Permanent Short-Term Broker Relationship Consultant | Momentum Group Vacancies
Job Description
Momentum Group Vacancies – SMA (Short-Term Broker Relationship Consultant)
Location: Cape Town, Western Cape
Company: Momentum Group
Job Type: Permanent
Job Sector: Finance
Job Title: SMA (Short-Term Broker Relationship Consultant)
Company: Momentum Group
Closing Date: 2025/08/31
Reference Number: MMH250508-8
Position Type: Permanent
Role Family: Sales
Cluster: Momentum Insure Company Limited
Location: Cape Town, Western Cape, South Africa
Introduction
Through our client-facing brands, including Momentum Insure, we empower individuals and businesses to achieve their financial goals. Our dedicated team provides tailored short-term insurance solutions through brokers, ensuring clients receive the best possible protection. Join us in making a meaningful impact in the financial services industry.
Role Purpose
- Build a sustainable Short-Term Insurance business by fostering strong relationships with intermediaries through training and technical sales support.
- Drive market growth by creating marketing opportunities for Financial Advisors (FAs) and increasing Momentum Insure’s market share.
Requirements
- Minimum Qualification: Matric/Grade 12.
- Preferred Qualification: Relevant marketing or sales degree/diploma.
- FAIS Compliance:
- Pre-2010 appointees: Minimum 30 FAIS credits in short-term insurance.
- Post-2010 appointees: Full qualification per FSCA requirements (advantageous).
- Experience:
- Minimum 4 years in short-term insurance (broker or independent financial advisory).
- In-depth knowledge of personal and commercial short-term insurance products.
- Regulatory Awareness: Strong understanding of FAIS, FICA, and POPIA.
- Other Requirements:
- Valid driver’s license and own transport.
- Proven track record in face-to-face broker engagement.
Duties & Responsibilities
- Identify and onboard new Financial Advisors (FAs) and Specialist FAs.
- Provide training and support to FAs on Momentum Insure products.
- Identify and pursue business opportunities to drive sales growth.
- Conduct extensive travel to engage with brokers and intermediaries.
Key Competencies
- Strong technical insurance knowledge.
- Excellent relationship-building and presentation skills.
- Results-driven with a tenacious approach.
- Ability to cross-sell and manage risk awareness.
Additional Information
This role is based in the Western Cape. Only candidates residing in the province will be considered.
Equal Opportunity Policy
We promote Employment Equity, diversity, and inclusion. People with disabilities are encouraged to apply.
Kindly verify the legitimacy of this job posting on the official Momentum Group careers page.
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How to Apply
To apply for this position, click the “Apply Now” button or follow the specific instructions provided in the job description. Ensure that your CV and supporting documents are up to date and relevant to the position.
Please note: This job posting may be closed at any time by the employer, either due to internal recruitment policies, legal requirements, or once a suitable candidate has been found. We encourage you to apply as early as possible.
Only shortlisted candidates will be contacted.
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