Distribution Support Administrator

Introduction

Momentum, a financial services provider of choice since ... known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients.

Disclaimer

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

Role Purpose

The Distribution Support Administrator (DSA) provides quick and accurate administrative support to IFAs, IFA practice staff and consultants.

Requirements

• Office administration qualification or Business related (Degree / NQF 7)
• 1‑2 years experience in financial service (essential)
• Insurance industry experience (preferred)
• Experience within the MDS Sales environment will be an advantage

Duties & Responsibilities

Internal processes : Sales and Service Experience Demonstrating an understanding of end‑to‑end processes for various product lines. Identify and address processes that do not support business efficiency and ease of operation. Have a good understanding of compliance process adherence and impact of non‑adherence. Have an ability to present quotes and relevant supporting documents professionally to uphold an ‘advice‑led’ approach. Ensure the new business process is handled end‑to‑end with minimal need for revisions. Handle the processing of application forms and promptly engage with Financial Advisors / Practice staff upon receipt. Engage with Financial Adviser practice staff to ensure processing happens smoothly with full ownership of the process through understanding and conveying the reason for requirements. Ensure all cases and new business applications are correctly recorded and kept up to date on activity manager. Log appropriate activities, timeously (quotes and Financial Adviser engagements). Consult systems to view progress – those documents pull through correctly. Manage pipeline – keep clean and relevant. Drive submission of requirements to ensure cases issue. Having regular engagement sessions with Business Consultant to update on status of all quotations, pipeline business and any other sales enablement updates. Prepare Consultant for engagement – by providing reports, quote feedback, pipeline business. Co‑accountability for Momentum Distribution Service target achievement with consultant. Administratively support Consultant on all planned marketing calls – to follow through in support. Understanding of all available reports such as Power BI, lapse and arrear reports, reinstatement reports. Provide training to Financial Adviser / practice staff by sharing knowledge of digital capabilities such as Power BI, Campaign master etc. Capable of being the primary contact for online navigation enquiries from Financial Advisers / Practice Staff. Ensure that all training interventions are recorded on appropriate reports. Provide support to other branches (nationally) when need arises to ensure business continuity. Identify and report process and system failures and enhancements to improve client experience. Escalate faults and other housekeeping issues with the relevant stakeholders or service providers. Engages in service centre escalations to enhance the customer experience, demonstrates quick thinking, and consistently maintains a positive ambassadorial approach with a can‑do attitude. Demonstrates high‑quality processing and resilience in follow‑ups, ensuring cases are resolved promptly within stringent performance standards. Client Advisor : Stakeholder Engagement. Ensure all internal and external engagements are conducted in a professional manner. Maintain meaningful business relationships with all stakeholders. Provide authoritative expertise to clients and stakeholders. Deliver on service level agreements made with clients and internal and external stakeholders in order to ensure that client expectations are managed. Make recommendations to improve client service and fair treatment of clients within area of responsibility. Participate and contribute to a culture which builds rewarding relationships, facilitates feedback, and provides exceptional client service. Supporting MDS, IFA, and IFA practice through online capability knowledge and subsequent training. Understand and fulfil on the role requirement to keep consultants fully abreast of pipeline and new business activities to be fully informed in the face of the IFA. Collaboration and Self‑development. Develop and maintain productive and collaborative working relationships with peers and stakeholders. Positively influence and participate in change initiatives. Continuously develop own expertise in terms of professional, industry and legislative knowledge. Contribute to continuous innovation through the development, sharing and implementation of new ideas.

Finance : Business Efficiencies and Effectiveness

Identify opportunities to enhance effectiveness and increase operational efficiency. Manage company resources under your control with due respect. Provide input into the risk identification processes and communicate recommendations in the appropriate forum.

Relating and Networking

Establishes good relationships with customers and staff. Builds wide and effective networks of contacts inside and outside the organisation.

Key Competencies

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