Talent Pool : Retail Business Consultant

51736F19-04F8-4368-9978-2Abfd5Dcc5A6; Pietermaritzburg; On-site; ZAR 300 000 - 450 000; Full time

Job summary

A financial services provider is seeking a Retail Business Consultant in Pietermaritzburg. The role focuses on forming strong partnerships with Independent Financial Advisors, driving sales performance, and educating advisors about financial products. Candidates should hold a BCom degree and possess relevant sales experience along with a deep understanding of the financial services industry. This position requires strong communication skills and the ability to foster lasting relationships.

Qualifications

• 3-5 years' experience in financial services industry desired.
• 1-3 years of relevant sales experience essential.
• Strong knowledge of financial services legislation and insurance products required.

Responsibilities

• Build strong partnerships with Independent Financial Advisors (IFAs).
• Analyze and monitor activities to exceed sales targets.
• Educate IFAs about Momentum's thought leadership.

Skills

Business acumen

Sales experience

Relationship building

Communication

Stress tolerance

Education

3-year BCom degree in Business Management, Marketing, or related

CFA or CFP certification

Tools

Momentum Myriad

Investo products

Job description

Momentum, a financial services provider of choice since

• Known for its entrepreneurial spirit and innovative culture, Momentum 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.

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.

Responsibilities

• Engage: be visible to the IFA 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 the target audience, landscape, competitor influences, and events that will enthuse; identify critical moments of truth.
• Ensure long‑lasting, deep, and meaningful relationships with the IFA, moving from non‑active supporters to ambassadors.
• Educate: position IFAs to perceive Momentum as thought leaders; be their source of information within Momentum.
• Enable better financial planning and advice outcomes.
• Achieve and/or exceed the minimum production targets and productive IFAs required.

Qualifications

• 3‑year BCom degree (Business Management, Marketing, Communications, Finance, or Legal) – essential.
• Willingness to study towards a degree and recognition of prior learning if you have 3+ years of experience in MDS.
• CFA or CFP is an advantage.
• 3–5 years' financial service industry experience (desired).
• 1–3 years of relevant sales experience (essential).
• Experience with Momentum Myriad and Investo 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.
• Knowledge of relevant legislation, sales process, and relevant product knowledge.

Knowledge

• Knowledge of the financial services industry, relevant legislation, sales process, and product knowledge.

Competencies

• Brand ambassadorship.
• Leading and supervising.
• Professional standards.
• Relating and networking (building rapport and relationships).
• Stress tolerance.
• Flawless and effective communication (written and oral).
• Delivering results and meeting stakeholder expectations.
• Teamwork and collaboration.
• Positively impacting and influencing the IFA practice.
• Deadline driven.
• Able to travel as required by the job.
• Persuading and influencing.