Talent Pool : Retail Business Consultant (Limpopo)

Momentum; Polokwane; On-site; ZAR 25 000 - 45 000; Full time

Job summary

An established industry player is seeking a Retail Business Consultant to forge meaningful partnerships with Independent Financial Advisors (IFAs). This role emphasizes building strong relationships, understanding market dynamics, and delivering exceptional service. The ideal candidate will possess a solid background in financial services and sales, complemented by a BCom degree. As a consultant, you will play a pivotal role in enhancing the IFA's business through innovative strategies and deep market insights. Join a forward-thinking company that values entrepreneurial spirit and offers opportunities for professional growth.

Qualifications

• 3-year BCom degree in Business Management, Marketing, or Finance is essential.
• CFP certification is an advantage.

Responsibilities

• Engage with IFAs to understand their needs and drive value propositions.
• Analyse and monitor activities to exceed sales targets.

Skills

Sales Experience

Financial Services Knowledge

Business Acumen

Effective Communication

Education

BCom Degree in Business Management

CFP Certification

Job description

Closing Date 2025/11/28

Reference Number MMH250325-2

Job Title Talent Pool: Retail Business Consultant (Limpopo)

Position Type Permanent

Role Family Sales

Cluster Momentum Distribution Services

Remote Opportunity Some of the time

Location - Country South Africa

Location - Province Limpopo

Location - Town / City Polokwane

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:

• 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 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)

Knowledge:

• Knowledge of the financial services industry.
• Knowledge of relevant legislation.
• 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 target audience, their landscape, competitor influences, and critical moments of truth.
• Ensure long-lasting, deep, and meaningful relationships with the IFA
• Help IFAs move from non-active supporters to active supporters and ambassadors

Educate

• Position Momentum as a thought leader in the IFA's perception.
• Be the IFA's source of information within Momentum
• Be accountable, innovative, excellent, honest, diverse, and influential in your dealings
• Enable better financial planning and advice outcomes

Enable

• Maintain Momentum as a thought leader in the perception of IFAs.
• Be the IFA's source of information within Momentum
• Be responsible, innovative, excellent, honest, diverse, and influential
• Achieve and/or exceed minimum production targets and the required number of productive IFAs

Competencies

• Brand Ambassadorship
• Leading and Supervising
• Professional standards
• Relating and networking
• Stress tolerance
• Effective communication
• Delivering results
• Teamwork and collaboration
• Influencing skills
• Deadline orientation
• Travel readiness