Job Description

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.

Disclaimer

As an applicant, please verify the legitimacy of this job advert on our company career page.

Role Purpose

The 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.

Requirements

Qualifications:

Relevant Degree (NQF 7) Business-related qualifications

Experience:

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 & Responsibilities

Internal Processes: Sales and Service Experience

Understanding of end-to-end processes across product lines
Challenge processes that do not serve the business - ease of business
Good understanding of Compliance process adherence and impact of non-adherence
Quotes fulfillment and tracking
Professional presentation of quote and relevant supporting documentation that support the 'adviceled' process
Accountable for the new business process - end to end completed with least amount of comeback
Process application form and engage with Financial Adviser /practice staff asap after receipt
Engage with Financial Adviser practice staff to ensure processing happens smoothly with full ownership of the process through understanding and conveying the reason for requirements
Ensure all cases and new business applications are correctly recorded and kept up to date on activity manager
Log appropriate activities, timeously (quotes and Financial Adviser engagements)
Consult systems to view progress - those documents pull through correctly
Manage pipeline - keep clean and relevant. Drive submission of requirements to ensure cases issue
Having regular engagement sessions with Business Consultant to update on status of all quotations, pipeline business and any other sales enablement updates
Prepare Consultant for engagement - by providing reports, quote feedback, pipeline business
Co-accountability for Momentum Distribution Service target achievement with consultant
Administratively support Consultant on all planned marketing calls - to follow through in support
Understanding of all available reports such as Power BI, lapse and arrear reports, reinstatement reports
Training of Financial Adviser practice staff through knowledge sharing of digital capabilities (such as Power BI, Campaign master and etc.)
Comfortable to be a first point of call on Financial Adviser /practice staff online navigation enquiries
Ensure that all training interventions are recorded on appropriate reports
Provide support to other branches (nationally) when need arises to ensure business continuity
Identify and report process and system failures and enhancements to improve client experience

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