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  • Posted: Jun 2, 2023
    Deadline: Jun 12, 2023
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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...
    Read more about this company

     

    Finance Business Partner

    Role Purpose    

    • Assist Business Partners in order to support, advise and guide business decision-making through financial analysis, data and insights and provide holistic finance solutions that drive business performance.

    Requirements    
    Experience and Qualifications

    • Registered with the Actuarial Society of South Africa (or similar institute) and working towards completing a Degree in Actuarial Science or Fellow Actuary.
    • 5 - 8 years’ experience in valuations and/or financial management within an Employee Benefits environment.
    • Knowledge of the Financial Services and Insurance industry.
    • Detailed understanding of Employee Benefit valuations and reporting metrics.
    • Financial understanding of the Employee Benefits products, design and profit signatures.
    • Understanding drivers of various reporting metrics.

    Duties & Responsibilities    
    INTERNAL PROCESS 

    • Work with senior business partners to collaborate with business leaders to formulate short and long-term financial objectives and financial models for the business, in line with the overall business strategy of the segment.
    • Assist business leaders to assess the financial implications of new business initiatives and provide input to the financial feasibility of business cases.
    • Assist the senior business partners to support and influence key operational and strategic business decision using financial analysis and data.
    • Develop partnerships across the business in order to drive execution of finance activities.
    • Provide insights regarding the interpretation and explanation of financial analysis, forecasts and scenarios in order to guide business decision making.
    • Contribute to the development or testing of business cases for new initiatives and ensure that business cases are financially sound and drive profitability.
    • Delivery of financial analysis, forecasting and what-if scenarios based on business requirements.
    • Identity and measure key financial metrics that support financial and strategic objectives.
    • Assist with the monthly reporting and ensure the business is provided with readily obtained, accurate and meaningful measurements.
    • Prepare management reports and identify where management action is required.
    • Provide input into continuous improvement efforts by identifying opportunities for optimising profitability and cost reduction.
    • Assist with the forecasting of expenses and identify solutions to enhance cost effectiveness and increase operational efficiency.
    • Monitor financial performance by measuring and analysing business results.
    • Monitor and report on our key objectives in terms of where our growth is coming from across the corporate space.

    CLIENT

    • Build and maintain relationships with clients and stakeholders
    • Define fair and innovative internal client service practices which build rewarding relationships and allows team to provide exceptional client service.
    • Engage with key stakeholders to identify changing internal client needs and make recommendations to align service offering with client needs.
    • Contribute to a client service excellence culture which builds enduring relationships and allows team to provide exceptional client service.
    • Develop client service level agreements and standards in order to ensure clients receive clear and accurate information and are kept informed at all times.
    • Drive efforts to improve client service and fair treatment of clients within area of responsibility.
    • Incorporate internal client feedback into the enhancement of daily business processes and management operating systems.

    PEOPLE

    • Develop and maintain productive and collaborative working relationships with peers , clients 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
    • Effectively manage time and ensure optimal productivity
    • Ensure technical product and legislative knowledge is always current in order to propose the most relevant and innovative client solutions and comply with governance requirements
    • Be self-confident, self-motivated and relentlessly pursue targets and goals.

    FINANCE

    • Provide input into the risk identification processes and communicate recommendations in how to manage identified risks
    • Assist with the process for the development, implementation and monitoring of fit for purpose budgets to ensure the segment operating model is adequately budgeted for.
    • Assist with the production and delivery of accurate financial metrics, statements and reports for the segment (Income Statement, Profit and Loss Statement etc.) within agreed timelines.
    • Investigate reported wilful acts of non-compliance to organisation policy and practice and report on findings.
    • Competencies    
    • Client/ Stakeholder Commitment
    • Drive for Results
    • Business Acumen
    • Leads Change and Innovation
    • Motivating and Inspiring the team
    • Strategic Thinking
    • Collaboration
    • Impact and Influence
    • Self-Awareness and Insight
    • Diversity and Inclusiveness
    • Growing Talent

    Closing Date: 2023/06/15

    go to method of application »

    Client Centric Sales Team Manager

    Role Purpose    

    • The Client Centric Sales department of Momentum STI team requires a Team Manager, with excellent sales experience and leadership ability/potential to lead a team of Sales Advisers. The suitable candidate must be organized, thorough, be able to adapt to change and be able to work under pressure. Excellent leadership skills are a pre-requisite.

    Requirements    

    • FAIS Credits and/or a suitable tertiary qualification
    • Ideally the candidate should come from a sales background with at least 1 year sales experience within an insurance company
    • Leadership or management studies completed or in progress will be beneficial
    • Previous sales experience is essential
    • 1 -2 years leadership experience
    • A successful track record

    Duties & Responsibilities    

    • Lead and assume full management responsibility for a team of professional sales staff
    • Target tracking and ensuring achievement of both individual and group sales target
    • Coaching and quality checking
    • Management information reports
    • Drive the team's initiatives (Gees)
    •  Full accountability for the team's performance

    Competencies    

    • Team management ability or potential to develop such ability within a short space of time
    • Strong coaching skills and ability
    • Ability and knowledge to develop the team of sales advisers
    • Organized, self-disciplined and self-motivated
    • Deadline and results orientated
    • Attention to detail
    • Ability to work in a team environment
    • Enthusiastic and passionate about the job and the company
    • Ability to respect confidentiality
    • Excellent interpersonal and communication skills (verbal and written)
    • Computer literate
    • Takes ownership and responsibility
    • Enthusiastic and passionate about the job and the company

    Closing Date    
    2023/06/12

    Method of Application

    Use the link(s) below to apply on company website.

     

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