Insights Specialist

Introduction


Through our client-facing brands Metropolitan and Momentum, with Momentum Multiply (our wellness and lifestyle 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 organizations care for and reward their employees and members. Through our own network of advisers or via independent brokers and utilizing new platforms, Momentum Metropolitan provides practical financial solutions for people, communities, and businesses.
Visit us at www.momentummetropolitan.co.za




Disclaimer


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




Role Purpose


The purpose of this role in partnership with the Insights Lead is to develop the Momentum Group marketing strategic planning process, routines, and practices; to enable the Group Brand and Marketing business purpose and strategic intent through insight generation, analysis, interpretation, reporting, presentations, and facilitation; and to foster a culture of exploring new data sources and methodologies, and strategically apply insights to inform and shape business strategies.




Requirements



Qualification and experience:


Postgraduate degree or higher in Economics, Statistics, Psychology, Marketing or related social or Business Studies.
Minimum 5 years experience in designing and executing research.
Proficient in Microsoft Office Suite, with advanced skills in Excel and PowerPoint.
Ability to grasp and apply new concepts quickly.
Good verbal and written communication skills, including presentation skills.
Exposure to designing and executing strategic projects and research initiatives in a business or market context.
Experience in financial services marketing agency or strategic consultancy.
Experience with various research methods (quantitative and/or qualitative). In addition, experience in conducting market research or survey design or analysis.
Consumer insights and functional expertise.
Solid understanding of explorative research methods in the social and behavioral sciences field.

Skills:

Attention to Detail: Ensures accuracy in data gathering and reporting.
Innovation, Curiosity, and Proactivity: Eager to learn and takes initiative in supporting research activities.
Team Collaboration: Works well in a team environment, contributing to group efforts and supporting team objectives. In addition, can work well independently.
Organizational Skills and Project Management: Capable of managing multiple tasks and projects simultaneously.
Strong Interpersonal and Communication Skills: Strong communication skills, with the ability to craft engaging and persuasive content. In addition, the ability to build and maintain relationships with clients and stakeholders.
Strategic Thinking: Support the development and understanding of Marketing to ensure effective delivery of the 3-5 year strategy in line with key strategic choices and Objective, Key, Results (OKRs). Enable insight-driven decision-making within a dynamic consumer and business context. Assist retail brand teams in executing their brand plans, balancing execution and strategy.





Duties & Responsibilities



Internal Process

Insight Customization and Packaging:

Customize, prioritise, and package high-quality insights, frameworks, and models to support business needs.
Utilize innovative and pioneering research methodologies to provide actionable insights.

Research and Analysis:

Design, execute, and present research projects using various methodologies.
Conduct quantitative research (surveys, data analysis) and qualitative research (focus groups, interviews, ethnographic observations).
Integrate data from multiple sources to create actionable narratives.

Support and Collaboration:

Planning and facilitation of workshops and sessions to craft or activate insights and strategy.
Create reports and presentation deliverables to ensure insights meet business requirements.
Develop an understanding of the business, brands, and offerings to ensure effective delivery of insights.

Innovation and Continuous Improvement:

Contribute to continuous innovation through the development, sharing, and implementation of new ideas and insight practices.
Support the process of creating and enhancing value for consumers, clients, and advisers by understanding client needs and behaviour.

Client Services

Build and maintain relationships with clients and internal and external stakeholders.
Deliver on service level agreements made with clients and internal and external stakeholders in order to ensure that client expectations are managed and met.
Continuously monitor turnaround times and quality standards and resolve issues speedily to enhance client service delivery.
Network and build meaningful connections with individuals at various levels of seniority.
Support the process of creating and enhancing value for agencies, consumers, clients, and advisers by understanding client needs and behaviour.
Drive client service delivery goal achievement in line with predefined standards to ensure that clients receive appropriate advice.
Manage client query processes and ensure that queries are tracked, accurately resolved, and used as a mechanism to improve client service and business processes.

People

Contribute to creating a positive work climate and culture.
Manage external agencies to deliver maximum value against brand, budget, and business needs.
Effectively manage your performance within the team to ensure business objectives are achieved.
Encourage innovation, change agility, and collaboration.
Take ownership for driving own career development and the career development of team (where applicable).
Continuously develop own expertise in terms of professional, industry knowledge.

Governance

Identify solutions to enhance cost-effectiveness and increase operational efficiency.
Manage financial and other company resources under your control with due respect.
Provide input into the risk identification processes and communicate recommendations in the appropriate forum.
Utilize insights to understand and increase the value of clients and support the opportunities aimed at optimising revenue.





Competencies


Business Acumen
Collaboration
Client/Stakeholder Commitment
Impact and influence
Drive for results
Self-awareness and insight
Diversity and inclusiveness



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