Location
Centurion, Gauteng
Company Overview
Momentum, a trusted financial services provider since 1966, is renowned for its innovative culture and entrepreneurial spirit. We are dedicated to creating and preserving wealth, offering insurance solutions, and providing income protection. Our strength lies in our deep understanding of the South African retail insurance, savings, and investment markets.
Important Notice
Applicants are encouraged to verify the authenticity of this job posting by visiting our official careers page.
Role Summary
We are seeking a New Business Administrator (NBA) to join our MDS Sales Channel team. The primary responsibility of this role is the timely and accurate capturing of new business applications. This position is key in ensuring an efficient value chain for our financial advisors and supporting consultants in achieving MDS strategic goals.
Qualifications
- Matric / Grade 12 (Required)
- Office/Business Administration Qualification – Degree or NQF Level 7 (Preferred)
Experience & Skills
- 1–2 years’ experience in the financial services industry (Essential)
- Proven experience in new business sales capturing
- Proficient in MS Word, Excel, and Outlook
- Insurance industry background (Advantageous)
- Familiarity with the MDS Sales environment (Advantageous)
Key Responsibilities
Sales & Service Support
- Accurately capture new business information for Investo and Myriad products
- Understand system capabilities across product lines
- Use workflow systems (AS400) to communicate outstanding requirements
- Process new Investo cases upon receiving all documentation
- Route internal queries to appropriate support teams with clear descriptions
- Identify and escalate risks according to company procedures
- Rectify capturing errors and provide timely feedback to stakeholders
- Maintain and update daily statistics via MS Teams
- Support branches nationwide when needed for continuity
- Suggest process improvements and report system issues or enhancements
Stakeholder Engagement
- Foster a culture of continuous learning and improvement
- Build collaborative working relationships with colleagues and stakeholders
- Stay current with industry and legislative developments
- Contribute to innovation by sharing and applying new ideas
- Actively participate in change management initiatives
Operational Efficiency
- Identify and implement process improvements for efficiency
- Use company resources responsibly and effectively
- Participate in risk identification and mitigation discussions
Core Competencies
- Relating & Networking – Builds strong relationships and effective networks
- Planning & Organising – Sets clear goals and manages resources efficiently
- Coping Under Pressure – Maintains composure and productivity in demanding situations
- Goal Achievement – Works hard to meet challenging objectives
- Following Procedures – Complies with company policies and legal standards
- Values & Integrity – Upholds ethical standards and promotes diversity
- Team Collaboration – Engages with team members and supports others
- Effective Communication – Writes and reports clearly and appropriately for the audience
