Talent Pool : Retail Business Consultant (Limpopo) Mmh250325-2

Momentum Metropolitan Holdings Limited; Polokwane; On-site; ZAR 300,000 - 500,000; Full time

Job summary

Momentum Metropolitan Holdings Limited is seeking a Retail Business Consultant in Polokwane to foster partnerships with IFAs and drive sales. The ideal candidate possesses a BCom degree and 3 years of relevant sales experience in the financial services sector. Strong business acumen and deep understanding of financial products are crucial as they will engage, educate, and enable IFAs to enhance their service delivery and financial planning.

Qualifications

• 3 to 5 years in financial services industry preferred.
• 1 to 3 years relevant sales experience required.
• Experience with Momentum Myriad and Investo products is an advantage.

Responsibilities

• Build and maintain relationships with IFAs.
• Increase weekly activities to meet and exceed sales targets.
• Position Momentum as a thought leader.

Skills

Strong business acumen

Sales experience

Education

BCom degree in Business Management, Marketing, or Legal

Job description

Talent Pool : Retail Business Consultant (Limpopo)
Closing Date : 28/11/2028

Reference Number : MMH-2

Job Title : Retail Business Consultant (Limpopo)

Position Type : Permanent

Role Family : Sales

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 [year], is known for its entrepreneurial spirit and innovative culture. We are committed to wealth creation and preservation, insurance, and income protection for all our clients. We achieve this through our understanding of the retail insurance, savings, and investment markets in South Africa.

Disclaimer : Please verify the legitimacy of this job advert on our company's career page.

Role Purpose : The Retail Business Consultant builds passionate, energetic, and meaningful partnerships with IFAs that will last over time. Product, market, and sales intelligence will set them apart from their peers. The relationship with IFAs will be strengthened through ease of doing business, first-class service, deep business analysis, and continuous improvement of the IFA's business.

Requirements : Qualifications: A 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 qualification is an advantage. Experience: 3 to 5 years in the financial services industry (desired), 1 to 3 years relevant sales experience (essential). Experience with Momentum Myriad and Investo products is an advantage. Strong business acumen with knowledge in risk assessments, claims, underwriting, tax, and business assurance. Knowledge of the financial services industry and insurance products is desired.

Responsibilities : Engage: Be visible to the IFA to understand their needs and drive value. Visit the IFA and their office based on a plan. Monitor and increase weekly activities to exceed sales targets. Present professionally and document meetings. Enthuse: Understand the target market, competitors, and critical moments. Build deep, meaningful relationships with IFAs, turning supporters into ambassadors. Educate: Position Momentum as a thought leader and source of information. Enable: Achieve sales and productivity targets, uphold brand ambassador standards, and maintain professional relationships. Enable better financial planning and advice. Travel as required and ensure travel documentation is in order.

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