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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
Qualifications:
- 3-year BCom degree in the following fields: Financial Planning, Investment or Business Management, Marketing, Finance, Education and Legal.
- Willingness to study towards the degree and recognition of prior learning if you have 3+ years of experience in the IFA industry.
- CFA and/or CFP® is an advantage.
Experience:
- 3 to 5 years financial service industry experience.
- 1 to 3 years relevant industry related sales experience.
- Experience in Momentum Myriad and Investo products is an advantage.
- A proven track record in successfully dealing with clients and/or IFAs in a practice management environment is an advantage.
Knowledge:
- Strong business acumen with sound knowledge in risk assessments, claims, underwriting, Investment, tax, business assurance.
- Financial services industry, investments and wealth management industry, insurance products and regulatory & legislation is advantageous.
Duties & Responsibilities
Engage:
- Be visible to the IFA in order to understand their needs and drive their value proposition.
- Visit the IFA and IFA office based on a defined plan.
- Analyse, monitor and/or increase prescribed weekly activities to exceed sales targets.
Enthuse:
- Identify Momentum target audience of IFA’s, analyze their working environment, and assess competitor influences.
- Recognize key events that will excite IFA’s to commit to doing business with Momentum.
- Ensure long-lasting, deep, and meaningful relationships with the IFA.
- Ensure IFAs move from non-active supporters to active supporters, to
Educate:
- Coach every IFA that they look after through regular engagements and advice-led competence coaching.
- Enable better financial planning and advice outcomes.
Enable:
- Be the IFA's primary source of information within Momentum.
- Achieve and/or exceed the minimum production targets and the minimum productive IFAs required.
go to method of application »
Requirements
Qualifications:
- 3-year tertiary qualification or Willingness to study towards the degree
Experience:
- 1 to 3 years relevant sales and communication experience.
- Experience in Momentum products is an advantage.
Duties & Responsibilities
Drive continuous and consistent engagement with the IFA and the practice (Engage):
- Retail Business Consultants understand the targeted IFA that we are focusing on. Ensure that no barriers hinder a partnership. Understands the competitor environment. Understands the landscape in which we operate. Understand the needs of the IFA and match the value proposition
- Visibility creates a deep understanding of support and establishes the basis for relationships. Handled any query give to them with excellence and feedback provided to IFA. Develop great reasons to visit the IFA
- Proactively support IFAs to move from non-active supporters to active supporters, to ambassadors by
- Visit each IFA and IFA office based on a defined plan and deliver a product promoting message. Analyse, monitor and/or increase prescribed weekly activities to exceed sales targets
- Engage every targeted Risk and Saving IFA in a structured, professional and effective manner.
- Forming long-lasting, deep, and meaningful relationships with the IFA.
- Develop IFA retention strategies that focus on engagements that encourage IFA to keep there books with us.
- Encourage and promote connection to the brand and digital way of work.
Mobilise support by being visibly excited and ignited about Momentum (Enthuse):
- Showing IFA’s the best way to work with us. Ensure IFAs adopt the Digital way of work.
- Ensure long-lasting, deep, and meaningful relationships with the IFA.
- Up the value and contribute insights, new critical knowledge and understanding delivered to IFA’s that will enable sales (Educate):
- Foster the perception among IFAs that Momentum is a thought leader (Be the IFA's primary source of information within Momentum.) A dependency on Momentum BCs to be the ‘source’ of information.
- Deliver accountability, innovation, excellence, and influence in your business dealings to enable better Financial planning and advice outcomes.
- Advice-led coaching competence of the IFA Influence through coaching and learning
- 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.
- Ensure IFAs are consistently informed and engaged through coaching and regular interactions including not limited to impact of regulation on the IFA practice, financial planning professional, industry and legislation knowledge.
