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Momentum Metropolitan Holdings, formerly MMI Holdings, is a South African-based financial services group was established on 1 Dec 2010, through the merger of Metropolitan and Momentum. We are specialists in long and short-term insurance, asset management, savings, investments, healthcare administration, health risk management, employee benefits and reward...
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Requirements
- Matric/ N4 Equivalent Qualification.
- FAIS requirements based on DOFA date
- Relevant regulatory examinations if you are already working in the financial services industry.
- 5 years’ experience for individuals with matric
- 1-2 years’ experience for individuals with undergraduate degree (preferred)
- Strong computer literacy skills
- Fluency in English
Duties & Responsibilities
- Engage with prospect clients to understand their financial needs.
- Sell products that align with the clients’ financial requirements.
- Accurately record client information and sales details
- Achieve targets related to production, quality and conversion.
- Comply with legislative regulations and adhere to all compliance requirements.
Competencies
- Verbally fluent
- Numerical reasoning ability
- Be able to plan and manage their time.
- Self-reliant
- Be resilient (drive, determination, risk tolerance, bounce back after setbacks)
- Manage relationships well.
- Demonstrate sales behaviors (deal with difficult clients, competitive, achieving, persistent).
- Be entrepreneurial (set ambitious, targets, self-reliant, financial prosperity in high-risk environment, autonomy)
go to method of application »
Requirements
- Matric/ N4 Equivalent Qualification.
- FAIS requirements based on DOFA date
- Relevant regulatory examinations if you are already working in the financial services industry.
- 5 years’ experience for individuals with matric
- 1-2 years’ experience for individuals with undergraduate degree (preferred)
- Strong computer literacy skills
- Fluency in English
Duties & Responsibilities
- Engage with prospect clients to understand their financial needs.
- Sell products that align with the clients’ financial requirements.
- Accurately record client information and sales details
- Achieve targets related to production, quality and conversion.
- Comply with legislative regulations and adhere to all compliance requirements.
Competencies
- Verbally fluent
- Numerical reasoning ability
- Be able to plan and manage their time.
- Self-reliant
- Be resilient (drive, determination, risk tolerance, bounce back after setbacks)
- Manage relationships well.
- Demonstrate sales behaviors (deal with difficult clients, competitive, achieving, persistent).
- Be entrepreneurial (set ambitious, targets, self-reliant, financial prosperity in high-risk environment, autonomy)
go to method of application »
Requirements
Qualifications:
- Matric or equivalent NQF Level 5 qualification
- RE5
- FAIS Representative legislative qualification
- Class of Business 3 and 7 (preferable)
Experience
- 3-5 years of working experience in the financial services industry
- A minimum of 2 years of managerial experience overseeing the rendering of financial advice
- Experience in FAIS Tier 1 Long Term Insurance and Pension Benefit products
- A valid driver's license and access to your own vehicle
- Computer literacy
Duties & Responsibilities
- Leading and managing a team of Financial Advisers
- Developing action plans to drive sales and enhance performance.
- Ensuring compliance with operational processes and legislative requirements
- Cultivating a branch culture to energise employees and maximise productivity.
- Recruiting and selecting high performing Financial Advisers to join your team.
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 »
Requirements
- Matric /Grade 12
- Business related qualification
- 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 recognized qualification as per the FSCA qualification
- FAIS Regulatory examination for Representatives (RE5) and (RE1) for Key Individual
- If you are registered for one Class of Business (Personal or Commercial) you are required to have 12 CPD (continuous professional development) points. If you are registered for two Classes of Business (Personal plus Commercial), you are required to have 18 CPD points.
- 5 Years' experience in Servicing (Short Term Insurance)
- 3 - 5 Years' experience in Managing staff in a short-term industry
- Extensive knowledge of the Short-Term Insurance Industry
Duties & Responsibilities
INTERNAL PROCESS:
- Manage, monitor, and control the team's delivery on Service Level Agreements made with
- Manage, monitor, and control the team’s execution of client requests, concerns, and
- Act as an escalation point to the team in addressing and resolving client
- Manage and monitor productivity relating to Key areas within the
- Ensure team’s adherence to correct procedure and protocol when following up on and attending to queries.
