Distribution Support Specialist

Momentum; Mbombela (Nelspruit); On-site; ZAR 320,000 - 520,000; Full time

Job summary

Momentum Distribution Services invites applications for a Distribution Support Administrator to provide quick and accurate administrative support to IFAs, IFA practice staff and consultants. You will handle application forms, ensure end-to-end processing, and maintain up-to-date records to support sales activities.

The role emphasizes compliance awareness, professional communication of quotes and documents, and collaboration with consultants to drive pipeline and service delivery across branches

Qualifications

• Matric or Grade 12 (essential).
• NQF 6 or NQF 7 in Office Administration, Business Management or Finance (advantageous).
• 5-8 years experience in the financial services industry (essential).
• 3-5 years in administration of new business processing or providing administration support to a Financial Adviser (essential).
• 1-2 years within Momentum Distribution Services Sales environment (advantageous).
• Insurance industry experience (preferred).

Responsibilities

• 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.

Education

Matric or Grade 12

NQF 6 or NQF 7 in Office Administration, Business Management, Finance

Job description

Momentum Distribution Services invites applications for a Distribution Support Administrator to provide quick and accurate administrative support to IFAs, IFA practice staff and consultants. You will handle application forms, ensure end-to-end processing, and maintain up-to-date records to support sales activities.

The role emphasizes compliance awareness, professional communication of quotes and documents, and collaboration with consultants to drive pipeline and service delivery across branches