MOMENTUM IS HIRING

TALENT POOL: INVESTMENT CONSULTANT (CAPE)

Details
Closing Date: 2023/10/31
Reference Number: MMH221103-11
Job Title: Talent Pool: Investment Consultant (Cape)
Position Type: Permanent
Role Family: Sales
Cluster : Momentum Distribution Services
Remote Opportunity: Some of the time
Location – Country: South Africa
Location – Province: Western Cape
Location - Town / City: Cape Town

Introduction
Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and investment markets in SA.

Role Purpose
The Investment Consultant crafts passionate, self-starter, energetic and meaningful partnerships that will stand the test of time with investment and wealth independent financial advisors (IFAs). Product, market, and sales knowledge will set them apart from their counterparts. The SIC/IFA business relationship will be strengthened by client engager (diversity), first-class service, in-depth business analysis and continuous improvement of the IFA's business.

Requirements
Qualifications:

3-year BCom degree in the following fields: Business Management, Investments (essential)
Honours degree is an advantage
CFA and/or CFP is an advantage

Experience:

3 to 5 years' financial service industry experience - must include investments (essential)
Experience in Momentum Investments is an advantage
Strong knowledge of the investments and wealth management industry in SA and international
markets including but not limited to Fund Selection, DFM and Securities.
A proven track record in successfully dealing with clients and/or IFAs in a practice management
environment is an advantage.
Technology Savvy

Duties & Responsibilities

Enthuse through Brand, SME Service & Digital
Understand who we are targeting, the landscape they are working in, competitor influences, events that will enthuse, critical moments of truth used.
Ensure long-lasting, deep, and meaningful relationships with the IFA
IFAs to move from non-active supporters to active supporters, to ambassadors.
Connection to the brand and digital way of work
Production/Business retention & growth of assets
Enable and empower through partnership
Momentum is seen as the business partner of choice
SIC understands the power of financial planning and advice and how our products can assist the IFA to grow.
Advice-led coaching competence of the IFA
Have a good understanding of the strengths, vulnerabilities, risks, and opportunities of the panel they support.
Influence through coaching and learning
IFA having the perception that Momentum are thought leaders. Good source of information.
Investment consultant will coach every IFA that they look after through 1:1 coaching sessions and regular engagements.
Investment Consultant will have a very clear understanding of the impact of regulation on the IFA practice.
Be accountable, innovative, excellent, honest, diverse, and influential in your business dealings

Competencies

Leading change and innovation
Diversity and inclusiveness
Drive for results
Ability to drive and influence IFA commitment
Collaboration
Impact and influence
Growing talent.
Self-awareness and insight

Policy
We are committed to Employment Equity, diversity and inclusion when recruiting internally and externally. All appointments are made in alignment to our Employment Equity goals and we encourage people with disabilities to apply.

PLEASE APPLY HERE

TALENT POOL: RETAIL BUSINESS CONSULTANT (CAPE TOWN)

Details
Closing Date: 2023/10/31
Reference Number: MMH221103-12
Job Title: Talent Pool: Retail Business Consultant (Cape Town)
Position Type: Permanent
Role Family: Sales
Cluster: Momentum Distribution Services
Remote Opportunity: Some of the time
Location – Country: South Africa
Location – Province: Western Cape
Location - Town / City: Cape Town

Introduction
Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and investment markets in SA.

Role Purpose
The Retail Business Consultant crafts passionate, energetic, and meaningful partnerships with IFAs that will stand the test of time. Product, market, and sales intelligence will set them apart from their counterparts. The consultant/IFA relationship will be strengthened by ease of doing business, first-class services, deep business analysis and continuous improvement of the IFA's business.

Requirements
Qualifications:

3-year BCom degree in the following fields: Business Management, Marketing, Communications, Finance and Legal(essential)
Willingness to study towards the degree and recognition of prior learning if you have 3+ years of experience working in MDS.
CFP® is an advantage

Experience:

3 to 5 years’ financial service industry experience (desired)
1 to 3 years relevant sales experience (essential)
Experience in Momentum Myriad and Investo products is an advantage
Strong business acumen with sound knowledge in risk assessments, claims, underwriting, tax, business assurance
Knowledge of financial services industry and insurance products (desired)

Knowledge:

Knowledge of the financial services industry.
Knowledge of relevant legislation.
Knowledge of the sales process.
Relevant product knowledge.

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 and deliver a message
Analyse, monitor and/or increase prescribed weekly activities to exceed sales targets.
Present the professional, disciplined nature of the IFA Agenda and minutes of all meetings

Enthuse:

Understand who we are targeting, the landscape they are working in, competitor influences, events that will enthuse, critical moments of truth used.
Ensure long-lasting, deep, and meaningful relationships with the IFA
IFAs to move from non-active supporters to active supporters, to ambassadors

Educate:

IFA having the perception that Momentum are thought leaders.
Be the IFA's source of information within Momentum
Be accountable, innovative, excellent, honest, diverse, and influential in your business dealings
Enable better financial planning and advice outcomes

Enable:

IFA having the perception that Momentum are thought leaders.
Be the IFA's source of information within Momentum.
Be accountable, innovative, excellent, honest, diverse, and influential in your business dealings
Enable better financial planning and advice outcomes
Achieve and/or exceed the minimum production targets,
Achieve and/or exceed the minimum productive IFAs required

Competencies

Brand Ambassadorship
Leading and Supervising
Professional standards
Relating and networking (building rapport and relationships)
Stress tolerance
Flawless and effective communication (written and oral)
Delivering results and meeting stakeholder expectations
Teamwork and collaboration
Positively impact and influence on the IFA practice
Deadline Driven
Able to travel as much as the job requires and travel documentation in order
Persuading and influencing

TALENT POOL: INVESTMENT CONSULTANT (JOHANNESBURG)

Details
Closing Date: 2023/10/31
Reference Number: MMH230213-21
Job Title: Talent Pool: Investment Consultant (Johannesburg)
Position Type: Permanent
Role Family: Sales
Cluster : Momentum Distribution Services
Remote Opportunity: Some of the time
Location – Country: South Africa
Location – Province: Gauteng
Location - Town / City: Johannesburg

Introduction
Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and investment markets in SA

Role Purpose
The Investment Consultant crafts passionate, self-starter, energetic and meaningful partnerships that will stand the test of time with investment and wealth independent financial advisors (IFAs). Product, market, and sales knowledge will set them apart from their counterparts. The SIC/IFA business relationship will be strengthened by client engager (diversity), first-class service, in-depth business analysis and continuous improvement of the IFA's business.

Requirements
Experience and Qualifications:
Qualifications:
• 3-year BCom degree in the following fields: Business Management, Investments (essential)
• Honours degree is an advantage
• CFA and/or CFP is an advantage

Experience:
• 3 to 5 years' financial service industry experience - must include investments (essential)
• Experience in Momentum Investments is an advantage
• Strong knowledge of the investments and wealth management industry in SA and international markets including but not limited to Fund Selection, DFM and Securities.
• A proven track record in successfully dealing with clients and/or IFAs in a practice management environment is an advantage.
• Technology Savvy

Duties & Responsibilities
Enthuse through Brand, SME Service & Digital
• Understand who we are targeting, the landscape they are working in, competitor influences, events that will enthuse, critical moments of truth used.
• Ensure long-lasting, deep, and meaningful relationships with the IFA
• IFAs to move from non-active supporters to active supporters, to ambassadors.
• Connection to the brand and digital way of work
• Production/Business retention & growth of assets
Enable and empower through partnership
• Momentum is seen as the business partner of choice
• SIC understands the power of financial planning and advice and how our products can assist the IFA to grow.
• Advice-led coaching competence of the IFA
• Have a good understanding of the strengths, vulnerabilities, risks, and opportunities of the panel they support.
Influence through coaching and learning
• IFA having the perception that Momentum are thought leaders. Good source of information.
• Investment consultant will coach every IFA that they look after through 1:1 coaching sessions and regular engagements
• Investment Consultant will have a very clear understanding of the impact of regulation on the IFA practice.
• Be accountable, innovative, excellent, honest, diverse, and influential in your business dealings

Competencies
• Leading change and innovation
• Diversity and inclusiveness
• Drive for results
• Ability to drive and influence IFA commitment
• Collaboration
• Impact and influence
• Growing talent.
• Self-awareness and insight

Policy
We are committed to Employment Equity, diversity and inclusion when recruiting internally and externally. All appointments are made in alignment to our Employment Equity goals and we encourage people with disabilities to apply.

PLEASE APPLY HERE

TALENT POOL: RETAIL BUSINESS CONSULTANT (GQEBERHA / PORT ELIZABETH)

Details
Closing Date: 2023/10/31
Reference Number: MMH230213-22
Job Title: Talent Pool: Retail Business Consultant (Gqeberha / Port Elizabeth)
Position Type: Permanent
Role Family: Sales
Cluster: Momentum Distribution Services
Remote Opportunity: Some of the time
Location – Country: South Africa
Location – Province: Eastern Cape
Location - Town / City: Gqeberha / Port Elizabeth

Introduction
Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and investment markets in SA.

Role Purpose
The Retail Business Consultant crafts passionate, energetic, and meaningful partnerships with IFAs that will stand the test of time. Product, market, and sales intelligence will set them apart from their counterparts. The consultant/IFA relationship will be strengthened by ease of doing business, first-class services, deep business analysis and continuous improvement of the IFA's business.

Requirements
Qualifications:

3-year BCom degree in the following fields: Business Management, Marketing, Communications, Finance, and Legal (essential)
Willingness to study towards the degree and recognition of prior learning if you have 3+ years of experience working in MDS.
CFP® is an advantage.

Experience:

3 to 5 years of financial service industry experience (desired)
1 to 3 years of relevant sales experience (essential)
Experience in Momentum Myriad and Investor products is an advantage
Strong business acumen with sound knowledge of risk assessments, claims, underwriting, tax, and business assurance
Knowledge of the financial services industry and insurance products (desired)

Knowledge:

Knowledge of the financial services industry.
Knowledge of the financial services industry.
Knowledge of relevant legislation.
Knowledge of the sales process.
Relevant product knowledge

Duties & Responsibilities
Enthuse:

Understand who we are targeting, the landscape they are working in, competitor influences, events that will enthuse, critical moments of truth used.
Ensure long-lasting, deep, and meaningful relationships with the IFA
IFAs to move from non-active supporters to active supporters, to ambassadors

Educate:

IFA having the perception that Momentum are thought leaders.
Be the IFA's source of information within Momentum
Be accountable, innovative, excellent, honest, diverse, and influential in your business dealings
Enable better financial planning and advice outcomes

Enable:

IFA having the perception that Momentum are thought leaders.
Be the IFA's source of information within Momentum
Be accountable, innovative, excellent, honest, diverse, and influential in your business dealings
Enable better financial planning and advice outcomes
Achieve and/or exceed the minimum production targets,
Achieve and/or exceed the minimum productive IFAs requirements

Competencies

Brand Ambassadorship
Leading and Supervising
Professional standards
Relating and networking (building rapport and relationships)
Stress tolerance
Flawless and effective communication (written and oral)
Delivering results and meeting stakeholder expectations
Teamwork and collaboration
Positively impact and influence on the IFA practice
Deadline Driven
Able to travel as much as the job requires and travel documentation in order
Persuading and influencing

TALENT POOL: RETAIL BUSINESS CONSULTANT (PIETERMARITZBURG)

Details
Closing Date: 2023/10/31
Reference Number: MMH230213-23
Job Title: Talent Pool: Retail Business Consultant (Pietermaritzburg)
Position Type: Permanent
Role Family: Sales
Cluster: Momentum Distribution Services
Remote Opportunity: Some of the time
Location – Country: South Africa
Location – Province: KwaZulu-Natal
Location - Town / City: Pietermaritzburg

Introduction
Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and investment markets in SA.

Role Purpose
The Retail Business Consultant crafts passionate, energetic, and meaningful partnerships with IFAs that will stand the test of time. Product, market, and sales intelligence will set them apart from their counterparts. The consultant/IFA relationship will be strengthened by ease of doing business, first-class services, deep business analysis and continuous improvement of the IFA's business.

Requirements
Qualifications:

3-year BCom degree in the following fields: Business Management, Marketing, Communications, Finance, and Legal (essential)
Willingness to study towards the degree and recognition of prior learning if you have 3+ years of experience working in MDS.
CFP® is an advantage.

