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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
- Post graduate degree in business, social or behavioural science
- Industrial Psychologist (preferred)
- 3-5 years’ experience in Organisational Effectiveness
- Exposure to group facilitation and psychometric assessment feedback
- Registered with the HPCSA
Duties & Responsibilities
INTERNAL PROCESS:
- Develop and drive group wide interventions that shape and embed the business culture and values in collaboration with leadership
- Design and drive the implementation of group wide culture assessment and leverage insights to shape interventions
- Conduct organisational diagnosis and interventions that improve organisational performance and productivity
- Develop and implement change and organisational development strategies and initiatives to support large-scale, complex organisational change initiatives
- Develop and drive the adoption of frameworks and tools that will enable business to drive, implement and sustain solutions
- Design and implement diagnostic frameworks, methodologies and tools to understand existing and new strategic and cultural issues and guide the implementation of interventions to address the concerns and opportunities identified
- Create and use diagnostic tools and monitor business results to determine the success of interventions and to design new interventions
- Act as subject matter expert and provide advice on matters within area or responsibility
- Keep abreast of trends, legislation and best practices within the organisational effectiveness field to influence and shape solutions and interventions
- Craft and guide the implementation of organisational effectiveness solutions across the people value chain to solve business problems and contribute to strategic intent of the business
- Create and leverage metrics to shape and inform solution design and impact metrics
CLIENT:
- Provide authoritative, expertise and advice to clients and stakeholders
- Build and maintain relationships with clients and internal and external stakeholders
- Contribute to the process of negotiating objective and realistic service level agreements, monitor appropriateness and recommend adjustments
- Define service practices which build rewarding relationships, encourage innovation and allows others to provide exceptional client service
- 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
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 MMI values
- Drive a culture that guides and directs best practice, fostering an environment of continuous learning, improvement and cohesiveness
- Enable a learning and growth culture whereby information regarding successes, issues, trends and ideas are actively shared between team members
- Execute effective workforce planning practices to ensure that staffing requirements are accurately forecasted
- Identify employee growth and development needs and schedule interventions to enable ongoing development, training and personal growth
- Effectively manage performance within the team in order to ensure business objectives are achieved
- Encourage innovation, change agility and collaboration within the team
FINANCE:
- 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
- Identify solutions to enhance cost effectiveness and increase operational efficiency
- Implement and manage financial risk methodologies, techniques and systems and use to monitor and report on financial activities
- Implement and provide feedback on the effectiveness of financial policy, practice and procedures preventing illegal, unethical or improper conduct
- 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
- Degree in Business Management/Investments/Business Sciences/Finance/Economics or related (Master’s Degree preferrable)
- Post graduate diploma in financial planning
- Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) designation.
- Industry qualification (RE5 & RE1)
- 5-8 Years financial services experiences, particularly in asset wealth management
- 5-8 years of experience in investment marketing arena
- 5- 8 years' experience in registered financial advisers’ networks and or agencies
- Strong knowledge of investment advice philosophy implementation, the wealth management industry in South African and international markets
- Knowledge of financial markets and investment and their application to local and international
- Legal knowledge, FAIS, exchange control and financial instruments
- In-depth knowledge of:
- Global financial markets and emerging industry trends
- Governance Frameworks
- Wealth Management Strategies
- Investment Advice and Advice processes
- Financial Analysis
Duties & Responsibilities
Implementation and promotion of the strategic Wealth strategies (Internal perspective):
- Conduct thorough assessments of clients' financial situations, including assets, liabilities, income, expenses, and investment objectives.
- Develop personalized wealth management plans tailored to each client's goals, risk tolerance, and time horizon.
- Design and implement investment portfolios aligned with clients' objectives, utilizing a mix of asset classes and investment vehicles.
- Provide guidance on retirement planning, estate planning, tax optimization, insurance coverage, and other aspects of comprehensive financial planning.
- Continuously monitor clients' portfolios and financial plans, adjusting as needed based on changing circumstances, market conditions, 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.
