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MOMENTUM IS HIRING
EXPERIENCED HEALTH FINANCIAL ADVISOR
Details
Closing Date: 2024/01/07
Reference Number: MMH230928-3
Job Title: Experienced Health Financial Advisor
Position Type: Permanent
Role Family: Sales
Cluster: Health Solutions
Remote Opportunity: Some of the time
Location – Country: South Africa
Location – Province: Gauteng
Location - Town / City: Centurion
Introduction
Momentum, 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.
Momentum Health Solutions is looking for talented and passionate Health Financial Advisors who share our values of putting our clients first and treating customers fairly. If you are an experienced hand in healthcare sales, then this opportunity is for you!
Role Purpose
The individual will be responsible for acquiring, retaining, and growing a client base market for Momentum Medical Aid and its Complementary 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.
This includes providing clients across different market segments (middle-income, affluent, professional market, and business) with expert advice through sound financial planning. This opportunity is set in a franchise environment, focusing on health solutions.
In line with our Financial Wellness philosophy, we create unique journeys to success for each of our clients by delivering excellent client experience through continuous engagement on their financial needs, in a tangible and practical way.
Requirements
- Matric / equivalent
- FAIS requirements based on DOFA date
- FSCA-approved qualification
- Relevant regulatory examinations (RE5) if you are already working in the financial services industry.
- 2 years’ experience as a financial advisor
- Has large and solid business, social and close contact networks.
Duties & Responsibilities
- Meeting with clients to determine their financial goals, needs, and risk tolerance.
- Providing strategic advice on various financial products and services, such as Medical aid, Health insurance, Health Saver, Gap cover Insurance, 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.
- Engage with prospect clients to understand their financial needs.
- Sell products that align with the clients’ financial requirements.
- Comply with legislative regulations and adhere to all compliance requirements.
Competencies
- Business Acumen
- Client/ Stakeholder Commitment
- Drive for Results
- Collaboration
- Impact and Influence
- 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
HEALTH FINANCIAL ADVISOR
Details
Closing Date: 2023/12/28
Reference Number: MMH230814-9
Job Title: Health Financial Advisor
Position Type: Permanent
Role Family: Sales
Cluster: Health Solutions
Remote Opportunity: All of the time
Location – Country: South Africa
Location – Province: Gauteng
Location - Town / City: Centurion
Introduction
Momentum, 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.
We are looking for talented and passionate financial advisors who share our values of putting our clients first and treating customers fairly. If you are looking to start a career as a financial advisor in the health industry, or you are an experienced hand in healthcare sales, then this opportunity is for you!
Role Purpose
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. Set in a franchise environment, this opportunity offers particular focus on health solutions, allowing you to build in-depth expertise and credibility as a financial adviser in a supportive environment.
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.
Requirements
Duties & Responsibilities
Competencies
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
HEALTH FINANCIAL ADVISOR
Details
Closing Date: 2023/12/28
Reference Number: MMH230814-9
Job Title: Health Financial Advisor
Position Type: Permanent
Role Family: Sales
Cluster: Health Solutions
Remote Opportunity: All of the time
Location – Country: South Africa
Location – Province: Gauteng
Location - Town / City: Centurion
Introduction
Momentum, 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.
We are looking for talented and passionate financial advisors who share our values of putting our clients first and treating customers fairly. If you are looking to start a career as a financial advisor in the health industry, or you are an experienced hand in healthcare sales, then this opportunity is for you!
Role Purpose
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. Set in a franchise environment, this opportunity offers particular focus on health solutions, allowing you to build in-depth expertise and credibility as a financial adviser in a supportive environment.
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.
Requirements
- Matric / equivalent
- Advantageous: FSCA approved qualification or in process to complete a FSCA approved qualification.
- New to Industry and experienced applicants will all be considered
- Inspired to build a career 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 to meet requirements.
- Influential, self-driven, customer-focused, resilient and results orientated.
Duties & Responsibilities
- 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 Medical aid, Health insurance, Health Saver, Gap cover Insurance, 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
- Business Acumen
- Client/ Stakeholder Commitment
- Drive for Results
- Leads Change and Innovation
- Motivating and Inspiring Team
- Collaboration
- Impact and Influence
- Self-Awareness and Insight
- Diversity and Inclusiveness
- Growing Talent
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
REGIONAL GENERAL MANAGER (EASTERN CAPE)
Details
Closing Date: 2023/12/15
Reference Number: MMH220704-2
Job Title: Regional General Manager (Eastern Cape)
Position Type: Permanent
Role Family: Sales
Cluster: Momentum Distribution Services
Remote Opportunity: None of the time
Location – Country: South Africa
Location – Province: Eastern Cape
Location - Town / City: Gqeberha (PE)
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 the 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:
Experience:
Knowledge:
Duties & Responsibilities
Active People Mobiliser:
Driver of high-performance culture:
Learning and Development Catalyst:
IFA Acquisition and Connection:
Competencies
Competencies Required:
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
REGIONAL GENERAL MANAGER (EASTERN CAPE)
Details
Closing Date: 2023/12/15
Reference Number: MMH220704-2
Job Title: Regional General Manager (Eastern Cape)
Position Type: Permanent
Role Family: Sales
Cluster: Momentum Distribution Services
Remote Opportunity: None of the time
Location – Country: South Africa
Location – Province: Eastern Cape
Location - Town / City: Gqeberha (PE)
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 the 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 of financial service industry experience with a majority in risk and saving
- 3 to 8 years of relevant management experience
- Momentum Myriad and Investo experience an advantage
- Strong business acumen, with an ease in making decisions and initiating action
- Business process experience – new business, underwriting, claims
Knowledge:
- Financial planning and advice process knowledge – tax, structuring, estate planning
- Knowledge of the financial services industry and Momentum products
Duties & Responsibilities
Active People Mobiliser:
- Manage the team
- A 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.
- 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 of 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 advice-led engagement that focuses on best practice service delivery.
- Drive sound financial and corporate governance practices
Competencies
Competencies Required:
- 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: 2023/12/15
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:
Experience:
Duties & Responsibilities
Engage:
Competencies
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: 2023/12/15
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 inMDS.
