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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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Requirements
Experience and Qualifications
- Completed Tertiary Qualification in any Technology related field (Degree), Data Science, Statistics Computer Science, Information Science, Mathematics or a related field
- Proficiency in data analysis tools and programming languages (e.g. Python R SQL) highly valued.
- Computer Literacy (use of MS Office suite – Outlook, Word, Excel, PowerPoint)
- Familiarity with statistical techniques data visualization and database management advantageous.
- Some initial industry experience is a big plus.
- Must be a South African Citizen
- Must be between the ages of 18 and 30.
- Not be registered on any other internship or learnership
- Must be currently unemployed
- Must have no criminal record
- Not be studying at any other institution
Duties & Responsibilities
Internal Processes:
- Gather information from various sources, analyse results and interpret patterns and trends.
- Once data has been gathered and interpreted, report back what has been found in an easily accessible and accurate manner, which supports consistent and informed operational, tactical and strategic business decisions.
- Create detailed specifications for data sources, data flows, data transformations, data storage and reporting.
- Contribute to data collection cleaning and analysis processes.
- Collaborate with the data analysis team to develop analytical models and insights.
- Aid in interpreting data trends and patterns to inform strategic decision making.
- Bring fresh perspectives and innovative solutions to tackle data challenges.
- Foster a collaborative team environment focused on excellence in data analysis.
- Assist in documenting and presenting analysis results and recommendations.
- Aspiring data analysts keen on unraveling complex datasets and extracting meaningful insights.
- Analytical thinkers adept at translating data into actionable recommendations.
- Effective communicators who thrive in collaborative team settings.
- Detail oriented individuals excelling in fast paced analytical environments.
- Enthusiastic learners committed to honing their skills in data analysis.
Engage with clients in a client centric manner:
- Resolve client queries within agreed timeframes.
- Provide authoritative, expertise and advice to clients and stakeholders.
- Build and maintain relationships with clients and internal and external stakeholders.
- Deliver on service level agreements made with internal and external stakeholders and clients.
- Make recommendations to improve client service within area of responsibility.
- Participate and contribute to a culture which build rewarding relationships, facilitates feedback and provides exceptional client service.
Competencies
Skills
- An affinity for data analysis
- Strong research skills
- High attention to detail, accuracy, and efficiency in completing tasks.
- Exceptional organizational skills
- Self-motivated and high level of initiative
- Problem Solving
- Pay strict attention to detail
- Ability to interact and communicate effectively both orally and in written correspondence/ reports.
- Ability to maintain confidentiality.
- Ability to assimilate and summarize information.
- Ability to analyse information and conclude.
- Technical competency in Microsoft Office Suite (WORD, EXCEL).
- Ability to create, format and develop analytical spreadsheets.
- Ability to research and use AI tools and programs
- Demonstrates personal accountability and urgency in completing assignments and achieving results
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Requirements
- Bachelor’s degree in Accounting, Finance, Taxation, or a related field.
- Experience with tax software is preferred.
- Strong analytical and problem-solving skills with attention to detail.
- Proficiency in Microsoft Office Suite, particularly Excel; experience with tax software is a plus.
- Excellent communication skills, both written and verbal.
- Ability to work independently and as part of a team in a fast-paced environment.
- Eagerness to learn and adapt to new challenges.
- Previous internship experience in tax, accounting, or finance is preferred but not required.
- Applicants must be immediately available
Duties & Responsibilities
Tax Compliance and Reporting
- Assist with the AA88 (SARS agent statements) process for the company and its subsidiaries.
- Help in gathering and organising necessary documentation to support regulatory filings.
- Support the preparation of Bi-annual and tax-year-end submissions.
- Assist with adhoc payment & reconciliation processes within the Finance team.
Tax Research and Planning
- Conduct research on employee tax issues and regulations affecting the financial services industry.
- Support the implementation of tax planning strategies to optimise tax efficiency.
Audit Support
- Assist in gathering and preparing documentation for tax audits and responding to inquiries from various stakeholders.
- Support the Tax team in maintaining and organising audit trails.
Process Improvement
- Participate in the review and improvement of existing tax processes and procedures.
Cross-Functional Collaboration
- Work closely with other departments to ensure accurate reporting and compliance.
