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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 qualification or equivalent
- At least 1 year administration and data capturing experience in an insurance environment
- Intermediate Microsoft Excel skills
- Employee Benefits experience will be an advantage
Duties & Responsibilities
- Data capturing in respect documents and correspondence.
- Respond to and resolve basic enquiries within agreed service level agreement.
- Redirect emails meant for otherareas to the appropriate individual/mailbox.
- Familiarise self with the various areas within Momentum Corporate in order to gain knowledge of where enquiries should be directed to, if required.
- Ensuring a high level of customer service when liaising with stakeholders.
- Provide support to the front-line team for inbound call overflows & query handling.
- Ensuring that the principles and outcomes of TCF (Treating Customers Fairly) are practiced and achieved in all duties performed and services provided to all stakeholders.
Competencies
- Attention to detail.
- Time management skills.
- Communication skills.
- Planning skills.
- Interpersonal skills.
go to method of application »
Requirements
- 1-2 years relevant experience (essential)
- Exposure to the insurance or financial services industry (desirable)
- Grade 12 or equivalent qualification,
- Relevant business-related qualification,
- MS Office Suite (Word, Excel)
Duties & Responsibilities
INTERNAL PROCESS
- Take ownership of all client service requests and ensure that it is resolved timeously and effectively.
- Capture data accurately on relevant systems according to Service Level Agreements.
- Provide relevant information and documentation as requested, in line with relevant guidelines.
- File and maintain all relevant documentation, enabling ease of access by team members.
- Accurately complete all administrative and reporting requirements within agreed timeframes.
- Adhere to all relevant legislative /compliance requirements.
- Identify and report process and system failures and enhancements to improve client experience.
CLIENT
- Provide authoritative expertise to clients and stakeholders.
- Build and maintain relationships with clients and internal andexternal stakeholders.
- Deliver on service level agreementsmade with clients and internal andexternal stakeholders in order toensure 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.
PEOPLE
- Develop and maintain productive and collaborative working relationships with peers andstakeholders.
- 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
- 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
- Analytical
- Teamwork
- Time Management
- Communication skills
- Interpersonal skills
- Planning skills
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
- Relevant business degree. An MBA or similar advanced degree will be an advantage.
- Minimum of 5 years of experience in strategic management, business reporting, data analysis, program and/or project management.
- 3 to 5 years’ experience in the financial services industry in a retailisation or member solutions environment.
- Minimum of 2 years leadership experience.
- Minimum of 2 years managing a small team.
- Proficiency in Power BI and other data management tools.
- Knowledge, understanding and experience in project management tools (for example, Microsoft Project, Clarity, PPM).
- The Portfolio Manager plays a pivotal role in the strategic success of Member Solutions, ensuring that strategic initiatives, reporting, and projects are aligned with the business’s overall objectives. This position requires a dynamic individual with a strategic mindset, excellent data analytical skills, and the ability to manage projects and stakeholder relationships effectively.
Duties & Responsibilities
INTERNAL
- Understands the Member Solutions objectives and what needs to be achieved in line with the Momentum Corporate business strategy.
- Drive and provide competitive analysis on various companies’ market offerings around Retirement Benefit Counselling (RBC), employee financial wellbeing and Retailisation.
- Stay abreast of market trends pertaining to RBC, employee financial wellbeing and Retailisation.
- Preparation of presentations relating to strategy required in various forums. Responsible for the accurate distribution of data to various forums.
- Incorporates Value Creation and Sustainable Solutions objectives into portfolio plan, measures, monitors and delivers objectives.
- Partner with key stakeholders to deliver on communication and the marketing strategy for Member Solutions.
- Drive the coordination of the Member Conference, various marketing campaigns, digital campaigns and onsite activations.
- Create and edit Member Solutions Executive presentations to deliver a concise and persuasive message.
- Prepare and consolidate reports for the Member Solutions Executive.
- Develop Financial Wellness Programmes. Continuously improve the current financial wellness content in line with market demands.
- Responsible for the collation and coordination of data relating to Members, Preservations & Annuities, flows from other channels, leads management and scorecards.
- Manage Member Solutions 3rd party contract agreements and vendor support such as the CRM tool.
- Oversee the development and maintenance of Power BI dashboards for reporting and analysis.