- 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
- 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
- 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
- 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
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 (PIETERMARITZBURG)
Details
Closing Date: 2023/12/15
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:
Experience:
Knowledge:
Duties & Responsibilities
Enthuse:
Competencies
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 (PIETERMARITZBURG)
Details
Closing Date: 2023/12/15
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
- 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
- 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: INVESTMENT REGIONAL MANAGER - COUNTRYWIDE
Details
Closing Date: 2023/12/15
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:
Experience:
Knowledge:
Duties & Responsibilities
Mobiliser/Active People Management:
Competencies
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: 2023/12/15
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
- 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.
- 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.
- 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.
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
FUND & INVESTMENT ACCOUNTANT
Details
Closing Date: 2023/12/01
Reference Number: MMH231114-5
Job Title: Fund & Investment Accountant
Position Type: Permanent
Role Family: Finance
Cluster: Momentum Corporate
Remote Opportunity: Some 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 atwww.momentummetropolitan.co.za
Role Purpose
You will be responsible for accounting and financial reporting activities to support the growth and development of the Momentum Retirement Administrators (MRA) business.
Requirements
Duties & Responsibilities
Competencies
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
FUND & INVESTMENT ACCOUNTANT
Details
Closing Date: 2023/12/01
Reference Number: MMH231114-5
Job Title: Fund & Investment Accountant
Position Type: Permanent
Role Family: Finance
Cluster: Momentum Corporate
Remote Opportunity: Some 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 atwww.momentummetropolitan.co.za
Role Purpose
You will be responsible for accounting and financial reporting activities to support the growth and development of the Momentum Retirement Administrators (MRA) business.
Requirements
- Bachelor of Commerce (Accounting as Major)
- 5 - 7 Years' experience in a financial or employee benefit environment
- 5+ Years' Fund or Investment Accounting experience
Duties & Responsibilities
- Maintain the general ledgers
- Reconcile two tier balance sheet items
- Independently prepare monthly management accounts and annual financial statements
- Independently prepare monthly statements of cash flows within agreed timelines
- Independently prepare audit files for annual audits and statutory valuations
- Independently prepare and confirm monthly financial reports
- Ensure that all statutory information for the fund is available at all times
- Respond to audit requirements and queries and ensure audit and valuation recommendations are implemented
- Prepare monthly general ledger reconciliations for the fund
- Reconcile investment trial balances on a monthly basis
- Review and analyse money movement on a daily basis
- Perform bank reconciliations
- Prepare and submit monthly PAYE returns to SARS
- Process journals on the general ledger system within the agreed time
- Comply with the rules of the Pension Fund, the Pension Fund Act and all requirements of the FSCA
- Prepare asset and liability matching on a monthly basis
- Prepare and submit annual financial statements of pension fund
Competencies
- Accountability
- Accuracy
- Attention to detail
- Analytical thinking
- Team work
- Communicating with impact
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
TAX ADMINISTRATOR (TEMPORARY)
Details
Closing Date: 2023/11/30
Reference Number: MMH231122-1
Job Title: Tax Administrator (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 position in the Momentum Investments Operational Tax team will be responsible for investor tax query resolution, escalation support, tax compliance and reporting, as well as assisting in tax projects. The ideal candidate will bring energy, a willingness to learn, fresh ideas and a mindset geared to challenge existing solutions and processes. This role will report directly into the Tax Manager.
Requirements
Duties & Responsibilities
Competencies
Enquiries: prudence.shweni@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
TAX ADMINISTRATOR (TEMPORARY)
Details
Closing Date: 2023/11/30
Reference Number: MMH231122-1
Job Title: Tax Administrator (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 position in the Momentum Investments Operational Tax team will be responsible for investor tax query resolution, escalation support, tax compliance and reporting, as well as assisting in tax projects. The ideal candidate will bring energy, a willingness to learn, fresh ideas and a mindset geared to challenge existing solutions and processes. This role will report directly into the Tax Manager.
Requirements
- BCom Degree – Finance, management accounting or Taxation.
- SQL writing is advantageous.
- Experience in SARS 3rd party reporting is essential, particularly IT3 reporting.
- Minimum of 3 years of tax experience, ideally in a Corporate (Financial, Investments or Tax) environment.
- A good understanding of the ITA, TAA, and supporting guides is essential.
Duties & Responsibilities
- 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 and training documentation for internal staff.
- Work actively with the Tax Specialist to clarify technical rules and regulations published for a smooth implementation.
- The ongoing operational compliance with tax submissions and payment deadlines.
- Quality review of all tax communication and tax certificates and distribution to clients.
- 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.
- 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.
- Specialist Knowledge - Understands technical aspects of client income tax and continually maintains technical knowledge.
- Interpersonal Sensitivity - Interacts with others in a sensitive and effective way.
- Resilience - Maintains effective work behavior in the face of setbacks or pressure.
Enquiries: prudence.shweni@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
CLIENT SERVICES MANAGER
Details
Closing Date: 2023/11/30
Reference Number: MMH231018-5
Job Title: Client Services Manager
Position Type: Permanent
Role Family: Client Services
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 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
Manage the day to day activities of client service delivery through effective people and service management in order to foster client centricity, increased productivity and enable operational excellence.
Requirements
Qualifications
Experience
Duties & Responsibilities
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.
Collaboration
Prioritises the business interests of MMI and invests in the success of the group by aligning effort across divisions.
Client/ Stakeholder Commitment
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.
Impact and Influence
Persuades, convinces, influences and inspires others, both within MMI and externally to win support, loyalty and gain commitment to the purpose of MMI.
Drive for Results
Drive a sense of urgency, focus, accountability, agility and execution to deliver business results.
Self-Awareness and Insight
Manages self and relationships with others effectively, deals with ambiguity, uncertainty and pressure, and provides perspective in difficult situations.
Growing Talent
Takes responsibility for own development; and actively mentors, coaches and develops talent in others. Builds leadership bench strength for MMI by providing opportunities and experiences to develop skills, competencies and business knowledge.