- Contribute and enable IFAs to increase own production and enable better financial planning and advice outcomes
(Empower/ Enable)
- Have a very good understanding of the strengths, vulnerabilities, risks, and opportunities of the IFA practice and cultivate Momentum as the business partner of choice that leads Advice –led
- Achieve and/or exceed the minimum input targets,
- Achieve and/or exceed the minimum productive IFAs required,
- Ensure Production/Business retention & growth of IFA’s business
Factors to Consider:
- Willing to work on a commission-based structure with high performance matching pay
- Willing to travel to the IFA (Car and drivers license) with flexibility to arrange your diary
go to method of application »
Requirements
Qualifications:
- 3-year tertiary qualification or Willingness to study towards the degree
Experience:
- 1 to 3 years relevant sales and communication experience.
- Experience in Momentum products is an advantage.
Duties & Responsibilities
Drive continuous and consistent engagement with the IFA and the practice (Engage):
- Retail Business Consultants understand the targeted IFA that we are focusing on. Ensure that no barriers hinder a partnership. Understands the competitor environment. Understands the landscape in which we operate. Understand the needs of the IFA and match the value proposition
- Visibility creates a deep understanding of support and establishes the basis for relationships. Handled any query give to them with excellence and feedback provided to IFA. Develop great reasons to visit the IFA
- Proactively support IFAs to move from non-active supporters to active supporters, to ambassadors by
- Visit each IFA and IFA office based on a defined plan and deliver a product promoting message. Analyse, monitor and/or increase prescribed weekly activities to exceed sales targets
- Engage every targeted Risk and Saving IFA in a structured, professional and effective manner.
- Forming long-lasting, deep, and meaningful relationships with the IFA.
- Develop IFA retention strategies that focus on engagements that encourage IFA to keep there books with us.
- Encourage and promote connection to the brand and digital way of work.
Mobilise support by being visibly excited and ignited about Momentum (Enthuse):
- Showing IFA’s the best way to work with us. Ensure IFAs adopt the Digital way of work.
- Ensure long-lasting, deep, and meaningful relationships with the IFA.
- Up the value and contribute insights, new critical knowledge and understanding delivered to IFA’s that will enable sales (Educate):
- Foster the perception among IFAs that Momentum is a thought leader (Be the IFA's primary source of information within Momentum.) A dependency on Momentum BCs to be the ‘source’ of information.
- Deliver accountability, innovation, excellence, and influence in your business dealings to enable better Financial planning and advice outcomes.
- Advice-led coaching competence of the IFA Influence through coaching and learning
- 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.
- Ensure IFAs are consistently informed and engaged through coaching and regular interactions including not limited to impact of regulation on the IFA practice, financial planning professional, industry and legislation knowledge.
- Contribute and enable IFAs to increase own production and enable better financial planning and advice outcomes
(Empower/ Enable)
- Have a very good understanding of the strengths, vulnerabilities, risks, and opportunities of the IFA practice and cultivate Momentum as the business partner of choice that leads Advice –led
- Achieve and/or exceed the minimum input targets,
- Achieve and/or exceed the minimum productive IFAs required,
- Ensure Production/Business retention & growth of IFA’s business
Factors to Consider:
- Willing to work on a commission-based structure with high performance matching pay
- Willing to travel to the IFA (Car and drivers license) with flexibility to arrange your diary
go to method of application »
Requirements
Qualifications:
- 3-year tertiary qualification or Willingness to study towards the degree
Experience:
- 1 to 3 years relevant sales and communication experience.
- Experience in Momentum products is an advantage.
Duties & Responsibilities
Drive continuous and consistent engagement with the IFA and the practice (Engage):
- Retail Business Consultants understand the targeted IFA that we are focusing on. Ensure that no barriers hinder a partnership. Understands the competitor environment. Understands the landscape in which we operate. Understand the needs of the IFA and match the value proposition
- Visibility creates a deep understanding of support and establishes the basis for relationships. Handled any query give to them with excellence and feedback provided to IFA. Develop great reasons to visit the IFA
- Proactively support IFAs to move from non-active supporters to active supporters, to ambassadors by
- Visit each IFA and IFA office based on a defined plan and deliver a product promoting message. Analyse, monitor and/or increase prescribed weekly activities to exceed sales targets
- Engage every targeted Risk and Saving IFA in a structured, professional and effective manner.
- Forming long-lasting, deep, and meaningful relationships with the IFA.
- Develop IFA retention strategies that focus on engagements that encourage IFA to keep there books with us.