- Ensure accurate and timely data reporting to support strategic decision-making.
- Conduct data analysis to derive actionable insights and make recommendations for improvement.
- Lead projects to standardise and streamline internal and external communications.
- Drive the implementation and coordination of internal communications programs and tools and evaluate existing communication channels to recommend enhancements.
- Coordinate graphics and content for internal broadcasts and responsible for all Corporate Communications content posted to intranet for internal communications.
- Ensure that all the communication platforms and software license that Member Solutions utilised is renewed, Zoom, Insightly, Vimeo etc.
- Works collaboratively with others across the organisation to achieve shared objectives.
CLIENT
- Build and maintain relationships with clients and stakeholders that promote cross delivery practice solutions.
- Contribute to sustaining a competitive edge through external networking and benchmarking and representation on related forums.
- Define fair and innovative client service practices which build rewarding relationships and allows team to provide exceptional client service.
- Contribute to the design of client journeys that result in a superior client experience.
- Engage with key internal and external stakeholders to identify changing client needs and align service offering with client needs.
- Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service
- Build and maintain relationships with clients and stakeholders that promote cross delivery practice solutions.
- Contribute to sustaining a competitive edge through external networking and benchmarking and representation on related forums.
- Define fair and innovative client service practices which build rewarding relationships and allows team to provide exceptional client service.
- Contribute to the design of client journeys that result in a superior client experience.
- Engage with key internal and external stakeholders to identify changing client needs and align service offering with client needs.
- Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides 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 MMH values.
- Drive a culture that guides and directs best practice, fostering an environment of continuous learning, improvement and cohesiveness.
FINANCE
- Optimally utilise the budget for area, including the authorisation of expenditures and implementation of financial regulations.
- Manage high risk and problematic financial issues in area of accountability and contribute to the development of policy.
- Identify solutions to enhance cost effectiveness and increase operational efficiency.
- Implement and manage financial risk methodologies, techniques and systems and use to monitor and report on financial activities.
- Implement risk management, governance and compliance policies in own practice area, to identify and manage governance and risk exposure liability.
Competencies
- Strong strategic planning and business acumen.
- Proficient in Power BI and data analysis.
- Project management expertise with a track record of successful project delivery.
- Excellent communication and presentation skills.
- Ability to build and maintain effective stakeholder relationships.
- Strong analytical and problem-solving skills.
- Accountability.
- Relationship Management.
- Leadership.
- Commercial thinking.
- Client/stakeholder commitment and focus.
- Drive for results.
- Data Management and Analysis.
- Strategic Thinking & Execution.
- Leads change and Innovation.
- Motivating and Inspiring a Team.
- Leadership impact and Influence.
- Self-awareness and Insight.
- Diversity and Inclusiveness.
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.
Competencies
- Examining Information: Analyse and process information; ask probing questions and strive to find solutions to problems.
- Interacting with People: Project enthusiasm and focus on building strong relationships and networks.
- Convincing People: Comfortable having to persuade others; shape opinions by being outspoken and seek to negotiate with others.
- Articulating Information: Be eloquent and explain concepts well and project social confidence when articulating information.
- Thinking Positively: Optimistic and positive; recover easily from setbacks and obstructions.
- Meeting Timescales: Strong focus on meeting target and deadlines
go to method of application »
Qualifications:
- BCom degree in the following fields: Business Management, Investments.
- Honours degree is an advantage.
- CFP® is an advantage
Experience:
- 5 to 8 years’ financial service industry experience with majority in risk and saving
- 3 to 8 years’ relevant management experience
- Momentum Myriad and Investo experience an advantage
- Strong business acumen, with an ease to take decisions and initiating action
- Business process experience – new business, underwriting, claims
Knowledge:
- Financial planning and advice process knowledge – tax, structuring, estate planning
- Knowledge of financial services industry and Momentum products
Duties & Responsibilities
Responsibilities and Work outputs
- Active People Mobiliser:
- Manage the team
- Continuous drive to interview and recruit the best specialist to match the IFA base
- Joint calls with specialists.
- Regular feedback and coaching - one-on-one and in the team.
- People that will walk through fire for their RGM.
- Effective lead team.
