Job Description

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.
Disclaimer As an applicant, please verify the legitimacy of this job advert on our company career page.
Role PurposeThe Distribution Support Administrator provides quick and accurate administrative support, to enable the
branch support area to deliver a professional service to Financial Advisers and other stakeholders within
Service Level Agreements and legislative/compliance requirements.
RequirementsQualifications:

• Relevant Degree (NQF 7) Business-related qualifications

Experience: Please indicate the level of your qualification

• Proven minimum of 1 - 3 years' office administrator experience in the financial services industry
• Experience in the MDS Sales environment will be an advantage
• Proficient in Afrikaans and English (written and verbal)
• Knowledge of Microsoft Suite (Word, Excel, Windows etc.)

Duties & ResponsibilitiesInternal Processes: Sales and Service Experience

• Understanding of end-to-end processes across Momentums product lines.
• Understanding of end-to-end system capabilities across the different product lines.
• Challenge processes that do not serve the business - ease of business.
• Good understanding of Compliance process adherence and impact of non-adherence.
• Fulfillment and tracking of quotes submitted.
• Professional presentation of quotes and relevant supporting documentation that support the 'advice-led' process.
• Accountable for the new business process. That is the end to end completed with least amount of comebacks or errors.
• Process application forms efficiently and engage with independent financial advisers / practice staff upon receipt.
• Engage with independent financial advisers and practice staff to ensure processing happens smoothly. Taking full ownership of the process through understanding and conveying the reason for requirements.
• Ensure all cases and new business applications are correctly recorded and kept up to date on the activity manager system.
• Log appropriate activities such as quotes and Financial Adviser engagements timeously.
• Consult the various systems to view the progress of cases and that documents pull through correctly.
• Manage the pipeline business and keep cases clean and relevant. Drive submission of requirements to ensure cases issue.
• Having regular engagement sessions with Business Consultants to update them on the status of all quotations, pipeline business and any other sales enablement updates.
• Prepare Business Consultant for engagement by providing updates on reports, giving feedback on quotes and pipeline business.
• Co-accountability for Momentum Distribution Service (MDS) target achievement with Business consultants.
• Administratively support Business Consultants on all planned marketing with IFAs. This is to follow through and support where required.
• Understanding of all available reports such as Power BI, lapse and arrear reports, reinstatement reports.
• Training of Independent Financial Advisers and practice staff through knowledge sharing of digital capabilities, such as Power BI, Campaign master Quoting systems, etc.
• Being the first point of call to Independent Financial Advisers and practice staff for online navigation enquiries.
• Ensuring that all training interventions are recorded on appropriate reports.
• Provide support to other branches (nationally) when need arises to ensure business continuity
• Identify and report process and system failures and enhancements to improve client experience

Stakeholder Engagement

• Ensure all internal and external engagements are conducted in a professional manner
• Maintain meaningful business relationships with all stakeholders
• Provide authoritative expertise to clients and stakeholders.
• Deliver on service level agreements made with clients and internal and external stakeholders in order to ensure that client expectations are managed.
• Make recommendations to improve client service and fair treatment of clients within area of responsibility.
• Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service

Collaboration and Self-development

• Develop and maintain productive and collaborative working relationships with peers and stakeholders.
• Positively influence and participate in change initiatives.
• Continuously develop own expertise in terms of professional, industry and legislation knowledge.
• Contribute to continuous innovation through the development, sharing and implementation of new ideas.
• Take ownership for driving career development

Business Efficiencies and Effectiveness

• Identify opportunities to enhance effectiveness and increase operational efficiency.
• Manage company resources under your control with due respect.
• Provide input into the risk identification processes and communicate recommendations in the appropriate forum.

Competencies

• Business Acumen
• Drive for Results
• Leads Change and Innovation
• Collaboration
• Impact and Influence
• Self-Awareness and Insight
• Diversity and Inclusiveness

Momentum