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.
Motivating and Inspiring Team
Creates and maintains an open, positive working environment by generating commitment, building trust, a shared sense of purpose, empowerment in others and encouraging them to contribute to the best of their ability.
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
CLIENT SERVICES MANAGER
Details
Closing Date: 2023/11/30
Reference Number: MMH231018-5
Job Title: Client Services Manager
Position Type: Permanent
Role Family: Client Services
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 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
Manage the day to day activities of client service delivery through effective people and service management in order to foster client centricity, increased productivity and enable operational excellence.
Requirements
Qualifications
- Diploma in business management
- FAIS related qualification or Regulatory Exam (preferred)
Experience
- 3-4 years’ experience managing a sales or service environment in the financial services industry
- 2 years’ management experience (preferred)
- Ability to speak African languages or multi-lingual (preferred)
- Understanding of the relevant legislation (General Code of Conduct for Authorised Financial Services Providers and Representatives, Financial Advisory and Intermediary Services (FAIS), Protection of Personal Information Act (POPI), Long Term Insurance Act, Treat Customers Fairly (TCF, etc.)
Duties & Responsibilities
- Internal processes
- Manage the delivery of efficient client service administration processes and procedures.
- Manage the adherence and compliance to company polices, instructions and relevant legislation within all the client service functions
- Monitor and manage the achievement of service level agreements to ensure excellence in the client services function.
- Develop tactical plans to enhance or improve the client experience within the Branch.
- Coach and guide the Client Services team to effectively utilise client service interactions to improve client retention and repeat business activities.
- Ensure client information is accurately and timeously captured on the relevant system.
- Check and approve the relevant documentation to support the client service process in line with business and risk management practices.
- Manage the execution of client requests within the agreed timeframes, quality standards and legislation.
- Manage the leads generation and management process through active monitoring, encouragement, reporting and follow-up.
- Embed the Treat Clients Fairly outcomes in the client service environment as stipulated by the Financial Services Board.
- Actively manage the client satisfaction index to ensure the satisfaction of the clients.
- Review and authorise all financial and non-financial transactions processed by the Client Service Consultant
- Identify entrepreneurial opportunities in every interaction and remain passionate, resilient, focused and organised.
- Analyse and report on the status of client services within the branch.
- Effectively manage time and ensure optimal productivity.
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.
Collaboration
Prioritises the business interests of MMI and invests in the success of the group by aligning effort across divisions.
Client/ Stakeholder Commitment
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.
Impact and Influence
Persuades, convinces, influences and inspires others, both within MMI and externally to win support, loyalty and gain commitment to the purpose of MMI.
Drive for Results
Drive a sense of urgency, focus, accountability, agility and execution to deliver business results.
Self-Awareness and Insight
Manages self and relationships with others effectively, deals with ambiguity, uncertainty and pressure, and provides perspective in difficult situations.
Growing Talent
Takes responsibility for own development; and actively mentors, coaches and develops talent in others. Builds leadership bench strength for MMI by providing opportunities and experiences to develop skills, competencies and business knowledge.
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.
Motivating and Inspiring Team
Creates and maintains an open, positive working environment by generating commitment, building trust, a shared sense of purpose, empowerment in others and encouraging them to contribute to the best of their ability.
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
SHORT-TERM INSURANCE LEARNERSHIP - CENTURION
Details
Closing Date: 2023/11/30
Reference Number: MMH231122-6
Job Title: Short-term Insurance Learnership - Centurion
Position Type: Temporary
Role Family: Operations
Cluster: Momentum Insure Company Limited
Remote Opportunity: None 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 Learnership Programme, which will commence in 1 March 2024 to 28 February 2025, offers participants the opportunity to develop their skills and gain Short-term Insurance specific experience. Furthermore, successful graduates of this programme will receive a formal National Certificate in Short-term Insurance (NQF level 4).
Requirements
Duties & Responsibilities
The successful candidates will be a part of a rotational programme within various departments in Momentum Insure
Competencies
Additional Information
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
SHORT-TERM INSURANCE LEARNERSHIP - CENTURION
Details
Closing Date: 2023/11/30
Reference Number: MMH231122-6
Job Title: Short-term Insurance Learnership - Centurion
Position Type: Temporary
Role Family: Operations
Cluster: Momentum Insure Company Limited
Remote Opportunity: None 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 Learnership Programme, which will commence in 1 March 2024 to 28 February 2025, offers participants the opportunity to develop their skills and gain Short-term Insurance specific experience. Furthermore, successful graduates of this programme will receive a formal National Certificate in Short-term Insurance (NQF level 4).
Requirements
- Aged between 18 and 25 years (including turning 25 in 2023). You MUST attach a copy of your ID to your
- Able to speak, read and write
- Passed Matric (a pass mark of 50% or above for English will be a requirement and Maths will be beneficial). You MUST attach a copy of your Matric certificate to your application. If you are currently completing Matric, please attach a copy of your Matric preliminary exam
- Be computer
- Currently unemployed and/or have no work
- Not be studying at any other institution or have any post Matric
- Currently not be registered for any other
- Interested in pursuing a career in Short-term
- Have a passion for learning and the business
- Have a clear criminal and credit
- Applications that do not have Matric (or Prelim results) and ID copies attached will not be considered.
Duties & Responsibilities
The successful candidates will be a part of a rotational programme within various departments in Momentum Insure
Competencies
- A keen interest in learning
- Is committed to completing the learnership
- Is determined to succeed
- Has a positive attitude
- Has excellent communication skills (verbal and written)
- Has a good sense of judgement
- Has excellent organisational skills
- Is self-disciplined and self-motivated
- Has good problem solving/initiative
- Is service oriented
- Is results oriented
- Has great attention to detail
- Takes ownership and responsibility
- Is action oriented
Additional Information
- Participants of the learnership will receive a fixed monthly allowance/stipend
- The Learnership opportunity is available at our Centurion office.