- Assist in special projects and ad hoc tasks as needed.
Competencies
- Business Acumen
- Stakeholder engagement and management
- Earns trust through results
- Relationship Building & Influencing
- Developing Strategies
- Transformation
- Analytical & strategic thinking
- Change Champion
- Growing Talent
- Digital Disruption
- Thought Leadership
- Outside-in Thinking
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Requirements
Qualification
- Relevant HR degree.
- Honours degree in HR, Social or Behavioural Sciences (advantageous).
- Registered Psychometrist, independent practice (advantageous).
Knowledge
- Knowledge of HR policies and procedures and relevant legislation (EE, BCEA, LRA, etc.).
- Proficient in Microsoft Office.
Experience
- Minimum of 2 years experience in Human Capital Consulting.
Duties & Responsibilities
- Provide exceptional Human Capital (HC) service to clients in order to manage client expectations.
- Contribute to the implementation of the HC strategy and agenda to drive people solutions that enable business outcomes.
- Facilitate the recruitment process and conduct interviews.
- Support the process of creating a positive work climate and culture to energise employees, give meaning to work, minimise work disruption, and maximise employee productivity.
- Support the process of culture and climate surveys.
- HC Reporting: assist in generating/validating reports; provide reports to clients and highlight pertinent areas.
- Provide the necessary advice and ensure the implementation of all Human Capital people practices and processes.
- Assist with the creation of Job Descriptions and conduct Role Profiling.
- Liaise with Remuneration & Benefits with regards to benchmarking.
- Query management: investigate, engage, and resolve independently and/or in conjunction with relevant stakeholders.
- General administration with the support of the Human Capital Assistant.
- Advise, guide, and support line managers and employees on Labour Relations matters and escalate where required.
- Implement sound employee relations practices and support the resolution of employee relations matters.
- Facilitate labour relations training interventions for leaders.
- CCMA preparation and representation of the company at conciliation.
- Provide advice and support to line managers and employees regarding Performance Management using the Performance Excellence HC practice.
- Capacitate / educate line managers with Performance Excellence tools.
- Support the business by driving compliance during Performance Excellence year-end and other processes.
- Coordinate and facilitate training interventions and workshops (as and when required).
- Assist with the implementation of the training plan with the support of the Learning & Development (L&D) Department.
- Advising and guiding leaders and L&D on training gaps and interventions that are aligned with the strategic objectives of the business, and the employees' personal development plans (PDPs).
- Support the personal development (PDP) drive.
- Coordinate activities pertaining to Rewards & Recognition (R&R) initiatives.
- Monitor compliance with the R&R program and drive participation in Business Units.
- Support the Organizational Effectiveness Team in change management interventions and provide feedback on change management interventions.
- Manage relevant HC projects as assigned.
- Facilitate successful implementation of various HC projects, where required.
- Participate in projects and collaborate with other divisions on HC projects.
- Develop effective relationships with stakeholders from an HC Consulting/Business Partnering perspective.
- Maintain effective client relationships to ensure successful service delivery and support.
- Support effective teamwork within the division.
- Act as a change agent by providing support to implement changes within the business.
- Engage with appropriate training interventions to promote your own continuous professional development.
- Deliver expectations of clients and internal and external stakeholders.
- Deliver within 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.
- Manage client query processes and ensure that queries are tracked, and accurately resolved.
- 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 of driving career development.
- Identify solutions to enhance cost-effectiveness and increase operational efficiency.
- Contribute to the identification of solutions to enhance cost-effectiveness and increase operational efficiency within the area.
- Manage financial and other company resources under your control with due respect.
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Requirements
Qualifications
- Grade 12
- A bachelor’s degree in business administration, sales or relevant field
Experience
- Employee Benefits experience is essential
- Extensive industry knowledge and product knowledge
- 4 to 5 years’ experience in sales, key client management
- Intermediate computer skills, and experience with CRM software and MS Office with emphasis on excellent Excel skills
- Process documentation experience.
- Project management experience.
- Experience with reporting and analytics.
