Job Opportunities at Momentum

Role Purpose    

• Attract, acquire and retain clients by selling company products to generate new business and to provide after sales service to clients to ensure client retention, increase market share and contribute to the overall business objectives and its longterm viability.

Requirements    

• 1-2 years’ experience in a financial advice rendering role (essential)
• 1-3 years’ experience in the financial services industry (desirable)
• Degree in Financial Planning, Business, Finance, Economics, or equivalent qualification
• Certificate of proficiency in Insurance or equivalent qualification
• Relevant legislative/regulatory exams or qualifications
• Specific licensing or registration
• Certified Financial Planner (CFP) or equivalent registration
• Interpersonal skills
• Communication skills
• Planning skills Influencing skills
• Knowledge of the financial services industry
• Knowledge of relevant legislation

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 & required financial needs by conducting affordability analysis in order to achieve clients & required 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 & rsquos 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: Analyses and processes information asks probing questions strives to find solutions to problems.
• Interacting with People: Is lively and projects enthusiasm is talkative in making contact is focused on interacting and networking with people.
• Convincing People: Is comfortable having to persuade others shapes opinions by being outspoken seeks to negotiate with others.
• Articulating Information: Is articulate in giving presentations is eloquent and explains things well projects social confidence when articulating information.
• Conveying Self Confidence: Is self-assured and projects inner confidence is confident and determines own future values own contributions.
• Thinking Positively: Is optimistic and positive recovers easily from setbacks and obstructions is jovial and projects cheerfulness.
• Meeting Timescales: Is target focused and meets deadlines is punctual and keeps to schedule is reliable in finishing tasks.
• Following Procedures: Conforms and adheres to rules closely follows instructions and procedures minimizes risks by sticking to processes.

go to method of application »

Role Purpose    
The purpose of this role is to act as a liaison between the business and technical development teams to ensure business requirements are understood and translated into system and process functionality in order to support the development of innovative solutions to enable business objectives.

The Business Analyst will work with stakeholders from all business units (both internal and external of Momentum Insure) and related third parties to gather, record and test user requirements for new and existing technology initiatives and changes to processes and systems.

Requirements    

• Relevant Tertiary Information Technology or related qualification
• Relevant Business Analysis qualification/certification from industry recognised training institution
• 3+ years experience in business analysis
• Proven experience in implementation of large projects
• Exposure to/experience in the Short-term Insurance industry will be an advantage

Duties & Responsibilities    
Conduct business analysis in line with business requirements:

• Gather and interpret requirements from key stakeholders/customers in line with business analysis frameworks.
• Analyse and understand the business’ requirements and through a structured process document, validate and translate these into requirement specifications and functional specifications to be used by developers in crafting technical solutions.
• Contribute to translating the business goals into design in line with systems architecture.
• Ensure the quality delivery of requirements and business process specifications that meet the agreed deliverables in line with best practices and business process.
• Collaborate closely with solutions teams and a variety of end-users to ensure requirements compatibility and end user satisfaction.
• Participate in the solution design process to make recommendations to create and enhance solutions that are innovative, re-usable and sustainable and solve complex business problems.
• Define the success criteria using scenario testing and test cases to ensure that testing covers all aspects of the business specification.
• Participate in testing and validating the functionality of all technical solutions in line with business requirements on completion of development to ensure that business requirements are met in the implemented solutions.
• Define reporting requirements and integration points on affected components using, amongst others, diagrammatic representations.
• Collaborate with various business areas and teams to ensure integration and consistency of solutions across business.
• Keep abreast of latest IT trends and practices to optimise service offering and minimise risk.

Collaboration:

• Build and maintain relationships with internal and external stakeholders.
• Effective and consistent service delivery and support to all internal and external stakeholders in order to ensure that expectations are managed.
• Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional service.
• Continuously monitor turnaround times and quality standards and resolve issues speedily to enhance internal service delivery.
• Manage stakeholder query processes and ensure that queries are tracked, accurately resolved and used as a mechanism to improve client service and business processes.

