Fresh Jobs 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 long-term viability.

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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Job of the Day Role Purpose

You will be required to:

• Make recommendations to improve client service and fair treatment of clients within the area of responsibility.
• Contribute to a culture that guides and directs best practices, fostering an environment of continuous learning improvement and cohesiveness.
• Identify your own growth and development needs and schedule interventions to enable ongoing development, training, and personal growth.

Requirements

• A minimum of a BCom degree in the following fields: Business Management, Marketing, Communications, Finance, and Legal
• No prior industry experiences
• Our offices are based in Cornubia - you are required to reside in Durban and surrounding areas

Duties & Responsibilities

You will be required to:

• Make recommendations to improve client service and fair treatment of clients within the area of responsibility.
• Contribute to a culture that guides and directs best practices, fostering an environment of continuous learning improvement and cohesiveness.
• Identify your own growth and development needs and schedule interventions to enable ongoing development, training, and personal growth.

Requirements

• Requirements you need to meet to be considered for the graduate program:

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Role Purpose

To render a comprehensive telephony and administration client service to policyholders and other internal and external customers.

Requirements

• Must have achieved a National Senior Certificate (Matric/Grade 12)
• Maths /Maths Literacy
• Must be unemployed, South African citizens
• be aged between 18 and 35
• Previously disadvantaged candidates
• Interest in Financial Service- Industry
• Attention to detail
• Professionalism
• Multi-tasking abilities

Duties & Responsibilities

• Handle all incoming contact mediums and all related administration received as a result of the contacts received
• Perform the task to adhere to the pay for performance requirements
• Manage and adhere to established service level agreements
• Develop and maintain productive and collaborative working relationships with peers
• Positively influence and participate in change initiatives
• 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 after sales 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
• 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.

Competencies

• Self-Motivated
• Be adaptable to change
• Ability to grasp new concepts easily
• Customer service skills
• Good communication skills
• Good soft skills and telephone etiquette
• Fluency in English
• Attention to detail
• Professionalism
• Multi-tasking abilities

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Role Purpose

Manage and implement Momentum Life Digital’s learning and development through enhancing and improve Financial Planner’s performance capabilities and quality aligned business standard and client expectations.

Requirements

Experience and Qualifications

• Matric or equivalent (essential)
• Relevant training Qualification (essential)
• 3 - 5 years’ experience in a sales environment with legislative requirements (essential)
• Minimum 2 years of experience as a Training Specialist or similar role (essential)
• Minimum 2 years of experience with designing training programs and workshops (essential)
• Experience in evaluating required accreditation and CPD requirements for planners (advantageous)
• Relevant product training (advantageous)
• Experience in digitization of learning management software (advantageous)

Duties & Responsibilities

CORE FOCUS AREAS

• Manage and co-ordinate the all the training needs of new and existing employees.
• Develop, create and implement training and development framework for Financial Planners (Product, System and Processes).
• In collaboration with management craft development and coaching/training plans and frameworks aligned to identified development needs of the financial planners.
• Develop training modules for the financial planners and train them on it.
• Assist the Team Leader by analysing information and statistics on the financial planner’s client engagement and performance to identify areas of performance improvement and to align quality standards.
• Identify areas of opportunity to improve training programme and make recommendations to address identified gaps.
• Evaluate financial planner’s competencies through effectively measuring the improvement thereof.
• Utilise relevant tools and techniques to assess the competencies of
• Ensure regular collaboration with various internal stakeholder such as quality assurance, client insights and management on areas of improvement and advise on training or coaching interventions.
• Craft coaching/training interventions to address development needs and enhance performance.
• Manage and track all training interventions are monitored and documented.
• Track and monitor the relevant compliance and accreditation of Financial Planners are completed, stored and accessible.
• Monitor the success of coaching interventions and provide feedback to relevant stakeholders.
• Take ownership of the quality score together with sales manager through call listening, assessing role plays and reviewing behaviours linked to quality.
• Investigate agent queries within the agreed service level and ensure that agent receives timeous feedback.

STAKEHOLDERS

• Provide accurate information and advice to the team and stakeholders to ensure that the financial planner are enabled to make effective sales.
• Provide regular reports on delivery of services against agreed service level agreements and in terms of overall agent targets.
• Provide expertise and insights to agents and stakeholders.
• Build and maintain relationships with internal and external stakeholders.
• Deliver on service level agreements made with agents and internal and external stakeholders in order to ensure that relevant stakeholders’ expectations are managed.
• Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.

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.

Competencies

Behavioural

• Examining Information
• Articulating Information
• Valuing Individuals
• Providing Insights
• Empowering Individuals
• Upholding Standards
• Establishing Rapport
• Understanding People

Knowledge

• MS Office Suite (Word, Excel)
• Business Area-specific products, systems and procedures (preferred)
• Knowledge of relevant legislation and regulations
• Relevant industry knowledge
• Knowledge of coaching principles and practices
• CRM

Skills

• Verbal and written communication
• Relationship management
• Analytic skills
• Problem solving
• Planning and organising
• Think out the box