Attributes
- Accountability
- Adaptability
- Attention to detail
- Customer orientation
- Communication skills
- Organisation and planning skills
Duties & Responsibilities
Internal Processes
Self-management and Teamwork
- Developing a solid and trusting relationship between major key clients and company
- Resolving key client issues and complaints
- Developing a complete understanding of key account needs
- Anticipating key account changes and improvements
- Managing communications between key clients and internal teams
- Strategic planning to improve client results
- Negotiating contracts with client and establishing timeline of performance
- Establishing and overseeing internal budgets with the company and external budgets with the client
- Collaborating with sales team to maximise profit by up-selling or cross-selling
- Planning and presenting reports on account progress, goals, and quarterly initiatives to share with team members, stakeholders, and possible use in future case studies or company training
- Meeting all client needs and deliverables according to proposed timelines
- Analysing client data to provide customer relationship management
- Expanding relationships and bringing in new clients
- Maintaining all client documentation and cohesive, up-to-date files, so as to have accurate, relevant, and readily available client focused data at all times
Client Services
Enable Client centricity within area of responsibility
- Contribute to client relationship management to increase and promote MMH as the preferred partner to key clients
- Designing a client appropriate dashboard and capturing on CRM system
- Develop in-depth client and industry needs, intelligence and share these with the appropriate MMH businesses
- Develop opportunity roadmaps to optimize wallet share through facilitating cross and up-selling in collaboration with the MMH solutions teams
- In collaboration with internal stakeholders develop a structured sales/new business process to secure additional business for MMH
- Conduct annual client care audits
- Manage the profitability of clients in collaboration with relevant MMH business units
- Facilitate strategic client forums and brainstorms internally and externally
- In collaboration with MMH business units, provide a client experience that retains and strengthens the client retention
People
Self-Management and Teamwork
- Continuously develop own expertise in terms of industry and subject matter development and application thereof in an area of specialisation.
- Positively influence and manage change and offer specialist support where required.
- Contribute to continuous innovation through the development, sharing and implementation of new ideas and involvement of colleagues and staff.
- Participate and contribute to a culture of work centric thinking, productivity, service delivery and quality management.
- Take ownership for driving career development.
- Finance
Manage budget and Implement sound financial control
- Manage high risk and problematic financial issues in area of accountability and contribute to the development of policy.
- Identify solutions to enhance cost effectiveness and increase operational efficiency.
- Implement and provide feedback on the effectiveness of financial policy, practice and procedures preventing illegal, unethical or improper conduct.
- Implement risk management, governance and compliance policies in own practice area, to identify and manage governance and risk exposure liability.
- Investigate reported wilful acts of non-compliance to organisation policy and practice and report on findings
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Requirements
Experience and Qualifications
- Matric
- A financial qualification will be an advantage
- Minimum of 3 years relevant investment administration experience
- Knowledge of trading principles such as pricing, FX rates, distributions
- Product/Process/System knowledge of at least one of the platforms we support, listed below:
- Momentum Wealth International (MWI)
- Momentum Administration services (MW)
- Annuities
- Investo
Personal attributes and personality traits
- Self-starter with ability to work in fast paced trading desk environment.
- Passionate about service and service excellence - with a “will do, can do” attitude | Demonstrating determination and encourage others to achieve excellence in every task, action and/or interaction.
- Working with and servicing people | Demonstrating an interest in others, working effectively in teams, building team spirit - showing care and consideration for individuals.
- Has the ability to challenge decisions and frameworks, but also the ability to accept and implement decisions as instructed from a higher authority, and the ability to work within established frameworks to achieve desired results.
- Has the ability to work well both under supervision as a member of a team, as well as independently.
- Relating and networking | Establishing effective relationships with clients and colleagues, networking effectively within and outside of the organisation and relating well to individuals at all levels.
- Highly organised, professional, efficient, and effective, with a sense of urgency and excellent time management.
- Strong attention to detail.
- Honesty and integrity | Respect for the confidentiality of our Clients’ and Momentum Metropolitan’s affairs.
- Resilience and adaptability | The ability to overcome obstacles and delivers results by showing tenacity - coping with pressures and setbacks by working productively in a stressful environment.
- Presenting and communicating information | Speaking and writing clearly and fluently, with the ability to relay information in a constructive and confident manner.
- Analysing data of a verbal and numerical nature as well as other sources of information, breaking information down into components, probing for further information and generating workable solutions to problems.