- Conduct in-depth financial analysis to identify opportunities for cost optimization, revenue enhancement, and risk mitigation.
- Implement standardized processes and best practices for delivering financial advice, ensuring alignment with the business advice strategy, regulatory requirements, industry standards, and organizational goals.
- Ensure compliance with regulatory requirements and internal standards.
- Implement risk management strategies and frameworks for the channel.
- Provide guidance and oversight on risk management practices, ensuring appropriate controls are in place to mitigate risks.
- Conduct research to stay at the forefront of market trends, economic developments, and legislative changes affecting the channel.
- Identify unique opportunities and challenges within the channel.
- Collaborate with channel-specific business development teams to identify growth opportunities and attract new clients.
- Drive strategies to increase assets under management/-advice for the channel.
- Promote 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.
- Promote Structure and Fee optimisation.
Advice Wealth processes in a channel-specific and client centric manner to contribute to client growth, engagement, and sound wealth management advice (Client perspective):
- Collaborate closely with all stakeholders responsible for the channel, ensuring strategies align with the channel's unique characteristics, strategic objectives, and goals.
- Build close relationships with business and practices; whereby, facilitating investment workshops.
- Focus on satisfying the wealth creation, preservation and income needs of clients, as well as the wealth management support service needs of the under-licence Channel.
- Champion a client-centric culture throughout the organization, emphasizing the importance of delivering personalized, high-quality wealth advice.
- Identify and create strategic partnerships with relevant stakeholders to understand business priorities and requirements.
- Provide credible and appropriate market wealth insights expertise with the purpose to enable client growth and retention.
- Build and maintain relationships to deliver on service level agreements with regards to professionalism, accountability, and competitive targets.
- Work in conjunction with brand and marketing managers to deploy effective strategies towards wealth growth, engagement, and sound wealth advice.
- Liaise and collaborate with wealth management team on the implementation of operational plans.
- Develop ongoing, frequent engagement and marketing activities in support of investment, savings, and wealth management proposition.
Effectively lead team (People):
- Establish productive, professional relationships with key stakeholders in the channel.
- Attract, select and recruit suitably qualified talent in line with Employment Equity principles, Momentum Advice Growth plan and MMH values.
- Create a positive work climate and culture to energise employees and network of advisers.
- Demonstrate exemplary leadership through personal involvement, inclusive leadership, commitment, and dedication in support of organisational values.
- Drive a culture that guides and directs best practice, fostering an environment of continuous learning, improvement and cohesiveness.
- Execute effective workforce planning practices to ensure that staffing requirements are accurately forecasted and executed.
- Identify employee and advisor growth and development needs and collaborate with relevant stakeholders to ensure interventions enabling ongoing development, training and personal growth.
- Effectively drive performance excellence within the team to ensure business objectives are achieved by setting team goals and having regular dialogue to achieve meaningful and significant impact.
- Encourage innovation, ensure integrity in communication, change agility and collaboration within the team.
Ensure Efficient and Effective Practice(Finance):
- Budget management and implementation of sound financial controls.
- Control the budget for area, including the authorisation of expenditures and implementation of financial regulations.
- Identify solutions to enhance cost effectiveness and increase operational efficiency.
- Implement risk management, governance and compliance policies in own practice area, to identify and manage governance and risk exposure.
- Participate in the effectiveness of financial policy, practice and procedures preventing illegal, unethical or improper conduct.
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Qualifications:
- Degree in Business, Economics, Psychology, Sociology, Statistics, Mathematics, Marketing, or a related discipline.
Experience:
- Strong analytical and problem-solving skills.
- Strong intellect and ability to think strategically.
- Proficiency in Microsoft Office Suite, especially Excel and PowerPoint.
- Basic understanding of research methodologies and data analysis techniques.
- A keen interest in insights, data analytics, strategy and project delivery.
- Ability to grasp and apply new concepts quickly.
- An inquisitive and open mind-set – open to ongoing learning, growth & development.