- Encourage and promote connection to the brand and digital way of work.
Mobilise support by being visibly excited and ignited about Momentum (Enthuse):
- Showing IFA’s the best way to work with us. Ensure IFAs adopt the Digital way of work.
- Ensure long-lasting, deep, and meaningful relationships with the IFA.
- Up the value and contribute insights, new critical knowledge and understanding delivered to IFA’s that will enable sales (Educate):
- Foster the perception among IFAs that Momentum is a thought leader (Be the IFA's primary source of information within Momentum.) A dependency on Momentum BCs to be the ‘source’ of information.
- Deliver accountability, innovation, excellence, and influence in your business dealings to enable better Financial planning and advice outcomes.
- Advice-led coaching competence of the IFA Influence through coaching and learning
- 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.
- Ensure IFAs are consistently informed and engaged through coaching and regular interactions including not limited to impact of regulation on the IFA practice, financial planning professional, industry and legislation knowledge.
- Contribute and enable IFAs to increase own production and enable better financial planning and advice outcomes
(Empower/ Enable)
- Have a very good understanding of the strengths, vulnerabilities, risks, and opportunities of the IFA practice and cultivate Momentum as the business partner of choice that leads Advice –led
- Achieve and/or exceed the minimum input targets,
- Achieve and/or exceed the minimum productive IFAs required,
- Ensure Production/Business retention & growth of IFA’s business
Factors to Consider:
- Willing to work on a commission-based structure with high performance matching pay
- Willing to travel to the IFA (Car and drivers license) with flexibility to arrange your diary
go to method of application »
Requirements
Qualifications:
- 3-year tertiary qualification or Willingness to study towards the degree
Experience:
- 1 to 3 years relevant sales and communication experience.
- Experience in Momentum products is an advantage.
Duties & Responsibilities
Drive continuous and consistent engagement with the IFA and the practice (Engage):
- Retail Business Consultants understand the targeted IFA that we are focusing on. Ensure that no barriers hinder a partnership. Understands the competitor environment. Understands the landscape in which we operate. Understand the needs of the IFA and match the value proposition
- Visibility creates a deep understanding of support and establishes the basis for relationships. Handled any query give to them with excellence and feedback provided to IFA. Develop great reasons to visit the IFA
- Proactively support IFAs to move from non-active supporters to active supporters, to ambassadors by
- Visit each IFA and IFA office based on a defined plan and deliver a product promoting message. Analyse, monitor and/or increase prescribed weekly activities to exceed sales targets
- Engage every targeted Risk and Saving IFA in a structured, professional and effective manner.
- Forming long-lasting, deep, and meaningful relationships with the IFA.
- Develop IFA retention strategies that focus on engagements that encourage IFA to keep there books with us.
- Encourage and promote connection to the brand and digital way of work.
Mobilise support by being visibly excited and ignited about Momentum (Enthuse):
- Showing IFA’s the best way to work with us. Ensure IFAs adopt the Digital way of work.
- Ensure long-lasting, deep, and meaningful relationships with the IFA.
- Up the value and contribute insights, new critical knowledge and understanding delivered to IFA’s that will enable sales (Educate):
- Foster the perception among IFAs that Momentum is a thought leader (Be the IFA's primary source of information within Momentum.) A dependency on Momentum BCs to be the ‘source’ of information.
- Deliver accountability, innovation, excellence, and influence in your business dealings to enable better Financial planning and advice outcomes.
- Advice-led coaching competence of the IFA Influence through coaching and learning
- 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.
- Ensure IFAs are consistently informed and engaged through coaching and regular interactions including not limited to impact of regulation on the IFA practice, financial planning professional, industry and legislation knowledge.
- Contribute and enable IFAs to increase own production and enable better financial planning and advice outcomes
(Empower/ Enable)
- Have a very good understanding of the strengths, vulnerabilities, risks, and opportunities of the IFA practice and cultivate Momentum as the business partner of choice that leads Advice –led
- Achieve and/or exceed the minimum input targets,
- Achieve and/or exceed the minimum productive IFAs required,
- Ensure Production/Business retention & growth of IFA’s business
Factors to Consider:
- Willing to work on a commission-based structure with high performance matching pay
- Willing to travel to the IFA (Car and drivers license) with flexibility to arrange your diary
go to method of application »
Requirements
Qualifications:
- 3-year tertiary qualification or Willingness to study towards the degree
Experience:
- 1 to 3 years relevant sales and communication experience.
