Retail Business Consultant for Independent Advisers

Momentum Metropolitan Holdings Limited; Pretoria; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A leading financial services provider is seeking a Retail Business Consultant in Pretoria. The role involves engaging with Independent Financial Advisers to enhance partnerships and drive sales targets. The ideal candidate should have a BCom degree and experience in sales, particularly in the financial services industry. Proficiency in Microsoft Office and strong business acumen are essential for this position, offering a pathway for dynamic career growth.

Qualifications

• Minimum 2 years work experience in similar processing environment, preferably in Healthcare.
• Minimum of 2 years experience in Sales/Customer Service environment.

Responsibilities

• Engage with IFAs to understand their needs.
• Monitor and increase weekly activities to exceed sales targets.
• Ensure long-lasting relationships with the IFA.

Skills

Ability to work independently

Maintain client confidentiality

Ability to multi-task

Ability to meet deadlines

Adaptability

Professional appearance

Sales experience

Education

3-year BCom degree in relevant fields

CFA and/or CFP® as an advantage

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Job description

A leading financial services provider is seeking a Retail Business Consultant in Pretoria. The role involves engaging with Independent Financial Advisers to enhance partnerships and drive sales targets. The ideal candidate should have a BCom degree and experience in sales, particularly in the financial services industry. Proficiency in Microsoft Office and strong business acumen are essential for this position, offering a pathway for dynamic career growth.