- Good verbal and written communication skills, including presentation skills.
- Applicants to be available immediately.
Duties & Responsibilities
Internal process:
Research Support:
- Assist in the design and execution of market research projects.
- Gather and compile data from various sources to support research initiatives.
- Help manage and organize data, ensuring accuracy and consistency.
- Support the Insights Lead in qualitative and quantitative research activities, including surveys, focus groups, and in-depth interviews.
Data Analysis:
- Assist in the analysis of research data to identify key insights and trends.
- Use analytical tools to interpret data and generate meaningful reports.
- Visualise data in a clear and compelling way to support business decisions.
Reporting and Presentation:
- Prepare summaries and reports of research findings for presentations to stakeholders.
- Assist in the preparation of presentations that communicate insights effectively to the wider team.
- Contribute to the development of dashboards and other reporting tools.
- Collaboration - work closely with the Insights Lead and other members of the Group Brand & Marketing team to ensure alignment of research activities with strategic goals.
- Support collaboration with other research teams within the wider business to share insights and best practices.
Administrative Support:
- Manage project timelines and ensure tasks are completed on schedule.
- Assist with administrative tasks related to research projects, including scheduling meetings and coordinating with external vendors.
- Assist with internal set up, maintenance and distribution of insights across various platforms where relevant.
Client Services:
- Build and maintain relationships with clients and internal and external stakeholders.
- Build strong relationships with other analytics functions within the wider Group to ensure sharing of insights and best practice, to the benefit of Group Marketing
- Deliver on service level agreements applicable to 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 which builds rewarding relationships, facilitates feedback, and provides exceptional client service.
- Continuously monitor turnaround times and quality standards and resolve issues speedily to enhance client service delivery.
People:
- Contribute to creating a positive work climate and culture to energise employees, give meaning to work, minimise work disruption and maximise employee productivity.
- Contribute to and drive a culture that guides and directs best practice, fostering an environment of continuous learning, people growth and improvement and cohesiveness.
- Effectively manage your performance within the team to ensure business objectives are achieved.
- Take ownership for driving own career development and the career development of team (where applicable).
- Continuously develop own expertise in terms of professional, industry knowledge.
- Demonstrate agility and openness to building a growing team and leverage on the knowledge and expertise of others.
Governance:
- Identify solutions to enhance cost effectiveness and increase operational efficiency.
- Have a good understanding of the budget we use and how to track it to ensure efficiency and cost optimisation.
Competencies
- Attention to Detail: Ensures accuracy in data gathering and reporting.
- Curiosity and Proactivity: Eager to learn and takes initiative in supporting research activities.
- Team Collaboration: Works well in a team environment, contributing to group efforts and supporting team objectives.
- Organizational Skills: Capable of managing multiple tasks and projects simultaneously.
- Technical Skills: Familiarity with research tools and data visualization software is a plus.
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Requirements
- Degree in Business Management, Marketing degree or Industry Related NQF 6 Qualification
- Certified Financial Planner (preferred)
- 5-8 years’ experience in corporate business development/corporate client service, or marketing within a financial services environment
- Experience in franchise sales (preferred)
Duties & Responsibilities
- Ensure we become a financial planning advice and business.
- Growth: Footprint owner recruitment in alignment with our strategy and culture.
- Client and franchise value proposition catalysts.
- Management/Leadership of the RegionAct as a connection between Momentum Consult Head Office and Franchises: Build close relationships with franchises.Assist in Contributing to the Momentum Consult’s growth target.
- Growth Enabler by delivering client and Franchise Value PropositionFinancial Planning & Advice.
- Provide technical support, investment marketing and specialist support in the field in order to promote and grow investment, savings and wealth management propositions
- Franchise itself Practice Management: Implement tactics to develop and maximize the franchise practice management through sound financial planning and advice.Ensure efficient and effective practices through financial planning and advice strategy.Vesting a new Franchises.
- Governance and Monitoring Ensures compliance training and regular audits in conjunction with advice and license specialist.
