Talent Pool: Retail Business Consultant (Gqeberha / Port Elizabeth)

Momentum; Gqeberha; Hybrid; ZAR 300 000 - 600 000; Full time

Job summary

An established industry player is seeking a passionate Retail Business Consultant to foster deep partnerships with Independent Financial Advisors (IFAs) in Gqeberha. This role emphasizes building meaningful relationships and providing exceptional service, ensuring IFAs view the company as a thought leader in financial services. With a focus on achieving production targets and enhancing financial planning outcomes, the ideal candidate will possess strong sales experience and business acumen. Join a dynamic team committed to innovation and excellence in the financial sector, where your contributions will directly impact the success of IFAs and their clients.

Qualifications

• 3-5 years of financial service industry experience desired.
• Strong business acumen with knowledge of risk assessments and claims.

Responsibilities

• Build meaningful partnerships with IFAs and ensure long-lasting relationships.
• Achieve and exceed production targets and IFA requirements.

Skills

Sales Experience

Business Acumen

Knowledge of Financial Services

Relationship Building

Communication Skills

Education

3-year BCom degree

CFP (advantage)

Tools

Momentum Myriad

Investor Products

Job description

Closing Date: 2025/06/30

Reference Number: MMH230213-22

Job Title: Talent Pool: Retail Business Consultant (Gqeberha / Port Elizabeth)

Position Type: Permanent

Role Family: Sales

Cluster: Momentum Distribution Services

Remote Opportunity: Some of the time

Location - Country: South Africa

Location - Province: Eastern Cape

Location - Town / City: Gqeberha / Port Elizabeth

Introduction

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:

Qualifications:

1. 3-year BCom degree in the following fields: Business Management, Marketing, Communications, Finance, and Legal (essential)
2. Willingness to study towards the degree and recognition of prior learning if you have 3+ years of experience working in MDS.
3. CFP is an advantage.

Experience:

1. 3 to 5 years of financial service industry experience (desired)
2. 1 to 3 years of relevant sales experience (essential)
3. Experience in Momentum Myriad and Investor products is an advantage
4. Strong business acumen with sound knowledge of risk assessments, claims, underwriting, tax, and business assurance
5. Knowledge of the financial services industry and insurance products (desired)

Knowledge:

1. Knowledge of the financial services industry.
2. Knowledge of relevant legislation.
3. Knowledge of the sales process.
4. Relevant product knowledge.

Duties & Responsibilities:

Enthuse:

1. Understand who we are targeting, the landscape they are working in, competitor influences, events that will enthuse, critical moments of truth used.
2. Ensure long-lasting, deep, and meaningful relationships with the IFA.
3. IFAs to move from non-active supporters to active supporters, to ambassadors.

Educate:

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

Enable:

1. Achieve and/or exceed the minimum production targets.
2. Achieve and/or exceed the minimum productive IFAs requirements.

Competencies:

1. Brand Ambassadorship
2. Leading and Supervising
3. Professional standards
4. Relating and networking (building rapport and relationships)
5. Stress tolerance
6. Flawless and effective communication (written and oral)
7. Delivering results and meeting stakeholder expectations
8. Teamwork and collaboration
9. Positively impact and influence on the IFA practice
10. Deadline Driven
11. Able to travel as much as the job requires and travel documentation in order
12. Persuading and influencing