Talent Pool: Retail Business Consultant (Bloemfontein)

Momentum; Bloemfontein; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A leading financial services company in Bloemfontein is seeking a Retail Business Consultant. The successful candidate will engage with Independent Financial Advisors (IFAs) to understand their needs and help drive their value proposition. An ideal fit has 3 to 5 years of financial service industry experience and a relevant degree. This full-time position requires a strong focus on building meaningful relationships and achieving sales targets.

Qualifications

• 3 to 5 years’ financial service industry experience.
• 1 to 3 years relevant sales experience.

Responsibilities

• Engage with IFAs to understand their needs.
• Monitor and increase prescribed weekly activities.
• Enable better financial planning and advice outcomes.

Skills

Business acumen

Effective communication

Relationship building

Stress tolerance

Persuading and influencing

Education

3-year BCom degree in Business Management

CFP® certification

Job description

Talent Pool: Retail Business Consultant (Bloemfontein)

Momentum Bloemfontein, Free State, South Africa

3 weeks ago Be among the first 25 applicants

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

Experience and Qualifications

• 3‑year BCom degree in Business Management, Marketing, Communications, Finance and Legal (essential)
• Willingness to study toward 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’ financial service industry experience (desired)
• 1 to 3 years relevant sales experience (essential)
• 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 and insurance products (desired)

Duties & 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 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 move from non‑active supporters to active supporters, to ambassadors

Educate

• IFA has the perception that Momentum is a thought leader
• 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 has the perception that Momentum is a thought leader
• 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
• Achieve and/or exceed the minimum productive IFAs required

Competencies Required

• 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 impact and influence on the IFA practice
• Deadline driven
• Able to travel as much as the job requires and have travel documentation in order
• Persuading and influencing

Seniority Level

Mid‑Senior level

Employment Type

Full‑time

Job Function

Sales and Business Development