- Experience in Momentum products is an advantage.
Duties & Responsibilities
Drive continuous and consistent engagement with the IFA and the practice (Engage):
- Retail Business Consultants understand the targeted IFA that we are focusing on. Ensure that no barriers hinder a partnership. Understands the competitor environment. Understands the landscape in which we operate. Understand the needs of the IFA and match the value proposition
- Visibility creates a deep understanding of support and establishes the basis for relationships. Handled any query give to them with excellence and feedback provided to IFA. Develop great reasons to visit the IFA
- Proactively support IFAs to move from non-active supporters to active supporters, to ambassadors by
- Visit each IFA and IFA office based on a defined plan and deliver a product promoting message. Analyse, monitor and/or increase prescribed weekly activities to exceed sales targets
- Engage every targeted Risk and Saving IFA in a structured, professional and effective manner.
- Forming long-lasting, deep, and meaningful relationships with the IFA.
- Develop IFA retention strategies that focus on engagements that encourage IFA to keep there books with us.
- Encourage and promote connection to the brand and digital way of work.
Mobilise support by being visibly excited and ignited about Momentum (Enthuse):
- Showing IFA’s the best way to work with us. Ensure IFAs adopt the Digital way of work.
- Ensure long-lasting, deep, and meaningful relationships with the IFA.
- Up the value and contribute insights, new critical knowledge and understanding delivered to IFA’s that will enable sales (Educate):
- Foster the perception among IFAs that Momentum is a thought leader (Be the IFA's primary source of information within Momentum.) A dependency on Momentum BCs to be the ‘source’ of information.
- Deliver accountability, innovation, excellence, and influence in your business dealings to enable better Financial planning and advice outcomes.
- Advice-led coaching competence of the IFA Influence through coaching and learning
- 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.
- Ensure IFAs are consistently informed and engaged through coaching and regular interactions including not limited to impact of regulation on the IFA practice, financial planning professional, industry and legislation knowledge.
- Contribute and enable IFAs to increase own production and enable better financial planning and advice outcomes
(Empower/ Enable)
- Have a very good understanding of the strengths, vulnerabilities, risks, and opportunities of the IFA practice and cultivate Momentum as the business partner of choice that leads Advice –led
- Achieve and/or exceed the minimum input targets,
- Achieve and/or exceed the minimum productive IFAs required,
- Ensure Production/Business retention & growth of IFA’s business
Factors to Consider:
- Willing to work on a commission-based structure with high performance matching pay
- Willing to travel to the IFA (Car and drivers license) with flexibility to arrange your diary
go to method of application »
Requirements
Qualifications:
- 3-year tertiary qualification or Willingness to study towards the degree
Experience:
- 1 to 3 years relevant sales and communication experience.
- Experience in Momentum products is an advantage.
Duties & Responsibilities
Drive continuous and consistent engagement with the IFA and the practice (Engage):
- Retail Business Consultants understand the targeted IFA that we are focusing on. Ensure that no barriers hinder a partnership. Understands the competitor environment. Understands the landscape in which we operate. Understand the needs of the IFA and match the value proposition
- Visibility creates a deep understanding of support and establishes the basis for relationships. Handled any query give to them with excellence and feedback provided to IFA. Develop great reasons to visit the IFA
- Proactively support IFAs to move from non-active supporters to active supporters, to ambassadors by
- Visit each IFA and IFA office based on a defined plan and deliver a product promoting message. Analyse, monitor and/or increase prescribed weekly activities to exceed sales targets
- Engage every targeted Risk and Saving IFA in a structured, professional and effective manner.
- Forming long-lasting, deep, and meaningful relationships with the IFA.
- Develop IFA retention strategies that focus on engagements that encourage IFA to keep there books with us.
