Jobs at Momentum Metropolitan Holdings Limited

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    

• Minimum of 2 years experience in the financial services industry
• Minimum of 2 years experience in a financial advice rendering role
• Finance/Business related tertiary qualification (desirable)
• Matric or equivalent NQF 4 qualification
• Compliance with FAIS Fit and Proper requirements
• Computer literacy (essential)
• Own Car (Drivers License - Compulsory)

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.
• 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.

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.

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; strives to find solutions to problems.
• Interacting with People: Project enthusiasm; focus on interacting and networking with people.
• Convincing People: Comfortable having to persuade others; shape opinions by being outspoken; seek to negotiate with others.
• Articulating Information: Articulate in giving presentations; is eloquent and explains things well; projects social confidence when articulating information.
• Conveying Self-Confidence: Self-assured and project inner confidence; confident and determines own future; value own contributions.
• Thinking Positively: Optimistic and positive; recover easily from setbacks and obstructions.
• Meeting Timescales: Target focused and meets deadlines; punctual and keep to schedule; reliable in finishing tasks.
• Following Procedures: Conform and adhere to rules; closely follow instructions and procedures; minimise risks by sticking to processes.

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Role Purpose    

• Provide client support services in a timely, accurately and professional manner. Build positive and productive relationships with individual and corporate clients. Manage and grow corporate clients’ portfolios. Maintain existing client base, retain and cross sell. Generate potential leads for advisors. Act as primary contact person for client inquiries and facilitate claims.

Requirements    

• Matric/Senior Certificate
• FAIS Compliant essential (minimum of 120 credits)
• RE
• Computer literate [MS Word, MS Excel, Policy Management system (in-house)]
• 3 years work experience in short term insurance
• Customer service orientated
• Excellent communication skills, including telephone etiquette, bilingualism
• Able to handle pressure
• Planning and organising skills
• Good negotiation skills

Duties & Responsibilities    

• Deliver the right results the FIRST time.
• Be thorough and accurate in delivery of work output.
• Prove to be reliable when tasks are requested.
• Meet agreed deadlines.
• Urgency of delivery (under promise and over deliver)
• Do additional tasks or more tasks in required time frame.
• Relay clear and concise information to one another.
• Indulge in active listening practices.
• Listen and interpret tasks correctly.
• Practice effective written and oral communication.
• Use your initiative – identify tasks to be done.
• Have the right attitude.
• Seek solutions – implement your. recommendations.
• Be imaginative.
• Be self motivated .
• Ensure timorous implementation of activity.
• Prioritise your tasks.
• Meet deadlines set by other people.
• Manage your time.
• Use resources and equipment effectively in order to achieve accurate work in order to achieve accurate work.
• Be punctual and accurate.
• Support and contribute to divisional activity.
• Confront problems or concerns openly.
• Demonstrate your desire to progress in the division or Group.
• Apply your work knowledge in related fields.
• Remain informed of industry developments and apply this to day-to-day work.
• Assist and solve customer queries immediately.
• Provide written and verbal feedback to customers.
• Take responsibility for your workload.
• Be willing to take responsibility for decisions made and outcome.
• Screen facts.
• Diagnose causes.
• Weigh alternative solutions.
• Use own judgement to make timorous decisions.

Competencies    

• ACCURACY
• QUALITY
• QUANTITY
• OPEN COMMUNICATION
• PRO-ACTIVE (INITIATIVE & CREATIVITY)
• PLANNING AND ORGANISING
• BE PROFESSIONAL
• TEAMWORK        
• AMBITION
• APPLICATION OF KNOWLEDGE
• CUSTOMER SERVICE
• ACCEPTANCE OF RESPONSIBILITY
• DECISION MAKING

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Role Purpose    

• Implement communication plans, campaigns and initiatives that support business objectives.

Requirements    
Formal Qualifications:

• Degree in communication, journalism, linguistics or related field

Experience:

• 3-5 years experience in internal communications
• Experience and knowledge in copywriting, proofreading and editing
• Experience in project management  

Knowledge:

• Knowledge of digital and technological communication platforms.
• Knowledge of effective communication strategies.
• Knowledge of brief development and execution.
• Knowledge of Plain Language.

Skills:

• Verbal and written communication skills
• Copywriting skills
• Attention to detail
• Photo and video editing skills is a plus
• Networking and relationship management skills
• Good presentation skills
• Creative and technical writing skills 

Duties & Responsibilities    
Internal Process

• Contribute to the development of the communication strategy, plans and calendar to effectively plan and coordinate communication initiatives and campaigns.
• Liaise with stakeholders in order to obtain communication campaign or initiative requirements.
• Implement communication campaigns and initiatives in consultation with key stakeholders.
• Design, produce and implement effective marketing communication projects for relevant audiences.
• Assist with the coordination and delivery of events and activations as required.
• Ensure the implementation of communication projects according to project plan and communication elements.
• Identify the most appropriate technologies for communication and collaborate with various stakeholders for the effective implementation of initiatives, including internal communication, social media, public relations and marketing material.
• Support business optimisation in terms of branding, business growth and marketing.
• Perform post campaign evaluations and produce reports for stakeholders.
• Conceptualise, give direction on design and implement a brief / or project from a stakeholder.
• Brief the creative team on requirement for the project and ensure they deliver accordingly.
• Measure success of projects and provide feedback and insights to develop improvements for future projects.
• Perform post campaign evaluations and produce reports for stakeholders.
• Understand and provide insight into digital and social media communication behaviour of external stakeholders.

Client Services

• Provide guidance to the team to more communicate more effectively.
• 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 internal and external stakeholders and clients.
• Make recommendations to improvement client service within area of responsibility.
• Participate and contribute to a culture which build 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, apply a can-do attitude, find solutions to challenges.

Finance

• Contribute to the development of area specific budgets to minimise expenditure, in alignment with operational plans.
• Identify opportunities to enhance cost effectiveness and increase operational efficiency.
• Provide input into the risk identification processes and communicate recommendations in the appropriate forum.
• Assist with the finance process where relevant to the communication function.

Competencies    

• Documenting Facts
• Articulating Information
• Meeting Timelines
• Developing Strategies
• Showing Composure
• Taking Action
• Interacting with People
• Embracing Change

go to method of application »

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    

• 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).

go to method of application »

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    

• 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).