Experience:

3 to 5 years of financial service industry experience (desired)
1 to 3 years of relevant sales experience (essential)
Experience in Momentum Myriad and Investor products is an advantage
Strong business acumen with sound knowledge of risk assessments, claims, underwriting, tax, and business assurance
Knowledge of the financial services industry and insurance products (desired)

Knowledge:

Knowledge of the financial services industry.
Knowledge of the financial services industry.
Knowledge of relevant legislation.
Knowledge of the sales process.
Relevant product knowledge

Duties & Responsibilities
Enthuse:

Understand who we are targeting, the landscape they are working in, competitor influences, events that will enthuse, critical moments of truth used.
Ensure long-lasting, deep, and meaningful relationships with the IFA
IFAs to move from non-active supporters to active supporters, to ambassadors

Educate:

IFA having the perception that Momentum are thought leaders.
Be the IFA's source of information within Momentum
Be accountable, innovative, excellent, honest, diverse, and influential in your business dealings
Enable better financial planning and advice outcomes

Enable:

IFA having the perception that Momentum are thought leaders.
Be the IFA's source of information within Momentum
Be accountable, innovative, excellent, honest, diverse, and influential in your business dealings
Enable better financial planning and advice outcomes
Achieve and/or exceed the minimum production targets,
Achieve and/or exceed the minimum productive IFAs requirements

Competencies

Brand Ambassadorship
Leading and Supervising
Professional standards
Relating and networking (building rapport and relationships)
Stress tolerance
Flawless and effective communication (written and oral)
Delivering results and meeting stakeholder expectations
Teamwork and collaboration
Positively impact and influence on the IFA practice
Deadline Driven
Able to travel as much as the job requires and travel documentation in order
Persuading and influencing

TALENT POOL: RETAIL BUSINESS CONSULTANT (KWAZULU NATAL)

Details
Closing Date: 2023/10/31
Reference Number: MMH230213-24
Job Title: Talent Pool: Retail Business Consultant (Kwazulu Natal)
Position Type: Permanent
Role Family: Sales
Cluster: Momentum Distribution Services
Remote Opportunity: Some of the time
Location – Country: South Africa
Location – Province: KwaZulu-Natal
Location - Town / City: Durban

Introduction
Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and investment markets in SA.

Role Purpose
The Retail Business Consultant crafts passionate, energetic, and meaningful partnerships with IFAs that will stand the test of time. Product, market, and sales intelligence will set them apart from their counterparts. The consultant/IFA relationship will be strengthened by ease of doing business, first-class services, deep business analysis and continuous improvement of the IFA's business.

Requirements
Qualifications:

3-year BCom degree in the following fields: Business Management, Marketing, Communications, Finance, and Legal (essential)
Willingness to study towards the degree and recognition of prior learning if you have 3+ years of experience working in MDS.
CFP® is an advantage.

Experience:

3 to 5 years of financial service industry experience (desired)
1 to 3 years of relevant sales experience (essential)
Experience in Momentum Myriad and Investor products is an advantage
Strong business acumen with sound knowledge of risk assessments, claims, underwriting, tax, and business assurance
Knowledge of the financial services industry and insurance products (desired)

Knowledge:

Knowledge of the financial services industry.
Knowledge of the financial services industry.
Knowledge of relevant legislation.
Knowledge of the sales process.
Relevant product knowledge

Duties & Responsibilities
Enthuse:

Understand who we are targeting, the landscape they are working in, competitor influences, events that will enthuse, critical moments of truth used.
Ensure long-lasting, deep, and meaningful relationships with the IFA
IFAs to move from non-active supporters to active supporters, to ambassadors

Educate:

IFA having the perception that Momentum are thought leaders.
Be the IFA's source of information within Momentum
Be accountable, innovative, excellent, honest, diverse, and influential in your business dealings
Enable better financial planning and advice outcomes

Enable:

IFA having the perception that Momentum are thought leaders.
Be the IFA's source of information within Momentum
Be accountable, innovative, excellent, honest, diverse, and influential in your business dealings
Enable better financial planning and advice outcomes
Achieve and/or exceed the minimum production targets,
Achieve and/or exceed the minimum productive IFAs requirements

Competencies

Brand Ambassadorship
Leading and Supervising
Professional standards
Relating and networking (building rapport and relationships)
Stress tolerance
Flawless and effective communication (written and oral)
Delivering results and meeting stakeholder expectations
Teamwork and collaboration
Positively impact and influence on the IFA practice
Deadline Driven
Able to travel as much as the job requires and travel documentation in order
Persuading and influencing

TALENT POOL: INVESTMENT CONSULTANT (KZN)

Details
Closing Date: 2023/10/31
Reference Number: MMH230213-25
Job Title: Talent Pool: Investment Consultant (KZN)
Position Type: Permanent
Role Family: Sales
Cluster: Momentum Distribution Services
Remote Opportunity: Some of the time
Location – Country: South Africa
Location – Province: KwaZulu-Natal
Location - Town / City: Durban

Introduction
Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and investment markets in SA.

Role Purpose
The Investment Consultant crafts passionate, self-starter, energetic and meaningful partnerships that will stand the test of time with investment and wealth independent financial advisors (IFAs). Product, market, and sales knowledge will set them apart from their counterparts. The SIC/IFA business relationship will be strengthened by client engager (diversity), first-class service, in-depth business analysis and continuous improvement of the IFA's business.

Requirements
Experience and Qualifications:
Qualifications:
• 3-year BCom degree in the following fields: Business Management, Investments (essential)
• Honours degree is an advantage
• CFA and/or CFP is an advantage

Experience:
• 3 to 5 years' financial service industry experience - must include investments (essential)
• Experience in Momentum Investments is an advantage
• Strong knowledge of the investments and wealth management industry in SA and international markets including but not limited to Fund Selection, DFM and Securities.
• A proven track record in successfully dealing with clients and/or IFAs in a practice management environment is an advantage.
• Technology Savvy

Duties & Responsibilities
Enthuse through Brand, SME Service & Digital
• Understand who we are targeting, the landscape they are working in, competitor influences,
events that will enthuse, critical moments of truth used.
• Ensure long-lasting, deep, and meaningful relationships with the IFA
• IFAs to move from non-active supporters to active supporters, to ambassadors.
• Connection to the brand and digital way of work
• Production/Business retention & growth of assets
Enable and empower through a partnership
• Momentum is seen as the business partner of choice
• SIC understands the power of financial planning and advice and how our products can assist the IFA to grow.
• Advice-led coaching competence of the IFA
• Have a good understanding of the strengths, vulnerabilities, risks, and opportunities of the panel they support.
Influence through coaching and learning
• IFA having the perception that Momentum are thought leaders. Good source of information.
• Investment consultant will coach every IFA that they look after through 1:1 coaching sessions and regular engagements
• Investment Consultant will have a very clear understanding of the impact of regulation on the IFA practice.
• Be accountable, innovative, excellent, honest, diverse, and influential in your business dealings

Competencies
• Leading change and innovation
• Diversity and inclusiveness
• Drive for results
• Ability to drive and influence IFA commitment
• Collaboration
• Impact and influence
• Growing talent.
• Self-awareness and insight

Policy
We are committed to Employment Equity, diversity and inclusion when recruiting internally and externally. All appointments are made in alignment to our Employment Equity goals and we encourage people with disabilities to apply.

PLEASE APPLY HERE

TALENT POOL: RETAIL BUSINESS CONSULTANT (JHB)

Details
Closing Date: 2023/10/31
Reference Number: MMH230213-26
Job Title: Talent Pool: Retail Business Consultant (JHB)
Position Type: Permanent
Role Family: Sales
Cluster: Momentum Distribution Services
Remote Opportunity: Some of the time
Location – Country: South Africa
Location – Province: Gauteng
Location - Town / City: Johannesburg

Introduction
Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and investment markets in SA.

Role Purpose
The Retail Business Consultant crafts passionate, energetic, and meaningful partnerships with IFAs that will stand the test of time. Product, market, and sales intelligence will set them apart from their counterparts. The consultant/IFA relationship will be strengthened by ease of doing business, first-class services, deep business analysis and continuous improvement of the IFA's business.

Requirements
Qualifications:

3-year BCom degree in the following fields: Business Management, Marketing, Communications, Finance, and Legal (essential)
Willingness to study towards the degree and recognition of prior learning if you have 3+ years of experience working in MDS.
CFP® is an advantage.

Experience:

3 to 5 years of financial service industry experience (desired)
1 to 3 years of relevant sales experience (essential)
Experience in Momentum Myriad and Investor products is an advantage
Strong business acumen with sound knowledge of risk assessments, claims, underwriting, tax, and business assurance
Knowledge of the financial services industry and insurance products (desired)

Knowledge:

Knowledge of the financial services industry.
Knowledge of the financial services industry.
Knowledge of relevant legislation.
Knowledge of the sales process.
Relevant product knowledge

Duties & Responsibilities
Enthuse:

Understand who we are targeting, the landscape they are working in, competitor influences, events that will enthuse, critical moments of truth used.
Ensure long-lasting, deep, and meaningful relationships with the IFA
IFAs to move from non-active supporters to active supporters, to ambassadors

Educate:

IFA having the perception that Momentum are thought leaders.
Be the IFA's source of information within Momentum
Be accountable, innovative, excellent, honest, diverse, and influential in your business dealings
Enable better financial planning and advice outcomes

Enable:

IFA having the perception that Momentum are thought leaders.
Be the IFA's source of information within Momentum
Be accountable, innovative, excellent, honest, diverse, and influential in your business dealings
Enable better financial planning and advice outcomes
Achieve and/or exceed the minimum production targets,
Achieve and/or exceed the minimum productive IFAs requirements

Competencies
•    Brand Ambassadorship
•     Leading and Supervising
•    Professional standards
•     Relating and networking (building rapport and relationships)
•     Stress tolerance
•     Flawless and effective communication (written and oral)
•     Delivering results and meeting stakeholder expectations
•     Teamwork and collaboration
•     Positively impact and influence on the IFA practice
•     Deadline Driven
•     Able to travel as much as the job requires and travel documentation in order
•     Persuading and influencing

Policy
We are committed to Employment Equity, diversity and inclusion when recruiting internally and externally. All appointments are made in alignment to our Employment Equity goals and we encourage people with disabilities to apply.

PLEASE APPLY HERE

TALENT POOL: RETAIL BUSINESS CONSULTANT (PRETORIA)

Details
Closing Date: 2023/10/31
Reference Number: MMH230220-1
Job Title: Talent Pool: Retail Business Consultant (Pretoria)
Position Type: Permanent
Role Family: Sales
Cluster: Momentum Distribution Services
Remote Opportunity: Some of the time
Location – Country: South Africa
Location – Province: Gauteng
Location - Town / City: Pretoria (Brooklyn and Menlyn)

Introduction
Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and investment markets in SA.

Role Purpose
The Retail Business Consultant crafts passionate, energetic, and meaningful partnerships with IFAs that will stand the test of time. Product, market, and sales intelligence will set them apart from their counterparts. The consultant/IFA relationship will be strengthened by ease of doing business, first-class services, deep business analysis and continuous improvement of the IFA's business.

Requirements
Qualifications:

3-year BCom degree in the following fields: Business Management, Marketing, Communications, Finance, and Legal (essential)
Willingness to study towards the degree and recognition of prior learning if you have 3+ years of experience working in MDS.
CFP® is an advantage.