Self-management, teamwork and values:

• Enthusiastic, self-motivated personality.
• Ability to work on own initiative within agreed boundaries.
• Ability to work under pressure and manage conflicting priorities.
• Contribute in creating a positive work climate and culture that energises employees, gives meaning to work, minimises work disruption and maximises employee productivity.
• Effectively manage your performance within the team in order to ensure business objectives are achieved.
• Be and encourage innovation, change agility and collaboration within the team.
• Manage own performance and development by ensuring performance contract plan in place.
• Live the company values.
• Live the MI BSS (Momentum Insure Business Solutions and Support) team philosophy.
• Manages self and relationships with others effectively and provides perspective in difficult situations.

Competencies    

• Strong presentation skills; ability to present to audiences at all levels using different media.
• Ability to liaise with staff and stakeholders at all levels.
• Ability to engage with audience; obtain requirements; obtain buy-in for the concept/proposal.
• Good facilitation skills; ensuring all stakeholders participating, dealing with different personality and behavioural styles, stimulating out of the box thinking, ability to effectively summarise and capture salient points.
• Ability to converse comfortably with the technical teams and gather more information if required.
• Strong communication skills both in a 1-to-1 and larger group setting.
• Strong communication both in a relatively technical context as well as with non-technical users and other communities.
• Be flexible and adaptable, able to work on multiple projects at any one time.
• Strong documentation skills (Business writing skills, Use case documentation, modelling skills (i.e. MS Visio etc)).
• Analytical and problem-solving skills: Seek information from a wide range of sources, critically evaluate, test hypothesis.
• Differentiate between urgent and non-urgent, important and unimportant according to formal prioritisation lists.
• Master the 80/20 rule to prevent analysis paralysis.
• Identify and clearly articulate risks and manage the risk mitigation plans.
• Ability to take a stand and drive hard for resolution on key issues.
• Is sensitive to individual and cultural similarities and differences and demonstrates humility and an openness to engage people from diverse backgrounds and cultures to the mutual benefit of all parties concerned.

go to method of application »

Role Purpose    
Business Development Consultants are committed, driven, results oriented advisers who are able to work on their own as well as in a team environment writing business in accordance with targets laid down by Momentum Insure. Business Development Consultants advise primarily on motor and household domestic insurance.
Requirements    

• Matric/Grade 12
• FAIS Credits (min 30 credits in short term insurance if date of first appointment is before 2010); or if date of first appointment is on or after 01/01/2010, a full recognised qualification as per the FSCA qualification list
• FAIS Regulatory examination for Representatives (RE5)
• 12 CPD (continuous professional development) points
• Minimum of 3 years' experience in selling short term insurance either as a broker agent or tied agent
• Call center agents not preferred unless they have a minimum of 5 years' experience
• All required regulatory exams and accreditation
• One year's proof of commission earnings (minimum R10 000.00 pm)
• Candidate must have his own transport (CAR) and license
• Extensive knowledge of the Short-Term Insurance Industry
• Thorough understanding of the short-term insurance industry and products
• Thorough understanding of business principles
• Interpersonal Skills
• Ability to handle conflict
• Negotiation skills
• Problem solving skills
• Risk Assessment and analysis
• Insurance Principles and practice
• Customer and Personal Service
• Clerical and administrative procedures
• Be professional at all times with prospects, clients and other Momentum Insure stakeholders
• Presentation skills, both 1:1 and to groups
• Ability to present professionally
• Sales skills
• Prospecting skills

Duties & Responsibilities    

• Source sufficient lead generating opportunities to ensure 10 client quotes per week and 40 per month minimum
• Minimum requirement of 8.5 written policies per month
• Maintain and update your Lead Generation Matrix on a weekly basis
• Once a quote is requested the consultant must contact client in order to conduct a proper needs analysis and offer professional advice
• Sign up a minimum of 5 active lead referral agents
• Complete weekly reports that reflect leads, quotes and sales as well as the source of the leads, average premium, total premium and any other pertinent information which may be required from time to time
• Keep up to date and fully informed on product comparisons with opposition products
• Stay abreast of Momentum Insure product changes and enhancements
• Be compliant in all activities in accordance with regulations and standards of all Insurance regulations and professional guidelines and ethics
• Maintain appropriate skills and knowledge in order to provide specialist, professional advice in all relevant business areas
• Maintain the required dress code and professional appearance

Competencies    

• Technical Retail Acumen
• Retail Sales Skills
• Risk awareness
• Cross selling

go to method of application »

Role Purpose    

• Business Development Consultants are committed, driven, results oriented advisers who are able to work on their own as well as in a team environment writing business in accordance with targets laid down by Momentum Insure. Business Development Consultants advise primarily on motor and household domestic insurance.

