Talent Pool: Retail Business Consultant - Pietermaritzburg/Midcoast

Momentum; Pietermaritzburg; On-site; ZAR 30,000 - 70,000; Full time

Job summary

An established industry player is seeking a Retail Business Consultant to build meaningful partnerships with independent financial advisors (IFAs). This role involves engaging with IFAs to understand their needs, providing exceptional service, and driving sales through deep business analysis. The ideal candidate will have a strong financial services background, excellent communication skills, and the ability to foster long-lasting relationships. Join a dynamic team committed to innovation and excellence in the financial sector, where your contributions will make a significant impact on clients' financial well-being.

Qualifications

• 3-5 years in financial services with a focus on sales.
• Strong understanding of risk assessments and insurance products.

Responsibilities

• Engage with IFAs to understand their needs and drive value.
• Analyze activities to exceed sales targets and maintain relationships.

Skills

Sales Experience

Financial Services Knowledge

Business Acumen

Communication Skills

Networking Skills

Education

3-year BCom degree

CFP Certification

Tools

Momentum Myriad

Investo Products

Job description

Closing Date: 2025/11/21

Reference Number: MMH250320-5

Job Title: Talent Pool: Retail Business Consultant - Pietermaritzburg/Midcoast

Position Type: Permanent

Role Family: Sales

Cluster: Momentum Distribution Services

Remote Opportunity: Some of the time

Location - Country: South Africa

Location - Province: KwaZulu-Natal

Location - Town / City: Pietermaritzburg

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 the following fields: Business Management, Marketing, Communications, Finance, and 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, and 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 in order 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, and events that will enthuse.
• Ensure long-lasting, deep, and meaningful relationships with the IFA.
• IFAs to move from non-active supporters to active supporters, to ambassadors.

Educate:

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

Enable:

• Achieve and/or exceed the minimum production targets.
• Achieve and/or exceed the minimum productive IFAs required.

Competencies:

• Brand Ambassadorship
• Leading and Supervising
• Professional standards
• Relating and networking (building rapport and relationships)
• Stress tolerance
• Flawless and effective communication (written and oral)
• Delivering results and meeting stakeholder expectations
• Teamwork and collaboration
• Positively impact and influence on the IFA practice
• Deadline Driven
• Able to travel as much as the job requires and travel documentation in order
• Persuading and influencing