Duties & Responsibilities
- Responsibilities and Work Output
- Operational | Day-to-day legendary service delivery | 80% of time focus
Enable legendary service delivery of the highest quality within your area of responsibility. With us it is personal and so we will require you to:
List of Duties for Fund Admin (Local)
- Loading of new unit trust components.
- Maintenance of funds g., changing of fees, name etc.
- Monitor/ load fund restrictions.
- Uploading unit trust fund factsheets onto ICS.
- Loading of new wrap funds onto system.
- Monitor wrap funds e., broker linking.
- Upload wrap fund, fund factsheets for wrap funds onto ICS.
- Set up ballot timelines/ processing by checking when the fund needs to be capped, communications to advisers and clients to be distributed etc.
- Co-ordination within team to action requirements on specified dates.
- Informing internal stakeholders of ballot.
- Co-ordinating with Point for postal clients.
- Co-ordinating with iTouch for SMSs to be distributed.
- Sending out audit data and ensuring that our values correspond to FMs.
- Action ballot changes on effective dates.
- Responsible for the monitoring and actioning of the local [email protected] mailbox and resolving of requests and queries timeously and efficiently.
- Creating Manco/ DFM folders for AUM reports.
- Co-ordinate the creation with the relevant IT teams g., login credentials set up.
- Release the reports after warehouse run.
- Ensure IT data check done before execution.
- Provide support to Service Agents on fund related queries.
- Provide support to consultants on fund related queries.
List of Duties for fund admin (MWI)
- Coordinate a Due Diligence process on the different components before bringing it onto the MWI platform.
- Support co-ordination of the MWI platform component additions, mainly internal co-ordination of approval and information.
- Engagement on new offshore model portfolios.
- Mirroring International funds onto the local platform upon request from advisers/ consultants.
- Execution -loading of new funds/components onto the MWI gemstone.
- Liaise with third party vendors such as Citibank and Morningstar to ensure fund data is accurately loaded on system.
- Facilitating and coordinating mergers and Manco Responsible for capping of funds and opening new classes etc.
- Responsible for the accurate reporting on the different components, both internally and externally to Mancos.
- Responsible for the monitoring and actioning of the international [email protected] mailbox and resolving of requests and queries timeously and efficiently.
- Responsible for the optimisation and improvement of offshore fund administration processes within the accountability of the team.
- Check CAIN Notices on Citi.
- Month end reporting sent to Fund Managers.
List of Duties for LISP
- First entry for new investment component requests, locally.
- Lead co-ordination of the Investment DD process for addition of new Mancos.
- Lead-co-ordination of Operational DD process for new component addition.
- Coordinate a Due Diligence process on the different components before bringing it onto the platform - mainly local platform.
- Having the SLA/Agreements signed off correctly before implementation for the different components.
- Support co-ordination of the local platform component additions, mainly internal co-ordination of approval and information.
- Engagement on new model portfolios.
- Execution - loading of new funds/components onto the local gemstone.
- Execution and management of fund changes including TERs, fees, rebates, name changes.
- Facilitating and coordinating mergers and Manco Responsible for capping of funds and opening new classes etc.
- Continuous review of fund information to minimize operational and reputational.
- Responsible for the optimisation and improvement of local fund administration processes within the accountability of the team.
- Implementing and execution of action plans for upcoming Manco events such as mergers, closures.
- Provide support and assistance on service queries, bulk admin and Trading as well as support to the operational finance team.
- Get approval or access for restricted funds from the fund.
- Recouping of the balloting and fees costs.
- Escalating to Morningstar in the event of issues.
Self-development | Working towards your growth and development | 20% of time focus
- Continuously learn about all our different transactions, processes, procedures, products.
- Take the opportunity to use our self-learning modules and develop your knowledge.
- Use our external training website to upskill and develop yourself.
- Attend all training and assessments run within Momentum.
- Stay abreast of legislation and how it impacts our world.
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Requirements
- Matric / Grade 12
- A bachelor degree or equivalent qualification in a relevant field such as Computer Science, Information Technology, Engineering, or a related discipline.
- 3 - 5 years relevant experience as a Business Operations Specialist/ Technical Specialist or equivalent area/role
- Working experience within a quality assurance environment.