Experience:

3 to 5 years of financial service industry experience (desired)
1 to 3 years of relevant sales experience (essential)
Experience in Momentum Myriad and Investor products is an advantage
Strong business acumen with sound knowledge of risk assessments, claims, underwriting, tax, and business assurance
Knowledge of the financial services industry and insurance products (desired)

Knowledge:

Knowledge of the financial services industry.
Knowledge of the financial services industry.
Knowledge of relevant legislation.
Knowledge of the sales process.
Relevant product knowledge

Duties & Responsibilities
Enthuse:

Understand who we are targeting, the landscape they are working in, competitor influences, events that will enthuse, critical moments of truth used.
Ensure long-lasting, deep, and meaningful relationships with the IFA
IFAs to move from non-active supporters to active supporters, to ambassadors

Educate:

IFA having the perception that Momentum are thought leaders.
Be the IFA's source of information within Momentum
Be accountable, innovative, excellent, honest, diverse, and influential in your business dealings
Enable better financial planning and advice outcomes

Enable:

IFA having the perception that Momentum are thought leaders.
Be the IFA's source of information within Momentum
Be accountable, innovative, excellent, honest, diverse, and influential in your business dealings
Enable better financial planning and advice outcomes
Achieve and/or exceed the minimum production targets,
Achieve and/or exceed the minimum productive IFAs requirements

Competencies

Brand Ambassadorship
Leading and Supervising
Professional standards
Relating and networking (building rapport and relationships)
Stress tolerance
Flawless and effective communication (written and oral)
Delivering results and meeting stakeholder expectations
Teamwork and collaboration
Positively impact and influence on the IFA practice
Deadline Driven
Able to travel as much as the job requires and travel documentation in order
Persuading and influencing

CAREER CHANGER - FINANCIAL ADVISOR

Details
Closing Date: 2023/09/30
Reference Number: MMH230623-2
Job Title: Career Changer - Financial Advisor
Position Type: Permanent
Role Family: Sales
Cluster: Momentum Life
Remote Opportunity: Some of the time
Location – Country: South Africa
Location – Province: Gauteng
Location - Town / City: Pretoria

Introduction
About Momentum Financial Planning
Momentum Financial Planning (MFP) is responsible for financial planning within South Africa, while being well-vested in the legislative and regulatory context. Our purpose is to show up to make a positive difference in people’s journeys because we care. By establishing long-term professional relationships built on trust and credibility, a Momentum financial adviser provides clients across different market segments (middle-income, affluent, professional market and business) with expert advice through sound financial planning. With a comprehensive range of appropriate and competitive solutions, which includes traditional life insurance, risk and savings products, investments, retirement, health and fiduciary services as well as short-term insurance, clients can plan for their unique lifestyles.
In line with our Financial Wellness philosophy, we create unique journeys to success for each of our clients by delivering an excellent client experience through continuous engagement on their financial needs, in a tangible and practical way.

Role Purpose
Apply now if you want to change your career and have work experience even if you have no DOFA. We are looking for experienced individuals aspiring to become an advisor to join our winning team.
#IgniteProgress
For some, their career is their comfort zone. Not for you. You don’t want to stand still, and you don’t settle for less. You want to stand out. Shape a prosperous future - not just for you but for others too.
Seize the moment because some opportunities don’t come twice.
Learn more about a career in financial planning by speaking to us. We will show you how to ignite your progression.

Requirements

Inspired to make a career change towards greater purpose and contribution set in a professional, competitive and accountable organisation.
Looking for a flexible environment where you can determine your own hours as an entrepreneur.
Has large and solid business, social and close contact networks.
If required, willingness and motivation to study further in order to meet requirements.
Influential, self-driven, resilient and results orientated.
Minimum 5 years’ experience
Further minimum requirements: Grade 12 (Matric) certificate • FAIS compliant qualification• RE5 an advantage • Proven computer literacy (MS Office suite) • Excellent communication skills (written and verbal)

Duties & Responsibilities
Some key elements would be:

Be determined and have the aptitude to make a success of the role
Like the autonomy and the entrepreneurial nature of the role
Inspired to live a greater purpose and make a contribution set in a professional, competitive and accountable organisation
Meeting with clients to determine their financial goals, needs, and risk tolerance
Providing strategic advice on various financial products and services, such as investments, insurance, debt management, taxes, estate planning, etc.
Preparing and reviewing financial plans and ensuring their accuracy and suitability
Responding to client queries and resolving any issues
Supporting investment professionals and cultivating client relationships

Competencies

Entrepreneurial mind-set
Analytical Thinking
Self-starter
Professionalism and Positive attitude
Ability to adapt to change
Driven and passionate to succeed

SENIOR JAVA DEVELOPER

Details
Closing Date: 2025/03/18
Reference Number: MMH220211-27
Job Title: Senior Java Developer
Position Type: Permanent
Cluster Momentum Life: Retail Life Insurance
Remote Opportunity: None of the time
Location – Country: South Africa
Location – Province: Gauteng
Location - Town / City: Centurion

Introduction
Momentum Life Insurance is looking for a Java Developer with experience in building high-performing, scalable, enterprise-grade applications. You will be part of a talented software team that works on mission-critical applications. Responsibilities include managing Java/Java EE application development while providing expertise in the full software development lifecycle, from concept and design to testing

Role Purpose
We are looking for a Senior and Intermediate Java Developer with experience in building high-performing, scalable, enterprise-grade applications. You will be part of a talented software team that works on mission-critical applications. Responsibilities include managing Java/Java EE application development while providing expertise in the full software development lifecycle, from concept and design to testing.

Requirements
We are looking for someone with:

Matric or senior certificate (required)
Computer Science or Engineering degree or diploma (Preferred)
Solid development experience in Java (6 years)
Practical work experience with the Spring Framework (minimum 4 years)
It would be an advantage to have proven experience of enterprise Java or JEE development, Angular, Git, Gradle and other DevOps/CD/CI tools, AWS experience and Linux.

Duties & Responsibilities
We are looking for someone who wants to add value through:

Design, build, and maintain efficient, reusable, and reliable Java code on exciting projects.
Translate application specifications and use cases into functional applications
Ensure the best possible performance, quality, and responsiveness of the applications
Identify bottlenecks and bugs, and devise solutions to these problems
Help maintain code quality, organization, and automatization
Prepare and produce releases of software components
Support continuous improvement by investigating alternatives and technologies and presenting these for architectural review

Maintenance:

Ensure all errors are resolved correctly and resolution documented; eliminate reoccurrence of errors; provide support to operations and support team
Collaborate with team members and stakeholders
Co-design and contribute to overall team objectives and successes
Design, build, and maintain efficient, reusable, and reliable Java code
Translate application specifications and use cases into functional applications
Ensure the best possible performance, quality, and responsiveness of the applications
Identify bottlenecks and bugs, and devise solutions to these problems
Help maintain code quality, organization, and automatization
Prepare and produce releases of software components
Support continuous improvement by investigating alternatives and technologies and presenting these for architectural review

Maintenance:

Ensure all errors are resolved correctly and resolution documented; eliminate reoccurrence of errors; provide support to operations and support team
Collaborate with team members and stakeholders
Co-design and contribute to overall team objectives and successes

Competencies

Ability to work as part of a team
Attention to detail
Analytical mindset and good problem-solving skills

TALENT POOL: REGIONAL GENERAL MANAGER_ COUNTRYWIDE

Details
Closing Date: 2023/10/15
Reference Number: MMH230606-5
Job Title: Talent Pool: Regional General Manager_ Countrywide
Position Type: Permanent
Role Family: Sales
Cluster: Momentum Distribution Services
Remote Opportunity: Some of the time
Location – Country: South Africa
Location – Province: Gauteng
Location - Town / City: Centurion

Introduction
Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and investment markets in SA.

Role Purpose
The Retail Regional General Manager will acquire new IFAs for Momentum, responsible for the effective placing of IFA’s in the best panel with best BC. Ensure a high-performance culture is set and maintained.
Drive profitable growth through planning, execution and management of a team of BCs that builds IFA Connections

Requirements
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 product

Duties & Responsibilities
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

Leading change and innovation
Diversity and inclusiveness
Drive for results
Ability to drive and influence IFA commitment
Collaboration
Impact and influence
Growing talent.
Self-awareness and insight

TALENT POOL: JUNIOR PORTFOLIO MANAGER – COUNTRYWIDE

Details
Closing Date: 2023/10/14
Reference Number: MMH230614-8
Job Title: Talent Pool: Junior Portfolio Manager - Countrywide
Position Type: Permanent
Role Family: Investments
Cluster: Momentum Securities
Remote Opportunity: Some of the time
Location – Country: South Africa
Location – Province: Gauteng
Location - Town / City: Sandton

Introduction
Momentum Securities provides a full-range of stockbroking services supported by strong portfolio management and administrative capabilities. We pride ourselves on product innovation and client service. One of our key strengths is our ability to devise bespoke solutions for a client’s individual needs, with all our expertise at their disposal. We provide a full range of stockbroking solutions including; traditional trade executions (non-discretionary/self-managed portfolio), advisory and full-discretion portfolio solutions, all supported by a specialist research integrating both a macro and micro market view.

Role Purpose
The purpose of the Junior Portfolio Manager is to construct investment portfolios based on a pre-defined investment mandate and client requirements within the investment philosophy and strategy in order to achieve Momentum Securities strategic objectives, working under the supervision of a Portfolio Manager.

Requirements
Qualifications:

Must be in process of obtaining regulatory qualification either under FAIS or JSE to give advice and exercise discretion.
Studying towards CFA designation advantageous.
Honours degree in related field of study.

Experience:

A minimum of 1-3 years' experience in financial markets.

Duties & Responsibilities

Manage investment portfolios
Contributing to day-to-day operational portfolio management processes and monitoring of existing investments.
Monitoring on a regular basis the portfolio's adherence to mandate, and consult with relevant parties on the remedial action to be taken.
Monitoring, reviewing or resolving potential risk drivers that may lead to increased costs.
Construct and deliver investment proposals to new prospective clients.
Participate and contribute to client investment reviews.
Engage with clients to provide market and/or investment insights.
Provide technical support and makes recommendations
Providing technical support and expertise regarding the development of new portfolio products in order to support sales or marketing initiatives.
Making recommendations to enhance the investment mandates to increase profitability or cost effectiveness of the investment solution.
Making continued contributions to the investment and stock selection process by way of analysis, model enhancements and research contributions.

Competencies

Analysing: Analyses numerical data, verbal data and all other sources of information. Breaks information into component parts, patterns and relationships. Probes for further information or greater understanding of a problem. Makes rational judgements from the available information and analysis. Produces workable solutions to a range of problems. Demonstrates an understanding of how one issue may be a part of a much larger system.
Presenting and Communicating Information: Speaks clearly and fluently. Expresses opinions, information and key points of an argument clearly. Makes presentations and undertakes public speaking with skill and confidence. Responds quickly to the needs of an audience and to their reactions and feedback. Projects credibility.
Persuading and influencing: Makes a strong personal impression on others. Gains clear agreement and commitment from others by persuading, convincing and negotiating. Promotes ideas on behalf of self or others. Manages conflict. Makes effective use of political processes to influence and persuade others.
Attention to the details: Provides accurate, consistent numbers on all paperwork - Provides information in a useable form and on a timely basis to others who need to act on it - Maintains a checklist, schedule, calendar, etc. to ensure that small details are not overlooked - Follows policies, procedure, safety and security measures in using various equipment - Work requires little or no checking
Entrepreneurial and Commercial Thinking: Keeps up to date with competitor information and market trends. Identifies business opportunities for the organization. Demonstrates financial awareness. Controls costs and thinks in terms of profit, loss and added value.
Problem Solving and decision making: Applying critical-thinking skills to solve problems by generating, evaluating, and implementing solutions.

TALENT POOL: INVESTMENT PORTFOLIO MANAGER- MOMENTUM SECURITIES (COUNTRYWIDE)

Details
Closing Date: 2023/10/14
Reference Number: MMH230404-3
Job Title: Talent Pool: Investment Portfolio Manager- Momentum Securities (Countrywide)
Position Type: Permanent
Role Family: Investments
Cluster Momentum: Securities
Remote Opportunity: None of the time
Location – Country: South Africa
Location – Province: Gauteng
Location - Town / City: Sandton

Introduction
Momentum Securities provides a full range of stockbroking services supported by strong management and administrative capabilities. We pride ourselves on product innovation and client service. One of our key strengths is our ability to devise solutions for your individual needs, with all of our expertise at your disposal. We provide a full range of stockbroking solutions including; traditional trade executions (non-discretionary/self-managed portfolio), an advisory portfolio, full service stockbroking service into all of the frontier markets of Sub-Saharan Africa and specialist research integrating both a macro and micro market view.

Role Purpose
The purpose of the Portfolio Manager role is to construct investment portfolios based on investment mandate and client requirements, implement suitable investment strategies, and thereafter monitor investment performance and review and/or rebalance portfolios based on changes in the client’s investment objectives and/or changes in market conditions.

Requirements
Qualifications:
• Degree in Investments Management / Finance or BSc in Economics / Mathematics or Completed RE5
• Registered with FSCA/ JSE
• Must have undergone the required supervision for various COB products
• Must be able to act as a Representative
• CFA / CFP Advantageous

Experience:
• 3- 5 + years relevant experience in either a Brokerage / Wealth / Investment firm
• Experience using loomberg, Factset, MS Office and Morningstar.

