Job Description

Closing Date 2026/01/11
Reference Number MMH251103-15
Job Title Senior Technical Marketing Specialist
Position Type Permanent
Role Family Actuarial
Cluster Momentum Corporate
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 Group provides practical financial solutions for people, communities and businesses. Visit us at
Disclaimer As an applicant, please verify the legitimacy of this job advert on our company career page.
Role Purpose
We seek a Senior Technical Marketing Specialist to lead and execute key initiatives within our Technical Marketing team at FundsAtWork and Group Insurance (FAWGI). This role will be instrumental in driving new business development through technical support to the corporate distribution channels, enhancing client and intermediary relationships, retaining large key clients, broadening the reach of our distribution footprint, and improving engagements between product, pricing, and distribution teams. The ideal candidate will possess a strong understanding of group risk business, a technical understanding of actuarial group risk pricing, commercial expertise, deal-making skills, and a proven track record of managing high-impact projects and client relationships.
Requirements
Experience And Qualifications

• Qualified or nearly qualified actuary with significant exam progress.
• 4+ years' relevant experience with a sound understanding of employee benefits, group insurance products, pricing, and basic investments knowledge.
• Group insurance and Umbrella fund pricing will be a key advantage.
• Business development/ commercial experience with exposure to a client-facing environment.
• Development and management of key client relationships.
• Digital innovation and technology application.
• Business process automation skills will be an advantage.
• Other qualifications may be considered where significant relevant experience is aligned to the above.

Duties & Responsibilities
INTERNAL PROCESS & CLIENT

• Drive strategic projects towards growth of the FAW and GI book and improve Momentum Corporate's market share in the umbrella fund and group risk industry.
• Drive strategies aimed improving market penetration of retirement and insurance products through intermediary groups and direct distribution initiatives.
• Monitor the financial impact of product take-up, lapses, new business hit rates and translate to effective strategies to maintain and grow market share
• Develop, plan, implement and take joint accountability for the Technical Marketing strategic objectives, partnering with product, pricing and distribution teams, aligning to the Momentum Corporate strategy.
• Provide insurance product and pricing expertise, to key clients and stakeholders by supporting the Momentum Corporate distribution channels.
• Provide commercial insights to technical pricing sign-off for FAWGI pricing (insurance, administration, and investment fees) within the authorisation matrix.
• Assist the tender management in the completion of Request for Proposals for new business.
• Drive research and monitoring of the industry, legislation and regulation, target market, technologies, and competitors, including a SWOT analysis, to identify opportunities for new and innovative growth areas.
• Assist in developing and executing strategies to increase transformation and number of supporting brokers within FAWGI.
• Development of the intermediary value propositions, including tracking of client behaviour and making recommendations to enhance the intermediary value proposition.
• Drive initiatives aimed at improving the client and intermediary experience to both internal and external stakeholders.
• Identify opportunities to leverage strategic relationships and alliances to build new channels, distribution pipelines, or growth opportunities in partnership with key stakeholders and product owners.
• Drive cross-selling and collaboration opportunities across the value chain and various businesses within Momentum Group through partnerships and relationship building.
• Collaborate with data analytics team to provide competitor analysis and comparisons of products in the market and identify areas of growth.
• Contribute to sustaining a competitive edge through external networking and benchmarking, and representation on related forums.
• Drive product development and management through providing inputs from own expertise, as well as client and stakeholder feedback.
• Track and address product development-related workflows and identify trends and weaknesses to be addressed in the product offering relative to market
• Oversee the development of tools and calculators for clients and intermediaries to improve ease of doing business and positioning thought leadership
• Assist in reviewing and comparing competitor strategies, to inform product and pricing strategies.
• Collaborate with other teams (including the actuarial team, quotes, rate review teams, client services, disability management, marketing, digital client experience, IT and legal) to ensure that new products are financially viable, solution-orientated and fit for purpose to clients and markets.
• Influence new business sales, marketing, and communication processes by via elevated technical input related to FAWGI.
• Collaborate and co-present with Momentum Investments on large new umbrella business.
• Representation, training, and attendance of advisory body meetings of large participating employers on FAW, and provide feedback.
• Build and execute presentations required for launching, training, and new business to internal stakeholders, intermediaries, clients, and media.
• Oversee the market positioning of new product developments, collaborating with Product, Marketing, Legal, and other teams.
• Manage content positioning for major marketing events, including Partnership Connect, broker engagements, and product launches.
• Collaboration and maintenance of the marketing strategy with FAWGI marketing team
• Contribute to a service culture which builds rewarding relationships, proposes innovations, and allows others to provide exceptional client service.
• Innovative redesign of disclosures and statements to promote client understanding and engagement by partnering with clients on their journey to success.

PEOPLE

• Develop and maintain productive and collaborative working relationships with peers and stakeholders (internal and external)
• 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.
• Be self-confident, self-motivated, and relentlessly pursue targets and goals.
• Take ownership for driving career development.

FINANCE

• Investigate and implement solutions to enhance efficiencies and cost-to-income ratios towards maintaining and growing the FAW and GI book of business.
• Financial modelling to test various business cases for product initiatives within Momentum Corporate.
• Achieving the OKRs towards the overall financial objectives of FAWGI.
• Ensure that activities align with the value of new business and margin objectives.
• Manage financial and other company resources under your control with due respect.
• Provide input into the risk identification processes and communicate recommendations in the appropriate forum.

Competencies

• An ability and enjoyment of complex problem-solving and learning.
• Strategic thinking and decision-making abilities.
• Strong project management skills and ability to lead cross-functional teams towards common goal.
• Understanding of employee benefits, insurance, and investment principles, and general business acumen.
• Excellent communication skills across all formats and an ability to summarise complex financial outputs concisely to a broad audience.
• Confidence in presenting and distilling complex technical content to a wide range of stakeholders.
• Commitment towards improving client and stakeholder experience, relationship management, and networking across all levels of the business.
• Results and output-driven.
• Self-motivated and accountable.
• Exposure to Design Thinking, Lean implementation, and Agile methodology will be an advantage.
• Work effectively both independently and collaboratively as part of a larger team.
• Attention to detail.
• Time management.
• Embrace diversity and inclusiveness.

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.

Skills Required