Requirements    

• Matric/Grade 12
• FAIS Credits (min 30 credits in short term insurance if date of first appointment is before 2010); or if date of first appointment is on or after 01/01/2010, a full recognised qualification as per the FSCA qualification list
• FAIS Regulatory examination for Representatives (RE5)
• 12 CPD (continuous professional development) points
• Minimum of 3 years' experience in selling short term insurance either as a broker agent or tied agent
• Call center agents not preferred unless they have a minimum of 5 years' experience
• All required regulatory exams and accreditation
• One year's proof of commission earnings (minimum R10 000.00 pm)
• Candidate must have his own transport (CAR) and license

We're looking for someone with

• Extensive knowledge of the Short-Term Insurance Industry
• Thorough understanding of the short-term insurance industry and products
• Thorough understanding of business principles
• Interpersonal Skills
• Ability to handle conflict
• Negotiation skills
• Problem solving skills
• Risk Assessment and analysis
• Insurance Principles and practice
• Customer and Personal Service
• Clerical and administrative procedures
• Be professional at all times with prospects, clients and other Momentum Insure stakeholders
• Presentation skills, both 1:1 and to groups
• Ability to present professionally
• Sales skills
• Prospecting skills

Duties & Responsibilities    

• Source sufficient lead generating opportunities to ensure 10 client quotes per week and 40 per month minimum
• Minimum requirement of 8.5 written policies per month
• Maintain and update your Lead Generation Matrix on a weekly basis
• Once a quote is requested the consultant must contact client in order to conduct a proper needs analysis and offer professional advice
• Sign up a minimum of 5 active lead referral agents
• Complete weekly reports that reflect leads, quotes and sales as well as the source of the leads, average premium, total premium and any other pertinent information which may be required from time to time
• Keep up to date and fully informed on product comparisons with opposition products
• Stay abreast of Momentum Insure product changes and enhancements
• Be compliant in all activities in accordance with regulations and standards of all Insurance regulations and professional guidelines and ethics
• Maintain appropriate skills and knowledge in order to provide specialist, professional advice in all relevant business areas
• Maintain the required dress code and professional appearance

Competencies    

• Technical Retail Acumen
• Retail Sales Skills
• Risk awareness
• Cross selling

go to method of application »

Role Purpose    

• The purpose of this role is to act as a liaison between the business and technical development teams to ensure business requirements are understood and translated into system and process functionality in order to support the development of innovative solutions to enable business objectives.
• The Business Analyst will work with stakeholders from all business units (both internal and external of Momentum Insure) and related third parties to gather, record and test user requirements for new and existing technology initiatives and changes to processes and systems.

Requirements    

• Relevant Tertiary Information Technology or related qualification
• Relevant Business Analysis qualification/certification from industry recognised training institution
• 7+ years experience in business analysis
• Proven experience in implementation of large projects
• Exposure to/experience in the Short-term Insurance industry will be an advantage

Duties & Responsibilities    
Conduct business analysis in line with business requirements:

• Gather and interpret requirements from key stakeholders/customers in line with business analysis frameworks.
• Analyse and understand the business’ requirements and through a structured process document, validate and translate these into requirement specifications and functional specifications to be used by developers in crafting technical solutions.
• Contribute to translating the business goals into design in line with systems architecture.
• Ensure the quality delivery of requirements and business process specifications that meet the agreed deliverables in line with best practices and business process.
• Collaborate closely with solutions teams and a variety of end-users to ensure requirements compatibility and end user satisfaction.
• Participate in the solution design process to make recommendations to create and enhance solutions that are innovative, re-usable and sustainable and solve complex business problems.
• Define the success criteria using scenario testing and test cases to ensure that testing covers all aspects of the business specification.
• Participate in testing and validating the functionality of all technical solutions in line with business requirements on completion of development to ensure that business requirements are met in the implemented solutions.
• Define reporting requirements and integration points on affected components using, amongst others, diagrammatic representations.
• Collaborate with various business areas and teams to ensure integration and consistency of solutions across business.
• Keep abreast of latest IT trends and practices to optimise service offering and minimise risk.

