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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
- To attend to day to day motor and non-motor claims handling across various products and to provide supervisory oversight over a defined area.
Requirements
- Matric
- Computer Literacy(MS Word, Outlook and Excel)
- Comfortable with Insurance Systems
- Insurance qualification or studying towards
- 60 FAIS credits
- RE exams for representatives
- At least 5 years of experience in commercial motor claims
- Intensive knowledge of Commercial insurance products
Duties & Responsibilities
- Handling /settling motor own damage claims in accordance with applicable policies and standard operating procedures
- Handling and settling claims within stipulated time frames and as per SLA’s in place
- Entering into settlement negotiations with clients/Brokers on behalf of Underwriters
- Negotiating with various claims assessors and other related service providers
- Providing Clients/ Brokers with the highest standard of service
- Providing Clients / Brokers with feedback on claim progress at all times
- Ensuring diary system is implemented and adhered to at all times
- Rendering of assistance from time to time with adhoc tasks
- Maintaining and updating reserves
- Attending to payment requests
- Managing outstanding claims volumes
- Timely responses to email and telephonic messages
- Accurate record keeping
- Proper time keeping and task prioritization/ management
- Attending to any other tasks as may be assigned from time to time
Competencies
- Good interpersonal skills
- Negotiation skills
- Communication skills
- Attention to Detail
- Ability to work under pressure
- Team player
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Role Purpose
- The role of the Shift 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
- A certificate in Vision Screening is highly advantageous
- A valid Dispensing certificate is essential
- 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
- It is essential to be in possession of a valid driver's licence and insured vehicle
- Proficiency in MS Office
- Required to work 12-hour shifts, alternating between night shift and day shift, including weekends and public holidays
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.
- Recognize 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, analyze 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
The Executive Assistant to the Non-Life Cell Captive team is responsible for providing comprehensive support to the Head: CRS & Mining Rehab andExecutive: Cell Captive and supporting the management of the general office operations. This position requires the ability to anticipate needs, think critically, and offer solutions to problems with a high level of professionalism and confidentiality.
Requirements
- Completed matric
- Qualification in office administration/ related preferred
- Expert proficiency with Microsoft Office in particular MS Teams, Word and Powerpoint
- Proficiency on project management tools/ software preferred
- Ability to design and edit graphic presentations preferred
- At least 5 years’ secretarial experience
- At least 3 years executive PA assistance to a senior leader in a financial/ insurance industry
- High degree of professionalism in dealing with diverse groups of people, including board members, senior executives, staff and other internal and external stakeholders
- Exceptional organizational skills and impeccable attention to detail
- At least 5 years exceptional project coordination and planning experience essential
- Previous experience in managing deliverables with a high level of integrity and confidentiality
Duties & Responsibilities
- Work closely with the Head: CRS & Mining Rehab and/ Executive: Cell Captive to keep them well informed of upcoming commitments and responsibilities by following up appropriately. Anticipate CRS & Mining Rehab team needs in advance of meetings, conferences, etc
- Serve as the primary point of contact for internal and external constituencies on all matters pertaining to the CRS & Mining Rehab team, including those of a highly confidential or critical nature. Prioritize and determine appropriate course of action, referral, or response, exercising judgement to reflect CRS & Mining Rehab team style and organization policy
- Coordinate all CRS & Mining Rehab meetings and travelling and assist with staff meetings and events as needed
- Complete a broad variety of administrative tasks that facilitate the CRS & Mining Rehab members ability to effectively lead the organization, including: assisting with special projects; designing and producing accurate and visually stimulating presentations
- Complie accurate and timeous minutes and agendas for meetings, collecting and preparing information for meetings with staff and outside parties; composing and preparing correspondence; maintaining contact lists and making travel arrangements
- When in the office, pro-actively screen incoming calls, correspondence and respond independently where possible
- Co-ordinate all the components (logistics, catering etc.) of events, meetings and functions within budget and specifications
- Support the flow of information within the CRS & Mining Rehab office, ensuring that matters requiring their personal attention are handled speedily
- Escalate faults and other housekeeping issues with the relevant service provider and ensure queries are resolved within the given timeframes
- Replenish and manage office supplies
- Accurately escalate client complaints and queries to the relevant department
- Ensure records are kept in order and easily accessible
- Collate, compile and distribute documents to the required standards within defined timeframes
- Attend to personal adhoc matters
- Effectively communicate at all management levels with clients/ 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
- 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
- Control and check expense claims for authorisation
- Prepare and check invoices and arrange for payments
- Identify solutions to enhance cost effectiveness and increase operational efficiency
Competencies
- Good verbal and written communication
- Organisational skills and the ability to multitask
- The ability to be proactive and take the initiative
- Tact and diplomacy
- Time management and coordination
- Flexibility and adaptability
- Discretion and trustworthiness: you will often be party of confidential information
- Deadline driven
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Role Purpose
- The Retail Business Consultant crafts passionate, energetic, and meaningful partnerships with IFAs that will stand the test oftime. Product, market, and sales intelligence will set them apart from their counterparts. The consultant/IFA relationship will bestrengthened by ease of doing business, first-class services, deep business analysis and continuous improvement of the IFA'sbusiness.