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
SHORT-TERM INSURANCE LEARNERSHIP - CAPE TOWN
Details
Closing Date: 2023/11/30
Reference Number: MMH231124-1
Job Title: Short-term Insurance Learnership - Cape Town
Position Type: Permanent
Role Family: Operations
Cluster Momentum Insure Company Limited
Remote Opportunity: None of the time
Location – Country: South Africa
Location – Province: Western Cape
Location - Town / City Cape Town
Introduction
Momentum Insure, in partnership with INSETA (Insurance Sector Education and Training Authority), is offering young South Africans a fantastic learning opportunity in the Short-term Insurance industry.
Role Purpose
The Learnership Programme, which will commence in 1 March 2024 to 28 February 2025, offers participants the opportunity to develop their skills and gain Short-term Insurance specific experience. Furthermore, successful graduates of this programme will receive a formal National Certificate in Short-term Insurance (NQF level 4).
Requirements
Duties & Responsibilities
The successful candidates will be a part of a rotational programme within various departments in Momentum Insure.
Competencies
Additional Information
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
SHORT-TERM INSURANCE LEARNERSHIP - CAPE TOWN
Details
Closing Date: 2023/11/30
Reference Number: MMH231124-1
Job Title: Short-term Insurance Learnership - Cape Town
Position Type: Permanent
Role Family: Operations
Cluster Momentum Insure Company Limited
Remote Opportunity: None of the time
Location – Country: South Africa
Location – Province: Western Cape
Location - Town / City Cape Town
Introduction
Momentum Insure, in partnership with INSETA (Insurance Sector Education and Training Authority), is offering young South Africans a fantastic learning opportunity in the Short-term Insurance industry.
Role Purpose
The Learnership Programme, which will commence in 1 March 2024 to 28 February 2025, offers participants the opportunity to develop their skills and gain Short-term Insurance specific experience. Furthermore, successful graduates of this programme will receive a formal National Certificate in Short-term Insurance (NQF level 4).
Requirements
- Aged between 18 and 25 years (including turning 25 in 2023). You MUST attach a copy of your ID to your
- Able to speak, read and write
- Passed Matric (a pass mark of 50% or above for English will be a requirement and Maths will be beneficial). You MUST attach a copy of your Matric certificate to your application. If you are currently completing Matric, please attach a copy of your Matric preliminary exam
- Be computer
- Currently unemployed and/or have no work
- Not be studying at any other institution or have any post Matric
- Currently not be registered for any other
- Interested in pursuing a career in Short-term
- Have a passion for learning and the business
- Have a clear criminal and credit
- Applications that do not have Matric (or Prelim results) and ID copies attached will not be considered.
Duties & Responsibilities
The successful candidates will be a part of a rotational programme within various departments in Momentum Insure.
Competencies
- A keen interest in learning
- Is committed to completing the learnership
- Is determined to succeed
- Has a positive attitude
- Has excellent communication skills (verbal and written)
- Has a good sense of judgement
- Has excellent organisational skills
- Is self-disciplined and self-motivated
- Has good problem solving/initiative
- Is service oriented
- Is results oriented
- Has great attention to detail
- Takes ownership and responsibility
- Is action oriented
Additional Information
- Participants of the learnership will receive a fixed monthly allowance/stipend.
- The Learnership opportunity is available at our Cape Town office.
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
PRODUCT BUSINESS ANALYST
Details
Closing Date: 2023/11/30
Reference Number: MMH230523-1
Job Title: Product 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 Momentum Multiply (our wellness and lifestyle 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 organizations care for and reward their employees and members. Through our own network of advisers or via independent brokers and utilizing new platforms Momentum Metropolitan provides practical financial solutions for people, communities, and businesses. Visit us at www.momentummetropolitan.co.za
Role Purpose
We are looking for an enthusiastic individual with strong analytical skills to assist in the realization of Business Strategy, through the understanding and clear communication of product requirements to all impacted stakeholders. This key position in a dynamic Product team, will provide an essential bridge between actuarial life product requirements and the IT team, facilitating the efficient maintenance and development of IT solutions to meet all product requirements as envisaged. The role will require strong interpersonal communications skills, with the ability to relate and engage equally with actuarial, retail administration and finance specialists, and to communicate with each stakeholder area at their respective level. As well as strong Business Analysis skills, a working familiarity with the full product rules value chain will be required.
Requirements
Experience and Qualifications
Duties & Responsibilities
Responsibilities and work outputs
Competencies
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
PRODUCT BUSINESS ANALYST
Details
Closing Date: 2023/11/30
Reference Number: MMH230523-1
Job Title: Product 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 Momentum Multiply (our wellness and lifestyle 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 organizations care for and reward their employees and members. Through our own network of advisers or via independent brokers and utilizing new platforms Momentum Metropolitan provides practical financial solutions for people, communities, and businesses. Visit us at www.momentummetropolitan.co.za
Role Purpose
We are looking for an enthusiastic individual with strong analytical skills to assist in the realization of Business Strategy, through the understanding and clear communication of product requirements to all impacted stakeholders. This key position in a dynamic Product team, will provide an essential bridge between actuarial life product requirements and the IT team, facilitating the efficient maintenance and development of IT solutions to meet all product requirements as envisaged. The role will require strong interpersonal communications skills, with the ability to relate and engage equally with actuarial, retail administration and finance specialists, and to communicate with each stakeholder area at their respective level. As well as strong Business Analysis skills, a working familiarity with the full product rules value chain will be required.
Requirements
Experience and Qualifications
- Related Degree
- 3+ years’ experience working in Product Team in Long Term Life Insurance, or Re-Insurance
- In depth knowledge of Life Insurance products and processes, with emphasis in Product Rules, Premium Rates & Charges, Values Calculations, Investments Structures
- 5+ years IT / BA or actuarial specialist experience
- Experience / Certification in SQL
- Advanced Excel
- Agile methodology or similar
- Workflow (e.g. AWD)
- Testing methodologies & tools
- Financial / Statistical mathematics
Duties & Responsibilities
Responsibilities and work outputs
- Gather and interpret requirements from key stakeholders/customers in line with business analysis and existing product team frameworks.