Duties & Responsibilities
• Client attraction and engagement

Attract and retain clients directly and through financial planners and Momentum Distribution business partners (MC/MFP/MDS).
Develop a close working relationship with Momentum securities’ CIO.
Provide authoritative, expertise and advice to clients and stakeholders.
Build and maintain relationships with clients and internal and external stakeholders.
Deliver on service level agreements made with internal and external stakeholders and clients.
Make recommendations to improvement client service within area of responsibility.
Participate and contribute to a culture which build rewarding relationships, facilitates feedback, and provide exceptional client service.

• Portfolio Construction and management

Develop portfolio management and structured solutions for clients based on Momentum Securities capabilities.
Develop investment portfolios for clients based on Momentum Securities investment management philosophy/process and client objectives.
Perform high-level investment research and contribute to the investment process.
Engaging in sales marketing and public relations opportunities.
Liaise with specialists as needed to cross sell Momentum Wealth and Wealth International products and capabilities.
Compliance with Momentum Securities business and investment policies and procedures including, but not limited to, the advice protocol, client on-boarding and servicing procedures.
Alignment of client portfolios with model portfolios and dispersion parameters and portfolio implementation in accordance with the centralised dealing process.
Manage investment portfolios based on the outcomes of the mandate and client expectations daily.
Focus on day-to-day operational portfolio management and monitoring of existing investments and maintaining client portfolios.
Monitor on a regular basis the portfolio’s adherence to mandate and consult with relevant parties on the remedial action to be taken.
Monitor, review or resolve potential risk drivers that may lead to increased costs.
Make recommendations to enhance the investment mandates to increase profitability or cost effectiveness of the investment solution.
Foster effective working relationships and collaborate within the MMI Group (segments, internal and external stakeholders).
Momentum Securities a subsidiary of MMI Group Limited, an authorised financial services and credit provider Reg. No.1974/000041/07
Momentum Securities is a member of the JSE Ltd (FSP 29547) (NRCP 2518)
Manage the ongoing monitoring and performance measurement of solutions to ensure the product is managed relative
to the outcome defined, market benchmark and client expectation.
Provide technical advice and expertise regarding the development of new fund products in order to support sales or marketing initiatives.
Contribute to the investment and stock selection process
Drive the achievement of growth targets, management of margins and expenses of the investment portfolios.

• Compliance and monitoring of transactions

Ensure compliance with client mandates
Identification of gaps in operational or trading practices or interaction/interfaces with global custody activity impacting client relationships.
Demonstrate compliance with business standards, manuals and policies and adheres to the defined work practices, internal controls and risk management standards associated with the role.

Competencies
• Analysing
• Entrepreneurial and commercial thinking
• Persuading and influencing
• Attention to the details
• Leading and supervising

Policy
We are committed to Employment Equity, diversity and inclusion when recruiting internally and externally. All appointments are made in alignment to our Employment Equity goals and we encourage people with disabilities to apply.

PLEASE APPLY HERE

TALENT POOL: INVESTMENT REGIONAL MANAGER – COUNTRYWIDE

Details
Closing Date: 2023/10/13
Reference Number: MMH230620-20
Job Title: Talent Pool: Investment Regional Manager - Countrywide
Position Type: Permanent
Role Family: Sales
Cluster: Momentum Distribution Services
Remote Opportunity: Some of the time
Location – Country: South Africa
Location – Province: Gauteng
Location - Town / City: Centurion

Introduction
Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and investment markets in SA.

Role Purpose
The Investment Regional General Manager will acquire new IFAs for Momentum, responsible for the effective placing of IFA’s in the best panel with best BC. Ensure a high-performance culture is set and maintained. Drive profitable growth through planning, execution and management of a team of BCs that builds IFA Connections.

Requirements
Qualifications:

BCom degree in the following fields: Business Management, Investment Management.
Honours degree is an advantage.
CFP® is an advantage.

Experience:

5 to 8 years’ investment management experience.
3 to 5 years’ relevant management experience.
Momentum Investments experience an advantage.

Knowledge:

Sound knowledge of investment industry and Momentum Investment products including Fund selection, DFM and Securities etc.
Sound knowledge of business products, processes and service offerings.
Strong business acumen, with an ease to take decisions and initiating action.
Financial planning and advice process knowledge – tax, structuring.

Duties & Responsibilities
Mobiliser/Active People Management:

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.
To mobilise and motivate the specialist through a trust relationship.
Effectively lead the 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

Leading change and innovation
Diversity and inclusiveness
Drive for results
Ability to drive and influence IFA commitment.
Collaboration
Impact and influence
Growing talent.

CORPORATE ACTUARIAL SPECIALIST

Details
Closing Date: 2023/10/02
Reference Number: MMH230717-3
Job Title: Corporate Actuarial Specialist
Position Type: Permanent
Role Family: Actuarial
Cluster: Momentum Insure Company Limited
Remote Opportunity: Some of the time
Location – Country: South Africa
Location – Province: Gauteng
Location - Town / City: Centurion

Introduction
Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations.
We help people grow their savings, protect what matters to them and invest for the future. We help companies and organisations care for and reward their employees and members. Through our own network of advisers or via independent brokers and utilising new platforms Momentum Metropolitan provides practical financial solutions for people, communities and businesses. Visit us at www.momentummetropolitan.co.za

Role Purpose
An exciting opportunity for an actuarial specialist exists within the Actuarial team of Momentum Insure . The individual will be responsible for assistance with regulatory reporting, reserve setting, reinsurance and forecasting within Momentum Insure.

Requirements

Minimum 3 to 5 years' experience in an actuarial environment within the Short-term Insurance industry
A degree in Actuarial Science
Good progress with ASSA (or similar professional body) examinations
Microsoft Office skills
SQL skills and experience with ResQ would be an advantage

Duties & Responsibilities
Risk Reporting:

Identify areas of non-compliance and implement requirements necessary
Quarterly Capital Dashboard
Quarterly Risk Dashboard

Assist with the completion of statutory returns:

Calculation of capital requirements as per the standard formula
Completion of quarterly and annual QRT
Assisting legal and compliance team with completion of qualitative return
Any ad-hoc FSCA/PA information requests
Assist with audit/HAF review process of all returns

Assist with setting adequate technical provisions:

Calculate quarterly reserves using sound actuarial techniques (eg. Chain ladder, Average cost per claim, Bornhuetter Ferguson, Mack)

AURR calculations

Assist in year-end audit on technical provisions (including preparing and validating data)
Analysis of change of technical provisions

ORSA and Financial Soundness reviews:

Assist in developing a model to be used as part of the ORSA and normal financial soundness review processes to assess economic capital for comparison with regulatory capital
Assist in building and maintenance of forecasting models to assist in the planning, budgeting, capital management and ORSA scenarios in the business

IFRS 17:

Assist in the implementation of IFRS 17
Assist with IFRS 17 Reporting

Reinsurance:

Preparing reinsurance renewal data
Monitoring claims for potential recoveries
Assist in ensuring claims are reported to reinsurers and submitting adjustment figures timeously to ensure payment of recoveries due
Ascertain impact of various reinsurance structures on capital requirements in collaboration with reinsurance broker

Supporting other members of the actuarial / finance/ underwriting / risk and compliance function:

Assist with input and insight into financial results and risk reports

Competencies

Knowledge of SAM Technical specifications
Experience in setting adequate reserves for insurance products
Experience in estimating capital requirements and structuring reinsurance arrangements
Knowledge of IFRS 17 will be an advantage
Knowledge of actuarial professional guidance notes
Good communication skills –; verbal and written
Strong technical and problem-solving skills
Knowledge of general insurance products
Self-starter
Ability to persuade and influence
Client Service Orientation
Ability to manage expectations
Responsible & accountable
Resourceful problem solver
Ability to work in a team and independently

ACTUARIAL ANALYST

Details
Closing Date: 2023/10/02
Reference Number: MMH230531-2
Job Title: Actuarial Analyst
Position Type: Permanent
Role Family: Actuarial
Cluster: Momentum Insure Company Limited
Remote Opportunity: Some of the time
Location – Country: South Africa
Location – Province: Gauteng
Location - Town / City: Centurion

Introduction
Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations.
We help people grow their savings, protect what matters to them and invest for the future. We help companies and organisations care for and reward their employees and members. Through our own network of advisers or via independent brokers and utilising new platforms Momentum Metropolitan provides practical financial solutions for people, communities and businesses. Visit us at www.momentummetropolitan.co.za

Role Purpose
The purpose of this role is to assist in the product development and pricing function for the existing channels within the business and within the strategic context of Momentum Insure. The role will focus on technical implementation and improvement.

Requirements

An actuarial degree
0 to 2 years of experience in financial services.

Duties & Responsibilities
The role will be responsible for the following:

Product maintenance to ensure efficiencies in the wider business context
Product monitoring
Technical pricing model development and implementation assistance
Pricing monitoring
Reserve setting
Regulatory reporting
Reinsurance management
Willingness to interact and courage to debate technical concepts with business partners
Search for efficiency in development and implementation
Continuous improvement and automation of operational tasks

Competencies

Enthusiastic and passionate
Energetic and a quick worker
Strong sense of Integrity and honesty
Ability to respect confidentiality
Deadline and results oriented
Organised, self-disciplined and self-motivated

FINANCIAL ADVISOR - CAPE WEST COAST

Details
Closing Date: 2023/09/30
Reference Number: MMH230901-6
Job Title: Financial Advisor - Cape West Coast
Position Type: Permanent
Role Family: Sales
Cluster: Metropolitan Life
Remote Opportunity: None of the time
Location – Country: South Africa
Location – Province: Western Cape
Location - Town / City: Parow

Introduction
Metropolitan is one of the oldest financial services brands in South Africa. With a 125-year legacy of serving the communities in which it operates, Metropolitan represents true empowerment in serving Africa's people through affordable financial solutions that create financial growth and security. Metropolitan operates in South Africa, but the brand is also present in 7 African countries including, Namibia, Botswana, Kenya, Ghana and Lesotho. Metropolitan provides financial wellness solutions that meet the needs of low-income clients, including funeral insurance, health, savings, hospital cash-back cover, retirement solutions and life insurance. Visit us: www.metropolitan.co.za

Role Purpose
Attract, acquire and retain clients by selling company products to generate new business and to provide after sales service to clients to ensure client retention, increase market share and contribute to the overall business objectives and its long-term viability.

Requirements

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 behaviours (deal with difficult clients, competitive, achieving, persistent).
Be entrepreneurial (set ambitious, targets, self-reliant, financial prosperity in high-risk environment, autonomy)

FINANCIAL ADVISOR - SOUTH COAST

Details
Closing Date: 2023/09/30
Reference Number: MMH230901-5
Job Title: Financial Advisor - South Coast
Position Type: Permanent
Role: FamilySales
Cluster: Metropolitan Life
Remote Opportunity: None of the time
Location – Country: South Africa
Location – Province: Western Cape
Location - Town / City: George

Introduction
Metropolitan is one of the oldest financial services brands in South Africa. With a 125-year legacy of serving the communities in which it operates, Metropolitan represents true empowerment in serving Africa's people through affordable financial solutions that create financial growth and security. Metropolitan operates in South Africa, but the brand is also present in 7 African countries including, Namibia, Botswana, Kenya, Ghana and Lesotho. Metropolitan provides financial wellness solutions that meet the needs of low-income clients, including funeral insurance, health, savings, hospital cash-back cover, retirement solutions and life insurance. Visit us: www.metropolitan.co.za

Role Purpose
Attract, acquire and retain clients by selling company products to generate new business and to provide after sales service to clients to ensure client retention, increase market share and contribute to the overall business objectives and its long-term viability.