- Analyze the Client Service processes and identify opportunities for improvements; implement improvements within the
- Identify and report process and system failures and enhancements to improve client
- Update and maintain relevant standard operating procedures within the Client Service area, to ensure the maintenance of quality and consistency in service delivery and client
- Ensure effective
- Implement Corrective Action
CLIENT:
- Provide authoritative, expertise and advice to clients and
- Build and maintain relationships with clients and internal and external
- Deliver on service level agreements made with clients and internal and external stakeholders in order to ensure that client expectations are
- Make recommendations to improve client service and fair treatment of clients within area of
- Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client
PEOPLE:
- Effectively manage a team to deliver quality service to
- Develop and maintain productive and collaborative working relationships with peers and
- Positively influence and participate in change
- Continuously develop own expertise in terms of professional, industry and legislation
- Contribute to continuous innovation through the development, sharing and implementation of new
- Take ownership for driving team cohesiveness and Personal development plans for staff
Competencies
- Coaching skills
- Directing, understanding, and interacting with people
- Ability to work in a pressurized environment and meet
- Establishing rapport
- Showing composure
- Teamwork
- Making decisions
- Resolving Conflict
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Requirements
- Degree in Graphic Design
- 3-5 years’ experience in Graphic Design
Duties & Responsibilities
Internal Process
- Contribute to the design of the creative brief.
- Conceptualise the brief using existing/new templates and formats and develop relevant material.
- Develop all visual elements, communications and marketing campaign elements.
- Work within the brand CI and maintain the required brand elements while producing innovative, effective designs.
- Place images and text within the correct format.
- Check layout, images and logo usage from brief before handing over for distribution, uploading or printing.
- Set information correctly for reproduction and printing.
- Design work for web and other screen media and ensure that work is correct for the medium.
- Manipulate images when necessary.
- Develop layouts, articles and documents based on the design brief including images and logo usage.
- Quality check all images, text and layout as well as other formatting, to ensure quality production for media and print.
- Develop all visual communications and marketing campaign elements either individually or in association with an agency.
- Maintain archive of images, photos, or previous work products that ensures efficiency and accessibility.
- Comply with internal processes around approvals, inclusion and necessary disclaimers, to mitigate and manage risks.
Client Services
- Provide authoritative, expertise and advice to clients and
- Build and maintain relationships with clients and internal and external
- Deliver on service level agreements made with internal and external stakeholders and
- Make recommendations to improvement client service within area of
- Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client
People
- Develop and maintain productive and collaborative working relationships with peers and
- Positively influence and participate in change
- Continuously develop own expertise in terms of professional, industry and legislation
- Contribute to continuous innovation through the development, sharing and implementation of new
- Take ownership for driving career development, apply a can-do attitude, find solutions to
Finance
- Contribute to the development of area specific budgets to minimise expenditure, in alignment with operational
- Identify opportunities to enhance cost effectiveness and increase operational
- Provide input into the risk identification processes and communicate recommendations in the appropriate
- Assist with the finance process where relevant to the communication
Competencies
- Business Acumen
- Customer / Stakeholder Commitment
- Drive for Results
- Collaboration
- Meeting Timelines
- Developing Strategies
- Showing Composure
- Self-awareness and Insight
go to method of application »
Requirements
- Matric/ N4 Equivalent Qualification.
- FAIS requirements based on DOFA date
- Relevant regulatory examinations if you are already working in the financial services industry.
- 5 years’ experience for individuals with matric
- 1-2 years’ experience for individuals with undergraduate degree (preferred)
- Strong computer literacy skills
- Fluency in English
Duties & Responsibilities
- Engage with prospect clients to understand their financial needs.
- Sell products that align with the clients’ financial requirements.
- Accurately record client information and sales details
- Achieve targets related to production, quality and conversion.
- Comply with legislative regulations and adhere to all compliance requirements.
Competencies
- Verbally fluent
- Numerical reasoning ability
- Be able to plan and manage their time.
- Self-reliant
- Be resilient (drive, determination, risk tolerance, bounce back after setbacks)
- Manage relationships well.
- Demonstrate sales behaviors (deal with difficult clients, competitive, achieving, persistent).
- Be entrepreneurial (set ambitious, targets, self-reliant, financial prosperity in high-risk environment, autonomy)
go to method of application »
Requirements
- Matric/ N4 Equivalent Qualification.