- Analyse product and business’ requirements and validate and translate these into clear and effective requirement specifications, for each impacted development area.
- Ensure that requirements and business process specifications are documented and presented in line with both current best practice, and existing product team specification frameworks.
- In collaboration with project and testing teams, oversee the quality delivery of requirements and business process specifications that meet the agreed deliverables in line with best practices and business process.
- Ensure that requirements and business process specifications are reviewed, validated, tested and approved by relevant stakeholders at each stage in the development cycle, from conceptual to end product.
- Participate in the conceptual solution design process to make recommendations to create and enhance solutions that are innovative, duplicable, and sustainable and solve complex business problems.
- Collaborate closely with all stakeholders and solutions teams, in an ongoing process from end to end, to ensure delivery requirements and expectations remain current and adaptive to the changing environment.
- Participate in User Acceptance testing and guide users to ensure that the designed solution ultimately meets business requirements.
- Manage change requests and queries, collaborating with all stakeholders, and facilitate prioritization of changes to specifications and processes, and ensure that queries, changes are tracked and accurately resolved.
- Use scenario testing and test cases to ensure that testing covers all aspects of the business specification and anticipated processes.
- Keep abreast of relevant legislative, IT and business trends and practices to optimise service offering and minimise risk.
- 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.
- Drive client service delivery goal achievement in line with predefined standards in order to ensure that clients receive appropriate advice and after sales service.
- Contribute to creating a positive work climate and culture to energise employees, give meaning to work, minimise work disruption and maximise employee productivity.
- Be and encourage innovation, change agility and collaboration within the team.
- Identify solutions to enhance cost effectiveness and increase operational efficiency.
- Manage financial and other company resources under your control with due respect.
Competencies
- Business Acumen
- Responsive to change, encourage and support innovation
- Client Centric / Focused
- Diversity and Inclusive
- Strong listening skills
- Openness
- Result oriented
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
ACTUARIAL SPECIALIST - CAPE TOWN
Details
Closing Date: 2023/11/30
Reference Number: MMH220530-2
Job Title: Actuarial Specialist - Cape Town
Position Type: Permanent
Role Family Actuarial
Cluster Metropolitan Life
Remote Opportunity: Some of the time
Location – Country: South Africa
Location – Province: Western Cape
Location - Town / City: Cape Town
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
Utilise Actuarial skills to assist the business to develop and maintain protection solutions that meet the needs of Metropolitan clients.
Requirements
Duties & Responsibilities
Competencies
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
ACTUARIAL SPECIALIST - CAPE TOWN
Details
Closing Date: 2023/11/30
Reference Number: MMH220530-2
Job Title: Actuarial Specialist - Cape Town
Position Type: Permanent
Role Family Actuarial
Cluster Metropolitan Life
Remote Opportunity: Some of the time
Location – Country: South Africa
Location – Province: Western Cape
Location - Town / City: Cape Town
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
Utilise Actuarial skills to assist the business to develop and maintain protection solutions that meet the needs of Metropolitan clients.
Requirements
- Degree in Actuarial Science
- Honours Degree in Actuarial Science (preferred)
- Completed all Foundation and Intermediate Technical exams - ASSA A100 and A200 series exams (previously known as CT’S)
- Completed Core Principles exam – ASSA A311 (previously known as CA1)
- Minimum 4 years actuarial experience
- Exposure to Financial Services industry
- Experience with Actuarial software (preferred)
- Long-term insurance product pricing and modelling experience (preferred)
Duties & Responsibilities
- Develop and maintain protection solutions (funeral, life, disability, critical illness, healthcare, etc.) for individual clients as well as groups.
- Conduct business viability studies and solution designs.
- Analyse and research opportunities in the market in order to develop new products or streamline existing product offerings.
- Collaborate and build relationships.
- Conduct behavioural and predictive modelling in support of client engagement and retention strategies.
- Perform financial modelling and assess the financial impact of solutions.
- Maintain financial model, including projection of income and expenses, of business across all segments.
- Set key assumptions and measure the appropriateness of these assumptions over time.
- Ensure the viability of solutions by pricing new solutions and reviewing rates of existing solutions.
- Interact and collaborate with technical and business stakeholders to identify data sources.
- Gather data and information from various sources, analyse results and interpret patterns and trends.
- Once data has been gathered and interpreted, report back what has been found in an easily accessible and accurate manner, which supports consistent and informed operational, tactical and strategic business decisions.
- Be pro-active in identifying opportunities as well as making analytical observations on any aspect that would be beneficial to business.
Competencies
- Passion to make a difference in the lives of people in the low to middle income markets
- Extracting insights from data analysis
- Can work accurately and with attention to detail
- Be versatile and open to learning opportunities
- Be willing to share learnings and experience with peers
- Strong written and verbal communication skills
- Naturally inquisitive mind-set, with a strong innovative tendency
- Team player and ability to work with a diverse group of people
- Business acumen
- Can take accountability and see projects through
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
FINANCIAL ADVISER – BOLAND
Details
Closing Date: 2023/11/30
Reference Number: MMH231114-2
Job Title: Financial Adviser - 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 long-term viability.
Requirements
Qualifications
- Matric/ N4 Equivalent Qualification.
- FAIS requirements based on DOFA date.
- Relevant regulatory examinations if you are already working in the financial services industry.
