Distribution Support Administrator (Fixed-Term)- Southern Cape

Closing Date: 2025/03/04

Reference Number: MMH250226-15

Job Title: Distribution Support Administrator (Fixed-Term) - Southern Cape

Position Type: Temporary

Role Family: Operations

Cluster: Momentum Distribution Services

Remote Opportunity: Some of the time

Location - Country: South Africa

Location - Province: Western Cape

Location - Town / City: Southern Cape

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 (DSA) provides quick and accurate administrative support to IFAs, IFA practice staff, and consultants.

Requirements

Qualifications:

• Office administration qualification or Business related (Degree/NQF 7)

• 1-2 Year experience in financial service (essential)
• Insurance industry experience (preferred)
• Experience within the MDS Sales environment will be an advantage.

• Demonstrating an understanding of end-to-end processes for various product lines.
• Identify and address processes that do not support business efficiency and ease of operation.
• Have a good understanding of Compliance process adherence and impact of non-adherence.
• Present quotes and relevant supporting documents professionally to uphold an 'advice-led' approach.
• Ensure the new business process is handled end-to-end with minimal need for revisions.
• Process application forms and engage with Financial Advisors/Practice staff promptly upon receipt.
• Engage with Financial Adviser practice staff to ensure smooth processing 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 - ensure documents pull through correctly.
• Manage pipeline - keep clean and relevant. Drive submission of requirements to ensure cases issue.
• Conduct 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.
• Understand all available reports such as Power BI, lapse and arrear reports, reinstatement reports.
• Provide training to Financial Adviser/practice staff by sharing knowledge of digital capabilities such as Power BI, Campaign master, etc.
• Be the primary contact for online navigation enquiries from Financial Advisers/Practice Staff.
• Ensure all training interventions are recorded on appropriate reports.
• Support other branches (nationally) when need arises to ensure business continuity.
• Identify and report process and system failures and enhancements to improve client experience.
• Escalate faults and other housekeeping issues with relevant stakeholders or service providers.
• Engage in service center escalations to enhance the customer experience.
• Demonstrate high-quality processing and resilience in follow-ups, ensuring cases are resolved promptly within stringent performance standards.

• 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.
• Make recommendations to improve client service and fair treatment of clients.
• Participate and contribute to a culture that builds rewarding relationships, facilitates feedback, and provides exceptional client service.
• Support MDS, IFA, and IFA practice through online capability knowledge and subsequent training.
• Keep consultants fully informed of pipeline and new business activities.

• 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 legislative knowledge.
• Contribute to continuous innovation through the development, sharing, and implementation of new ideas.

• 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.

• Relating and Networking: Establishes good relationships with customers and staff.
• Planning and Organising: Sets clearly defined objectives and manages time effectively.
• Coping with Pressures and Setbacks: Works productively in a high-pressure environment.
• Achieving Personal Work Goals and Objectives: Accepts and tackles demanding goals with enthusiasm.
• Following Instructions and Procedures: Appropriately follows instructions and procedures.
• Adhering to Principles and Values: Upholds ethics and values.
• Working with People: Demonstrates an interest in and understanding of others.
• Writing and Reporting: Writes clearly, succinctly, and correctly.