, annual, transfers and exit medical screening.
• Implement, manage and monitor activities relating to occupational safety, health and waste.
• Manage, administrate, report and follow-up of Injury on Duty cases according to the employers’ policies and procedures.
• Respond to medical emergencies within scope of practice.
• Assist with worker integration into the workplace after prolonged absence.
• Recognise chronic disease early and manage these conditions to ensure productivity.
• Consultation, counselling and/or referral of employees when needed.
• Provide a consultancy and advisory service to line management and client employees on occupational health matters such as absenteeism management and sick leave follow-ups.
• Compliance with all legislation relating to occupational health.
• Investigate client queries within the agreed service level and escalate to the relevant stakeholder where necessary, and ensure timeous feedback is provided.
• Identify, analyse and monitor trends relating to specific hazard exposures and ensure preventative measures are implemented.
• Participate in internal and external audits.
• Oversee and assist with ordering, housekeeping and maintenance of the occupational health service and occupational health service equipment.
• Various administrative functions such as data capturing, as well as document and record management, to ensure confidentiality, continuity, accessibility and legibility.
• Continuously develop own expertise in terms of professional, industry and legislation knowledge.

Competencies

• Attention to detail
• Excellent written and verbal communication skills
• Ability to build good rapport
• Excellent listening skills
• Ability to work independently
• Empathetic and compassionate nature
• Ability to work under pressure
• Ability to plan, organise and coordinate

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Role Purpose
To provide nursing care for patients in line with the scope of practice as prescribed by the South African Nursing Council.

Requirements

• A National Senior Certificate is essential
• A certificate in Enrolled Nursing is essential
• The incumbent must be registered with the South African Nursing Council (SANC) as an Enrolled Nurse 
• 2 – 3 Years’ proven working experience as an Enrolled Nurse is essential
• MS Office / Office 365 proficiency
• Willing to work shifts

Duties & Responsibilities

• Ensure medical documentation is accurately maintained and available for retrieval when required.
• Ensure stock is charged appropriately, well controlled and managed.
• Ensure awareness of conditions that affect employee safety.
• Adhere to medical waste management principles.
• Responsible for ensuring correct use, cleaning and storage of equipment.
• Report equipment needing repair or replacement, as well as potential and/or actual risks.
• Maintain a therapeutic, clean and safe environment by maintaining good infection control practices.
• Performing, interpretation, recording and reporting of vital signs.
• Wound dressing as well as the removal of wound sutures and clips.
• Assist doctors and professional nurses when necessary.
• Collection of various laboratory specimens and updating of the register.
• Administration of injections for indicated patients, family planning injectables and intravenous infusion.
• Issuing and recording of chronic medication.
• Compilation of daily observations data.

Competencies

• Excellent written and verbal communication skills
• Excellent listening skills
• Ability to work independently
• Ability to plan, organise and coordinate
• Ability to build a good rapport
• Ability to stay calm and composed
• Ability to work under pressure
• Empathetic and compassionate nature
• Ability to perform tasks with integrity, within the ethical standards of the nursing profession