Momentum
About Momentum
Momentum is one of South Africa’s leading financial services providers, offering wealth creation, insurance, and income protection solutions to clients across the country. With a rich legacy since 1966, Momentum is committed to enhancing the financial well-being of individuals and families, while providing exceptional service to its clients. As an innovative and entrepreneurial company, Momentum continuously strives to push boundaries and set new standards in the financial services industry.
Position Overview: Distribution Support Administrator (Fixed-Term)
Momentum is looking for a highly skilled and dedicated Distribution Support Administrator (DSA) to join their team in Bloemfontein. In this role, you will provide essential administrative support to Independent Financial Advisors (IFAs), IFA practice staff, and consultants. Your primary focus will be ensuring smooth business processes, handling new business applications, and engaging with stakeholders to deliver exceptional service.
Key Responsibilities
Sales and Service Support
📊 End-to-End Process Management:
- Understand and manage processes for various product lines to ensure smooth business operations.
- Address and resolve any inefficiencies in internal processes to enhance productivity and ease of operation.
🔐 Compliance & Documentation:
- Ensure compliance with relevant regulations and processes.
- Present quotes and relevant documents to clients in a professional manner to maintain an ‘advice-led’ approach.
🔄 New Business Process:
- Handle new business applications and ensure a seamless process from start to finish.
- Engage with financial advisors to ensure requirements are understood and addressed promptly.
- Maintain and update business records and client data on activity management systems.
Client & Stakeholder Engagement
🤝 Building Relationships:
- Maintain professional relationships with internal and external stakeholders.
- Ensure all engagements are conducted in a professional manner, delivering expertise and support when necessary.
📈 Reporting & Training:
- Prepare and support consultants with necessary reports, quote feedback, and updates on business activities.
- Provide training to financial advisers on digital tools like Power BI and Campaign Master.
Business Efficiency & Development
🔄 Operational Improvements:
- Identify opportunities to enhance operational efficiency and business effectiveness.
- Contribute to risk identification and process improvements to ensure smooth service delivery.
Collaboration & Personal Growth
🌱 Continuous Development:
- Participate in ongoing learning and development to enhance professional knowledge.
- Build productive relationships with peers, clients, and other stakeholders to contribute to the company’s growth.
Key Requirements
To be considered for this role, you should have:
🎓 Educational Qualification:
- An office administration qualification or a business-related degree (NQF 7).
💼 Experience:
- At least 1-2 years of experience in financial services (essential).
- Experience in the insurance industry and within the Momentum Distribution Services (MDS) Sales environment is preferred.
📊 Skills:
- Strong understanding of sales processes, compliance requirements, and administrative systems.
- Ability to engage effectively with financial advisers and manage business applications efficiently.
What Momentum Offers
By joining Momentum, you’ll benefit from:
🚀 Career Development:
- Opportunities to grow professionally in a leading financial services company.
🧑🤝🧑 Collaborative Environment:
- Work in a supportive team environment where your contributions are valued.
🎯 Competitive Benefits:
- Momentum offers attractive benefits, training, and resources to help you succeed in your role.
How to Apply
Interested candidates should apply online by submitting their CV and meeting the minimum requirements. Shortlisted candidates will be contacted for an interview. Please note that if you have not been contacted within 30 days, your application can be considered unsuccessful.
Closing Date for Applications: 10 March 2025
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TIPS for CV Related to This Post
📝 Highlight Relevant Experience:
- Emphasize your administrative experience within the financial services or insurance industry.
📚 Educational Background:
- Include details of your office administration qualification or business-related degree (NQF 7).
💻 Technical Skills:
- Showcase your proficiency with digital tools like Power BI, CRM systems, and business reporting tools.
📊 Process & Compliance Knowledge:
- Demonstrate your understanding of compliance procedures, sales processes, and ability to manage business applications efficiently.
Apply Now and take the next step in your career with Momentum as a Distribution Support Administrator in Bloemfontein!