Requirements

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 behaviours (deal with difficult clients, competitive, achieving, persistent).
Be entrepreneurial (set ambitious, targets, self-reliant, financial prosperity in high-risk environment, autonomy)

FINANCIAL ADVISER - PENINSULA

Details
Closing Date: 2023/09/30
Reference Number: MMH230830-5
Job Title: Financial Adviser - Peninsula
Position Type: Permanent
Role Family: Sales
Cluster: Metropolitan Life
Remote Opportunity: None of the time
Location – Country: South Africa
Location – Province: Western Cape
Location - Town / City: Bellville

Introduction
Metropolitan is one of the oldest financial services brands in South Africa. With a 125-year legacy of serving the communities in which it operates, Metropolitan represents true empowerment in serving Africa's people through affordable financial solutions that create financial growth and security.
Metropolitan operates in South Africa, but the brand is also present in 7 African countries including, Namibia, Botswana, Kenya, Ghana and Lesotho. Metropolitan provides financial wellness solutions that meet the needs of low-income clients, including funeral insurance, health, savings, hospital cash-back cover, retirement solutions and life insurance. Visit us: www.metropolitan.co.za

Role Purpose
Attract, acquire and retain clients by selling company products to generate new business and to provide after sales service to clients to ensure client retention, increase market share and contribute to the overall business objectives and its long-term viability.

Requirements

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 behaviours (deal with difficult clients, competitive, achieving, persistent).

FINANCIAL ADVISOR – BOLAND

Details
Closing Date: 2023/09/30
Reference Number: MMH230830-4
Job Title: Financial Advisor - Boland
Position Type: Permanent
Role Family: Sales
Cluster : Metropolitan Life
Remote Opportunity: None of the time
Location – Country: South Africa
Location – Province: Western Cape
Location - Town / City: Paarl

Introduction
Metropolitan is one of the oldest financial services brands in South Africa. With a 125-year legacy of serving the communities in which it operates, Metropolitan represents true empowerment in serving Africa's people through affordable financial solutions that create financial growth and security.
Metropolitan operates in South Africa, but the brand is also present in 7 African countries including, Namibia, Botswana, Kenya, Ghana and Lesotho. Metropolitan provides financial wellness solutions that meet the needs of low-income clients, including funeral insurance, health, savings, hospital cash-back cover, retirement solutions and life insurance. Visit us: www.metropolitan.co.za

Role Purpose
Attract, acquire and retain clients by selling company products to generate new business and to provide after sales service to clients to ensure client retention, increase market share and contribute to the overall business objectives and its longterm viability.

Requirements

Matric/ N4 Equivalent Qualification.
FAIS requirements based on DOFA date
Relevant regulatory examinations if you are already working in the financial services industry.
5 years’ experience for individuals with matric
1-2 years’ experience for individuals with undergraduate degree (preferred)
Strong computer literacy skills
Fluency in English

Duties & Responsibilities

Engage with prospect clients to understand their financial needs.
Sell products that align with the clients’ financial requirements.
Accurately record client information and sales details
Achieve targets related to production, quality and conversion.
Comply with legislative regulations and adhere to all compliance requirements.

Competencies

Verbally fluent
Numerical reasoning ability
Be able to plan and manage their time.
Self-reliant
Be resilient (drive, determination, risk tolerance, bounce back after setbacks)
Manage relationships well.
Demonstrate sales behaviours (deal with difficult clients, competitive, achieving, persistent).
Be entrepreneurial (set ambitious, targets, self-reliant, financial prosperity in high-risk environment, autonomy)

FINANCIAL ADVISOR - CAPE TOWN

Details
Closing Date: 2023/09/30
Reference Number: MMH230830-3
Job Title: Financial Advisor - Cape Town
Position Type: Permanent
Role Family: Sales
Cluster: Metropolitan Life
Remote Opportunity: None of the time
Location – Country: South Africa
Location – Province: Western Cape
Location - Town / City: Wynberg

Introduction
Metropolitan is one of the oldest financial services brands in South Africa. With a 125-year legacy of serving the communities in which it operates, Metropolitan represents true empowerment in serving Africa's people through affordable financial solutions that create financial growth and security.
Metropolitan operates in South Africa, but the brand is also present in 7 African countries including, Namibia, Botswana, Kenya, Ghana and Lesotho. Metropolitan provides financial wellness solutions that meet the needs of low-income clients, including funeral insurance, health, savings, hospital cash-back cover, retirement solutions and life insurance. Visit us: www.metropolitan.co.za

Role Purpose
Attract, acquire and retain clients by selling company products to generate new business and to provide after sales service to clients to ensure client retention, increase market share and contribute to the overall business objectives and its long-term viability.
Requirements

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 behaviours (deal with difficult clients, competitive, achieving, persistent).

BUSINESS DEVELOPMENT CONSULTANT – SANDTON

Details
Closing Date: 2023/09/29
Reference Number: MMH220302-5
Job Title: Business Development Consultant - Sandton
Position Type: Permanent
Role Family: Sales
Cluster : MOMENTUM INSURE COMPANY LIMITED
Remote Opportunity: None of the time
Location – Country: South Africa
Location – Province: Gauteng
Location - Town / City: Sandton

Introduction
Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings, protect what matters to them and invest for the future. We help companies and organisations care for and reward their employees and members. Through our own network of advisers or via independent brokers and utilising new platforms Momentum Metropolitan provides practical financial solutions for people, communities and businesses. Visit us at www.momentummetropolitan.co.za

Role Purpose
Business Development Consultants are committed, driven, results oriented advisers who are able to work on their own as well as in a team environment writing business in accordance with targets laid down by Momentum Insure. Business Development Consultants advise primarily on motor and household domestic insurance.

Requirements

Matric/Grade 12
FAIS Credits (min 30 credits in short term insurance if date of first appointment is before 2010); or if date of first appointment is on or after 01/01/2010, a full recognised qualification as per the FSCA qualification list
FAIS Regulatory examination for Representatives (RE5)
12 CPD (continuous professional development) points
Minimum of 3 years' experience in selling short term insurance either as a broker agent or tied agent
Call center agents not preferred unless they have a minimum of 5 years' experience
All required regulatory exams and accreditation
One year's proof of commission earnings (minimum R10 000.00 pm)
Candidate must have his own transport (CAR) and license
We're looking for someone with
Extensive knowledge of the Short-Term Insurance Industry
Thorough understanding of the short-term insurance industry and products
Thorough understanding of business principles
Interpersonal Skills
Ability to handle conflict
Negotiation skills
Problem solving skills
Risk Assessment and analysis
Insurance Principles and practice
Customer and Personal Service
Clerical and administrative procedures
Be professional at all times with prospects, clients and other Momentum Insure stakeholders
Presentation skills, both 1:1 and to groups
Ability to present professionally
Sales skills
Prospecting skills

Duties & Responsibilities

Source sufficient lead generating opportunities to ensure 10 client quotes per week and 40 per month minimum
Minimum requirement of 8.5 written policies per month
Maintain and update your Lead Generation Matrix on a weekly basis
Once a quote is requested the consultant must contact client in order to conduct a proper needs analysis and offer professional advice
Sign up a minimum of 5 active lead referral agents
Complete weekly reports that reflect leads, quotes and sales as well as the source of the leads, average premium, total premium and any other pertinent information which may be required from time to time
Keep up to date and fully informed on product comparisons with opposition products
Stay abreast of Momentum Insure product changes and enhancements
Be compliant in all activities in accordance with regulations and standards of all Insurance regulations and professional guidelines and ethics
Maintain appropriate skills and knowledge in order to provide specialist, professional advice in all relevant business areas
Maintain the required dress code and professional appearance

Competencies

Technical Retail Acumen
Retail Sales Skills
Risk awareness
Cross selling

BUSINESS DEVELOPMENT CONSULTANT - CENTURION

Details
Closing Date: 2023/09/29
Reference Number: MMH220302-7
Job Title: Business Development Consultant - Centurion
Position Type: Permanent
Role Family: Sales
Cluster : MOMENTUM INSURE COMPANY LIMITED
Remote Opportunity: Some of the time
Location – Country: South Africa
Location – Province: Gauteng
Location - Town / City: Centurion

Introduction
Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings, protect what matters to them and invest for the future. We help companies and organisations care for and reward their employees and members. Through our own network of advisers or via independent brokers and utilising new platforms Momentum Metropolitan provides practical financial solutions for people, communities and businesses. Visit us at www.momentummetropolitan.co.za

Role Purpose
Business Development Consultants are committed, driven, results oriented advisers who are able to work on their own as well as in a team environment writing business in accordance with targets laid down by Momentum Insure. Business Development Consultants advise primarily on motor and household domestic insurance.

Requirements

Matric/Grade 12
FAIS Credits (min 30 credits in short term insurance if date of first appointment is before 2010); or if date of first appointment is on or after 01/01/2010, a full recognised qualification as per the FSCA qualification list
FAIS Regulatory examination for Representatives (RE5)
12 CPD (continuous professional development) points
Minimum of 3 years' experience in selling short term insurance either as a broker agent or tied agent
Call center agents not preferred unless they have a minimum of 5 years' experience
All required regulatory exams and accreditation
One year's proof of commission earnings (minimum R10 000.00 pm)
Candidate must have his own transport (CAR) and license

Duties & Responsibilities

Source sufficient lead generating opportunities to ensure 10 client quotes per week and 40 per month minimum
Minimum requirement of 8.5 written policies per month
Maintain and update your Lead Generation Matrix on a weekly basis
Once a quote is requested the consultant must contact client in order to conduct a proper needs analysis and offer professional advice
Sign up a minimum of 5 active lead referral agents
Complete weekly reports that reflect leads, quotes and sales as well as the source of the leads, average premium, total premium and any other pertinent information which may be required from time to time
Keep up to date and fully informed on product comparisons with opposition products
Stay abreast of Momentum Insure product changes and enhancements
Be compliant in all activities in accordance with regulations and standards of all Insurance regulations and professional guidelines and ethics
Maintain appropriate skills and knowledge in order to provide specialist, professional advice in all relevant business areas
Maintain the required dress code and professional appearance

Competencies

Technical Retail Acumen
Retail Sales Skills
Risk awareness
Cross selling
Extensive knowledge of the Short-Term Insurance Industry
Thorough understanding of the short-term insurance industry and products
Thorough understanding of business principles
Interpersonal Skills
Ability to handle conflict
Negotiation skills
Problem solving skills
Risk Assessment and analysis
Insurance Principles and practice
Customer and Personal Service
Clerical and administrative procedures
Be professional at all times with prospects, clients and other Momentum Insure stakeholders
Presentation skills, both 1:1 and to groups
Ability to present professionally
Sales skills
Prospecting skills

BUSINESS DEVELOPMENT CONSULTANT – DURBAN

Details
Closing Date: 2023/09/29
Reference Number: MMH220302-8
Job Title: Business Development Consultant - Durban
Position Type: Permanent
Role Family: Sales
Cluster: MOMENTUM INSURE COMPANY LIMITED
Remote Opportunity: Some of the time
Location – Country: South Africa
Location – Province: KwaZulu-Natal
Location - Town / City: Durban

Introduction
Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings, protect what matters to them and invest for the future. We help companies and organisations care for and reward their employees and members. Through our own network of advisers or via independent brokers and utilising new platforms Momentum Metropolitan provides practical financial solutions for people, communities and businesses. Visit us at www.momentummetropolitan.co.za

Role Purpose
Business Development Consultants are committed, driven, results oriented advisers who are able to work on their own as well as in a team environment writing business in accordance with targets laid down by Momentum Insure. Business Development Consultants advise primarily on motor and household domestic insurance.

