Talent Pool: Retail Business Consultant (Gqeberha / Port Elizabeth)

Momentum Group Limited; Gqeberha; On-site; ZAR 30 000 - 60 000; Full time

Job summary

An established industry player is seeking a Retail Business Consultant to foster meaningful partnerships with Independent Financial Advisors (IFAs). This role emphasizes building strong relationships, providing deep business analysis, and ensuring first-class service. The ideal candidate will have a solid background in financial services, excellent communication skills, and a passion for educating and enabling IFAs. Join a forward-thinking company that values innovation and accountability, and help shape the future of financial planning and advice in South Africa.

Qualifications

• 3-year BCom degree in Business Management, Marketing, or Finance is essential.
• 3 to 5 years of financial service industry experience is desired.

Responsibilities

• Build long-lasting relationships with IFAs and transform them into active supporters.
• Position Momentum as a thought leader in the industry.

Skills

Sales Experience

Business Acumen

Knowledge of Financial Services

Effective Communication

Education

BCom Degree in Business Management

CFP Certification

Tools

Momentum Myriad

Investor Products

Job description

Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture, is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and investment markets in SA.

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

Role Purpose

The Retail Business Consultant crafts passionate, energetic, and meaningful partnerships with IFAs that will stand the test of time. Product, market, and sales intelligence will set them apart from their counterparts. The consultant/IFA relationship will be strengthened by ease of doing business, first-class services, deep business analysis, and continuous improvement of the IFA's business.

Requirements

Qualifications:

• 3-year BCom degree in Business Management, Marketing, Communications, Finance, or Legal (essential)
• Willingness to study towards the degree and recognition of prior learning if you have 3+ years of experience working in MDS.
• CFP is an advantage.

Experience:

• 3 to 5 years of financial service industry experience (desired)
• 1 to 3 years of relevant sales experience (essential)
• Experience in Momentum Myriad and Investor products is an advantage
• Strong business acumen with sound knowledge of risk assessments, claims, underwriting, tax, and business assurance
• Knowledge of the financial services industry and insurance products (desired)

Knowledge:

• Knowledge of relevant legislation
• Knowledge of the sales process
• Relevant product knowledge

Duties & Responsibilities

Enthuse:

• Understand target audiences, their working landscape, competitor influences, key events, and moments of truth.
• Ensure long-lasting, deep, and meaningful relationships with the IFA.
• Transform IFAs from non-active supporters to active supporters and ambassadors.

Educate:

• Position Momentum as a thought leader in the industry.
• Serve as the IFA's source of information within Momentum.
• Demonstrate accountability, innovation, excellence, honesty, diversity, and influence in business dealings.
• Enable better financial planning and advice outcomes.

Enable:

• Perception of Momentum as a thought leader among IFAs.
• Provide information and support to IFAs within Momentum.
• Be accountable, innovative, excellent, honest, diverse, and influential.
• Achieve or exceed minimum production and IFA engagement targets.

Competencies

• Brand Ambassadorship
• Leading and Supervising
• Professional standards
• Relating and networking
• Stress tolerance
• Effective communication (written and oral)
• Delivering results and stakeholder management
• Teamwork and collaboration
• Influencing and persuading
• Deadline orientation
• Ability to travel as required with proper documentation