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  • Posted: Sep 18, 2024
    Deadline: Not specified
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  • Never pay for any CBT, test or assessment as part of any recruitment process. When in doubt, contact us

    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

     

    Branch Manager - KwaMashu

    Requirements

    • Matric or equivalent NQF Level 4 qualification
    • FAIS Representative Regulatory Exam Level 5 passed
    • 120 credit FAIS recognised qualification
    • Driver’s license and own vehicle
    • 3-5 years’ working experience in the insurance industry environment
    • A Minimum of 2 years managerial experience in overseeing the rendering of financial advice to fulfil the duties of a compliant key individual and be registered with the FSP

    Duties & Responsibilities

    • Managing a team of Financial Advisors
    • Develop plans to achieve sales targets in line with client centric practices.
    • Manage the adherence to operational processes, policies, and legislative requirements.
    • Develop action plans and initiatives to drive sales, motivate team and improve performance.
    • Communicate and implement approved team targets within area of responsibility.
    • Implement action plans to achieve sales targets and business goals.
    • Effectively manage all day-to-day team activities and escalations.
    • Collaborate with Quality Assurance and Performance Coaches to guide and coach team to increase productivity, compliance, and quality of calls.
    • Regularly assess team members’ performance against targets and implement actions to increase performance.
    • Assess service delivery based on engagements with business stakeholders and relevant analytics and implement plans for improvement.
    • Maintain effective and efficient record keeping on the relevant system.
    • Conduct regular engagement with team members to cascade information and team objectives.
    • Cultivate and manage working relationships with a variety of stakeholders.
    • Analyse, identify trends and report on team performance and productivity.
    • Implement effective staffing and scheduling models for guaranteed coverage at the lowest possible costs.
    • Implement measures to address non-performance within the team.
    • Identify operational efficiencies and make recommendations for improvement.

    Competencies

    • Business Acumen
    • Client/ Stakeholder Commitment
    • Drive for Results
    • Leads Change and Innovation
    • Motivating and Inspiring Team
    • Impact and Influence
    • Collaboration
    • Self-Awareness and Insight

    go to method of application »

    Branch Manager - Mandeni

    Requirements

    • Matric or equivalent NQF Level 4 qualification
    • FAIS Representative Regulatory Exam Level 5 passed
    • 120 credit FAIS recognised qualification
    • Driver’s license and own vehicle
    • 3-5 years’ working experience in the insurance industry environment
    • A Minimum of 2 years managerial experience in overseeing the rendering of financial advice to fulfil the duties of a compliant key individual and be registered with the FSP

    Duties & Responsibilities

    • Managing a team of Financial Advisors
    • Develop plans to achieve sales targets in line with client centric practices.
    • Manage the adherence to operational processes, policies, and legislative requirements.
    • Develop action plans and initiatives to drive sales, motivate team and improve performance.
    • Communicate and implement approved team targets within area of responsibility.
    • Implement action plans to achieve sales targets and business goals.
    • Effectively manage all day-to-day team activities and escalations.
    • Collaborate with Quality Assurance and Performance Coaches to guide and coach team to increase productivity, compliance, and quality of calls.
    • Regularly assess team members’ performance against targets and implement actions to increase performance.
    • Assess service delivery based on engagements with business stakeholders and relevant analytics and implement plans for improvement.
    • Maintain effective and efficient record keeping on the relevant system.
    • Conduct regular engagement with team members to cascade information and team objectives.
    • Cultivate and manage working relationships with a variety of stakeholders.
    • Analyse, identify trends and report on team performance and productivity.
    • Implement effective staffing and scheduling models for guaranteed coverage at the lowest possible costs.
    • Implement measures to address non-performance within the team.
    • Identify operational efficiencies and make recommendations for improvement.