- Have robust relationships with all key stakeholders in MDS product houses and externally
Driver of high-performance culture:
- Develop and execute the business plan
- Set the performance standard by regularly attracting new IFAs.
- Set annual, quarterly and monthly sales goals for each BC.
- Develop and drive growth in sales distribution in support of strategic objectives.
- Create a great team spirit.
- Active competition and recognition
- Ensure achievement of sales targets.
- Competition to step up further
Learning and Development Catalyst:
- Engage each of their Specialists systematically and consistently
- Support the Continuous learning program and knowledge distribution program
- Bring new content, product changes smoothly into the IFA market
- Master competitor comparison
- Develop on full value chain including service, product, and distribution including the enablers of technology, knowledge and marketing
IFA Acquisition and Connection:
- Acquire new IFA Relationships
- Take ownership for the IFA's and build meaningful and value-adding relationships between the advisers and Momentum
- Ensure frequent engagement and marketing activities
- Drive clear communication to IFA’s
- Active reporting,
- Drive an engagement that are advice-led environment that focuses on best practice service delivery.
- Drive sound financial and corporate governance practices
Competencies
- Deciding and initiating action: Takes responsibility for actions, projects and people; takes initiative and works under own direction; initiates and generates activity and introduces changes into work processes; makes quick, clear decisions which may include tough choices or considered risks.
- Leading & supervising: Provides others with a clear direction; motivates and empowers others; recruits staff of a high calibre; provides staff with development opportunities and coaching; sets appropriate standards of behaviour.
- Working with people: Shows respect for the views and contributions of other team members; shows empathy; listens, supports and cares for others; consults others and shares information and expertise with them; builds team spirit and reconciles conflict; adapts to the team and fits in well.
- Adhering to principles & values: Upholds ethics and values; demonstrates integrity; promotes and defends equal opportunities, builds diverse teams; encourages organisational and individual responsibility towards the community and the environment.
- Learning & researching: Rapidly learns new tasks and commits information to memory quickly; demonstrates an immediate understanding of newly presented information; gathers comprehensive information to support decision making; encourages an organisational learning approach (i.e. learns from successes and failures and seeks staff and customer feedback).
- Formulating strategies & concepts: Works strategically to realise organisational goals; sets and develops strategies; identifies, develops positive and compelling visions of the organisation’s future potential; takes account of a wide range of issues across, and related to, the organisation.
- Planning & organizing: Sets clearly defined objectives; plans activities and projects well in advance and takes account of possible changing circumstances; identifies and organizes resources needed to accomplish tasks; manages time effectively; monitors performance against deadlines and milestones.
- Delivering results & meeting customer expectations: Focuses on customer needs and satisfaction; sets high standards for quality and quantity; monitors and maintains quality and productivity; works in a systematic, methodical and orderly way; consistently achieves project goals.
- Adapting & responding to change: Adapts to changing circumstances; tolerates ambiguity; accepts new ideas and change initiatives; adapts interpersonal style to suit different people or situations; shows an interest in new experiences.
- Coping with press & setbacks: Maintains a positive outlook at work; works productively in a pressurized environment; keeps emotions under control during difficult situations; handles criticism well and learns from it; balances the demands of a work life and a personal life.
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.
Competencies
- Examining Information: Analyse and process information; ask probing questions and strive to find solutions to problems.
- Interacting with People: Project enthusiasm and focus on building strong relationships and networks.
- Convincing People: Comfortable having to persuade others; shape opinions by being outspoken and seek to negotiate with others.
- Articulating Information: Be eloquent and explain concepts well and project social confidence when articulating information.
- Thinking Positively: Optimistic and positive; recover easily from setbacks and obstructions.
- Meeting Timescales: Strong focus on meeting target and deadlines
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.
Competencies
- Examining Information: Analyse and process information; ask probing questions and strive to find solutions to problems.
- Interacting with People: Project enthusiasm and focus on building strong relationships and networks.
- Convincing People: Comfortable having to persuade others; shape opinions by being outspoken and seek to negotiate with others.
- Articulating Information: Be eloquent and explain concepts well and project social confidence when articulating information.
- Thinking Positively: Optimistic and positive; recover easily from setbacks and obstructions.
- Meeting Timescales: Strong focus on meeting target and deadlines
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)
Method of Application
Use the link(s) below to apply on company website.
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