- Ensures Risk management and Compliance processes are adhered to.Investigate reported willful acts of non-compliance to organisation policy and practice and report on findings
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Requirements
- Matric
- Relevant tertiary qualification
- 10 years’ Marine experience
Duties & Responsibilities
- Responsible for monitoring Operating System performance
- Identify and drive system changes needed, where applicable, in conjunction with GGI Operations Team, to meet operational requirements of Marine Division.
- Attend EezeBee IT meetings on behalf of Division
- Responsible for overseeing all aspects of policy administration and signing of policy wordings for the Division
- Ensure correct capturing of policy information on the system
- Issuing of Certificates
- Ensure timeous raising of all debits
- Reconciling and raising of Binder Bdxs
- Authorising release of payments on both Ski and Thryve systems
- Approve refund requests from Underwriting Team and authorise
- Oversee the compilation of quarterly BBBEE Claims Analysis Report refelecting payments to Service Providers
- Responsible for Credit Control for Marine Division
- Responsible for collating all policy and underwriting data for the Division
- Working with the company Actuaries and Reinsurance Team to compile data set for treaty renewal
- Compile Loss Ratio Reports
- Provide Renewal Lists to Underwriters
- Responsible for Onboarding and Offboarding of employees
- Compiling of CBR Reports for the Division
- Analysing and profiling of risk.
- Rating of risk and preparing of the quote.
- Emailing of the quote including supporting documents to Intermediary.
- Diarise to follow up
- Upon receipt of confirmation of acceptance, provide confirmation of cover to Intermediary and ensure all documentation required is provided.
- Follow up on outstanding supporting documents.
- Ensure the Intermediary is on the list of approved GGI Intermediaries.
- Forward documents to management for sign off.
- Capturing of client information on operating system, raising of premiums and issuing of policies.
- Printing of renewal list and analysing current policy taking into consideration loss ratio
- Send renewal invitations to Intermediaries advising of the date of renewal and if material changes are required for the new period of insurance, and to advise of any claims still to be reported
- Upon receipt of confirmation of renewal, draw up policy documentation and have it signed off by management before forwarding to the Intermediary. Follow up on any outstanding documents
- Pleasurecraft endorsements/cancellations/refunds – action endorsement and raise invoice or credit, if necessary, on operating system by the respective Underwriter and forwarded to Intermediary. Once refund has been paid by accounts, forward proof of payment and cancellation documents to the Intermediary.
- Cargo endorsements/cancellations/refunds – manually processed and forwarded to management for sign off prior to onward transmission to the Intermediary.
- Contact the respective Intermediary via email and telephonically to confirm if cover is still required. If no response is received prior month end, cover is cancelled and the Intermediary is advised accordingly and provided with the endorsement.
- Issuance of SASRIA Coupons / endorsements
- Commission statements and accounts queries
Competencies
- Business Acumen
- Client/ Stakeholder Commitment
- Results & Solutions focused driven
- Leads Change and Innovation
- Collaboration
- Impact and Influence
- Networking
- Diversity and Inclusiveness
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Requirements
- Matric/Grade 12.
- A law degree – preferable but not mandatory, subject to experience in Short-term insurance environment.
- Minimum 5 years experience.
- 60 FAIS Credits.
- Computer literacy(MS Word, Outlook and Excel).
- Minimum 5 years experience, some of which should be in a legal practice environment or insurance liability environment.
- Insurance qualification preferable.
- RE qualification.
- Intensive knowledge of liability claims and resulting litigation.
- Knowledge in administering and handling liability claims.