    Competencies

    • Business Acumen
    • Client/ Stakeholder Commitment
    • Drive for Results
    • Leads Change and Innovation
    • Motivating and Inspiring Team
    • Impact and Influence
    • Collaboration
    • Self-Awareness and Insight

    go to method of application »

    Back Office Administrator

    Requirements

    • Matric / Grade 12 or NQF level 4.
    • Minimum of 2 years insurance sales industry experience.
    • Must be proficient in Afrikaans and English.
    • Knowledge on Momentum Life Insurance products and services will be beneficial.

    Duties & Responsibilities

    • Assist stakeholders in the submission of Onboarding applications using the digital channels
    • Provide all stake holders with trustworthy support to ensure their clients are serviced
    • Ensure digital capabilities available are used to enable the administration process.
    • Ensure product house ‘way of work’ and SLA are adhered
    • Focus on the quality of instructions received by all stakeholders internal and external
    • Build and maintain good relationships with various stakeholders so the business can maximise value from these relationships.
    • Understand stakeholders' problems and challenges and identify ways the business could better address those needs
    • Interact with stakeholders to manage service offerings, address queries and strengthen their satisfaction with the business.
    • Identify and report process and system failures and enhancements to improve stakeholder experience
    • Accurately capture and check new business documentation for errors and completeness
    • Escalate faults and other housekeeping issues with the relevant stakeholders
    • Perform all administrative tasks to agreed standards and ensure proper controls are kept for new business applications
    • Timeously complete all administrative and reporting duties, related to the role within the agreed timeframes
    • To utilize BPM across all processes and to effectively migrate from AWD (Reporting on errors received according to process)
    • Ensuring the termination process is adhered too, and ensure all stakeholders are informed
    • Ensure that the onboarding of stakeholders is seamless and accurateTo accurately perform policy book transfers

    Competencies

    • Adopting Practical Approaches
    • Making Decisions
    • Meeting Timescales
    • Checking Things
    • Following Procedures
    • Managing Tasks
    • Upholding Standards
    • Producing Output

    go to method of application »

    Senior Structurer and Dealmaker

    Requirements

    Experience and Qualifications

    • Relevant Business Degree, CA, CFA, MBA, Actuary, Master’s in finance
    • 8-10 years’ experience
    • Structuring and Deal-making experience and credible track record
    • Suitable Investment and Insurance experience
    • Experience in managing client relationships, and exceptional client interaction capabilities

    Duties & Responsibilities

    INTERNAL PROCESS

    • Develop and present implemented client solution frameworks in respect of the Structured Investments and Annuities (SIA) solutions
    • Provide investment expertise and guidance to clients and stakeholders to solve for their investment risks and liability management needs
    • Design and structure financial solutions to meet client needs – this includes but is not limited to having an in-depth structured investments and annuities product knowledge, understanding how these products can be utilised to structure a solution and altering products/solutions where appropriate to address the needs of clients
    • Identify new solutions and the markets that require focus in collaboration with the technical marketing team and product-houses and ensuring ongoing profitability and growth of the business
    • Set defined client business development and engagement plans in conjunction with the distribution and client engagement channels, making use of the extensive network within the business to acquire new business
    • Maintain expert knowledge of relevant legislative amendments, industry best practices, market developments and provision of proactive advice & solutions to relevant stakeholders
    • Networking and seeking opportunities with new clients to grow our balance sheet investments (structured investments and annuities)
    • Deliver exceptional service that exceeds client expectations through proactive, innovative and appropriate solutions
    • Input into product design to ensure delivery of best-in-class solutions to target markets.Ensure the successful implementation of solutions
    • Ensure all governance processes are in order