Additional Requirements
- 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
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
FINANCIAL ADVISOR - FREE STATE CENTRAL
Details
Closing Date: 2023/11/30
Reference Number: MMH231101-4
Job Title: Financial Advisor - Free State Central
Position Type: Permanent
Role Family: Sales
Cluster: Metropolitan Life
Remote Opportunity: None of the time
Location – Country: South Africa
Location – Province: Free State
Location - Town / City: Bloemfontein
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
Duties & Responsibilities
Competencies
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
FINANCIAL ADVISOR - FREE STATE CENTRAL
Details
Closing Date: 2023/11/30
Reference Number: MMH231101-4
Job Title: Financial Advisor - Free State Central
Position Type: Permanent
Role Family: Sales
Cluster: Metropolitan Life
Remote Opportunity: None of the time
Location – Country: South Africa
Location – Province: Free State
Location - Town / City: Bloemfontein
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)
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
FINANCIAL ADVISER - NORTHERN CAPE
Details
Closing Date: 2023/11/30
Reference Number: MMH231031-9
Job Title: Financial Adviser - Northern Cape
Position Type: Permanent
Role Family: Sales
Cluster: Metropolitan Life
Remote Opportunity: None of the time
Location – Country: South Africa
Location – Province: Northern Cape
Location - Town / City: Kimberley
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
Duties & Responsibilities
Competencies
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
FINANCIAL ADVISER - NORTHERN CAPE
Details
Closing Date: 2023/11/30
Reference Number: MMH231031-9
Job Title: Financial Adviser - Northern Cape
Position Type: Permanent
Role Family: Sales
Cluster: Metropolitan Life
Remote Opportunity: None of the time
Location – Country: South Africa
Location – Province: Northern Cape
Location - Town / City: Kimberley
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)
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
FINANCIAL ADVISER - SOUTH COAST
Details
Closing Date: 2023/11/30
Reference Number: MMH231031-5
Job Title: Financial Adviser - South 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: 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
Duties & Responsibilities
Competencies
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
FINANCIAL ADVISER - SOUTH COAST
Details
Closing Date: 2023/11/30
Reference Number: MMH231031-5
Job Title: Financial Adviser - South 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: 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)
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
FINANCIAL ADVISOR - CAPE WEST COAST
Details
Closing Date: 2023/11/30
Reference Number: MMH231031-4
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
Duties & Responsibilities
Competencies
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
FINANCIAL ADVISOR - CAPE WEST COAST
Details
Closing Date: 2023/11/30
Reference Number: MMH231031-4
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)
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
FINANCIAL ADVISOR - CAPE TOWN CBD
Details
Closing Date: 2023/11/30
Reference Number: MMH231031-3
Job Title: Financial Advisor - Cape Town CBD
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: Cape Town
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).
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
FINANCIAL ADVISER – PENINSULA
Details
Closing Date: 2023/11/30
Reference Number: MMH231031-2
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: Belville
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
Duties & Responsibilities
Competencies
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
FINANCIAL ADVISER – PENINSULA
Details
Closing Date: 2023/11/30
Reference Number: MMH231031-2
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: Belville
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).
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
BUSINESS DEVELOPMENT CONSULTANT – DURBAN
Details
Closing Date: 2023/11/30
Reference Number: MMH231024-9
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 Gauteng
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 Insurance (MI). Business Development Consultants advise primarily on motor and household domestic insurance.
Requirements
Duties & Responsibilities
Competencies
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
BUSINESS DEVELOPMENT CONSULTANT – DURBAN
Details
Closing Date: 2023/11/30
Reference Number: MMH231024-9
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 Gauteng
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 Insurance (MI). 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 MI 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 MI stakeholders
- Presentation skills, both 1:1 and to groups
- Ability to present professionally
- Sales skills
- Prospecting skills
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
BUSINESS DEVELOPMENT CONSULTANT – SANDTON
Details
Closing Date: 2023/11/30
Reference Number: MMH231024-8
Job Title: Business Development Consultant - Sandton
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: 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 Insurance (MI). Business Development Consultants advise primarily on motor and household domestic insurance.
Requirements
Duties & Responsibilities
Competencies
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
BUSINESS DEVELOPMENT CONSULTANT – SANDTON
Details
Closing Date: 2023/11/30
Reference Number: MMH231024-8
Job Title: Business Development Consultant - Sandton
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: 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 Insurance (MI). 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 MI 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 MI stakeholders
- Presentation skills, both 1:1 and to groups
- Ability to present professionally
- Sales skills
- Prospecting skills
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
BUSINESS DEVELOPMENT CONSULTANT- GEORGE
Details
Closing Date: 2023/11/30
Reference Number: MMH231024-14
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
Duties & Responsibilities
Competencies
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
BUSINESS DEVELOPMENT CONSULTANT- GEORGE
Details
Closing Date: 2023/11/30
Reference Number: MMH231024-14
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
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
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
BUSINESS DEVELOPMENT CONSULTANT- EAST LONDON
Details
Closing Date: 2023/11/30
Reference Number: MMH231024-13
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 Insurance (MI). Business Development Consultants advise primarily on motor and household domestic insurance.
Requirements
Duties & Responsibilities
Competencies
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
BUSINESS DEVELOPMENT CONSULTANT- EAST LONDON
Details
Closing Date: 2023/11/30
Reference Number: MMH231024-13
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 Insurance (MI). 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 MI 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 MI stakeholders
- Presentation skills, both 1:1 and to groups
- Ability to present professionally
- Sales skills
- Prospecting skills
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
BUSINESS DEVELOPMENT CONSULTANT- PORT ELIZABETH
Details
Closing Date: 2023/11/30
Reference Number: MMH231024-12
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
Duties & Responsibilities
Competencies
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
BUSINESS DEVELOPMENT CONSULTANT- PORT ELIZABETH
Details
Closing Date: 2023/11/30
Reference Number: MMH231024-12
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
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 MI stakeholders
- Presentation skills, both 1:1 and to groups
- Ability to present professionally
- Sales skills
- Prospecting skills
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
BUSINESS DEVELOPMENT CONSULTANT - CAPE TOWN
Details
Closing Date: 2023/11/30
Reference Number: MMH231024-11
Job Title: Business Development Consultant - Cape Town
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: Cape Town
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 Insurance (MI). Business Development Consultants advise primarily on motor and household domestic insurance.