Duties & Responsibilities
- Day to day reporting to the Team Leader
- Handling liability claims in accordance with claims handling procedures
- Facilitating and managing outsourced liability claims
- Handling and settling claims within stipulated time frames and as per SLAs / mandates in place
- Entering into settlement negotiations with third parties / third party representatives
- Negotiating with assessors, attorneys, other service providers
- Providing technical advice on litigated matters
- Providing clients / brokers with the highest standard of service
- Providing clients / brokers with feedback on claims progress at all times
- Ensuring diary system is implemented and adhered to at all times
- Ensuring adherence to SLAs / mandates in place with regards to claims from mandated brokers
- Rendering of assistance from time to time with ad hoc tasks
Competencies
- Good interpersonal skills
- Good Negotiation skills
- Good Communication skills
- Attention to Detail
- Ability to work under pressure
- Team player
- Good organizational skills
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Requirements
- Bachelor's degree in HR, Social or Behavioural Sciences or BCom Honours Industrial Psychology
- Qualified as a psychometrist and registered with HPCSA (preferred)
- 2-3 Years recruitment/sourcing experience
- Experience in financial services industry (preferred)
- Experience in digitisation for recruitment
Duties & Responsibilities
- Establish the recruitment, selection, induction and onboarding practices in collaboration with leadership & HC.
- Collaborate with business stakeholders and HC team to determine sourcing requirements.
- Partner with the relevant stakeholders to unpack the technical/core role requirements and ideal candidate profiles in order to effectively attract the right candidates.
- Advertise roles through various channels in line with business requirements and relevant standards.
- Utilise multiple sourcing tools, such as LinkedIn & professional associations) to source candidate profiles to create and maintain recruitment leads.
- Use creative communication techniques to make initial contact with prospective candidates and raise awareness around exciting opportunities at MMH to solicit interest.
- Engage potential recruitment leads to create an interest in MMH and the vacancy and build talent pools.
- Create and maintain a data base of candidates, applicants, and talent pools to effectively track potential candidates.
- Proactively engage with potential candidates and maintain relationships for future opportunities.
- Contribute to the development of specific sourcing strategies and action plans aimed at building a talent pipeline to enable business to meet its objectives.
- Accurately maintain and update recruitment documentation in line with relevant standards.
- Manage the full cycle of recruitment process including sourcing, screening, qualifying, interviews, offers, preboarding, induction and onboarding.
- Maintain and promote the employee and candidate experience through the realisation of the MMH Recruitment Practice.
- 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 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.
- Keep abreast of industry trends, legislation and best practices.
- 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.
Competencies
- Business Acumen
- Customer/Stakeholder Commitment
- Drive for results
- Leads Changes and Innovation
- Impact and influence
- Self-Awareness and Insight
- Diversity and Inclusiveness
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Requirements
- 2 years’ experience in a sales and/or customer service role
- 2 years’ experience in the insurance and/or financial services industry rendering financial advice (advantageous)
- Matric or equivalent NQF 4 qualification
- Compliance with FAIS Fit and Proper requirements
- Finance or Business related tertiary qualification (desirable)
- Driver’s license and own transport (desirable)
Duties & Responsibilities
INTERNAL PROCESS
- Engage with prospective clients in order to highlight the features and benefits of various products based on their financial wellness needs in order to support and guide their decision-making process.
- Sell products in line with client’s financial needs by conducting affordability analysis in order to achieve clients’ financial goals.
- Calculated and advise on tax and legal implications of products and or changes.
- Accurately capture client information, relevant actions and sales on the systems.
- Accurately complete all administrative and reporting requirements within agreed timeframes.
- Achieve set targets on production, quality and conversion.
- Adhere to compliance requirements in the sales process in line with legislative requirements.
- Provide financial advice in line with the engagement strategy to enhance client’s financial wellness.
CLIENT
- Investigate client queries within the agreed service level and ensure that client receives timeous feedback.
- Escalate client queries to the relevant department or stakeholder.
- Provide accurate information and advice to clients and stakeholders in order to ensure that the client receives the appropriate services.
- Provide regular reports on delivery of services against agreed service level agreements and in terms of overall customer targets. Provide authoritative, expertise and advice to clients and stakeholders.
- Build and maintain relationships with clients and internal and external stakeholders.
- Make recommendations to improve client service and fair treatment of clients within area of responsibility.
- Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.
