Talent Pool : Retail Business Consultant (Mpumalanga)

Momentum; Mbombela; On-site; ZAR 30 000 - 70 000; Full time

Job summary

An established industry player seeks a passionate Retail Business Consultant to build meaningful partnerships with Independent Financial Advisors (IFAs). This role involves engaging with IFAs, understanding their needs, and driving value propositions through effective communication and business analysis. The ideal candidate will possess a BCom degree and have experience in the financial services industry, showcasing their ability to foster relationships and exceed sales targets. Join a dynamic team that values innovation, accountability, and professional growth in a supportive environment.

Qualifications

• Essential: 3-year BCom degree in Business Management, Marketing, or Finance.
• CFP is an advantage; willingness to study towards the degree if experienced.

Responsibilities

• Engage with IFAs to understand their needs and drive value propositions.
• Build relationships with IFAs, converting non-active supporters into ambassadors.

Skills

Sales Skills

Business Acumen

Communication Skills

Financial Knowledge

Education

3-year BCom degree

CFP Certification

Tools

Momentum Myriad

Investo Products

Job description

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Closing Date 2025/11/28

Reference Number MMH250325-4

Job Title: Talent Pool: Retail Business Consultant (Mpumalanga)

Position Type: Permanent

Role Family: Sales

Cluster: Momentum Distribution Services

Remote Opportunity: Some of the time

Location - Country: South Africa

Location - Province: Mpumalanga

Location - Town / City: Nelspruit

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 South Africa.

Disclaimer: As an applicant, please verify the legitimacy of this job advert on our company career page.

Role Purpose

The Retail Business Consultant builds 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 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
Desired:

• 3 to 5 years’ financial service industry experience
• 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
Knowledge of:

• The financial services industry
• Relevant legislation
• The sales process
• Relevant product knowledge

Responsibilities

• Engage: Be visible to the IFA to understand their needs and drive their value proposition. Visit the IFA and their office based on a plan and deliver messages. Analyze, monitor, and increase prescribed weekly activities to exceed sales targets. Present the professional, disciplined nature of the IFA agenda and document meetings.
• Enthuse: Understand the target landscape, competitor influences, and critical moments of truth. Build deep, meaningful relationships with IFAs, converting non-active supporters into active supporters and ambassadors.
• Educate: Position Momentum as a thought leader. Be the IFA's source of information within Momentum. Be accountable, innovative, honest, and diverse. Enable better financial planning and advice outcomes.
• Enable: Maintain Momentum as a thought leader. Be the IFA's information source. Be accountable, innovative, and influential. Achieve and exceed minimum production and IFA targets.

Competencies

• Brand Ambassadorship
• Leading and Supervising
• Professional Standards
• Relating and Networking
• Stress Tolerance
• Effective Communication
• Delivering Results
• Teamwork and Collaboration
• Influencing
• Deadline Orientation
• Travel Readiness

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Sales and Business Development

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