Retail Business Consultant - Menlyn Details

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

Job title

Retail Business Consultant - Menlyn

Job Location

Gauteng, Pretoria

Deadline

October 23, 2025

Role Purpose

The Retail Business Consultant crafts passionate, energetic, and meaningful partnerships with Independent Financial AdvisersIFAs 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

• Ability to work independently as well as part of a team
• Maintain client confidentiality
• Ability to multi-task
• Ability to meet deadlines and work under tight time constraints
• Ability to adapt well in a changing environment
• Maintain professional appearance and a positive attitude
• Minimum 2 years work experience in a similar processing environment, preferably in Healthcare
• Computer literate (Word, Excel, PowerPoint)
• Minimum of 2 years experience in Sales / Customer Service environment

Duties & Responsibilities

Engage :

• Be visible to the IFA in order to understand their needs and drive their value proposition.
• Visit the IFA and IFA office based on a defined plan and deliver a message.
• Analyse, monitor and / or increase prescribed weekly activities to exceed sales targets.
• Present the professional, disciplined nature of the IFA Agenda and minutes of all meetings.

Enthuse :

• Understand who 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 :

• IFA having the perception that Momentum are thought leaders.
• Be the IFA's source of information within Momentum.
• Be accountable, innovative, excellent, honest, diverse, and influential in your business dealings.
• Enable better financial planning and advice outcomes.

Enable :

• IFA having the perception that Momentum are thought leaders.
• Be the IFA's source of information within Momentum
• Be accountable, innovative, excellent, honest, diverse, and influential in your business dealings
• Enable better financial planning and advice outcomes.
• Achieve and / or exceed the minimum production targets and the minimum productive IFAs required.

Competencies

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 advantageous.