    CLIENT

    • Build and maintain an exceptional trusted un-bias client advisory relationship at a senior decision-making level and other key stakeholders, providing them with authoritative expertise and advice
    • Develop in-depth client and industry needs and intelligence and sharing this analysis with the business to assist in identifying growth opportunities
    • Applying a deep understanding of client requirements in designing and structuring client appropriate solutions
    • Create strategic partnerships with other external stakeholders to identify growth opportunities based on targeted client’s priorities and requirements
    • Work closely with internal distribution resources, building appropriate relationships to create an environment that facilitates new business growth
    • Contribute to sustaining a competitive edge through external networking and representation on related forums
    • Contribute to the design of client journeys that result in a superior client experience.
    • Engage with key internal and external stakeholders to identify changing client needs and align service offering with client needs
    • Participate and contribute to an entrepreneurial culture which builds rewarding relationships, facilitates feedback and provides exceptional client service

    PEOPLE

    • Demonstrate personal involvement, commitment, and dedication in support of organisational values and positive work culture
    • Drive a learning, innovative and growth culture whereby information regarding successes, issues, trends, and ideas are actively shared between team members
    • Collaborate effectively with colleagues, and the various teams that we interact with across the Group
    • Drive an entrepreneurial culture that guides and directs best practice, fostering an environment of continuous learning, improvement and cohesiveness

    FINANCE

    • 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

    Competencies

    • Strong investment deal making skills
    • Ability to interpret client requests/ input and conceptualize bespoke solutions
    • Ability to close deals
    • Business Acumen
    • Entrepreneurial Mindset
    • Impact and Influence
    • Resilience
    • Results Oriented
    • Client/ Stakeholder Commitment
    • Collaboration
    • Leading Change and Innovation
    • Self-Awareness and Insight
    • Diversity and inclusiveness

    go to method of application »

    Product Support Specialist

    Requirements

    Mininum Qualifications

    • Matric
    • Business related Degree

    Mininum Experience

    • Good Excel skills are critical, and VBA will be a significant advantage
    • Between 3- and 5-years’ work experience
    • At least 3 years’ experience in a life insurance product or administration environment preferred
    • Knowledge of and experience with annuity products will be an advantage

    Duties & Responsibilities

    Deliver client-centric income solutions to achieve business objectives (Internal Process)

    • Work collaboratively with the other business units to answer annuitant queries.
    • Assist in producing actuarial reports on the latest fund value, interest earned over a period and client SARB reports.
    • Compile reports for internal stakeholders for effective decision making.
    • Assist in the creation of policy agreements or endorsements for corporate clients in consultation with legal to ensure information is correct and compliance with the relevant regulatory frameworks.
    • Actively participate in the research and monitoring of competitors to identify bonus increases, fees and general information.

    Calculating refund or adjusted payments to clients.

    • Provide support to the Investments operations team & business system analysts (“Momentum Corporate BPO” team), in implementing new business and required changes on the admin systems
    • Provide support to the Investments operations team for the ongoing administration of annuity business
    • Producing new business quotations on Corporate Retail With-Profit Annuity products.
    • Establish and maintain strong relationships with various internal and external stakeholders.
    • Assist stakeholders with the analysis, supply and translation of information on annuity funds.
    • Produce termination, transfer and disinvestment information for institutional clients.
    • As part of Income Solutions team, ensure scheme lists for different with-profit products remain accurate and up to date.
    • Extract actual fees deducted from retirement funds each month and communicate it to internal stakeholders.
    • Assist with ad-hoc projects

    Enable client centricity within area of responsibility (Client Services)

    • Provide guidance, expertise and information to stakeholders
    • Build and maintain relationships with internal stakeholders
    • Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service

    Self-management and teamwork (People)

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

    go to method of application »

    Insights Specialist

    Requirements

    Qualification and experience:

    • Postgraduate degree or higher in Economics, Statistics, Psychology, Marketing or related social or Business Studies.
    • Minimum 5 years experience in designing and executing research.
    • Proficient in Microsoft Office Suite, with advanced skills in Excel and PowerPoint.
    • Ability to grasp and apply new concepts quickly.
    • Good verbal and written communication skills, including presentation skills.
    • Exposure to designing and executing strategic projects and research initiatives in a business or market context.
    • Experience in financial services marketing agency or strategic consultancy.
    • Experience with various research methods (quantitative and/or qualitative). In addition, experience in conducting market research or survey design or analysis.
    • Consumer insights and functional expertise.
    • Solid understanding of explorative research methods in the social and behavioral sciences field.