- In-depth understanding of claims assessing processes, including evaluating eligibility, appropriateness, and reimbursement based on policy guidelines, medical codes, and billing rules.
- Proficient knowledge of various medical scheme benefit designs, coverage levels, limitations, and exclusions for accurate claims assessment and reimbursement determination.
- Comprehension and interpretation of billing rules governing medical claims processing, along with familiarity with relevant systems and technologies used for claims adjudication.
- Knowledge of the legal framework and regulations, including the Medical Scheme's Act and related guidelines, ensuring compliance and adherence to regulatory requirements.
- Extensive knowledge of medical industry terminology, including medical conditions, procedures, treatments, and diagnostic coding (e.g., ICD-10), facilitating accurate claims assessment, effective communication with healthcare professionals, and appropriate code assignment.
- Specific understanding of operational processes within the healthcare industry, including case management, call center operations, and membership management, to effectively support operational requirements.
- Thorough understanding/proficiency of the operational system utilised within the quality assurance space (e.g., Vitel, Reflections, Cubes etc.).
- Proficiency in working with O2 or similar health insurance platforms to process claims, manage member information, and generate reports for analysis and decision-making.
- Strong proficiency in using Microsoft Word and Excel for documentation, data analysis, and report generation, ensuring accuracy and clear presentation.
- Solid understanding of the medical aid industry's processes, regulations, and dynamics.
Duties & Responsibilities
PROCESS
- Provide high-quality business operation and technical support to maintain organisational processes, ensuring smooth operations.
- Apply innovative/creative thinking by identifying gaps, proposing solutions/enhancements, and presenting them to maximise process efficiency.
- Establish and nurture key relationships with internal and external stakeholders to facilitate collaboration and effective communication.
- Investigate and resolve any business escalations received, ensuring accurate and timely resolution to maintain operational effectiveness.
- Participate in external and internal audits, contributing to compliance and process improvement efforts.
- Assist in the drafting and maintenance of Quality Assurance Frameworks, ensuring they are up-to-date and aligned with requirements.
- Build data models based on stakeholder requirements to support data-driven decision-making.• Collaborate with stakeholders to define reporting requirements and timeframes, delivering accurate reports as per agreed-upon standards.
- Compile and obtain appropriate sign-off for stakeholder reports, operational reports, and administrative reports to support decision-making.
- Provide technical assistance to QA and Governance staff, offering expertise and support as needed.
- Maintain an internal data and reporting repository for the Governance and Quality Assurance department, ensuring accessibility and data integrity.
CLIENT
- Build and maintain relationships with clients and internal/external stakeholders, fostering trust and effective collaboration.
- Meet service level agreements with clients and stakeholders, managing expectations and delivering quality service.
- Make recommendations to improve client service and ensure fair treatment of clients within the area of responsibility.
- Contribute to a positive culture that prioritises relationships, feedback, and exceptional client service.
- Monitor turnaround times and quality standards, resolving issues promptly to enhance client service delivery.
- Drive client service delivery goals, aligning with predefined standards and providing appropriate advice and after-sales service.
- Manage client query processes, tracking and resolving queries accurately, and utilising them as opportunities for improvement.
PEOPLE
- Build strong relationships by providing specialist knowledge and leadership, fostering positive expectations.
- Continuously develop expertise in industry and subject matter, applying it effectively in the area of specialisation.
- Positively influence and manage change, offering specialist support when needed.
- Foster a culture of continuous innovation by developing, sharing, and implementing new ideas with colleagues and staff.
- Contribute to a work-centric thinking culture that emphasises productivity, service delivery, and quality management.
- Take ownership of driving career development, proactively seeking growth opportunities.
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Requirements
Experience And Qualifications
- Matric or equivalent.
- 2 - 3 Years' experience in a financial services administration environment.
- Employee benefits experience will be an advantage.
Duties & Responsibilities
- Taking ownership of complaints and ensuring they are resolved timeously and effectively.
- Providing first time resolution on escalated complaints.
- Engaging in effective communication and delivering according to SLA's.
- Service recovery and client relationship restoration.
- Dealing with client requests in a competent, efficient and professional manner.
- Client / Broker visits where required.
- Client relationship building.
- Prepare Employer / Broker reports.
- Contributions – Understanding of retirement fund contributions process, including collection, recording and reconciliation as well as management of defaults in line with the S13A prescripts.
