Sma (short Term Broker Relationship Consultant)

Cape Town, Western Cape, South Africa

Job Description

Closing Date 2025/08/31
Reference Number MMH250508-8
Job Title SMA (Short-Term Broker Relationship Consultant)
Position Type Permanent
Role Family Sales
Cluster Momentum Insure Company Limited
Remote Opportunity None of the time
Location - Country South Africa
Location - Province Western Cape
Location - Town / City Cape Town
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 organizations care for and reward their employees and members. Through our own network of advisers or via independent brokers and utilizing 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

  • The purpose of this role is to build a sustainable Short-Term Insurance business unit that provides Short-Term Insurance solutions to Intermediaries through training & technical sales support.
  • Create marketing opportunities for FAs in order to increase market share for the business.
Requirements
  • Matric/Grade 12 (minimum)
  • Relevant marketing and/sales degree, diploma or equivalent (beneficial)
  • FAIS Credits (min 30 credits in short term insurance if date of first appointment is before 2010); or if date of first appointment is on or after 01/01/2010, a full recognized qualification as per FSCA qualification list (beneficial)
  • Knowledge of the current regulatory environment (FAIS, FICA, POPIA)
  • In depth specialist knowledge of short-term insurance products (personal and commercial lines)
  • Minimum of 4 years short term insurance experience (Independent financial advisory; Brokers)
  • Face-to-face engagement with Brokers
  • Applicant must hold a valid driver's license and own transport
Duties & Responsibilities
  • Identifying and sourcing new FAs and Specialist FA's
  • Train and support FAs with regards to Momentum Insure and its offering
  • Identifying opportunities for the FAs to pursue
  • Generating sales
  • Travel extensively
Competencies
  • Technical Skills and Competence
  • Relationship building
  • Convincing
  • Results Focused
  • Tenacity
  • Presentation skills
  • Risk awareness
  • Cross selling
Additional information
  • The location of this role is in the Western Cape. Only candidates based in the province will be considered for this role.
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.

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Job Detail

  • Job Id
    JD1494630
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Cape Town, Western Cape, South Africa
  • Education
    Not mentioned