Requirements

Matric/Grade 12
FAIS Credits (min 30 credits in short term insurance if date of first appointment is before 2010); or if date of first appointment is on or after 01/01/2010, a full recognised qualification as per the FSCA qualification list
FAIS Regulatory examination for Representatives (RE5)
12 CPD (continuous professional development) points
Minimum of 3 years' experience in selling short term insurance either as a broker agent or tied agent
Call center agents not preferred unless they have a minimum of 5 years' experience
All required regulatory exams and accreditation
One year's proof of commission earnings (minimum R10 000.00 pm)
Candidate must have his own transport (CAR) and license

Duties & Responsibilities

Source sufficient lead generating opportunities to ensure 10 client quotes per week and 40 per month minimum
Minimum requirement of 8.5 written policies per month
Maintain and update your Lead Generation Matrix on a weekly basis
Once a quote is requested the consultant must contact client in order to conduct a proper needs analysis and offer professional advice
Sign up a minimum of 5 active lead referral agents
Complete weekly reports that reflect leads, quotes and sales as well as the source of the leads, average premium, total premium and any other pertinent information which may be required from time to time
Keep up to date and fully informed on product comparisons with opposition products
Stay abreast of Momentum Insure product changes and enhancements
Be compliant in all activities in accordance with regulations and standards of all Insurance regulations and professional guidelines and ethics
Maintain appropriate skills and knowledge in order to provide specialist, professional advice in all relevant business areas
Maintain the required dress code and professional appearance

Competencies

Technical Retail Acumen
Retail Sales Skills
Risk awareness
Cross selling
Extensive knowledge of the Short-Term Insurance Industry
Thorough understanding of the short-term insurance industry and products
Thorough understanding of business principles
Interpersonal Skills
Ability to handle conflict
Negotiation skills
Problem solving skills
Risk Assessment and analysis
Insurance Principles and practice
Customer and Personal Service
Clerical and administrative procedures
Be professional at all times with prospects, clients and other Momentum Insure stakeholders
Presentation skills, both 1:1 and to groups
Ability to present professionally
Sales skills
Prospecting skills

BUSINESS DEVELOPMENT CONSULTANT - EAST LONDON

Details
Closing Date: 2023/09/29
Reference Number: MMH220329-5
Job Title: Business Development Consultant - East London
Position Type: Permanent
Role Family: Sales
Cluster : MOMENTUM INSURE COMPANY LIMITED
Remote Opportunity: Some of the time
Location – Country: South Africa
Location – Province: Eastern Cape
Location - Town / City East: London

Introduction
Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings, protect what matters to them and invest for the future. We help companies and organisations care for and reward their employees and members. Through our own network of advisers or via independent brokers and utilising new platforms Momentum Metropolitan provides practical financial solutions for people, communities and businesses. Visit us at www.momentummetropolitan.co.za

Role Purpose
Business Development Consultants are committed, driven, results oriented advisers who are able to work on their own as well as in a team environment writing business in accordance with targets laid down by Momentum Insure. Business Development Consultants advise primarily on motor and household domestic insurance.

Requirements

Matric/Grade 12
FAIS Credits (min 30 credits in short term insurance if date of first appointment is before 2010); or if date of first appointment is on or after 01/01/2010, a full recognised qualification as per the FSCA qualification list
FAIS Regulatory examination for Representatives (RE5)
12 CPD (continuous professional development) points
Minimum of 3 years' experience in selling short term insurance either as a broker agent or tied agent
Call center agents not preferred unless they have a minimum of 5 years' experience
All required regulatory exams and accreditation
One year's proof of commission earnings (minimum R10 000.00 pm)
Candidate must have his own transport (CAR) and license
Extensive knowledge of the Short-Term Insurance Industry
Thorough understanding of the short-term insurance industry and products
Thorough understanding of business principles
Interpersonal Skills
Ability to handle conflict
Negotiation skills
Problem solving skills
Risk Assessment and analysis
Insurance Principles and practice
Customer and Personal Service
Clerical and administrative procedures
Be professional at all times with prospects, clients and other Momentum Insure stakeholders
Presentation skills, both 1:1 and to groups
Ability to present professionally
Sales skills
Prospecting skills

Duties & Responsibilities

Source sufficient lead generating opportunities to ensure 10 client quotes per week and 40 per month minimum
Minimum requirement of 8.5 written policies per month
Maintain and update your Lead Generation Matrix on a weekly basis
Once a quote is requested the consultant must contact client in order to conduct a proper needs analysis and offer professional advice
Sign up a minimum of 5 active lead referral agents
Complete weekly reports that reflect leads, quotes and sales as well as the source of the leads, average premium, total premium and any other pertinent information which may be required from time to time
Keep up to date and fully informed on product comparisons with opposition products
Stay abreast of Momentum Insure product changes and enhancements
Be compliant in all activities in accordance with regulations and standards of all Insurance regulations and professional guidelines and ethics
Maintain appropriate skills and knowledge in order to provide specialist, professional advice in all relevant business areas
Maintain the required dress code and professional appearance

Competencies

Technical Retail Acumen
Retail Sales Skills
Risk awareness
Cross selling

BUSINESS DEVELOPMENT CONSULTANT - GEORGE

Details
Closing Date: 2023/09/29
Reference Number: MMH220329-7
Job Title: Business Development Consultant - George
Position Type: Permanent
Role Family: Sales
Cluster : MOMENTUM INSURE COMPANY LIMITED
Remote Opportunity: Some of the time
Location – Country: South Africa
Location – Province: Western Cape
Location - Town / City: George

Introduction
Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings, protect what matters to them and invest for the future. We help companies and organisations care for and reward their employees and members. Through our own network of advisers or via independent brokers and utilising new platforms Momentum Metropolitan provides practical financial solutions for people, communities and businesses. Visit us at www.momentummetropolitan.co.za

Role Purpose
Business Development Consultants are committed, driven, results oriented advisers who are able to work on their own as well as in a team environment writing business in accordance with targets laid down by Momentum Insure. Business Development Consultants advise primarily on motor and household domestic insurance.

Requirements

Matric/Grade 12
FAIS Credits (min 30 credits in short term insurance if date of first appointment is before 2010); or if date of first appointment is on or after 01/01/2010, a full recognised qualification as per the FSCA qualification list
FAIS Regulatory examination for Representatives (RE5)
12 CPD (continuous professional development) points
Minimum of 3 years' experience in selling short term insurance either as a broker agent or tied agent
Call center agents not preferred unless they have a minimum of 5 years' experience
All required regulatory exams and accreditation
One year's proof of commission earnings (minimum R10 000.00 pm)
Candidate must have his own transport (CAR) and license
Extensive knowledge of the Short-Term Insurance Industry
Thorough understanding of the short-term insurance industry and products
Thorough understanding of business principles
Interpersonal Skills
Ability to handle conflict
Negotiation skills
Problem solving skills
Risk Assessment and analysis
Insurance Principles and practice
Customer and Personal Service
Clerical and administrative procedures
Be professional at all times with prospects, clients and other Momentum Insure stakeholders
Presentation skills, both 1:1 and to groups
Ability to present professionally
Sales skills
Prospecting skills

Duties & Responsibilities
Source sufficient lead generating opportunities to ensure 10 client quotes per week and 40 per month minimum
Minimum requirement of 8.5 written policies per month
Maintain and update your Lead Generation Matrix on a weekly basis
Once a quote is requested the consultant must contact client in order to conduct a proper needs analysis and offer professional advice
Sign up a minimum of 5 active lead referral agents
Complete weekly reports that reflect leads, quotes and sales as well as the source of the leads, average premium, total premium and any other pertinent information which may be required from time to time
Keep up to date and fully informed on product comparisons with opposition products
Stay abreast of Momentum Insure product changes and enhancements
Be compliant in all activities in accordance with regulations and standards of all Insurance regulations and professional guidelines and ethics
Maintain appropriate skills and knowledge in order to provide specialist, professional advice in all relevant business areas
Maintain the required dress code and professional appearance

Competencies

Technical Retail Acumen
Retail Sales Skills
Risk awareness
Cross selling

BUSINESS DEVELOPMENT CONSULTANT - PORT ELIZABETH

Details
Closing Date: 2023/09/29
Reference Number: MMH220329-8
Job Title: Business Development Consultant - Port Elizabeth
Position Type: Permanent
Role Family: Sales
Cluster : MOMENTUM INSURE COMPANY LIMITED
Remote Opportunity: Some of the time
Location – Country: South Africa
Location – Province: Eastern Cape
Location - Town / City: Port Elizabeth

Introduction
Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings, protect what matters to them and invest for the future. We help companies and organisations care for and reward their employees and members. Through our own network of advisers or via independent brokers and utilising new platforms Momentum Metropolitan provides practical financial solutions for people, communities and businesses. Visit us at www.momentummetropolitan.co.za

Role Purpose
Business Development Consultants are committed, driven, results oriented advisers who are able to work on their own as well as in a team environment writing business in accordance with targets laid down by Momentum Insure. Business Development Consultants advise primarily on motor and household domestic insurance.

Requirements

Matric/Grade 12
FAIS Credits (min 30 credits in short term insurance if date of first appointment is before 2010); or if date of first appointment is on or after 01/01/2010, a full recognised qualification as per the FSCA qualification list
FAIS Regulatory examination for Representatives (RE5)
12 CPD (continuous professional development) points
Minimum of 3 years' experience in selling short term insurance either as a broker agent or tied agent
Call center agents not preferred unless they have a minimum of 5 years' experience
All required regulatory exams and accreditation
One year's proof of commission earnings (minimum R10 000.00 pm)
Candidate must have his own transport (CAR) and license
Extensive knowledge of the Short-Term Insurance Industry
Thorough understanding of the short-term insurance industry and products
Thorough understanding of business principles
Interpersonal Skills
Ability to handle conflict
Negotiation skills
Problem solving skills
Risk Assessment and analysis
Insurance Principles and practice
Customer and Personal Service
Clerical and administrative procedures
Be professional at all times with prospects, clients and other MI stakeholders
Presentation skills, both 1:1 and to groups
Ability to present professionally
Sales skills
Prospecting skills

Duties & Responsibilities

Source sufficient lead generating opportunities to ensure 10 client quotes per week and 40 per month minimum
Minimum requirement of 8.5 written policies per month
Maintain and update your Lead Generation Matrix on a weekly basis
Once a quote is requested the consultant must contact client in order to conduct a proper needs analysis and offer professional advice
Sign up a minimum of 5 active lead referral agents
Complete weekly reports that reflect leads, quotes and sales as well as the source of the leads, average premium, total premium and any other pertinent information which may be required from time to time
Keep up to date and fully informed on product comparisons with opposition products
Stay abreast of Momentum Insure product changes and enhancements
Be compliant in all activities in accordance with regulations and standards of all Insurance regulations and professional guidelines and ethics
Maintain appropriate skills and knowledge in order to provide specialist, professional advice in all relevant business areas
Maintain the required dress code and professional appearance

Competencies

Technical Retail Acumen
Retail Sales Skills
Risk awareness
Cross selling

SENIOR JAVA DEVELOPER

Details
Closing Date: 2023/09/29
Reference Number: MMH220209-14
Job Title: Senior Java Developer
Position Type: Permanent
Cluster: Momentum Insure
Remote Opportunity: All of the time
Location – Country: South Africa
Location – Province: Gauteng
Location - Town / City: Centurion

Introduction
Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations.
We help people grow their savings, protect what matters to them and invest for the future. We help companies and organisations care for and reward their employees and members. Through our own network of advisers or via independent brokers and utilising new platforms Momentum Metropolitan provides practical financial solutions for people, communities and businesses. Visit us at www.momentummetropolitan.co.za

Role Purpose
Develop, maintain and support mission-critical, enterprise-grade software applications that improve business efficiency and are aligned to the enterprise architecture and business strategy.
This position will challenge software engineering as well as people skills. From a software engineering perspective, you will have the opportunity to solve and design complex integration patterns. Various technologies are used within this space of which the major ones are Java EE, Maven, Jenkins CI, Docker, Amazon Web Services, Oracle, WebSphere Liberty, Angular, AIX and Linux. Development challenges will include new software development as well as maintaining current software, including modernisation of platforms with minimal impact on business. From a people perspective you should be able to operate on your own and within a team setup, depending on the projects you will be involved. Knowledge sharing is key to the role and technical guidance as well as mentoring of junior to intermediate developers will be expected.

Requirements

5-7 years' intermediate/senior java development experience using Java EE on Unix based platforms.
Relevant IT qualification.
Relevant post graduate IT qualification.
5 years Software Development experience in a distributed computing environment using Java EE.
Solid (Java EE) back-end development experience.
Advanced understanding and everyday use of OO principles such as inheritance, interfaces, abstract classes, etc.
Good systems and code design skills including good documentations skills where necessary.
Understanding and experience with micro-services.
Strong knowledge of REST API designs.
Strong knowledge with CI/CD principles.