- Claims – Ability to process various exits including Withdrawals, Retrenchments, Retirements as well as knowledge of the full Death benefit processing in line with S37 of the PFA.
- Transfers In and Out – Ability to process S14 transfers and perform the requisite reconciliations.
- Client Servicing – Ability to address queries and resolve complaints expeditiously raised by members in both spoken (telephonically and face-to-face) as well as written communication (email).
- In conjunction with the Administration Manager be accountable for the coordination of service delivery both internally and externally.
- Support the Portfolio Manager that enables efficient and effective client service.
- Ensuring all risks are mitigated and escalated where necessary.
- Report on findings of complaints to avoid reoccurrence.
- Maintaining a consistent service delivery to ensure client retention and satisfaction.
- Effectively utilising IT systems to ensure accuracy of documentation.
- Ensuring adherence to organisational best practice and legislative requirements.
- Maintaining broad product knowledge in order to effectively and accurately respond to customer complaints.
- Build and maintain relationships with clients and internal and external stakeholders.
- Contribute to the process of developing client service standards in order to ensure clients receive clear and accurate information and are kept informed at all times.
- Make recommendations to improve client service and fair treatment of clients.
- Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client experience.
- Continuously develop own expertise in terms of industry and subject matter development and application thereof in an area of specialisation.
- Positively influence and manage change and offer specialist support where required.
- Contribute to continuous innovation through the development, sharing and implementation of new ideas and involvement of colleagues and staff.
- Participate and contribute to a culture of work centric thinking, productivity, service delivery and quality management.
- Take ownership for driving career development.
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Requirements
Qualifications
- Grade 12 or equivalent qualification
- FAIS recognised qualification (minimum 120 credits)
- FAIS Key Individual Regulatory Exam Level 1 (essential)
- FAIS Representative Regulatory Exam Level 5
- Degree in Commerce or Business Management (advantageous)
- Financial planning qualification (advantageous)
Experience
- 8 -10 years experience in the insurance industry (essential)
- 5 - 8 years relevant managerial experience fulfilling the duties of a compliant key individual (essential)
Skills and Knowledge
- Influencing and negotiation skills
- Planning and organising skills
- Analytical skills
- Interpersonal and people management skills
- Knowledge of the sales cycle, processes and policies
- Knowledge of the insurance industry
- Relevant product knowledge
- Knowledge of relevant regulatory and legislative requirements
Duties & Responsibilities
Internal Process
- Develop the necessary sales strategy and tactics to close identified business, including all necessary sales activities, prospect calls, presentations and executive meetings.
- Set targets and take accountability for the overall achievement of performance objectives in the business area, by driving sales performance.
- Provide clear direction on the strategic plan and key focus areas to ensure targets are met. Manage and drive the turnaround time in terms of targets to ensure a high sales performance.
- Manage the delivery of deviance reporting as and when requested, to provide recommendations and mitigating solutions to deviances that have occurred.
- Assist team members, as necessary, by interacting with clients in order to facilitate sales and/or client concerns/complaints.
- Manage allocated sales budget through effective coordination of sales activities and behaviours, key accounts and expense budget.
- Communicate processes, control requirements, risk management frameworks and regulatory requirements that impact the sales process.
- Coach team members on all the processes and controls and ensure understanding and commitment. Ensure team members complete all required compliance exams and attestations within specified timeframes.
Client
- Build and maintain relationships with internal and external stakeholders.
- Contribute to the process of negotiating objective and realistic service level agreements, monitor appropriateness, and recommend adjustments.
- Define service practices that build rewarding relationships, encourage innovation and allow others to provide exceptional client service.
- Deliver on service level agreements made with clients and internal and external stakeholders 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 that builds rewarding relationships, facilitates feedback and provides exceptional client service.
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.
- Select and recruit suitably qualified talent in line with Employment Equity principles and company 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 to ensure business objectives are achieved.
- Encourage innovation, change agility and collaboration within the team.
Finance
- Identify solutions to enhance cost-effectiveness and increase operational efficiency.
- Manage financial and other company resources under your control with due respect.
- 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.