Collaboration:

• Build and maintain relationships with internal and external stakeholders.
• Effective and consistent service delivery and support to all internal and external stakeholders in order to ensure that expectations are managed.
• Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional service.
• Continuously monitor turnaround times and quality standards and resolve issues speedily to enhance internal service delivery.
• Manage stakeholder query processes and ensure that queries are tracked, accurately resolved and used as a mechanism to improve client service and business processes.

Self-management, teamwork and values:

• Enthusiastic, self-motivated personality.
• Ability to work on own initiative within agreed boundaries.
• Ability to work under pressure and manage conflicting priorities.
• Contribute in creating a positive work climate and culture that energises employees, gives meaning to work, minimises work disruption and maximises employee productivity.
• Effectively manage your performance within the team in order to ensure business objectives are achieved.
• Be and encourage innovation, change agility and collaboration within the team.
• Manage own performance and development by ensuring performance contract plan in place.
• Live the company values.
• Live the MI BSS (Momentum Insure Business Solutions and Support) team philosophy.
• Manages self and relationships with others effectively and provides perspective in difficult situations.

Competencies    

• Strong presentation skills; ability to present to audiences at all levels using different media.
• Ability to liaise with staff and stakeholders at all levels.
• Ability to engage with audience; obtain requirements; obtain buy-in for the concept/proposal.
• Good facilitation skills; ensuring all stakeholders participating, dealing with different personality and behavioural styles, stimulating out of the box thinking, ability to effectively summarise and capture salient points.
• Ability to converse comfortably with the technical teams and gather more information if required.
• Strong communication skills both in a 1-to-1 and larger group setting.
• Strong communication both in a relatively technical context as well as with non-technical users and other communities.
• Be flexible and adaptable, able to work on multiple projects at any one time.
• Strong documentation skills (Business writing skills, Use case documentation, modelling skills (i.e. MS Visio etc)).
• Analytical and problem-solving skills: Seek information from a wide range of sources, critically evaluate, test hypothesis.
• Differentiate between urgent and non-urgent, important and unimportant according to formal prioritisation lists.
• Master the 80/20 rule to prevent analysis paralysis.
• Identify and clearly articulate risks and manage the risk mitigation plans.
• Ability to take a stand and drive hard for resolution on key issues.
• Is sensitive to individual and cultural similarities and differences and demonstrates humility and an openness to engage people from diverse backgrounds and cultures to the mutual benefit of all parties concerned.

Policy

go to method of application »

Role Purpose    

• Business Development Consultants are committed, driven, results oriented advisers who are able to work on their own as well as in a team environment writing business in accordance with targets laid down by Momentum Insure. Business Development Consultants advise primarily on motor and household domestic insurance.

Requirements    

• Matric/Grade 12
• FAIS Credits (min 30 credits in short term insurance if date of first appointment is before 2010); or if date of first appointment is on or after 01/01/2010, a full recognised qualification as per the FSCA qualification list
• FAIS Regulatory examination for Representatives (RE5)
• 12 CPD (continuous professional development) points
• Minimum of 3 years' experience in selling short term insurance either as a broker agent or tied agent
• Call center agents not preferred unless they have a minimum of 5 years' experience
• All required regulatory exams and accreditation
• One year's proof of commission earnings (minimum R10 000.00 pm)
• Candidate must have his own transport (CAR) and license

Duties & Responsibilities    

• Source sufficient lead generating opportunities to ensure 10 client quotes per week and 40 per month minimum
• Minimum requirement of 8.5 written policies per month
• Maintain and update your Lead Generation Matrix on a weekly basis
• Once a quote is requested the consultant must contact client in order to conduct a proper needs analysis and offer professional advice
• Sign up a minimum of 5 active lead referral agents
• Complete weekly reports that reflect leads, quotes and sales as well as the source of the leads, average premium, total premium and any other pertinent information which may be required from time to time
• Keep up to date and fully informed on product comparisons with opposition products
• Stay abreast of Momentum Insure product changes and enhancements
• Be compliant in all activities in accordance with regulations and standards of all Insurance regulations and professional guidelines and ethics
• Maintain appropriate skills and knowledge in order to provide specialist, professional advice in all relevant business areas
• Maintain the required dress code and professional appearance