- Encourage and promote connection to the brand and digital way of work.
Mobilise support by being visibly excited and ignited about Momentum (Enthuse):
- Showing IFA’s the best way to work with us. Ensure IFAs adopt the Digital way of work.
- Ensure long-lasting, deep, and meaningful relationships with the IFA.
- Up the value and contribute insights, new critical knowledge and understanding delivered to IFA’s that will enable sales (Educate):
- Foster the perception among IFAs that Momentum is a thought leader (Be the IFA's primary source of information within Momentum.) A dependency on Momentum BCs to be the ‘source’ of information.
- Deliver accountability, innovation, excellence, and influence in your business dealings to enable better Financial planning and advice outcomes.
- Advice-led coaching competence of the IFA Influence through coaching and learning
- 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.
- Ensure IFAs are consistently informed and engaged through coaching and regular interactions including not limited to impact of regulation on the IFA practice, financial planning professional, industry and legislation knowledge.
- Contribute and enable IFAs to increase own production and enable better financial planning and advice outcomes
(Empower/ Enable)
- Have a very good understanding of the strengths, vulnerabilities, risks, and opportunities of the IFA practice and cultivate Momentum as the business partner of choice that leads Advice –led
- Achieve and/or exceed the minimum input targets,
- Achieve and/or exceed the minimum productive IFAs required,
- Ensure Production/Business retention & growth of IFA’s business
Factors to Consider:
- Willing to work on a commission-based structure with high performance matching pay
- Willing to travel to the IFA (Car and drivers license) with flexibility to arrange your diary
go to method of application »
Requirements
Qualifications:
- Matric
- Office administration qualification or Business related (Degree/NQF 7)
Experience:
- 1-3 years providing effective administrative and client support to Business Consultants /IFA
- 1-3 years of processing new business applications
- Insurance industry experience (preferred)
- Experience within the MDS Sales environment will be an advantage.
Duties & Responsibilities
Internal processes: Sales and Service Experience
- Understanding of end-to-end processes across product lines
- Challenge processes that do not serve the business - ease of business.
- Good understanding of Compliance process adherence and impact of non-adherence
- Quotes fulfillment and tracking
- Professional presentation of quote and relevant supporting documentation that support the 'advice-led' process.
- Accountable for the new business process - end to end completed with least amount of comeback.
- Process application form and engage with Financial Adviser /practice staff asap after receipt.
- Engage with Financial Adviser practice staff to ensure processing happens smoothly with full ownership of the process through understanding and conveying the reason for requirements.
- Ensure all cases and new business applications are correctly recorded and kept up to date on activity manager.
- Log appropriate activities, timeously (quotes and Financial Adviser engagements)
- Consult systems to view progress - those documents pull through correctly.
- Manage pipeline - keep clean and relevant. Drive submission of requirements to ensure cases issue.
- Having regular engagement sessions with Business Consultant to update on status of all quotations, pipeline business and any other sales enablement updates.
- Prepare Consultant for engagement – by providing reports, quote feedback, pipeline business.
- Co-accountability for Momentum Distribution Service target achievement with consultant
- Administratively support Consultant on all planned marketing calls - to follow through in support.
- Understanding of all available reports such as Power BI, lapse and arrear reports, reinstatement reports
- Training of Financial Adviser practice staff through knowledge sharing of digital capabilities (such as Power BI, Campaign master etc.)
- Comfortable to be a first point of call on Financial Adviser /practice staff online navigation enquiries.
- Ensure that all training interventions are recorded on appropriate reports
- Provide support to other branches (nationally) when need arises to ensure business continuity
- Identify and report process and system failures and enhancements to improve client experience.
- Escalate faults and other housekeeping issues with the relevant stakeholders or service providers.
- Gets involved in service centre escalations to improve the experience, has to think on their feet and always maintain good ambassadorship with a can-do attitude.
- High quality of processing and displays resilience in follow-ups and ensuring cases issue in the shortest possible timeframe – high performance standards.
Client Advisor: Stakeholder Engagement
- Ensure all internal and external engagements are conducted in a professional manner.
- Maintain meaningful business relationships with all stakeholders.