    Skills:

    • Attention to Detail: Ensures accuracy in data gathering and reporting.
    • Innovation, 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. In addition, can work well independently.
    • Organizational Skills and Project Management: Capable of managing multiple tasks and projects simultaneously.
    • Strong Interpersonal and Communication Skills: Strong communication skills, with the ability to craft engaging and persuasive content. In addition, the ability to build and maintain relationships with clients and stakeholders.
    • Strategic Thinking: Support the development and understanding of Marketing to ensure effective delivery of the 3-5 year strategy in line with key strategic choices and Objective, Key, Results (OKRs). Enable insight-driven decision-making within a dynamic consumer and business context. Assist retail brand teams in executing their brand plans, balancing execution and strategy.

    Duties & Responsibilities

    Internal Process

    Insight Customization and Packaging:

    • Customize, prioritise, and package high-quality insights, frameworks, and models to support business needs.
    • Utilize innovative and pioneering research methodologies to provide actionable insights.

    Research and Analysis:

    • Design, execute, and present research projects using various methodologies.
    • Conduct quantitative research (surveys, data analysis) and qualitative research (focus groups, interviews, ethnographic observations).
    • Integrate data from multiple sources to create actionable narratives.

    Support and Collaboration:

    • Planning and facilitation of workshops and sessions to craft or activate insights and strategy.
    • Create reports and presentation deliverables to ensure insights meet business requirements.
    • Develop an understanding of the business, brands, and offerings to ensure effective delivery of insights.

    Innovation and Continuous Improvement:

    • Contribute to continuous innovation through the development, sharing, and implementation of new ideas and insight practices.
    • Support the process of creating and enhancing value for consumers, clients, and advisers by understanding client needs and behaviour.

    Client Services

    • 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 and met.
    • Continuously monitor turnaround times and quality standards and resolve issues speedily to enhance client service delivery.
    • Network and build meaningful connections with individuals at various levels of seniority.
    • Support the process of creating and enhancing value for agencies, consumers, clients, and advisers by understanding client needs and behaviour.
    • Drive client service delivery goal achievement in line with predefined standards to ensure that clients receive appropriate advice.
    • Manage client query processes and ensure that queries are tracked, accurately resolved, and used as a mechanism to improve client service and business processes.

    People

    • Contribute to creating a positive work climate and culture.
    • Manage external agencies to deliver maximum value against brand, budget, and business needs.
    • Effectively manage your performance within the team to ensure business objectives are achieved.
    • Encourage innovation, change agility, and collaboration.
    • 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.

    Governance

    • 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.
    • Utilize insights to understand and increase the value of clients and support the opportunities aimed at optimising revenue.

    Competencies

    • Business Acumen
    • Collaboration
    • Client/Stakeholder Commitment
    • Impact and influence
    • Drive for results
    • Self-awareness and insight
    • Diversity and inclusiveness

    go to method of application »

    Branch Manager - Carlton Centre

    Requirements

    Qualifications

    • Matric or equivalent NQF Level 4 qualification
    • FAIS Representative Regulatory Exam Level 5 passed
    • 120 credit FAIS recognised qualification

    Experience

    • 3-5 years’ working experience in the insurance industry environment
    • A Minimum of 2 years managerial experience in overseeing the rendering of financial advice to fulfil the duties of a compliant key individual and be registered with the FSP
    • FAIS Tier 1 & 2 financial products (Long term insurance products, Pension benefit products and Collective investment scheme products)
    • Class of Business 3 and 7 (Preferable)

    Skills and Knowledge

    • Relationship building
    • Networking
    • Good communication
    • Computer Literacy  
    • Financial services industry (relevant legislation, product and process knowledge, Class of Business knowledge
    • People Management