- Proactively build and maintain client relationships by presenting our innovative and trustworthy product offerings through professional and credible Financial Advisory services.
PEOPLE
- Develop and maintain productive and collaborative working relationships with peers and stakeholders.
- Positively influence and participate in change initiatives.
- Continuously develop own expertise in terms of professional, industry and legislation knowledge.
- Contribute to continuous innovation through the development, sharing and implementation of new ideas.
- Take ownership for driving career development.
FINANCE
- Identify solutions to enhance cost effectiveness and increase operational efficiency.
- Manage financial and other company resources under your control with due respect.
- Provide input into the risk identification processes and communicate recommendations in the appropriate forum.
Competencies
- Examining Information: Analyse and process information; ask probing questions and strive to find solutions to problems.
- Interacting with People: Project enthusiasm and focus on building strong relationships and networks.
- Convincing People: Comfortable having to persuade others; shape opinions by being outspoken and seek to negotiate with others.
- Articulating Information: Be eloquent and explain concepts well and project social confidence when articulating information.
- Thinking Positively: Optimistic and positive; recover easily from setbacks and obstructions.
- Meeting Timescales: Strong focus on meeting target and deadlines
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Requirements
- A National Senior Certificate is essential
- Newly qualified Social Worker or Health-related tertiary qualification such as Pharmacy Assistant or Honours in Psychology
- Basic knowledge of anatomy and physiology
- Experience in counselling and training on HIV/other chronic conditions would be an advantage
- Understanding of managed health care environment would be an added advantage
Duties & Responsibilities
- Identification of beneficiaries who are eligible for enrolment onto disease management programmes (DMP) – including high risk chronic – HIV, hypertension and diabetes, mental health, maternity and oncology programmes.
- To enrol members as identified or referred by other clinical teams onto the DMP and appropriately escalate for follow ups according to managed care protocols and guidelines.
- Provide health education, basic counselling and care co-ordination to at risk members under the supervision of clinical support based on documented policies and processes.
- Optimise outcomes for enrolled members with high quality interventions and empowering clients to prevent disease complications and hospitalisation.
- Monitoring of medication and care plan compliance including routine pathology monitoring and interventions.
- Load pre-authorisations to facilitate access to benefits including PMB baskets, medication and specialists.
- Accurate record keeping of interactions on each beneficiary profile.
- Provide input for monthly, quarterly and ad-hoc client reports as required.
Competencies
- A sense of urgency, focus, accountability, agility and execution to deliver results
- Innovative
- Sensitivity to individual and cultural differences
- Excellent communication (both verbal and written) and interpersonal skills
- Excellent strategic planning and prioritising abilities
- Ability to work independently
- Critical thinking abilities
- Demonstrate passion in influencing healthcare
- Demonstrate ability to work well within a team and across functional units
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Requirements
- 2 years’ experience in a sales and/or customer service role
- 2 years’ experience in the insurance and/or financial services industry rendering financial advice (advantageous)
- Matric or equivalent NQF 4 qualification
- Compliance with FAIS Fit and Proper requirements
- Finance or Business related tertiary qualification (desirable)
- Driver’s license and own transport (desirable)
Duties & Responsibilities
INTERNAL PROCESS
- Engage with prospective clients in order to highlight the features and benefits of various products based on their financial wellness needs in order to support and guide their decision-making process.
- Sell products in line with client’s financial needs by conducting affordability analysis in order to achieve clients’ financial goals.
- Calculated and advise on tax and legal implications of products and or changes.
- Accurately capture client information, relevant actions and sales on the systems.
- Accurately complete all administrative and reporting requirements within agreed timeframes.
- Achieve set targets on production, quality and conversion.
- Adhere to compliance requirements in the sales process in line with legislative requirements.
- Provide financial advice in line with the engagement strategy to enhance client’s financial wellness.
CLIENT
- Investigate client queries within the agreed service level and ensure that client receives timeous feedback.
- Escalate client queries to the relevant department or stakeholder.