Competencies    

• Technical Retail Acumen
• Retail Sales Skills
• Risk awareness
• Cross selling
• Extensive knowledge of the Short-Term Insurance Industry
• Thorough understanding of the short-term insurance industry and products
• Thorough understanding of business principles
• Interpersonal Skills
• Ability to handle conflict
• Negotiation skills
• Problem solving skills
• Risk Assessment and analysis
• Insurance Principles and practice
• Customer and Personal Service
• Clerical and administrative procedures
• Be professional at all times with prospects, clients and other Momentum Insure stakeholders
• Presentation skills, both 1:1 and to groups
• Ability to present professionally
• Sales skills
• Prospecting skills

go to method of application »

Role Purpose    

• To be involved in all analytics related aspects of the management of a short-term insurer; including performance remuneration, product development, experience monitoring, process optimization, and other ad-hoc projects. This is a broad technical role that will require a passion for data science.
• The role will require accountability for key BAU processes but will be more focused on ad-hoc projects involving a range of key areas and processes of a short-term insurer. This role is ideal for a candidate with exceptional analytical and data science skills looking for an opportunity to explore the application of and grow their skills in the insurance sector.

Requirements    

• Degree in Actuarial Science, Statistics, Business Sciences, Business Mathematics. Other degrees or postgraduate qualifications with a statistical/modelling aspect and/or experience will be considered.
• Actuarial candidates need to have passed all CT’s and CA1.
• 2 years or more experience in statistical modelling or an analytical role
• 2 years or more experience in Microsoft Excel, SQL
• Experience in modelling software such as R and Python required
• Experience in the Short-term insurance industry will be advantageous.

Duties & Responsibilities    

• Data collection, verification and management
• Extract insights and recommend appropriate actions through statistical modelling and data analysis
• Design and build analytical solutions to meet business needs
• Reporting on any analysis, modelling or solutions developed
• Remuneration modelling management

Competencies    

• A quick learner
• Independent self-starter
• Energetic and strong sense of urgency
• Self-disciplined and self-motivated
• Enthusiastic and passionate attitude to the job and company
• Effective communication skills (written and verbal)
• Exceptional analytical and technical skills with an interest in machine learning.
• Ability to work well in a team and independently.
• Financial and Business acumen
• Problem solving skills
• Integrity and honesty
• Passionate about data

go to method of application »

Role Purpose    

• Business Development Consultants are committed, driven, results oriented advisers who are able to work on their own as well as in a team environment writing business in accordance with targets laid down by Momentum Insure. Business Development Consultants advise primarily on motor and household domestic insurance.

Requirements    

• Matric/Grade 12
• FAIS Credits (min 30 credits in short term insurance if date of first appointment is before 2010); or if date of first appointment is on or after 01/01/2010, a full recognised qualification as per the FSCA qualification list
• FAIS Regulatory examination for Representatives (RE5)
• 12 CPD (continuous professional development) points
• Minimum of 3 years' experience in selling short term insurance either as a broker agent or tied agent
• Call center agents not preferred unless they have a minimum of 5 years' experience
• All required regulatory exams and accreditation
• One year's proof of commission earnings (minimum R10 000.00 pm)
• Candidate must have his own transport (CAR) and license
• Extensive knowledge of the Short-Term Insurance Industry
• Thorough understanding of the short-term insurance industry and products
• Thorough understanding of business principles
• Interpersonal Skills
• Ability to handle conflict
• Negotiation skills
• Problem solving skills
• Risk Assessment and analysis
• Insurance Principles and practice
• Customer and Personal Service
• Clerical and administrative procedures
• Be professional at all times with prospects, clients and other MI stakeholders
• Presentation skills, both 1:1 and to groups
• Ability to present professionally
• Sales skills
• Prospecting skills