- FAIS requirements based on DOFA date
- Relevant regulatory examinations if you are already working in the financial services industry.
- 5 years’ experience for individuals with matric
- 1-2 years’ experience for individuals with undergraduate degree (preferred)
- Strong computer literacy skills
- Fluency in English
Duties & Responsibilities
- Engage with prospect clients to understand their financial needs.
- Sell products that align with the clients’ financial requirements.
- Accurately record client information and sales details
- Achieve targets related to production, quality and conversion.
- Comply with legislative regulations and adhere to all compliance requirements.
Competencies
- Verbally fluent
- Numerical reasoning ability
- Be able to plan and manage their time.
- Self-reliant
- Be resilient (drive, determination, risk tolerance, bounce back after setbacks)
- Manage relationships well.
- Demonstrate sales behaviors (deal with difficult clients, competitive, achieving, persistent).
- Be entrepreneurial (set ambitious, targets, self-reliant, financial prosperity in high-risk environment, autonomy)
go to method of application »
Requirements
- Matric/ N4 Equivalent Qualification.
- FAIS requirements based on DOFA date
- Relevant regulatory examinations if you are already working in the financial services industry.
- 5 years’ experience for individuals with matric
- 1-2 years’ experience for individuals with undergraduate degree (preferred)
- Strong computer literacy skills
- Fluency in English
Duties & Responsibilities
- Engage with prospect clients to understand their financial needs.
- Sell products that align with the clients’ financial requirements.
- Accurately record client information and sales details
- Achieve targets related to production, quality and conversion.
- Comply with legislative regulations and adhere to all compliance requirements.
Competencies
- Verbally fluent
- Numerical reasoning ability
- Be able to plan and manage their time.
- Self-reliant
- Be resilient (drive, determination, risk tolerance, bounce back after setbacks)
- Manage relationships well.
- Demonstrate sales behaviors (deal with difficult clients, competitive, achieving, persistent).
- Be entrepreneurial (set ambitious, targets, self-reliant, financial prosperity in high-risk environment, autonomy)
go to method of application »
Requirements
- Matric/ N4 Equivalent Qualification.
- FAIS requirements based on DOFA date
- Relevant regulatory examinations if you are already working in the financial services industry.
- 5 years’ experience for individuals with matric
- 1-2 years’ experience for individuals with undergraduate degree (preferred)
- Strong computer literacy skills
- Fluency in English
Duties & Responsibilities
- Engage with prospect clients to understand their financial needs.
- Sell products that align with the clients’ financial requirements.
- Accurately record client information and sales details
- Achieve targets related to production, quality and conversion.
- Comply with legislative regulations and adhere to all compliance requirements.
Competencies
- Verbally fluent
- Numerical reasoning ability
- Be able to plan and manage their time.
- Self-reliant
- Be resilient (drive, determination, risk tolerance, bounce back after setbacks)
- Manage relationships well.
- Demonstrate sales behaviors (deal with difficult clients, competitive, achieving, persistent).
- Be entrepreneurial (set ambitious, targets, self-reliant, financial prosperity in high-risk environment, autonomy)
go to method of application »
Requirements
- Matric/ N4 Equivalent Qualification.
- FAIS requirements based on DOFA date
- Relevant regulatory examinations if you are already working in the financial services industry.
- 5 years’ experience for individuals with matric
- 1-2 years’ experience for individuals with undergraduate degree (preferred)
- Strong computer literacy skills
- Fluency in English
Duties & Responsibilities
- Engage with prospect clients to understand their financial needs.
- Sell products that align with the clients’ financial requirements.
- Accurately record client information and sales details
- Achieve targets related to production, quality and conversion.
- Comply with legislative regulations and adhere to all compliance requirements.
Competencies
- Verbally fluent
- Numerical reasoning ability
- Be able to plan and manage their time.
- Self-reliant
- Be resilient (drive, determination, risk tolerance, bounce back after setbacks)
- Manage relationships well.
- Demonstrate sales behaviors (deal with difficult clients, competitive, achieving, persistent).