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 inMDS.
- 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)
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
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Role Purpose
The purpose of the Wealth Management Specialist role is to provide investment support and implementation of the wealth management value proposition and solutions to the Momentum Financial Planning (MFP) distribution channel and Financial Advisers. The role also aligns the practices with internal house-views and enhancing the financial wellness and client centric philosophy.
Requirements
- Degree in investments or completion a qualification related to financial planning (min 120 credits NQF6) (essential)
- Certified Financial Planner (preferred)
- 5-8 Years financial services experiences, particularly in asset wealth management
- 5-8 years of experience in investment marketing arena
- Hold both RE1 and RE5 (essential)
- Strong knowledge of the investment, wealth management industry in South African and international markets
- Knowledge of financial markets and investment and their application to local and international
- Legal knowledge of product wrappers, FAIS, exchange control and financial instruments
Duties & Responsibilities
Implementation and promotion of the strategic Wealth strategies (Internal perspective)
- Implement the Wealth Management value proposition in all MFP practices in the different segmentation of investment advisers.
- Drive adoption on the investment philosophy to empower financial advisers to articulate value to clients.
- Drive adoption on the internal House view fund list.
- Managed strategic partnerships with Momentum Investments, Equilibrium, Momentum Trust, and Momentum Securities to support franchises with the full offering of the wealth value proposition.
- Facilitate the investment advice process with financial advisers to drive adoption to the financial planning tool, advice process and investment proposals to clients.
- Provide guidance on retirement planning, estate planning, tax optimization and other aspects of comprehensive financial planning.
- Continuously monitor Wealth Management portfolios and financial plans, adjusting for evolving investment outcomes and regulatory changes.
- Educate financial advisers on investment strategies, market trends, and financial planning concepts, and maintain regular communication to keep them informed and engaged.
- Execute on Wealth strategies and frameworks across the distribution channel.
- Execute on Wealth strategic initiatives to drive business growth.
- Assist with identifying emerging trends and opportunities in financial technology.
- Ensure support with the client base, risk profiles, and objectives specific to the channel.
- Implement financial planning and advice strategies, philosophies, and processes aligned with respective channel’s goals and objectives.
- Implement standardized processes and best practices for delivering financial advice, ensuring alignment with the business advice strategy, regulatory requirements, industry standards, and organizational goals.
- Support risk management strategies and frameworks for the channel.
- Drive strategies to increase assets under management/advice for the channel.
- Support and execute on the connection between Investment Philosophy, Risk profile, Elite Wealth Process, and advice deployment plan.
- Promote investment behaviour to our advisers based on the Momentum Advice wealth philosophy.
Advice Wealth processes in a channel-specific and client centric manner to contribute to adviser & client growth, engagement, and sound wealth management advice (Adviser & Client perspective)
- Operate as practice partner to the Wealth Manager to deliver the full Wealth Management value chain through the propositions available.
- Build close relationships with financial advisers and practices; whereby, facilitating investment workshops.
- Manage and connect all the different components of the wealth management investment framework.
- Function as a connection between MFP and Financial Planning practices.
- Assist in contributing to the MFP’s growth target.
- Focus on satisfying the wealth creation, preservation and income needs of clients, as well as the wealth management support service needs of the MFP channel, where applicable.
- Support the client-centric culture throughout the business, emphasizing the importance of delivering personalized, high-quality wealth advice.
- Provide credible and appropriate market wealth insights in collaboration with Momentum Investments with the purpose to enable client growth and retention.
- Work in conjunction with marketing team to support marketing strategies of Adviser practices to build towards wealth growth, engagement, and sound wealth advice.
- Initiate ongoing engagement and marketing activities in support of investment, savings, and wealth management proposition.
- Assist with content creation and marketing for presentations, social media, newsletters, and websites.