    Other requirements

    • Driver’s license and own vehicle

    Duties & Responsibilities

    INTERNAL PROCESS

    • Managing a team of Financial Advisors
    • Develop plans to achieve sales targets in line with client centric practices.
    • Manage the adherence to operational processes, policies, and legislative requirements.
    • Develop action plans and initiatives to drive sales, motivate team and improve performance.
    • Communicate and implement approved team targets within area of responsibility.
    • Implement action plans to achieve sales targets and business goals.
    • Effectively manage all day-to-day team activities and escalations.
    • Collaborate with Quality Assurance and Performance Coaches to guide and coach team to increase productivity, compliance, and quality of calls.
    • Regularly assess team members’ performance against targets and implement actions to increase performance.
    • Assess service delivery based on engagements with business stakeholders and relevant analytics and implement plans for improvement.
    • Maintain effective and efficient record keeping on the relevant system.
    • Conduct regular engagement with team members to cascade information and team objectives.
    • Cultivate and manage working relationships with a variety of stakeholders.
    • Analyse, identify trends and report on team performance and productivity.
    • Implement effective staffing and scheduling models for guaranteed coverage at the lowest possible costs.
    • Implement measures to address non-performance within the team.
    • Identify operational efficiencies and make recommendations for improvement.

    CLIENT

    • Drive client service delivery goal achievement in line with predefined standards to ensure that clients receive appropriate advice and after sales service.
    • Manage client query processes and ensure that queries are tracked, accurately resolved, and used as a mechanism to improve client service and business processes.
    • Provide regular reports on delivery of services.
    • Provide authoritative, expertise and advice to clients and 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 provide 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 Momentum Metropolitan 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.
    • Support 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

    • Give input into the budget for area and implementation of financial regulations.
    • 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.

    Competencies

    • Business Acumen
    • Client/ Stakeholder Commitment
    • Drive for Results
    • Leads Change and Innovation
    • Motivating and Inspiring Team
    • Impact and Influence
    • Collaboration
    • Self-Awareness and Insight

    go to method of application »

    Branch Manager - Free State

    Requirements

    Qualifications

    • Matric or equivalent NQF Level 4 qualification
    • FAIS Representative Regulatory Exam Level 5 passed
    • 120 credit FAIS recognised qualification

    Experience

    • 3-5 years’ working experience in the insurance industry environment
    • A Minimum of 2 years managerial experience in overseeing the rendering of financial advice to fulfil the duties of a compliant key individual and be registered with the FSP
    • FAIS Tier 1 & 2 financial products (Long term insurance products, Pension benefit products and Collective investment scheme products)
    • Class of Business 3 and 7 (Preferable)

    Skills and Knowledge

    • Relationship building
    • Networking
    • Good communication
    • Computer Literacy  
    • Financial services industry (relevant legislation, product and process knowledge, Class of Business knowledge
    • People Management

    Other requirements

    • Driver’s license and own vehicle

    Duties & Responsibilities

    INTERNAL PROCESS

    • Managing a team of Financial Advisors
    • Develop plans to achieve sales targets in line with client centric practices.
    • Manage the adherence to operational processes, policies, and legislative requirements.
    • Develop action plans and initiatives to drive sales, motivate team and improve performance.
    • Communicate and implement approved team targets within area of responsibility.
    • Implement action plans to achieve sales targets and business goals.
    • Effectively manage all day-to-day team activities and escalations.
    • Collaborate with Quality Assurance and Performance Coaches to guide and coach team to increase productivity, compliance, and quality of calls.
    • Regularly assess team members’ performance against targets and implement actions to increase performance.
    • Assess service delivery based on engagements with business stakeholders and relevant analytics and implement plans for improvement.
    • Maintain effective and efficient record keeping on the relevant system.
    • Conduct regular engagement with team members to cascade information and team objectives.
    • Cultivate and manage working relationships with a variety of stakeholders.
    • Analyse, identify trends and report on team performance and productivity.
    • Implement effective staffing and scheduling models for guaranteed coverage at the lowest possible costs.
    • Implement measures to address non-performance within the team.
    • Identify operational efficiencies and make recommendations for improvement.