- Be entrepreneurial (set ambitious, targets, self-reliant, financial prosperity in high-risk environment, autonomy)
go to method of application »
Requirements
- Grade 12 or equivalent qualification
- Office administration, secretarial or equivalent qualification
- 3-4 years' relevant experience (essential)
- Exposure to supporting a manager or team (desirable)
- Exposure to the insurance industry (essential)
Duties & Responsibilities
INTERNAL PROCESS
- Proactively manage, coordinate and maintain the diary of the line manager.
- Coordinate all aspects of meetings, workshops and functions (venue logistics, catering) according to manager's requirements, and within budget parameters.
- Administrative support for meetings and workshops (collate, compile and distribute agendas, presentations, minutes within agreed timeframes).
- Manage travel arrangements for manager, according to agreed business process and budget parameters.
- Manage incoming calls and correspondence (paper and electronic), responding independently where possible and in line with authorised judgement.
- Order and control refreshments, office supplies and equipment, ensuring enough stock is always available, in line with budget parameters.
- Ensure files (paper and electronic) are kept in order and easily accessible by manager.
- Prepare and check invoices and arrange for payments to ensure adherence to requirements and Service Level Agreements.
- Ensure office equipment is regularly maintained by relevant service providers.
- Monitor and respond to incoming communication on behalf of line manager, where appropriate, ensuring efficiency and timeous response.
- Escalate faults and other housekeeping issues with the relevant service provider and ensure queries are resolved within agreed Service Level Agreements.
CLIENT
- 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.
PEOPLE
- Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.
- Develop and maintain productive and collaborative working relationships with peers and stakeholders.
- Positively influence and participate in change initiatives.
- 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
- Manage and reconcile expenses in line with allocated budget and within defined policy guidelines.
- Contribute to the financial planning process within area.
- Identify opportunities 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
- Interacting with People
- Embracing Change
- Checking things
- Making Decisions
- Team Working
- Following Procedures
- Showing Composure
- Meeting Timescales
go to method of application »
Requirements
- At least 3-5 years Disability Management experience.
- BOT (Bachelor of Arts Occupational Therapy) / BSc. Occupational Therapy / BSc Physiotherapy.
- Minimum 1 year work assessment and/or adult rehabilitation experience.
- Understanding and knowledge of the Group Insurance Industry.
Duties & Responsibilities
- Assisting team members with presentation to new clients
- Liaising with internal teams in FundsAtWork and Group Insurance as well as the greater Momentum Metropolitan Holdings Group.
- Build and maintain relationships with external clients such as medical practitioners, organized labour, board of trustees and intermediaries etc.
- Ensure effective claims management service delivery and support.
- Managing of the claims management information system, i.e. data integrity.
- Adhere to organisational best practice, compliance and legislative requirements.
- Plan processes and services, schedule and co-ordinate to achieve efficiency and quality standards.
- Adhere to policies and procedures and take corrective action where necessary.
- Ensure all risks are mitigated and escalated where necessary.
- Drive day to day deliverables of team; ensuring quality and ensuring meeting of standards.
- Monthly feedback sessions with all team members.
- Strong focus on development and training.
- Strong focus on business process improvement
- Workflow / workload monitoring.
- Adhering to performance excellence principles.
- Performance Excellence – draft and report team member performance.
- Participate in the induction of new staff members.
- Participate and lead strategic projects.
Competencies
- Good interactive skills.
- Presentation and facilitation skills.
- Assertive communication skills.
- Good problem solving and analytical skills.
- Ability to work under pressure and excellent time management skills.
- Self-driven and motivated.
- Leads by positive example.
- Multitasking skills.
- Negotiation and mediation skills.
- Living the MM values.
go to method of application »
Qualifications:
- Matric or equivalent NQF Level 5 qualification
- RE5
- FAIS Representative legislative qualification
- Class of Business 3 and 7 (preferable)
Experience
- 3-5 years of working experience in the financial services industry
- A minimum of 2 years of managerial experience overseeing the rendering of financial advice
- Experience in FAIS Tier 1 Long Term Insurance and Pension Benefit products
- A valid driver's license and access to your own vehicle
- Computer literacy
Duties & Responsibilities
- Leading and managing a team of Financial Advisers
- Developing action plans to drive sales and enhance performance.
- Ensuring compliance with operational processes and legislative requirements
- Cultivating a branch culture to energise employees and maximise productivity.
- Recruiting and selecting high performing Financial Advisers to join your team.
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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