Duties & Responsibilities    

• Source sufficient lead generating opportunities to ensure 10 client quotes per week and 40 per month minimum
• Minimum requirement of 8.5 written policies per month
• Maintain and update your Lead Generation Matrix on a weekly basis
• Once a quote is requested the consultant must contact client in order to conduct a proper needs analysis and offer professional advice
• Sign up a minimum of 5 active lead referral agents
• Complete weekly reports that reflect leads, quotes and sales as well as the source of the leads, average premium, total premium and any other pertinent information which may be required from time to time
• Keep up to date and fully informed on product comparisons with opposition products
• Stay abreast of Momentum Insure product changes and enhancements
• Be compliant in all activities in accordance with regulations and standards of all Insurance regulations and professional guidelines and ethics
• Maintain appropriate skills and knowledge in order to provide specialist, professional advice in all relevant business areas
• Maintain the required dress code and professional appearance

Competencies    

• Technical Retail Acumen
• Retail Sales Skills
• Risk awareness
• Cross selling

go to method of application »

Role Purpose    

• Business Development Consultants are committed, driven, results oriented advisers who are able to work on their own as well as in a team environment writing business in accordance with targets laid down by Momentum Insurance (MI). Business Development Consultants advise primarily on motor and household domestic insurance.

Requirements    

• Matric/Grade 12
• FAIS Credits (min 30 credits in short term insurance if date of first appointment is before 2010); or if date of first appointment is on or after 01/01/2010, a full recognised qualification as per the FSCA qualification list
• FAIS Regulatory examination for Representatives (RE5)
• 12 CPD (continuous professional development) points
• Minimum of 3 years' experience in selling short term insurance either as a broker agent or tied agent
• Call center agents not preferred unless they have a minimum of 5 years' experience
• All required regulatory exams and accreditation
• One year's proof of commission earnings (minimum R10 000.00 pm)
• Candidate must have his own transport (CAR) and license
• Extensive knowledge of the Short-Term Insurance Industry
• Thorough understanding of the short-term insurance industry and products
• Thorough understanding of business principles
• Interpersonal Skills
• Ability to handle conflict
• Negotiation skills
• Problem solving skills
• Risk Assessment and analysis
• Insurance Principles and practice
• Customer and Personal Service
• Clerical and administrative procedures
• Be professional at all times with prospects, clients and other Momentum Insure stakeholders
• Presentation skills, both 1:1 and to groups
• Ability to present professionally
• Sales skills
• Prospecting skills

Duties & Responsibilities    

• Source sufficient lead generating opportunities to ensure 10 client quotes per week and 40 per month minimum
• Minimum requirement of 8.5 written policies per month
• Maintain and update your Lead Generation Matrix on a weekly basis
• Once a quote is requested the consultant must contact client in order to conduct a proper needs analysis and offer professional advice
• Sign up a minimum of 5 active lead referral agents
• Complete weekly reports that reflect leads, quotes and sales as well as the source of the leads, average premium, total premium and any other pertinent information which may be required from time to time
• Keep up to date and fully informed on product comparisons with opposition products
• Stay abreast of MI product changes and enhancements
• Be compliant in all activities in accordance with regulations and standards of all Insurance regulations and professional guidelines and ethics
• Maintain appropriate skills and knowledge in order to provide specialist, professional advice in all relevant business areas
• Maintain the required dress code and professional appearance

Competencies    

• Technical Retail Acumen
• Retail Sales Skills
• Risk awareness
• Cross selling

go to method of application »

Role Purpose    

• Business Development Consultants are committed, driven, results oriented advisers who are able to work on their own as well as in a team environment writing business in accordance with targets laid down by Momentum Insure. Business Development Consultants advise primarily on motor and household domestic insurance.

