QA Officer

Introduction Through our client-facing brands Momentum Group, 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 organisations care for and reward their employees and members

Disclaimer As an applicant, please verify the legitimacy of this job advert on our company career page
Role Purpose To engage with Momentum Health Advice and Engagement Consultants, to provide compliance support and coaching during the advice activity. Ensure relevant training of all new recruits and ongoing training support

Requirements

• Matric
• Regulatory Exam for representations (RE5) License (Essential)
• Regulatory Exam for Key Individuals (RE 1) license required (Essential)
• National Wealth Management (NQF5) Qualification
• CMS Health accreditation.
• Gap cover accreditation
• ODETDP [Trainer] qualification
• Minimum of 4-5 years relevant Health Sales and Advice experience.
• Proven track record in excellent sales and advice
• Knowledge of Oracle (Health System)
• Good knowledge of Excel
• FAIS & Compliance knowledge
• Coaching experience
• Callbi system knowledge

Duties & Responsibilities INTERNAL PROCESS

• Quality checks on calls (Advice and non-advice)
• Training needs identification from Assessment audit
  • Engage Sales Team Leader on red flags and training initiatives
  
  
• Work with Sales Team Leaders and advise them of progress of staff
• Identify process and system shortfalls in order to improve efficiencies
• Keeping a record of complaints and the corrective action taken to resolve problematic areas within the business
• MHA Compliance requirements for FSCA and CMS:

• Annual PI cover/Marsh declarations
• Fit and Proper declarations
• CMS accreditation and renewals
• Annual CPD initiatives and update of register
• Supervision/mandate updates on FSCA register
• Ensure updates on changes in legislation is communicated and implemented


• FSP 6406 Licence Management
  • Direct and Indirect Supervision
  
  
• Audits: Complaints and Non-Disclosure
• CMS transcripts
• Monthly compliance reporting (to Business Compliance Officer)
• Ensure that the appropriate service recovery measures and plans are implemented to handle member escalations
• Create awareness within business regarding new compliance requirement or provide guidance on potential impact of compliance requirements
• Support the business stakeholders identify compliance risks or weaknesses for which the business should consider additional mitigating action, or processes and/or procedures
• Monitor changes in relevant legal requirements and other regulatory developments which may impact on the company and advise business on their implications

CLIENT

• Display the Momentum Metropolitan value in all interactions with clients / Consultants.
• Build and maintain relationships with clients and stakeholders that promote cross delivery practice solutions.
• Identify changing client needs and make recommendations to align offering with client needs.
• Make recommendations to improve client service and fair treatment of clients within area of responsibility

PEOPLE

• Engage in appropriate training interventions to promote own professional development.
• Display the Momentum Metropolitan values.
• Demonstrate exemplary leadership behaviour, through personal involvement, commitment and dedication in support of organisational values
• Identify employee growth and development needs and schedule interventions to enable ongoing development, training and personal growth.
• One on One feedback to Consultants on Supervision, trends and training.
• Assist with staff development by identifying trend analysis and training needs through QA
• Listen to calls and coach employees on improve on Sales

FINANCE

• Implement quality control and measures

Competencies

• Business Acumen
• Client / Stakeholder Commitment
• Drive for Results
• Leads Change and Innovation
• Motivating and Inspiring Team
• Collaboration
• Impact and Influence
• Self-Awareness and Insight
• Diversity and Inclusiveness
• Growing Talent