Job Description

Introduction

Momentum Group Limited (Momentum Group) is a significant player in South Africa's life insurance and integrated financial services sectors. We are a proud Level 1 B-BBEE South African-based group dedicated to building and protecting our clients' financial dreams. Our client-facing retail and specialist brands, including renowned names such as Momentum, Metropolitan, Guardrisk, and Eris Properties, play a pivotal role in fulfilling this purpose.

Our federated model emphasises empowerment, accountability, and continuous engagement with all our stakeholders. Designed in close consultation with leaders across the group, this operating model aims to unleash each business unit's inherent energy and commercial drive through our collaborative federated approach. Visit us at www.momentumgroupltd.co.za.

Disclaimer

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

Role Purpose

Perform mobile medical assessments and phlebotomy services for clients applying for life insurance, including the collection of clinical data and biological specimens as part of the underwriting process.

Requirements

Registered Nurse (RN) qualification with valid license.

Certification in phlebotomy and Point-of-Care Testing (preferred).



Minimum 2 years of nursing experience, preferably in mobile or field services.



Valid driver's license and willingness to travel extensively.



Strong communication, organizational, and time management skills.

Duties & Responsibilities

INTERNAL PROCESS

====================



Conduct professional and ethically sound mobile medical insurance assessments, including phlebotomy and POCT.



Apply specialized clinical knowledge and demonstrate strong time management in travel-based appointment settings.



Develop and maintain efficient work processes to ensure consistency and quality.



Accurately collect and record client data through effective interviewing and documentation.



Adhere to clinical guidelines, protocols, and relevant legislation.



Pursue ongoing professional development to enhance service delivery.

CLIENT

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Provide high-quality service and professional interactions with clients across diverse locations.



Foster trust and connectedness with clients, internal teams, and stakeholders.



Meet or exceed service level agreements (SLAs), proactively managing client expectations.



Enhance client satisfaction and uphold the organization's brand reputation.

PEOPLE

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Support change initiatives by demonstrating adaptability and resilience.



Promote a culture of accountability and teamwork through continuous improvement.



Take ownership of career development and actively pursue growth opportunities.



Establish and maintain positive relationships with stakeholders and colleagues.

ASSETS AND EQUIPMENT

------------------------



Ensure proper use and compliance with equipment, systems, and related legislation.



Escalate unresolved equipment or operational issues for timely resolution.



Identify and document risks or incidents to support proactive risk management.

Competencies

Professional

verbal and written communication

(Afrikaans proficiency advantageous).

Strong

active listening

and

client interviewing

skills.

Effective

critical thinking

and

problem-solving

abilities in a clinical and mobile setting.

Planning

,

organizing

, and

prioritization

skills to manage back to-back mobile appointments.

Excellent

time management

, especially in travel-based roles.

Strong

interpersonal

and

customer service

skills.

Proficient

driving skills

with a good driving history.

Attention to detail

in clinical documentation and specimen handling.

Technological proficiency

: use of mobile apps, digital forms, and basic office software.