    CLIENT

    • Drive client service delivery goal achievement in line with predefined standards to ensure that clients receive appropriate advice and after sales service.
    • Manage client query processes and ensure that queries are tracked, accurately resolved, and used as a mechanism to improve client service and business processes.
    • Provide regular reports on delivery of services.
    • Provide authoritative, expertise and advice to clients and 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 provide 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 Momentum Metropolitan 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.
    • Support 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

    • Give input into the budget for area and implementation of financial regulations.
    • 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.

    Competencies

    • Business Acumen
    • Client/ Stakeholder Commitment
    • Drive for Results
    • Leads Change and Innovation
    • Motivating and Inspiring Team
    • Impact and Influence
    • Collaboration
    • Self-Awareness and Insight

    go to method of application »

    Branch Manager - Tshwane CBD North

    Requirements

    Qualifications

    • Matric or equivalent NQF Level 4 qualification
    • FAIS Representative Regulatory Exam Level 5 passed
    • 120 credit FAIS recognised qualification

    Experience

    • 3-5 years’ working experience in the insurance industry environment
    • A Minimum of 2 years managerial experience in overseeing the rendering of financial advice to fulfil the duties of a compliant key individual and be registered with the FSP
    • FAIS Tier 1 & 2 financial products (Long term insurance products, Pension benefit products and Collective investment scheme products)
    • Class of Business 3 and 7 (Preferable)

    Skills and Knowledge

    • Relationship building
    • Networking
    • Good communication
    • Computer Literacy  
    • Financial services industry (relevant legislation, product and process knowledge, Class of Business knowledge
    • People Management

    Other requirements

    • Driver’s license and own vehicle

    Duties & Responsibilities

    INTERNAL PROCESS

    • Managing a team of Financial Advisors
    • Develop plans to achieve sales targets in line with client centric practices.
    • Manage the adherence to operational processes, policies, and legislative requirements.
    • Develop action plans and initiatives to drive sales, motivate team and improve performance.
    • Communicate and implement approved team targets within area of responsibility.
    • Implement action plans to achieve sales targets and business goals.
    • Effectively manage all day-to-day team activities and escalations.
    • Collaborate with Quality Assurance and Performance Coaches to guide and coach team to increase productivity, compliance, and quality of calls.
    • Regularly assess team members’ performance against targets and implement actions to increase performance.
    • Assess service delivery based on engagements with business stakeholders and relevant analytics and implement plans for improvement.
    • Maintain effective and efficient record keeping on the relevant system.
    • Conduct regular engagement with team members to cascade information and team objectives.
    • Cultivate and manage working relationships with a variety of stakeholders.
    • Analyse, identify trends and report on team performance and productivity.
    • Implement effective staffing and scheduling models for guaranteed coverage at the lowest possible costs.
    • Implement measures to address non-performance within the team.
    • Identify operational efficiencies and make recommendations for improvement.

    CLIENT

    • Drive client service delivery goal achievement in line with predefined standards to ensure that clients receive appropriate advice and after sales service.
    • Manage client query processes and ensure that queries are tracked, accurately resolved, and used as a mechanism to improve client service and business processes.
    • Provide regular reports on delivery of services.
    • Provide authoritative, expertise and advice to clients and 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 provide 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 Momentum Metropolitan 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.
    • Support 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

    • Give input into the budget for area and implementation of financial regulations.
    • 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.

    Competencies

    • Business Acumen
    • Client/ Stakeholder Commitment
    • Drive for Results
    • Leads Change and Innovation
    • Motivating and Inspiring Team
    • Impact and Influence
    • Collaboration
    • Self-Awareness and Insight

    Method of Application

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