Talent Pool : Retail Business Consultant (Cape Town) Momentum

Info Desk; Cape Town; On-site; ZAR 300 000 - 500 000; Full time

Job summary

A reputable financial services provider is seeking a Retail Business Consultant in Cape Town to build and maintain meaningful partnerships with Independent Financial Advisers (IFAs). The ideal candidate should possess a BCom degree and have relevant sales experience in the financial services industry. Key responsibilities include driving sales performance, engaging with IFAs, and establishing Momentum as a thought leader. Competitive compensation is offered.

Qualifications

• 3 to 5 years of financial services industry experience is desired.
• 1 to 3 years of relevant sales experience is essential.
• Knowledge of financial services industry and insurance products is desired.

Responsibilities

• Engage with IFAs to understand their needs and drive their value proposition.
• Ensure long-term relationships with IFAs.
• Position Momentum as a thought leader.

Skills

Business acumen

Flawless communication

Networking

Sales experience

Brand ambassadorship

Education

3-year BCom degree in Business Management, Marketing, Communications, Finance or Legal

CFP qualification

Job description

Overview

Momentum, a financial services provider of choice since the launch, 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.

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 / Qualifications

• 3‑year BCom degree in Business Management, Marketing, Communications, Finance or Legal (essential)
• Willingness to study towards the degree and recognition of prior learning if you have 3+ years of experience working with MDS.
• CFP is an advantage.
• 3 to 5 years of financial services industry experience (desired).
• 1 to 3 years of 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, and business assurance.
• Knowledge of financial services industry and insurance products (desired).
• Knowledge of the sales process.
• Relevant product knowledge.

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, and critical moments of truth.
• Ensure long‑lasting, deep, and meaningful relationships with IFAs, moving from non‑active supporters to active supporters and ambassadors.
• Educate: Position Momentum as a thought leader; be the IFA's source of information within Momentum; be accountable, innovative, excellent, honest, diverse, and influential in business dealings; enable better financial planning and advice outcomes.
• Achieve and/or exceed minimum production targets and required productive IFAs.
• Deliver results and meet stakeholder expectations; maintain brand ambassadorship; lead and supervise professional standards; relate and network; demonstrate stress tolerance; communicate flawlessly (written and oral); meet deadlines; travel as required with necessary documentation; persuade and influence.

Additional Competencies

• Brand Ambassadorship
• Leading and Supervising
• Professional Standards
• Relating and Networking
• Stress Tolerance
• Flawless Communication (written and oral)
• Delivering Results and Meeting Stakeholder Expectations
• Teamwork and Collaboration
• Impact and Influence on the IFA Practice
• Deadline Driven
• Travel Flexibility
• Influencing and Persuading