- Provide accurate information and advice to clients and stakeholders in order to ensure that the client receives the appropriate services.
- Provide regular reports on delivery of services against agreed service level agreements and in terms of overall customer targets. Provide authoritative, expertise and advice to clients and stakeholders.
- Build and maintain relationships with clients and internal and external stakeholders.
- Make recommendations to improve client service and fair treatment of clients within area of responsibility.
- Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.
- Proactively build and maintain client relationships by presenting our innovative and trustworthy product offerings through professional and credible Financial Advisory services.
PEOPLE
- Develop and maintain productive and collaborative working relationships with peers and stakeholders.
- Positively influence and participate in change initiatives.
- Continuously develop own expertise in terms of professional, industry and legislation knowledge.
- Contribute to continuous innovation through the development, sharing and implementation of new ideas.
- Take ownership for driving career development.
FINANCE
- Identify solutions to enhance cost effectiveness and increase operational efficiency.
- Manage financial and other company resources under your control with due respect.
- Provide input into the risk identification processes and communicate recommendations in the appropriate forum.
Competencies
- Examining Information: Analyse and process information; ask probing questions and strive to find solutions to problems.
- Interacting with People: Project enthusiasm and focus on building strong relationships and networks.
- Convincing People: Comfortable having to persuade others; shape opinions by being outspoken and seek to negotiate with others.
- Articulating Information: Be eloquent and explain concepts well and project social confidence when articulating information.
- Thinking Positively: Optimistic and positive; recover easily from setbacks and obstructions.
- Meeting Timescales: Strong focus on meeting target and deadlines
go to method of application »
Requirements
- 2 years’ experience in a sales and/or customer service role
- 2 years’ experience in the insurance and/or financial services industry rendering financial advice (advantageous)
- Matric or equivalent NQF 4 qualification
- Compliance with FAIS Fit and Proper requirements
- Finance or Business related tertiary qualification (desirable)
- Driver’s license and own transport (desirable)
Duties & Responsibilities
INTERNAL PROCESS
- Engage with prospective clients in order to highlight the features and benefits of various products based on their financial wellness needs in order to support and guide their decision-making process.
- Sell products in line with client’s financial needs by conducting affordability analysis in order to achieve clients’ financial goals.
- Calculated and advise on tax and legal implications of products and or changes.
- Accurately capture client information, relevant actions and sales on the systems.
- Accurately complete all administrative and reporting requirements within agreed timeframes.
- Achieve set targets on production, quality and conversion.
- Adhere to compliance requirements in the sales process in line with legislative requirements.
- Provide financial advice in line with the engagement strategy to enhance client’s financial wellness.
CLIENT
- Investigate client queries within the agreed service level and ensure that client receives timeous feedback.
- Escalate client queries to the relevant department or stakeholder.
- Provide accurate information and advice to clients and stakeholders in order to ensure that the client receives the appropriate services.
- Provide regular reports on delivery of services against agreed service level agreements and in terms of overall customer targets. Provide authoritative, expertise and advice to clients and stakeholders.
- Build and maintain relationships with clients and internal and external stakeholders.
- Make recommendations to improve client service and fair treatment of clients within area of responsibility.
- Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.
- Proactively build and maintain client relationships by presenting our innovative and trustworthy product offerings through professional and credible Financial Advisory services.
PEOPLE
- Develop and maintain productive and collaborative working relationships with peers and stakeholders.
- Positively influence and participate in change initiatives.
- Continuously develop own expertise in terms of professional, industry and legislation knowledge.
- Contribute to continuous innovation through the development, sharing and implementation of new ideas.
- Take ownership for driving career development.
FINANCE
- Identify solutions to enhance cost effectiveness and increase operational efficiency.
- Manage financial and other company resources under your control with due respect.
- Provide input into the risk identification processes and communicate recommendations in the appropriate forum.
Competencies
- Examining Information: Analyse and process information; ask probing questions and strive to find solutions to problems.
- Interacting with People: Project enthusiasm and focus on building strong relationships and networks.