- Manage the implementation of the Wealth Management marketing roll-out plans, share information and updates from Wealth Management, and initiate and facilitate sessions on relevant themes in the Wealth space to support and improve the knowledge of the financial advisers on investment marketing opportunities.
- Ensure effective and consistent service delivery and support to external clients.
- Build and retain funds under management.
- Migrate existing assets to focus solutions and influence new business flows into focus solutions.
- Update advisers on fund and market changes.
- Consider the funds positioning and ensure an in-depth knowledge of the funds’ investment philosophy and objectives.
Self-development (People)
- Identify advisor growth and development needs within Wealth Management.
Governance and Monitoring
- Ensure compliance with regulatory requirements and internal standards are followed.
- Be the custodians of the wealth management philosophy and ensure that investment advice and processes are implemented within MFP and Financial Planning practices.
- Have a strong focus to limit potential investment risks to the business and manage the alignment of practices towards the Wealth Management solutions list and the core model portfolio local and offshore offerings.
- Ensures compliance training and regular audits in conjunction with advice and license specialist.
- Ensures Risk management and Compliance processes are adhered to.
- Investigate reported wilful acts of non-compliance to organisation policy and practice and report on findings
Competencies
- Entrepreneurial and commercial thinking
- Presenting and communicating information
- Relating and Networking
- Persuading and Influencing
- Delivering results and meeting customer expectations
- Coping with pressure and setbacks
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Role Purpose
The Distribution Support Administrator provides quick and accurate administrative support, to enable the branch support area to deliver a professional service to Financial Advisers and other stakeholders within Service Level Agreements and legislative/compliance requirements.
Requirements
Experience and Qualifications:
Qualifications:
- Matric or equivalent (required)
- Relevant Degree (NQF 7) Business-related qualifications
Experience:
- Proven minimum of 1 - 3 years' office administrator experience in the financial services industry
- Experience in the MDS Sales environment will be an advantage
- Proficient in Afrikaans and English (written and verbal)
- Knowledge of Microsoft Suite (Word, Excel, Windows etc.)
Duties & Responsibilities
Internal Processes: Sales and Service Experience
- Understanding of end-to-end processes across product lines
- Challenge processes that do not serve the business - ease of business
- Good understanding of Compliance process adherence and impact of non-adherence
- Quotes fulfillment and tracking
- Professional presentation of quote and relevant supporting documentation that support the 'adviceled' process
- Accountable for the new business process - end to end completed with least amount of comeback
- Process application form and engage with Financial Adviser /practice staff asap after receipt
- Engage with Financial Adviser practice staff to ensure processing happens smoothly with full ownership of the process through understanding and conveying the reason for requirements
- Ensure all cases and new business applications are correctly recorded and kept up to date on activity manager
- Log appropriate activities, timeously (quotes and Financial Adviser engagements)
- Consult systems to view progress - those documents pull through correctly
- Manage pipeline - keep clean and relevant. Drive submission of requirements to ensure cases issue
- Having regular engagement sessions with Business Consultant to update on status of all quotations, pipeline business and any other sales enablement updates
- Prepare Consultant for engagement – by providing reports, quote feedback, pipeline business
- Co-accountability for Momentum Distribution Service target achievement with consultant
- Administratively support Consultant on all planned marketing calls - to follow through in support
- Understanding of all available reports such as Power BI, lapse and arrear reports, reinstatement reports
- Training of Financial Adviser practice staff through knowledge sharing of digital capabilities (such as Power BI, Campaign master and etc.)
- Comfortable to be a first point of call on Financial Adviser /practice staff online navigation enquiries
- Ensure that all training interventions are recorded on appropriate reports
- Provide support to other branches (nationally) when need arises to ensure business continuity
- Identify and report process and system failures and enhancements to improve client experience
Stakeholder Engagement
- Ensure all internal and external engagements are conducted in a professional manner
- Maintain meaningful business relationships with all stakeholders ? Provide authoritative expertise to clients and 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
Collaboration and Self-development
- 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
Business Efficiencies and Effectiveness
- Identify opportunities to enhance effectiveness and increase operational efficiency.
- Manage company resources under your control with due respect.
- Provide input into the risk identification processes and communicate recommendations in the appropriate forum
Competencies
- Business Acumen
- Drive for Results
- Leads Change and Innovation
- Collaboration
- Impact and Influence
- Self-Awareness and Insight
- Diversity and Inclusiveness
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 inMDS.
- 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 REQUIRED
- 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
Method of Application
Use the link(s) below to apply on company website.
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