- Provide authoritative expertise to clients and 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.
- Participate and contribute to a culture which builds rewarding relationships, facilitates feedback, and provides exceptional client service.
- The DSA plays an integral role between MDS and IFA and IFA practice in support, online capability knowledge and subsequent training.
- Similarly, this role is expected to understand and fulfil on the role requirement to keep consultants fully abreast of pipeline and new business activities to be fully informed in the face of the IFA.
Collaboration and Self-development
- 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 legislative knowledge.
- Contribute to continuous innovation through the development, sharing and implementation of new ideas.
- Take ownership for driving career development.
Finance: Business Efficiencies and Effectiveness
- Identify opportunities to enhance effectiveness and increase operational efficiency.
- Manage company resources under your control with due respect.
- Provide input into the risk identification processes and communicate recommendations in the appropriate forum.
go to method of application »
Requirements
- Completed Grade 12 (Matric).
- Passed Mathematics with 40% or Mathematical Literacy with minimum 60%.
- Passed English and another South African language with a minimum of 50%.
- Computer Literacy is an advantage.
- Unemployed and can commit to a 12-month programme.
- People with disabilities are encouraged to apply.
- Upload certified copy of Matric certificate and ID (Copies should not be older than 3 months)
What you'll need:
- Be a South African citizen between the ages of 18 and 30 years.
- Be available from 01 September 2024 to 31 August 2025.
- Be able to commute to the workplace on your own.
- Not be studying (part-time or full-time) at a tertiary level during the duration of the Learnership.
- Not have completed the same Learnership previously.
Duties & Responsibilities
- Attend classroom activities and practical on-the-job training as well as carry out functions in line with the Learnership as required by Momentum Metropolitan.
- Acquire knowledge of company products, policies, and procedures in order to be successful at on-the-job training activities.
- Compile a Portfolio of Evidence for submission to Sector Education and Training Authority (SETA).
- Complete logbooks for work-based learning.
- Complete formative and summative assessments and achieve the required level.
- Demonstrate skills in using the company’s systems and understanding operational processes.
- Conduct yourself as an employee of Momentum Metropolitan and display the MMH values.
go to method of application »
Requirements
- Completed Grade 12 (Matric).
- Passed Mathematics with 40% or Mathematical Literacy with minimum 60%.
- Passed English and another South African language with a minimum of 50%.
- Computer Literacy is an advantage.
- Unemployed and can commit to a 12-month programme.
- People with disabilities are encouraged to apply.
- Upload certified copy of Matric certificate and ID (Copies should not be older than 3 months)
What you'll need:
- Be a South African citizen between the ages of 18 and 30 years.
- Be available from 01 September 2024 to 31 August 2025.
- Be able to commute to the workplace on your own.
- Not be studying (part-time or full-time) at a tertiary level during the duration of the Learnership.
- Not have completed the same Learnership previously.
Duties & Responsibilities
- Attend classroom activities and practical on-the-job training as well as carry out functions in line with the Learnership as required by Momentum Metropolitan.
- Acquire knowledge of company products, policies, and procedures in order to be successful at on-the-job training activities.
- Compile a Portfolio of Evidence for submission to Sector Education and Training Authority (SETA).
- Complete logbooks for work-based learning.
- Complete formative and summative assessments and achieve the required level.
- Demonstrate skills in using the company’s systems and understanding operational processes.
- Conduct yourself as an employee of Momentum Metropolitan and display the MMH values.
go to method of application »
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.
go to method of application »
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.
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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.
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Requirements
- 3-5 Years’ Business Analysis or related experience (e.g. Testing or Business Systems Analysis)
- Experience in modeling, solution testing and verification
- Information Technology or related degree
- Financial services experience will be beneficial
- Experience in working with cross-functional project teams will be beneficial
- Project management qualification (Desirable)
- Business Analysis certification (e.g. BABOK, CBAP) (Desirable)
Duties & Responsibilities
INTERNAL PROCESS
- Keep abreast of latest IT trends and practices to optimise service offering and minimise risk.
- Gather and interpret requirements from key stakeholders/customers in line with business analysis frameworks.