- Convincing People: Comfortable having to persuade others; shape opinions by being outspoken and seek to negotiate with others.
- Articulating Information: Be eloquent and explain concepts well and project social confidence when articulating information.
- Thinking Positively: Optimistic and positive; recover easily from setbacks and obstructions.
- Meeting Timescales: Strong focus on meeting target and deadlines
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Requirements
- Grade 12/ Matric
- Relevant IT degree or diploma
- IT experience would be advantageous
Understanding of the following will be an advantage:
- (CL) Control Language
- BRMS
- Full System FlashCopy
- Mimix
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.
Competencies
- Problem-solving
- Innovation
- Numeracy
- Client relationships
- Reporting skills
- Leveraging technology
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Requirements
Qualifications, Experience and Knowledge
- Relevant degree (IT, Informatics, Data Science or equivalent).
- Minimum 6 years’ Business Analysis experience
- Experience working in an Agile software development environment.
- Experience with AI and Machine learning preferred.
- Demonstrable ability to operate independent, efficient, and effective in a chaotic, high transaction volume and sometimes extremely complex environment.
- Knowledge of business process mapping systems such as Visio,Blueprint. Bizagi
- Other standard systems such as Microsoft Suite
Duties & Responsibilities
Responsibilities and work outputs
Gathering requirements
- Responsible for detailed business analysis - Stakeholder engagement via workshop facilitation, meetings, research and interviews to elicit and understand business requirements for major projects and change requests.
- Gain and apply understanding of the business in which we operate and the future domains in which we have the ambition to operate.
- Conduct thorough analysis of proposed technology solutions using investigative and information-gathering skills to highlight the impact of solutions on business processes and systems.
- Collaborating with cross functional teams, including IT professionals and other business analysts to deliver effective solutions.
Data analysis
- Ability to write and interpret data queries.
- Analise large data sets and understand the granular detail as part of the analysis phase and subsequent solution invention process.
- Ability to use tools like QlikView / PowerBI / Excel, SQL, Databases etc. to analyze data and develop solutions.
Process improvement
- Create visual representations of current and future processes, helping to identify areas for improvement and optimization.
- Conducting professional process workshops with business and technology stakeholders to gather information and identify risks.
- Identifying, developing, and implementing necessary process improvements for key initiatives.
- Creating and implementing process metrics, reports, and control points (Track, monitor and measure projects implemented)
- Proactively identifying and carrying out root cause analysis of the problem.
- Logically and accurately map business process steps according to defined standards and maintain existing refinery processes and documentation.
- Collaborating with other stakeholders to ensure achievement of project goals
- Driving process adoption & compliance with end users.
- Keeping a systematic approach to coordinating and managing process and system change definitions and implementations.
- Application of industry related methodologies and frameworks such as design thinking
- Contribute to project planning, risk mitigation and scope management of key initiatives and other projects where involved in.
Problem Solving
- Identify and address business problems and challenges by proposing effective solutions
- Participate in the design of systems and applications, ensuring they align with business goals and technical requirements.
Testing and validation
- Support user acceptance testing and creating of training material
Change management
- Assist in managing organisational change that result from the implementation of new processes and systems, including training and support.
Continuous improvement
- Monitor and evaluate the performance of implemented solutions, recommending adjustments and improvements where needed.
- Diagnosing issues and identifying opportunities for creating added value within current processes.
- Improve efficiencies by reviewing assigned business processes to identify and address operational, financial and technology risk.
Competencies and Skills
- Must have an affinity for data.
- Ability to work with big data.
- Make data driven decisions.
- Detailed orientated.
- Ability to start and finish tasks.
- Strong Planning and organisational skills.
- Ability to influence, motivate and challenge through clear and articulate communication.
- Investigative and information gathering skills.
- Ability to work in a fast-paced environment and prioritize a varied workload.
- Strong written and verbal communication skills to interrogate business needs and effectively document and communicate solutions to a range of stakeholders.
Method of Application
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