Requirements
Duties & Responsibilities
Competencies
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
BUSINESS DEVELOPMENT CONSULTANT - CAPE TOWN
Details
Closing Date: 2023/11/30
Reference Number: MMH231024-11
Job Title: Business Development Consultant - Cape Town
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: Cape Town
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 Insurance (MI). 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 MI 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 MI stakeholders
- Presentation skills, both 1:1 and to groups
- Ability to present professionally
- Sales skills
- Prospecting skills
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
BUSINESS DEVELOPMENT CONSULTANT- CENTURION
Details
Closing Date: 2023/11/30
Reference Number: MMH231024-10
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
Duties & Responsibilities
Competencies
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
BUSINESS DEVELOPMENT CONSULTANT- CENTURION
Details
Closing Date: 2023/11/30
Reference Number: MMH231024-10
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 MI stakeholders
- Presentation skills, both 1:1 and to groups
- Ability to present professionally
- Sales skills
- Prospecting skills
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
BRANCH MANAGER –BLOEMFONTEIN
Details
Closing Date: 2023/11/30
Reference Number: MMH231004-7
Job Title: Branch Manager -Bloemfontein
Position Type: Permanent
Role Family: Sales
Cluster: Metropolitan Life
Remote Opportunity: None of the time
Location – Country: South Africa
Location – Province: Free State
Location - Town / City: Bloemfontein
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
Manage and motivate a team of Financial Advisors to deliver an excellent client experience and support the achievement of Metropolitan Channel sales targets.
Requirements
Qualifications:
Experience
Duties & Responsibilities
Competencies
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
BRANCH MANAGER –BLOEMFONTEIN
Details
Closing Date: 2023/11/30
Reference Number: MMH231004-7
Job Title: Branch Manager -Bloemfontein
Position Type: Permanent
Role Family: Sales
Cluster: Metropolitan Life
Remote Opportunity: None of the time
Location – Country: South Africa
Location – Province: Free State
Location - Town / City: Bloemfontein
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
Manage and motivate a team of Financial Advisors to deliver an excellent client experience and support the achievement of Metropolitan Channel sales targets.
Requirements
Qualifications:
- Matric or equivalent NQF Level 5 qualification
- RE5
- FAIS Representative legislative qualification
- Class of Business 3 and 7 (preferable)
Experience
- 3-5 years of working experience in the financial services industry
- A minimum of 2 years of managerial experience overseeing the rendering of financial advice
- Experience in FAIS Tier 1 Long Term Insurance and Pension Benefit products
- A valid driver's license and access to your own vehicle
- Computer literacy
Duties & Responsibilities
- Leading and managing a team of Financial Advisers
- Developing action plans to drive sales and enhance performance.
- Ensuring compliance with operational processes and legislative requirements
- Cultivating a branch culture to energise employees and maximise productivity.
- Recruiting and selecting high performing Financial Advisers to join your team.
Competencies
- Business Acumen
- Client/ Stakeholder Commitment
- Drive for Results
- Leads Change and Innovation
- Motivating and Inspiring Team
- Impact and Influence
- Collaboration
- Self-Awareness and Insight
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
BRANCH MANAGER – HERMANUS
Details
Closing Date: 2023/11/30
Reference Number: MMH231002-2
Job Title: Branch Manager - Hermanus
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: Hermanus
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
Manage and motivate a team of Financial Advisors to deliver an excellent client experience and support the achievement of Metropolitan Channel sales targets.
Requirements
Qualifications:
Experience
Duties & Responsibilities
Competencies
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
BRANCH MANAGER – HERMANUS
Details
Closing Date: 2023/11/30
Reference Number: MMH231002-2
Job Title: Branch Manager - Hermanus
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: Hermanus
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
Manage and motivate a team of Financial Advisors to deliver an excellent client experience and support the achievement of Metropolitan Channel sales targets.
Requirements
Qualifications:
- Matric or equivalent NQF Level 5 qualification
- RE5
- FAIS Representative legislative qualification
- Class of Business 3 and 7 (preferable)
Experience
- 3-5 years of working experience in the financial services industry
- A minimum of 2 years of managerial experience overseeing the rendering of financial advice
- Experience in FAIS Tier 1 Long Term Insurance and Pension Benefit products
- A valid driver's license and access to your own vehicle
- Computer literacy
Duties & Responsibilities
- Leading and managing a team of Financial Advisers
- Developing action plans to drive sales and enhance performance.
- Ensuring compliance with operational processes and legislative requirements
- Cultivating a branch culture to energise employees and maximise productivity.
- Recruiting and selecting high performing Financial Advisers to join your team.
Competencies
- Business Acumen
- Client/ Stakeholder Commitment
- Drive for Results
- Leads Change and Innovation
- Motivating and Inspiring Team
- Impact and Influence
- Collaboration
- Self-Awareness and Insight
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
ACTUARIAL ANALYST
Details
Closing Date: 2023/11/29
Reference Number: MMH230719-3
Job Title: Actuarial Analyst
Position Type: Permanent
Role Family: Actuarial
Cluster: Momentum Life
Remote Opportunity: Some of the time
Location – Country: South Africa
Location – Province: Western Cape
Location - Town / City Bellville
Introduction
Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards program), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables businesses 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 organizations care for and reward their employees and members. Through our own network of advisers or via independent brokers and utilizing new platforms Momentum Metropolitan provides practical financial solutions for people, communities, and businesses. Visit us at www.momentummetropolitan.co.za.
Role Purpose
An opportunity exists for an actuarial analyst within the Mmerge team that focuses on the testing of actuarial values. The individual will be involved in establishing actuarial values testing capability, building and maintaining appropriate testing tools, and conducting ongoing and ad hoc regression testing on Momentum, Metropolitan Life, and Africa retail products.
Requirements
Competencies
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
ACTUARIAL ANALYST
Details
Closing Date: 2023/11/29
Reference Number: MMH230719-3
Job Title: Actuarial Analyst
Position Type: Permanent
Role Family: Actuarial
Cluster: Momentum Life
Remote Opportunity: Some of the time
Location – Country: South Africa
Location – Province: Western Cape
Location - Town / City Bellville
Introduction
Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards program), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables businesses 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 organizations care for and reward their employees and members. Through our own network of advisers or via independent brokers and utilizing new platforms Momentum Metropolitan provides practical financial solutions for people, communities, and businesses. Visit us at www.momentummetropolitan.co.za.