- Analyse and understand the business’ requirement 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 and by testers to test and confirm successful delivery of solutions to the requirement.
- Contribute to translating the business goals into design in line with systems architecture.
- Act as a liaison between key stakeholders/customers and the project team to determine customer needs and translate these into business requirements.
- Oversee 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 solution 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, repeatable and sustainable and solve complex business problems.
- Participate in User Acceptance testing and guide users to ensure that the designed solution ultimately meets business requirements.
- Define the success criteria using scenario testing and test cases to ensure that testing covers all aspects of the business specification.
- Test and validate 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 diagrammatic representations.
- Collaborate with various business areas and teams to ensure integration and consistency of solutions across business.
CLIENT
- Build and maintain relationships with clients and internal and external stakeholders.
- Deliver on service level agreements applicable to 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.
- Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.
- Continuously monitor turnaround times and quality standards and resolve issues speedily to enhance client service delivery.
- Drive client service delivery goal achievement in line with predefined standards in order 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.
PEOPLE
- Contribute to creating a positive work climate and culture to energise employees, give meaning to work, minimise work disruption and maximise employee productivity.
- Contribute to and drive a culture that guides and directs best practice, fostering an environment of continuous learning, people growth and improvement and cohesiveness.
- Effectively manage your performance within the team in order to ensure business objectives are achieved.
- Be a role model for innovation, change agility and collaboration behaviours within the team.
FINANCE
- Identify solutions to enhance cost effectiveness and increase operational efficiency.
- Manage financial and other company resources under your control with due respect.
- Manage high risk and problematic financial issues in area of accountability and contribute to the development of policy.
go to method of application »
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.
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QUALIFICATIONS
- Grade 12 or equivalent.
- Bachelor’s degree in Business, Finance, Statistics, Information Systems, or related fields
- Post Graduate degree (advantageous)
- Project Management (advantageous)
EXPERIENCE
- 5 Years in a similar leadership role
- 2 Years experience in Data analysis, Reporting or Business intelligence
- Advanced proficiency in Microsoft Office (Excel, Word, Power Point, SharePoint)
- Proficient in Power Business Intelligence (BI) and/or other Data Visualisation tools, like QlikView and Tableau, etc.
- Deep understanding of Data Management and Business Intelligence
- Experience in Financial Services, Medical Scheme Administration or Managed Care (Health Risk Management) preferable
SKILLS
- Communication skills (written and verbal)
- Problem solving skills (critical thinking)
- Facilitation and presentation skills
- Business Report writing skill
Duties & Responsibilities
INTERNAL PROCESS
- Report Delivery
- Lead a team of analysts and specialists to deliver scheduled daily, weekly, monthly, quarterly, annual and adhoc Operational Reports, Scorecards and Dashboards to various stakeholders within the required service level agreements.
- Manage the end-to-end development and deployment of automated reports and dashboards.
- Insights
- Analyse data and reports to identify drivers, trends, outliers, patterns, and relationships between metrics.
- Develop and maintain tools, processes, and capabilities to generate actionable insights.
- Enable data driven decision making through communicating, presenting and simplifying complex information (Tool, Process, Skills).
- Manage the execution of analysis, insights as well as reporting projects.
Governance
- Define, Develop, Implement, document, standardise, track and monitor KPI’s, metrics and measurements through collaborating with cross-functional teams in Operations, BI and Analytics and IT.
- Develop and implement reporting and quality standards and controls across operations and oversee its compliance.
- Develop Service Level Agreements (SLA) Risk Management monitoring and compliance processes in line with industry standards and frameworks.
- Implement early warning reporting and response processes and systems to enable the pro-active management of Contractual SLA compliance.
- Monitor, track and report on SLA none-compliance drivers and interventions.
CLIENT
- Provide authoritative expertise and advice to clients and stakeholders.
- Build and maintain relationships with clients and internal and external stakeholders.
- Deliver on SLA 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.
- Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.
- Continuously monitor turnaround times and quality standards and resolve issues speedily to enhance client service delivery
- Drive client service delivery goal achievement in line with predefined standards in order 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
PEOPLE
- Develop and maintain productive and collaborative working relationships with peers and stakeholders.