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Requirements
Qualifications
- Grade 12 or equivalent qualification
- FAIS recognised qualification (minimum 120 credits)
- FAIS Key Individual Regulatory Exam Level 1 (essential)
- FAIS Representative Regulatory Exam Level 5
- Degree in Commerce or Business Management (advantageous)
- Financial planning qualification (advantageous)
Experience
- 8 -10 years experience in the insurance industry (essential)
- 5 - 8 years relevant managerial experience fulfilling the duties of a compliant key individual (essential)
Skills and Knowledge
- Influencing and negotiation skills
- Planning and organising skills
- Analytical skills
- Interpersonal and people management skills
- Knowledge of the sales cycle, processes and policies
- Knowledge of the insurance industry
- Relevant product knowledge
- Knowledge of relevant regulatory and legislative requirements
Duties & Responsibilities
Internal Process
- Develop the necessary sales strategy and tactics to close identified business, including all necessary sales activities, prospect calls, presentations and executive meetings.
- Set targets and take accountability for the overall achievement of performance objectives in the business area, by driving sales performance.
- Provide clear direction on the strategic plan and key focus areas to ensure targets are met. Manage and drive the turnaround time in terms of targets to ensure a high sales performance.
- Manage the delivery of deviance reporting as and when requested, to provide recommendations and mitigating solutions to deviances that have occurred.
- Assist team members, as necessary, by interacting with clients in order to facilitate sales and/or client concerns/complaints.
- Manage allocated sales budget through effective coordination of sales activities and behaviours, key accounts and expense budget.
- Communicate processes, control requirements, risk management frameworks and regulatory requirements that impact the sales process.
- Coach team members on all the processes and controls and ensure understanding and commitment. Ensure team members complete all required compliance exams and attestations within specified timeframes.
Client
- Build and maintain relationships with internal and external stakeholders.
- Contribute to the process of negotiating objective and realistic service level agreements, monitor appropriateness, and recommend adjustments.
- Define service practices that build rewarding relationships, encourage innovation and allow others to provide exceptional client service.
- Deliver on service level agreements made with clients and internal and external stakeholders 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 that builds rewarding relationships, facilitates feedback and provides exceptional client service.
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.
- Select and recruit suitably qualified talent in line with Employment Equity principles and company 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 to ensure business objectives are achieved.
- Encourage innovation, change agility and collaboration within the team.
Finance
- Identify solutions to enhance cost-effectiveness and increase operational efficiency.
- Manage financial and other company resources under your control with due respect.
- 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.
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MINIMUM QUALIFICATIONS
- Certified Information Systems Auditor (Preferred)
- IT Internal audit qualification
- Registered chartered accountant with South African Institute of Chartered Accountants (advantageous).
MINIMUM EXPERIENCE
- 5 to 8 years’ experience with designing, implementing, and reviewing corporate governance, risk management processes and internal controls within the financial services and/or big 4 audit firms.
KNOWLEDGE
- Knowledge of Internal Controls and Assurance Frameworks
- Exposure to IT systems, local and international internal auditing standards and risk practices, strategy formulation and execution
- Programming knowledge
- Digital/ Automation and IT Knowledge (70% Automation/Digital knowledge and 30% Internal audit knowledge)
Duties & Responsibilities
INTERNAL PROCESS
- Provide strategic direction for scoping and planning integrated risk-based audits to optimize audits, with the aim of developing and enhancing Momentum Group's dynamic integrated assurance model using automation.
- Drive the development of a coordinated combined assurance plan with relevant stakeholders to ensure the alignment of Group assurance efforts between management, risk, and assurance partners, to effectively manage the risks of the Group.
- Contribute to the continuous review and enhancement of the combined assurance model to align the model with the Group operating model and to support the achievement of business objectives.
- Contribute to the co-creation and development of the risk-based audit plan that is aligned with the business requirements and the co-source agreement.
- Engage with co-sourced internal audit partners to monitor the execution of the internal audit plan.
- Drive the timeous execution of the integrated audit plan in line with stakeholder expectations.
- Review and sign off audit findings and ensure meaningful recommendations are made to improve business controls, policies, or processes.
- Provide feedback and insights to business stakeholders regarding the implications of internal audit findings.
- Review relevant audit reports to the various Audit Committees and Combined Assurance Forums.