Role Purpose
An opportunity exists for an actuarial analyst within the Mmerge team that focuses on the testing of actuarial values. The individual will be involved in establishing actuarial values testing capability, building and maintaining appropriate testing tools, and conducting ongoing and ad hoc regression testing on Momentum, Metropolitan Life, and Africa retail products.
Requirements
- A graduate degree in Actuarial Science or related degree
- Honours degree preferred, but not required
- Good progress with the Actuarial exams (at least 6 exemptions, excluding N111)
- Advanced Excel capabilities will be advantageous
- Work experience preferred, but not required
- Duties & Responsibilities
- Building of appropriate testing tools for migration (Metropolitan Life and Africa segments):
- For the purposes of the Metropolitan Life system migration, to perform accurate build-up of values up to the point of migration, taking cognisance of any existing errors or system shortcomings; as well as testing functionality for existing business on the new system
- For the Africa segments, ensuring new business functionality operates appropriately on the new system
- Building and/or utilizing existing testing tools for ongoing regression and user acceptance testing (Metropolitan Life, Momentum and Africa segments)
- Drafting and maintaining thorough documentation of testing processes
- Supporting cross-functional teams within the department
- Managing own performance and development.
Competencies
- Accuracy and attention to detail
- Problem-solving and analytics
- Teamwork
- Achievement orientation
- Effective time management to ensure optimal productivity
- A high degree of self-motivation and ability to work independently of supervision
- Good verbal and written communication skills
- Delivering results and meeting expectations
- Coping with pressure and setbacks
- Adhering to principles and values.
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
PRODUCT ACTUARY
Details
Closing Date: 2023/11/29
Reference Number: MMH230406-18
Job Title: Product Actuary
Position Type: Permanent
Role Family: Actuarial
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.co.za
Role Purpose
An opportunity exists for a Product Actuary within the MMerge team that focuses on the management of our traditional Momentum (PDS) products. The individual will gain exposure to a wide range of products and projects.
Requirements
Experience & Qualifications
Duties & Responsibilities
Responsibilities and Work Outputs
Competencies
Competencies Required
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
PRODUCT ACTUARY
Details
Closing Date: 2023/11/29
Reference Number: MMH230406-18
Job Title: Product Actuary
Position Type: Permanent
Role Family: Actuarial
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.co.za
Role Purpose
An opportunity exists for a Product Actuary within the MMerge team that focuses on the management of our traditional Momentum (PDS) products. The individual will gain exposure to a wide range of products and projects.
Requirements
Experience & Qualifications
- A graduate degree in Actuarial Science or related degree
- Newly or nearly qualified Actuary
- Previous Product Development / Management experience
- A minimum of 5 year's relevant work experience
- Advanced Excel capabilities will be advantageous
Duties & Responsibilities
Responsibilities and Work Outputs
- Supporting the Product Management team looking after the traditional Momentum product for Momentum Life. This will involve providing guidance and technical support to other team members, as well as managing various projects or initiatives.
- Ensure delivery of various projects and effective implementation of product solutions
- Analysis of drivers of profit within product ranges to improve profitability
- Building Excel product models to test product solutions
- Presentations to internal product and executive committees regarding product investigations
- Supporting ongoing regulatory compliance
- Supporting cross-functional teams within the department
- Analytics to improve understanding of the business and feedback into product management
- Peer reviews
Competencies
Competencies Required
- Accuracy and attention to detail
- Problem solving and analytics
- Teamwork
- Ability to work independently
- Good verbal and written communication skills
- Commitment to producing results for clients and stakeholders
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
TAX ADMINISTRATOR X2 (TEMPORARY)
Details
Closing Date: 2023/11/28
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.
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
INVESTMENT CONSULTANT - CAPE TOWN
Details
Closing Date: 2023/11/28
Reference Number: MMH231122-2
Job Title: Investment 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 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:
Experience:
Duties & Responsibilities
Competencies
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
INVESTMENT CONSULTANT - CAPE TOWN
Details
Closing Date: 2023/11/28
Reference Number: MMH231122-2
Job Title: Investment 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 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
RETAIL BUSINESS CONSULTANT - MENLYN
Details
Closing Date: 2023/11/28
Reference Number: MMH231110-6
Job Title: Retail Business Consultant - Menlyn
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 (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:
Experience:
Knowledge:
Engage:
Competencies
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
RETAIL BUSINESS CONSULTANT - MENLYN
Details
Closing Date: 2023/11/28
Reference Number: MMH231110-6
Job Title: Retail Business Consultant - Menlyn
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 (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 inMDS.
- 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.
- 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.
- 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
- 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
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
HEALTH FINANCIAL ADVISOR
Details
Closing Date: 2023/12/28
Reference Number: MMH230814-9
Job Title: Health Financial Advisor
Position Type: Permanent
Role Family: Sales
Cluster Health Solutions
Remote Opportunity: All of the time
Location – Country: South Africa
Location – Province: Gauteng
Location - Town / City: Centurion
Introduction
Momentum, 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.
We are looking for talented and passionate financial advisors who share our values of putting our clients first and treating customers fairly. If you are looking to start a career as a financial advisor in the health industry, or you are an experienced hand in healthcare sales, then this opportunity is for you!
Role Purpose
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. Set in a franchise environment, this opportunity offers particular focus on health solutions, allowing you to build in-depth expertise and credibility as a financial adviser in a supportive environment.
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.
Requirements
- Matric / equivalent
- Advantageous: FSCA approved qualification or in process to complete a FSCA approved qualification.
- New to Industry and experienced applicants will all be considered
- Inspired to build a career 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 to meet requirements.
- Influential, self-driven, customer-focused, resilient and results orientated.
Duties & Responsibilities
- 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 Medical aid, Health insurance, Health Saver, Gap cover Insurance, 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
- Business Acumen
- Client/ Stakeholder Commitment
- Drive for Results
- Leads Change and Innovation
- Motivating and Inspiring Team
- Collaboration
- Impact and Influence
- Self-Awareness and Insight
- Diversity and Inclusiveness
- Growing Talent
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