- Positively influence and lead change initiatives.
- Continuously develop own expertise in terms of professional, industry and legislation knowledge.
- Encourage innovation, change agility and collaboration within the team.
- Take ownership for driving career development.
- Identify employee growth and development needs and schedule interventions to enable ongoing development, training and personal growth.
- Create a positive work climate and culture to energise employees, give meaning to work, minimise work disruption and maximise employee productivity.
- Provide guidance, coaching and mentoring to direct reports.
- Lead by example in living the values of the organisation and aligning to the values of the client.
- 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 MM values
- Provide transformation interventions on areas that require immediate attention in order to create harmonisation and thereby accelerating performance.
- 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.
- Execute effective workforce planning practices to ensure that staffing requirements are accurately forecasted.
- Effectively manage performance within the team in order to ensure business objectives are achieved
FINANCE
- 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.
- Implement and compile budgets to minimise expenditure in alignment with tactical delivery plans.
go to method of application »
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.
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Qualifications:
- Matric or NQF Level 4 equivalent
Experience:
- Background in deceased estates and legal documents (advantegous)
- Solid administrative background
Duties & Responsibilities
Estate Renunciation:
- Prepare the Renunciation letter and attach associated documents including the Original will, to hand forward to the Take on team as instructed.
Processing of documents receive from heirs:
- Acknowledge receipt of specific documents to the Take on team.
- Arrange for specific documents as instructed to be certified by the legal adviser or other representative.
- Record which items are not yet received for the Take on team to follow up on.
- Scan the documents received as specifically instructed for use/ access by the wider Team
- Attend to Transfer of movable assets e.g. firearms and vehicles.
Section 29 and 35 Adverts to be scanned to each estate client folder:
- Ensure Section 29 adverts are scanned to the relevant client sub folder
- Ensure Section 35 adverts are scanned to the relevant client sub folder.
- Placing Section 29 and Section 35 advertisements .
- Sending Liquidation and Distribution account to Magistrate offices before the account lays for inspection and obtaining Magistrate certificate.
Populate the process amanagement spreadsheetof each client as created by the legal adviser:
- Ensure the wider Team can trace where each matter is on the Take-on sub process
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Qualifications:
- Grade 12 or equivalent qualification
- Post matric qualification in Financial Management or Accounting or related qualification.
- Relevant project management qualification (advantageous)
Experience:
- 3 - 5 years’ finance and office administration within the financial services industry.
- 1 year experience working in Learning & Development (preferred)
Knowledge:
- Microsoft Suite (Word, Excel, PowerPoint)
- Knowledge of relevant accounting principles
- Business acumen and understanding of relevant business processes
Duties & Responsibilities
Finance Administration:
- Process daily and monthly financial transactions in line with the internal Momentum Retail procedures and within agreed timeframes, to ensure timely reconciliations and reporting.
- Accurately allocate all L&P cashbook transactions to ensure accurate month-end reporting.
- Process and upload financial reports for all learning, training interventions within agreed timeframes, in adherence to guidelines.
- Provide input into monthly reconciliations and resolve any outstanding queries.
- Investigate and resolve queries related to financial transactions.
- Maintain accurate financial records of financial transactions processed.
- Contribute to the audit process and resolve any audit queries within deadlines.
- Adhere to financial controls and mitigate financial risks.
- Review all documentation to ensure that the correct level of authority has authorised the document.
- Processing of monthly creditors payments according to a payment schedule.
- On a monthly basis, review departmental budget reports obtained from Finance.
Executive Assistance:
- Support diary management activities of the Head of Learning & Performance to effectively manage and optimise time.
- Manage detailed travel arrangements and compile all the relevant documentation for travel-related meetings.
- Oversee all the components (logistics, catering etc.) of events, meetings and functions within budget and specifications.
Client
- Build and maintain relationships with clients and internal and external stakeholders.
- Deliver on service level agreements made with clients and internal and external stakeholders to ensure that client 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.
- Continuously develop own expertise in terms of professional, industry and legislation knowledge.
- Take ownership for driving career development.
Method of Application
Use the link(s) below to apply on company website.
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