Talent Pool : Retail Business Consultant (Pretoria)

Momentum; Pretoria; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A financial services provider is seeking a Retail Business Consultant in Pretoria to develop long-lasting partnerships with Independent Financial Advisors (IFAs). The successful candidate will help IFAs enhance their business through strong relationships, industry knowledge, and by achieving sales targets. Qualifications include a BCom degree and relevant experience in the financial services industry. This role requires excellent communication skills and a keen understanding of the financial market.

Qualifications

• 3 to 5 years of financial service industry experience.
• 1 to 3 years of relevant sales experience.
• Knowledge of risk assessments, claims, and underwriting.

Responsibilities

• Build and maintain relationships with IFAs.
• Drive better financial planning and advisory outcomes.
• Achieve or exceed minimum production targets.

Skills

Financial service industry knowledge

Communication skills

Relationship building

Education

3-year BCom degree in Business Management, Marketing, Communications, Finance, or Legal

Job description

Talent Pool

Retail Business Consultant (Pretoria)

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Momentum, a financial services provider of choice since , 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.

Qualifications

• 3-year BCom degree in Business Management, Marketing, Communications, Finance, or Legal (essential)
• Willingness to study toward 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 of financial service industry experience (desired)
• 1 to 3 years of relevant sales experience (essential)
• Experience in Momentum Myriad and Investor products is an advantage.
• Strong business acumen with knowledge of risk assessments, claims, underwriting, tax, and business assurance.
• Knowledge of the 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

• Understand the target market, competitor landscape, and key moments of truth to enthuse stakeholders.
• Build and maintain long‑lasting, deep, and meaningful relationships with IFAs.
• Help IFAs progress from non‑active supporters to active ambassadors.
• Position Momentum as a thought leader within the IFA community.
• Provide IFAs with up‑to‑date, accurate information from within Momentum.
• Drive better financial planning and advisory outcomes.
• Achieve or exceed minimum production targets.
• Meet or exceed the minimum productive IFA requirements.

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
• Positive impact and influence on the IFA practice
• Deadline driven
• Able to travel as required, with appropriate documentation
• Persuading and influencing

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