- Report and communicate the outcomes of the combined assurance effort to the various Audit Committees and Combined Assurance Forums.
- Monitor and measure the co-sourced internal audit partner performance against the Service Level Agreement to ensure agreed standards are upheld.
- Provide co-sourced internal audit partner with feedback regarding the quality of work and service delivery.
CLIENT PROCESS
- Build and maintain effective business relationships with relevant stakeholder in order to manage service delivery in line with business expectations and requirements.
- Participate and contribute to a culture which build rewarding relationships, facilitates feedback, and provides exceptional client service
PEOPLE PROCESS
- Continuously develop expertise in terms of industry and subject matter knowledge, applying it effectively to deliver specialized contributions and stay ahead in the field.
- Positively influence and manage change, offering specialist support where required to facilitate smooth transitions and drive organizational growth.
- Contribute to continuous innovation by developing, sharing, and implementing new ideas, actively involving colleagues and staff to enhance the organization's practices.
- Participate and contribute to a culture of work-centric thinking, productivity, service delivery, and quality management, promoting a positive work environment and efficient operations.
- Take ownership of driving personal career development, proactively seeking growth opportunities, and advancing professional skills.
- Lead, mentor, and motivate the team to achieve team goals.
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Qualifications:
- 3-year BCom degree in the following fields: Financial Planning, Investment or Business Management, Marketing, Finance, Education and Legal.
- Willingness to study towards the degree and recognition of prior learning if you have 3+ years of experience in the IFA industry.
- CFA and/or CFP is an advantage.
Experience:
- 3 to 5 years financial service industry experience.
- 1 to 3 years relevant industry related sales experience.
- 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, insurance products and regulatory & legislation is advantageous.
Duties & Responsibilities
Engage:
- Visibility creates a deep understanding of support and establishes the basis for relationships. Develop great reasons to visit the IFA
- Understand the needs of the IFA and match the 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, Minimum 16 face-to-face IFA visits a week. FAB Conversations
- Present the professional disciplined nature of the IFA Agenda and minutes of all meetings
- Be present, listen and understand then ask coaching questions
Enthuse:
- Understand who we are targeting, the landscape they are working in, competitor influences, events that will enthuse, critical moment 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. Through the first case give us a chance
Educate:
- Momentum is seen as the business partner of choice that leads Advice –led
- Achieve and/or exceed the minimum production targets,
- Achieve and/or exceed the minimum productive IFAs required,
Enable:
- Momentum is seen as the business partner of choice that leads Advice –led
- Achieve and/or exceed the minimum production targets,
- Achieve and/or exceed the minimum productive IFAs required,
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Requirements
- Grade 12/ Matric
- Relevant IT degree or diploma
- IT experience would be advantageous
Duties & Responsibilities
System Monitoring:
- Monitor IBMi server performance and promptly identify potential issues or irregularities.
- Utilize monitoring tools to track system metrics and generate alerts as needed.
Incident Management:
- Assist in the resolution of routine incidents and service requests related to IBMi servers, and other incidents observed on Dashboards as well as Data Centre Operations
- Work closely with senior team members to troubleshoot and resolve issues promptly.
Documentation and Reporting:
- Maintain accurate and up-to-date documentation for IBMi server configurations and procedures.
- Contribute to regular reporting on system performance and incident resolution.
Basic System Administration:
- Execute backup and Maintenance procedures.
Communication and Collaboration:
- Communicate effectively with team members and other IT stakeholders.
- Collaborate with senior team members to coordinate activities and share relevant information.
Security Awareness:
- Adhere to security protocols and assist in implementing basic security measures for IBMi servers and Data Centre Operations
- Report any security concerns or incidents to senior team members.
Training and Skill Development:
- Participate in training programs to enhance technical skills and knowledge of IBMi server operations.
- Stay informed about updates and best practices in IBMi server management.
Customer Support:
- Provide basic support to end-users regarding IBMi server-related queries and issues.
- Escalate complex problems to senior team members for resolution.
Adherence to Processes:
- Follow established processes and procedures for incident resolution and system maintenance.
- Contribute to the improvement of existing processes based on feedback and experience.
Continuous Improvement:
- Actively seek opportunities to learn and grow within the role.
- Propose suggestions for improving operational efficiency and effectiveness.
Method of Application
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