Duties & Responsibilities

Develop software based on technical design (Internal Process).
Keep abreast of new technologies/methodologies, business changes and internal system changes in order to align system development with best practices and system architecture.
Collaborate with stakeholders to gather requirements, conduct analysis and prioritise requests.
Contribute to the design of scalable solutions that supports the system architecture.
Translate business requirements into workable solutions and document solution into technical specifications.
Design and code new software functionality using code that is scalable, readable, maintainable and re-usable.
Develop and maintain productive working relationships with peers and organizational and role players to achieve effective collaboration.
Provide stakeholder with regular feedback on the technical design and timelines for solution in order to manage expectations.
Collaborate with business analysts and testing team in developing, testing and deploying new software system components or software system enhancements.
Collaborate with testing team to co-create test cases.
Conduct System Integration Testing (SIT) and User Acceptance Testing (UAT) and resolve all issues/queries.
Contribute to user acceptance testing (UAT) and training material.
Once the solution has been successfully tested, prepare and produce releases of software components into production/live environment.
Support continuous improvement by investigating alternatives and technologies and presenting these for architectural review.
Maintain existing programmes, ensuring all errors are resolved and documented.
Advise and guide colleagues regarding effective business system analysis approaches and techniques.
Review and quality assure deliverables of junior team members in accordance with IT Strategy, architecture and best practice.
Mentor team members and provide insight to effective and efficient Java development practices.
Design solutions that eliminate reoccurrence of errors.
Provide technical guidance to the operations and support team.
Monitor performance of solutions and make recommendations to improve the performance and functionality of the solution.
Engage with clients in a client centric manner (Client Services).
Provide authoritative, expertise and advice to clients and stakeholders.
Build and maintain relationships with clients and internal and external stakeholders.
Deliver on service level agreements made with clients and internal and external stakeholders in order to ensure that client expectations are managed.
Make recommendations to improve client service and fair treatment of clients within area of responsibility.
Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service Self-management and teamwork (People).
Develop and maintain productive and collaborative working relationships with peers 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 Contribute to financial controls and planning (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
Articulating Information
Managing Tasks
Interpreting Data
Challenging Ideas
Producing Output
Developing Expertise
Team Working
Java EE (Not Spring)
GitLab
Jenkins
Ansible
Linux/AIX

REST

Back End Development
Object Orientated development and design
WebSphere Application Server and WebSphere Liberty Server

TAX ADMINISTRATOR X2 (TEMPORARY)

Details
Closing Date: 2023/09/12
Reference Number: MMH230829-2
Job Title: Tax Administrator x2 (Temporary)
Position Type: Temporary
Role Family: Finance
Cluster Momentum: Investments
Remote Opportunity: Some of the time
Location – Country: South Africa
Location – Province: Gauteng
Location - Town / City: Centurion

Introduction
Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations.
We help people grow their savings, protect what matters to them and invest for the future. We help companies and organisations care for and reward their employees and members. Through our own network of advisers or via independent brokers and utilising new platforms Momentum Metropolitan provides practical financial solutions for people, communities and businesses. Visit us at www.momentummetropolitan.co.za

Role Purpose
This twelve (12) month contact position in the Momentum Investments Operational Tax team will be responsible for tax query resolution, tax compliance and reporting, as well as assisting in relevant tax projects.
The position is based in our head office in Centurion where you will form part of a dynamic, high-performing business team, with the ambition to strategically improve our business.
The ideal candidate will bring energy and enthusiasm to learn and to challenge existing solutions and processes.

Requirements

BCom degree – Finance, Management accounting, Audit or Taxation.
SQL writing advantageous.
Minimum of 3 years’ experience, ideally in a Corporate (Financial, Investments or Tax) environment.
Good understanding of the ITA, TAA and supporting guides is advantageous.

Duties & Responsibilities

Investigate and process manual break out procedures and events.
Take ownership of the recon controls, checks and balances.
Root cause error investigation and correction of any discrepancies in the system.
Process mapping and documentation.
Identify tax risks that could impact the company directly or indirectly and escalate accordingly.
Provide system/process support.
Investigate and identify requirements to address process or system constraints resulting in repeated queries and/or errors.
Process documentation and training documentation for internal staff
Work actively with the Tax Specialist to clarify technical rules and regulations published for a smooth implementation.
Gain an understanding of the business in which we operate and the tax implications per product range.
User Acceptance Testing of solutions, business and technical processes and calculations.
Keeping up to date with changes to legislation relating to the Income Tax Act and advising business on the practical impact of the changes.

Competencies

Very strong analytical and logical problem-solving skills with attention to detail is essential.
Proactive, action-oriented individual with a desire to take ownership and accountability for the delivery of tasks.
Drive a sense of urgency, focus, accountability, agility, and execution to deliver business results.
The ability to respond quickly, handle stress, and adapt to unexpected challenges in a calm, methodical manner in order to maximise the team's ability to deliver quickly under pressure.
Strong written and verbal communication skills to translate tax matters to business and clients effectively.
Persuasiveness - Influences, convinces or impresses others in a way that results in acceptance, agreement or behavior change.
Interpersonal Sensitivity - Interacts with others in a sensitive and effective Respects and works well with others.
Resilience - Maintains effective work behavior in the face of setbacks or pressure.

ACTUARIAL PRICING SPECIALIST

Details
Closing Date: 2023/09/17
Reference Number: MMH230720-12
Job Title: Actuarial Pricing Specialist
Position Type: Permanent
Role Family: Actuarial
Cluster: Momentum Insure Company Limited
Remote Opportunity: Some of the time
Location – Country: South Africa
Location – Province: Gauteng
Location - Town / City: Centurion

Introduction
Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations.
We help people grow their savings, protect what matters to them and invest for the future. We help companies and organisations care for and reward their employees and members. Through our own network of advisers or via independent brokers and utilising new platforms Momentum Metropolitan provides practical financial solutions for people, communities and businesses. Visit us at www.momentummetropolitan.co.za

Role Purpose
The purpose of this role is to price and manage the risk in respect of new and existing business to ensure profitability and sustainability. The area is a high-pressure environment, and the suitable candidate needs to be able to produce high quality work while ensuring that tight deadlines are met.

Requirements

Bachelor’s degree in Actuarial Sciences

Qualified actuary or nearly qualified actuary

5 years or more of Actuarial modelling and pricing experience within the Short-Term Insurance industry. Preference will be given to candidates that demonstrate advanced pricing and product development experience.
Experience with software packages like SQL, SAS, R, Python, Willis Towers Watson, Earnix and AKUR8
Advanced Microsoft Office, in particular Excel, user.
Experience with programming and mining large datasets for commercial value.

Duties & Responsibilities

Maintain, develop, and implement market leading Short-Term Insurance pricing models.
Explore and identify data and rating enhancements to inform pricing models.
Ownership of model performance against actual experience and acting on model weaknesses.
Developing and implementing pricing strategies for new and existing business to achieve growth and profit objectives.
Support the development of new and innovative products.
Drive, implement and maintain proper governance on pricing developed/deployed.
Support/advise the business using data and analytics.

Competencies

Passion for Short-Term Insurance (STI) and pricing STI products.
Taking initiative to identify areas for improvement and act on it.
Being creative and finding innovative solutions.
Making practical and financially sound decisions.
Ability to take ownership of deliverables and drive them to completion with minimum supervision.
Ability to perform under pressure and effective management of time to ensure project timelines are met.
Ability to manage multiple tasks concurrently.
Meticulous attentiveness to detail and accuracy.
Good communication skills – written and verbal.

FINANCE BUSINESS PARTNER - HATFIELD [GAUTENG]

Details
Closing Date: 2023/09/08
Reference Number: MMH230901-2
Job Title: Finance Business Partner - Hatfield [Gauteng]
Position Type: Permanent
Role Family: Finance
Cluster : Metropolitan Life
Remote Opportunity: Some of the time
Location – Country: South Africa
Location – Province: Gauteng
Location - Town / City: Johannesburg

Introduction
Metropolitan is one of the oldest financial services brands in South Africa. With a 125-year legacy of serving the communities in which it operates, Metropolitan represents true empowerment in serving Africa's people through affordable financial solutions that create financial growth and security.
Metropolitan operates in South Africa, but the brand is also present in 12 African countries including, Namibia, Botswana, Kenya, Ghana, Nigeria, Lesotho, and Swaziland. Metropolitan provides financial wellness solutions that meet the needs of low-income clients, including funeral insurance, health, savings, hospital cash-back cover, retirement solutions and life insurance. Visit us at: www.metropolitan.co.za

Role Purpose
Partner with designated business area in order to support, advise and guide business decision-making through financial analysis, data and insights and provide holistic finance solutions that drive business performance.

Requirements

BCom Accounting, Financial Management or Management Accounting
Registered chartered accountant with South African Institute of Chartered Accountants or management accountant Chartered Institute of Management Accountants (preferred)
5-7 years in financial management in an insurance environment
Knowledge of the insurance and investment industry

Duties & Responsibilities
Develop and manage the implementation of Finance solutions that enable the achievement of business goals and objectives (Internal Process):

Keep abreast of trends, legislation and best practices within the financial management field in order to optimise service delivery.
Develop partnerships with business leaders to determine their finance requirements and obtain insightful business understanding.
Collaborate with business leaders to formulate short and long-term financial objectives and financial models for the business, in line with the overall business strategy of the segment.
Partner with business leaders to assess the financial implications of new business initiatives and provide input to the financial feasibility of business cases.
Contribute to the development of business cases for new initiatives and ensure that business cases are financial sound.
Channel and evaluate request for financial information and analysis from the business in order to provide the business with meaningful and value adding information.
Analyse financial information and provide financial analysis and data that supports the decision making for long range planning to support the realisation of the business strategy.
Oversee the delivery of financial analysis, forecasting and what-if scenarios based on business requirements.
Provide business leaders with insight regarding the interpretation and explanation of financial analysis, forecasts and scenarios in order to guide business decision making.
Identity and measure key financial KPI’s that support financial and strategic objectives.
Drive the delivery of daily, weekly and monthly KPI reporting and ensure the business is provided with readily obtained, accurate, meaningful measurements.
Prepare management reports and identify where management action is required.
Provide input into continuous improvement efforts by identifying opportunities, cost reduction, improvements and systems enhancement.
Support and influence key operational and strategic business decision using financial analysis and data.
Manage the execution of operational financial activities

Drive a client centric environment that focuses on best practice service delivery (Client Services):

Build and maintain relationships with clients and stakeholders.
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.
Engage with key internal and external stakeholders to identify changing client needs and make recommendations to align service offering with client needs.
Contribute to a client service excellence culture which builds enduring relationships and allows team to provide exceptional client service.
Develop client service level agreements and standards in order to ensure clients receive clear and accurate information and are kept informed at all times.
Drive efforts to improve client service and fair treatment of clients within area of responsibility.
Incorporate client feedback into the enhancement of daily business processes and management operating systems.
Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.

Effectively lead team (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 MMI 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.
Execute effective workforce planning practices to ensure that staffing requirements are accurately forecast.
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.
Share and transfer product, process and systems knowledge to colleagues.

Manage the budgeting process and implement sound financial controls (Finance):

Facilitate and manage the budgeting process and evaluate budget information received and discuss errors or omissions with stakeholders.
Manage the monitoring and tracking of fit for purpose budgets to ensure the segment operating model is adequately budgeted for.
Proactively engage with business to forecast expenses and identify solutions to enhance cost effectiveness and increase operational efficiency.
Control the budget for area of responsibility, including the authorisation of expenditures and implementation of financial regulations.
Monitor financial performance by measuring and analysing business results, initiating corrective actions and minimizing the impact of variances.
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.
Investigate reported wilful acts of non-compliance to organisation policy and practice and report on findings.

Competencies

Business Acumen: Understands how the business operates, what the key issues and risks are that drives business success; and how they impact on the commercial viability of potential ventures and the profitability of the Group.
Client/Stakeholder Management: Anticipates, meets and exceeds client’s needs by creating long lasting relationships that support the client value proposition, supports their financial wellness and ensures client centricity.
Drive for Results: Drive a sense of urgency, focus, accountability, agility and execution to deliver business results.
Leads Change & Innovation: Actively leads change, does what is right for the business and drives continuous improvement through innovation.
Presenting & Communicating Information: Speaks clearly and fluently. Expresses opinions, information and key points of an argument clearly. Makes presentations and undertakes public speaking with skill and confidence. Responds quickly to the needs of an audience and to their reactions and feedback. Projects credibility.
Strategic Thinking: Creates competitive and breakthrough strategies to drive short term profitability and long-term business growth and shareholder value.
Collaboration: Prioritises the business interests of MMI and invests in the success of the group by aligning effort across divisions.
Impact & Influence: Persuades, convinces, influences and inspires others, both within MMI and externally to win support, loyalty and gain commitment to the purpose of MMI.
Formulating Strategies & Concepts: Works strategically to realise organisational goals. Sets and develops strategies. Identifies and develops positive and compelling visions of the organisations future potential. Takes account of a wide range of issues across, and related to, the organisation.
Diversity and Inclusiveness: Is sensitive to individual and cultural differences and demonstrates humility and an openness to engage people from diverse backgrounds and cultures to the mutual benefit of all parties concerned.
Relating and Networking: Establishes good relationships with customers and staff. Builds wide and effective networks of contacts inside and outside the organisation. Relates well to people at all levels. Uses humour appropriately to enhance relationships with others.
Deciding and Initiating Action: Makes prompt, clear decisions, which may involve tough choices or considered risks. Takes responsibility for actions, projects and people. Takes initiative, acts with confidence and works under own direction. Initiates and generates activity.

