Retail Business Consultant - Cape Central

Momentum; Cape Town; On-site; ZAR 300,000 - 540,000; Full time

Job summary

Momentum is seeking a Retail Business Consultant to build energetic partnerships with IFAs, delivering tailored solutions across Myriad, Investo, Health & Investments. You will drive business growth, ensure strong relationships and provide ongoing education for financial planning needs.

Role emphasizes field engagement, plan-based visits, and proactive communication to enhance client satisfaction and support Momentum’s advisory network.

Qualifications

• 3-year BCom degree in Financial Planning, Investment or related fields required.
• Willingness to study further towards CFA/CFP considered advantageous.
• 3–5 years in the financial services industry with sales exposure preferred.
• Familiarity with Momentum Myriad and Investo products is an advantage.

Responsibilities

• Engage IFA clients with clear value propositions across Momentum products.
• Visit IFAs and offices, delivering marketing messages for products.
• Analyse activities to exceed weekly sales targets.
• Document meetings and respond to requests promptly.

Skills

Financial services knowledge

Sales ability

Risk assessment

Communication skills

Education

BCom degree

Willingness to study CFA/CFP

Tools

Momentum Myriad

Investo

Job description

Momentum is a trusted financial services company and part of the Momentum Group Limited, a listed company on the Johannesburg Stock Exchange (JSE). We believe that with the right #AdviceForSuccess, you can turn small steps into giant feats, with tailored solutions and advice that can accelerate your journey to success.

We enable clients, financial advisers, and businesses to achieve their financial goals and life aspirations. We do this by growing their savings, protecting what matters most, and investing in their future through innovative solutions, trusted advice, and world‑class service.

We are known as a business with heart, ensuring genuine care and integrity in every interaction with clients, stakeholders, and communities.

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 over a range of product, market, and sales intelligence which will set them apart from their counterparts. The consultant and 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 the following fields: Financial Planning, Investment or Business Management, Marketing, Finance, Education and Legal.


• Willingness to study towards the degree and recognition of prior learning if you have 3+ years of experience in the IFA industry.


• CFA and/or CFP® is an advantage.

Experience:

• 3 to 5 years financial service industry experience.


• 1 to 3 years relevant industry related sales experience.


• Experience in Momentum Myriad and Investo products is an advantage.


• Strong business acumen with sound knowledge in risk assessments, claims, underwriting, tax, business assurance.


• Knowledge of financial services industry, insurance products and regulatory & legislation is advantagous.

Duties & Responsibilities

Engage

• Be visible to the IFA in order to understand their needs and drive their value proposition ( Myriad, Investo, Health & Investments)


• Visit the IFA and IFA office based on a defined plan and deliver marketing messages on the wide range of products


• Analyse, monitor and/or increase prescribed weekly activities to exceed sales targets.


• Present the professional, disciplined nature of the IFA Agenda, presentation and action any requests same day or next record minutes of all meetings

Enthuse

• Understand who the IFA category we are targeting, the landscape they are working in, competitor influences, events that will enthuse, critical moments of truth used.


• Ensure long‑lasting, deep, and meaningful relationships with the IFA


• IFAs to move from non‑active supporters to active supporters, to ambassadors

Educate

• Enhance the perception that IFA have that Momentum are thought leaders.


• Be the IFA's source of information and educator within Momentum


• Be accountable, innovative, excellent, honest, diverse, and influential in your business dealings


• Enable better financial planning and advice outcomes

Enable/ Empower

• A competitive advantage in the future world of the consultant will be the ability to apply excellent knowledge with the ability to meaningfully contribute to the growth of the IFA’s practice.


• Consultants develop a trusting relationship with the IFA within which business advice can be given and hence growth the business


• Consultants help grow the IFA’s practice by identifying and focusing on new products and new client segments, as well as new channels.


• Continuously assist the IFA to optimise his/her book, by effectively using the campaigns on offer to satisfy further needs of their client base.

Competencies

• Working with people


• Adhering to principles & values


• Relating and networking


• Persuading & influencing


• Applying expertise & tech


• Analysing skills


• Delivering results & meet customer expectations


• Adapting & respond to change


• Coping with pressure & setbacks


• Achieving personal work goals & objectives


• Entreprenurial & Commercial thinking