Requirements    
Matric/Grade 12

• FAIS Credits (min 30 credits in short term insurance if date of first appointment is before 2010); or if date of first appointment is on or after 01/01/2010, a full recognised qualification as per the FSCA qualification list
• FAIS Regulatory examination for Representatives (RE5)
• 12 CPD (continuous professional development) points
• Minimum of 3 years' experience in selling short term insurance either as a broker agent or tied agent
• Call center agents not preferred unless they have a minimum of 5 years' experience
• All required regulatory exams and accreditation
• One year's proof of commission earnings (minimum R10 000.00 pm)
• Candidate must have his own transport (CAR) and license
• Extensive knowledge of the Short-Term Insurance Industry
• Thorough understanding of the short-term insurance industry and products
• Thorough understanding of business principles
• Interpersonal Skills
• Ability to handle conflict
• Negotiation skills
• Problem solving skills
• Risk Assessment and analysis
• Insurance Principles and practice
• Customer and Personal Service
• Clerical and administrative procedures
• Be professional at all times with prospects, clients and other Momentum Insure stakeholders
• Presentation skills, both 1:1 and to groups
• Ability to present professionally
• Sales skills
• Prospecting skills

Duties & Responsibilities    

• Source sufficient lead generating opportunities to ensure 10 client quotes per week and 40 per month minimum
• Minimum requirement of 8.5 written policies per month
• Maintain and update your Lead Generation Matrix on a weekly basis
• Once a quote is requested the consultant must contact client in order to conduct a proper needs analysis and offer professional advice
• Sign up a minimum of 5 active lead referral agents
• Complete weekly reports that reflect leads, quotes and sales as well as the source of the leads, average premium, total premium and any other pertinent information which may be required from time to time
• Keep up to date and fully informed on product comparisons with opposition products
• Stay abreast of Momentum Insure product changes and enhancements
• Be compliant in all activities in accordance with regulations and standards of all Insurance regulations and professional guidelines and ethics
• Maintain appropriate skills and knowledge in order to provide specialist, professional advice in all relevant business areas
• Maintain the required dress code and professional appearance

Competencies    

• Technical Retail Acumen
• Retail Sales Skills
• Risk awareness
• Cross selling

go to method of application »

Role Purpose    

• Business Development Consultants are committed, driven, results oriented advisers who are able to work on their own as well as in a team environment writing business in accordance with targets laid down by Momentum Insure. Business Development Consultants advise primarily on motor and household domestic insurance.

Requirements    

• Matric/Grade 12
• FAIS Credits (min 30 credits in short term insurance if date of first appointment is before 2010); or if date of first appointment is on or after 01/01/2010, a full recognised qualification as per the FSCA qualification list
• FAIS Regulatory examination for Representatives (RE5)
• 12 CPD (continuous professional development) points
• Minimum of 3 years' experience in selling short term insurance either as a broker agent or tied agent
• Call center agents not preferred unless they have a minimum of 5 years' experience
• All required regulatory exams and accreditation
• One year's proof of commission earnings (minimum R10 000.00 pm)
• Candidate must have his own transport (CAR) and license
• Extensive knowledge of the Short-Term Insurance Industry
• Thorough understanding of the short-term insurance industry and products
• Thorough understanding of business principles
• Interpersonal Skills
• Ability to handle conflict
• Negotiation skills
• Problem solving skills
• Risk Assessment and analysis
• Insurance Principles and practice
• Customer and Personal Service
• Clerical and administrative procedures
• Be professional at all times with prospects, clients and other Momentum Insure stakeholders
• Presentation skills, both 1:1 and to groups
• Ability to present professionally
• Sales skills
• Prospecting skills

Duties & Responsibilities    

• Source sufficient lead generating opportunities to ensure 10 client quotes per week and 40 per month minimum
• Minimum requirement of 8.5 written policies per month
• Maintain and update your Lead Generation Matrix on a weekly basis
• Once a quote is requested the consultant must contact client in order to conduct a proper needs analysis and offer professional advice
• Sign up a minimum of 5 active lead referral agents
• Complete weekly reports that reflect leads, quotes and sales as well as the source of the leads, average premium, total premium and any other pertinent information which may be required from time to time
• Keep up to date and fully informed on product comparisons with opposition products
• Stay abreast of Momentum Insure product changes and enhancements
• Be compliant in all activities in accordance with regulations and standards of all Insurance regulations and professional guidelines and ethics
• Maintain appropriate skills and knowledge in order to provide specialist, professional advice in all relevant business areas
• Maintain the required dress code and professional appearance

Competencies    

• Technical Retail Acumen
• Retail Sales Skills
• Risk awareness
• Cross selling