Enquiries: Jessica.Thebe@metropolitan.co.za

Policy
We are committed to Employment Equity, diversity and inclusion when recruiting internally and externally. All appointments are made in alignment to our Employment Equity goals and we encourage people with disabilities to apply.

PLEASE APPLY HERE

DEBARMENT SPECIALIST

Details
Closing Date: 2023/09/08
Reference Number: MMH220923-2
Job Title: Debarment Specialist
Position Type: Permanent
Role Family: Legal and Compliance
Cluster : Metropolitan Life
Remote Opportunity: None of the time
Location – Country: South Africa
Location – Province: Western Cape
Location - Town / City: Bellville - Cape Town

Introduction
Metropolitan is one of the oldest financial services brands in South Africa. With a 116-year legacy of serving the communities in which it operates, Metropolitan represents true empowerment in serving Africa's people through affordable financial solutions that create financial growth and security.
Metropolitan operates in South Africa, but the brand is also present in 12 African countries including, Namibia, Botswana, Kenya, Ghana, Nigeria, Lesotho, and Swaziland. Metropolitan provides financial wellness solutions that meet the needs of low-income clients, including funeral insurance, health, savings, hospital cash-back cover, retirement solutions and life insurance. Visit us at: www.metropolitan.co.za

Role Purpose
Ensure the debarment process is carried out effectively as per legislation and business requirements.

Requirements

Degree in Business or related
FSCA recognised full qualification
FAIS Key Individual Regulatory Exam Level 1 passed
FAIS Representative Regulatory Exam Level 5 passed
5+ years’ experience in a long-term insurance sales environment as Key Individual
3-5+ years’ relevant management experience
Knowledge of the Financial Services Industry legislation especially the Long Term Insurance Act, FAIS and FICA
Honesty and Integrity
Fully Fit and Proper

Duties & Responsibilities

Deliver timeously working in a cross-functional and multi-disciplinary environment
Reviewing of all debarments for the business as required
Conducting the determination of debarment within the required timelines
Providing feedback and outcomes of debarment to the financial adviser and compliance
Use case law and/or all relevant resources available to assist with decision making and to ensure you remain relevant in industry
Provide all outcomes to all stakeholders through clear and timeous communication
Monitor, troubleshoot and escalate any delay is the debarment process
Take responsibility on the reporting of all debarment cases for Metropolitan
Provide clear guidance on debarment matters and processes to the business as requested
Provide guidance on the policies and procedures that pertain to debarment process and legislation
Keep abreast of new debarment legislation changes and impact on the business
Consult with stakeholders and deliver on identified deadlines to ensure business continuity
Demo new processes or legislation to stakeholders as required and document feedback
Contribute input and present at forums, Manco’s and planning sessions on the core capabilities, root causes and trends identified from operational engagements
Define fair and innovative support practices to build rewarding relationships and allows team to provide exceptional client service
Demonstrate exemplary leadership behaviour, through personal involvement, commitment and dedication in support of organisational values.
Build strong relationships by providing specialist know-how and leadership to others, expressing positive expectations
Enable a learning and growth culture whereby information regarding successes, issues, trends and ideas are actively shared between team members
Identify growth and development needs, and schedule interventions to enable ongoing development, training and personal growth
Ensure alignment to the Channel Scorecard
Contribute to the development of area specific budgets to minimise expenditure, in alignment with operational plans

Competencies

Leads Change and Innovation
Business Acumen
Client/Stakeholder Commitment
Drive for Results
Collaboration
Impact and Influence

ACTUARIAL SPECIALIST

Details
Closing Date: 2023/09/08
Reference Number: MMH220815-5
Job Title: Actuarial Specialist
Position Type: Permanent
Role Family: Actuarial
Cluster : MOMENTUM INSURE COMPANY LIMITED
Remote Opportunity: Some of the time
Location – Country: South Africa
Location – Province: Gauteng
Location - Town / City: Centurion

Introduction
Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations.

We help people grow their savings, protect what matters to them and invest for the future. We help companies and organisations care for and reward their employees and members. Through our own network of advisers or via independent brokers and utilising new platforms Momentum Metropolitan provides practical financial solutions for people, communities and businesses. Visit us at www.momentummetropolitan.co.za

Role Purpose
To be involved in all aspects of actuarial management of a short-term insurer with a focus on pricing and product development, including business intelligence, underwriting and other ad-hoc commercial involvements. This is a broad, technical role with opportunities to develop in a range of directions.

Requirements

Experience in short-term insurance
Bachelor's degree in Actuarial Sciences, Science, Finance Commerce or Business Sciences
Basic programming skills would be advantageous

Duties & Responsibilities

Collect data from various sources and assess the completeness and accuracy of the data
Perform data analysis and advise on appropriate actions to be taken
Perform detailed statistical investigations using specialised software
Assist in the implementation of various products on the chosen LOB system across all regions
Devise methods and strategies to implement and monitor underwriting controls across various regions
Devise and monitor the success of rate making and renewal strategies
Assist with the cross-population of skills and ways of work that could find purpose in wider application
Build and maintain good working relationships with management across various regions
Ensure adherence to escalation procedures and mandates on system
Design and develop products and processes that would suit the opportunities identified
Develop and manage a spectrum of partners that MMI could leverage off in designing the solutions to various identified opportunities

Competencies

Analytical
Planning & Organising
Problem Solving
Producing Innovative solutions to problems
Action Orientation
Persuasiveness
Effective Communication (written and verbal)
Flexibility
Resilience
Personal Motivation
Accountability
Good interpersonal skills
Financial Acumen

Additional Information

Enthusiastic and passionate about the job and the company
Energetic and a quick worker
Strong sense of Integrity and honesty
Ability to respect confidentiality
Deadline and results oriented
Organised, self-disciplined and self-motivated

BUSINESS ANALYST

Details
Closing Date: 2023/09/07
Reference Number: MMH220804-8
Job Title: Business Analyst
Position Type: Permanent
Role Family: Information Technology
Cluster: Momentum Life
Remote Opportunity: Some of the time
Location – Country: South Africa
Location – Province: Gauteng
Location - Town / City: Centurion

Introduction
Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings, protect what matters to them and invest for the future. We help companies and organisations care for and reward their employees and members. Through our own network of advisers or via independent brokers and utilising new platforms Momentum Metropolitan provides practical financial solutions for people, communities and businesses. Visit us at www.momentummetropolitan.com

Role Purpose
Conduct analysis of business needs to provide software application solutions focused on delivering business value. Together with a range of business, technical, and technology stakeholders, you will help design and implement innovative solutions to meet business objectives. You are responsible for working with multiple stakeholder groups across the organization to identify, investigate and analyze challenges faced by the enterprise. The Business Analyst will synthesize the business requirements, which will in turn inform the solution design.

Requirements
Experience and Qualifications

5+ years' experience as a business analyst
Relevant degree (essential)
Experience and sound knowledge of Agile methodologies and continuous delivery models
IIBA certification (essential)

Duties & Responsibilities
Responsibilities and work outputs

The ability to do quantitative business analysis i.e. Required to perform mathematical calculations to make financial decisions.
Must have a good understanding of fractions, decimals and percentages, creating and analyzing charts graphs, and tables
Identifying, investigating, and analyzing problems faced by businesses; proposing documented solutions that fully address the business requirements needed to optimize the business.
Keeping abreast of market changes and internal system developments ensuring that all new processes align with best practices.
Accountable for eliciting requirements and solution design through conducting requirement sessions (JAD), interviews, and reviewing (extracting info) existing documentation.
Collaborating with stakeholders to document business process maps, business requirement definitions, and business requirements specifications.
Developing and documenting detailed functional and non-functional requirements specifications in line with standards.
Critically evaluating business processes in order to establish time and cost parameters and make innovative recommendations that will positively impact the business.
Investigating and analyzing alternative solutions and proposing the best approach to meet a business's needs.
Developing solutions encompassing the entire system (people, process, and technology).
Assisting in the identification of risks and issues pertaining to the implementation of the solution requirements.
Documenting the impact and interactions of business processes and requirements to support system design and development.
Contributing to the successful implementation of projects in order to achieve the business outcome.
Supporting integrated systems testing and reviewing testing results.
Participating in quality reviews and implementing corrective measures to enhance the solution.
Identify and analyze deficiencies, loopholes, etc. in operational processes and propose a way to deal with them effectively.
Investigating and proposing process optimization opportunities in the context of best practices and improved operational efficiency.
Developing and maintaining productive working relationships with peers and organizational role players to achieve optimal cross-process integration.

Competencies
Competencies required

Customer/ Stakeholder Commitment
Business Acumen
Drive for Results
Leads Change and Innovation
Reporting and Interpretation
Collaboration
Impact and Influence
Self-Awareness and Insight
Diversity and Inclusiveness
Institutional Process Analysis & Redesign

CHRONIC BENEFIT CONSULTANT

Details
Closing Date: 2023/09/07
Reference Number: MMH230817-8
Job Title: Chronic Benefit Consultant
Position Type: Permanent
Role: Family Client Services
Cluster :Health Solutions
Remote Opportunity: None of the time
Location – Country: South Africa
Location - Province KwaZulu-Natal
Location - Town / City Cornubia

Introduction
Momentum Health Solutions, an entity of Momentum Metropolitan Holdings delivers sustainable, integrated health solutions that meet the needs of clients in the different segments and maximise lifetime client value. We build and maintain a culture of innovation, and create value through unique insights of how to achieve specific outcomes by using a defined set of Health capabilities.

Role Purpose
This position will report to the Medicine Risk Manager and is based in Cornubia. The successful candidate will be required to manage the registration request for Chronic conditions/ treatment, chronic related queries and to give support to the Health Risk Management team.

Requirements

Matric
Post Basic Pharmacist assistant qualification is essential
Previous Health Risk Management experience would be an advantage
Previous experience in a managed care environment dealing with Health Risk Management would be an advantage.
Previous experience in a hospitalised environment is advantageous.
Registration with the Pharmacy Council as Pharmacist Assistant is essential
Clinical Knowledge
Computer literate
Good telephone etiquette.

Duties & Responsibilities

All interactions, telephonic and written, with members, providers, brokers and internal stakeholders to be professional
Registration of medicine and/or diagnosis to be done timeously and independently in accordance to MMI Health policies and scheme formularies
Develop effective relationships and ensure that Service Level Agreements with External clients and internal departments are maintained thus ensuring excellent service to the scheme, members, providers as well as internally
24 hour turnaround —; Maintain a consistent and quality 24 hour turnaround time from receipt of documents/calls into the Medicine Risk Management department
Provide 1st time and timeous resolution on queries.
Provide effective management of a patients disease and lifestyle to promote an integrated and holistic approach to managing the healthcare of a member.
To provide support and assistance to the DUR Pharmacist, DRM, HRM and Clinical Governance departments in terms of medical management and clinical.
Ensure effective claims management service delivery and support
Perform an efficient and accurate administrative function to the team.
Identify all compliance risks and bring to the attention of the team leader for review.
Monitor customer delivery constraints and escalate to management
Identify and investigate all possible non-disclosure of pre-existing conditions
Identify the appropriate entry criteria and ensure consistent and correct authorizations in line with clinical policies and the relevant scheme rules and formularies.
Have the capacity to develop oneself and others via the various training options thus positively growing oneself and the team.

Competencies

Customer focused
Excellent verbal and written
Communications Skills
Good interpersonal skills
Attention to detail
Service oriented
Stress tolerant and working under pressure.
Empathetic
Proactive
Highly motivated
Drive and support effective

Enquiries: siphesihle.zulu@momentum.co.za

Policy
We are committed to Employment Equity, diversity and inclusion when recruiting internally and externally. All appointments are made in alignment to our Employment Equity goals and we encourage people with disabilities to apply.

PLEASE APPLY HERE

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