Talent Pool: Retail Business Consultant (Pretoria)

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

Job summary

Join a forward-thinking company as a Retail Business Consultant, where you'll create impactful partnerships with Independent Financial Advisors (IFAs). This role focuses on leveraging your sales experience and financial services knowledge to enhance client relationships and drive business results. You'll be at the forefront of transforming inactive supporters into active ambassadors while positioning the company as a leader in financial planning. With a commitment to innovation and excellence, this opportunity offers a dynamic environment where your contributions will make a significant difference.

Qualifications

• 3-5 years of experience in financial services and sales.
• Strong understanding of risk assessments and underwriting.

Responsibilities

• Build and maintain relationships with IFAs.
• Position Momentum as a thought leader in the industry.

Skills

Sales Experience

Financial Services Knowledge

Business Acumen

Effective Communication

Education

3-year BCom degree in Business Management

CFP Certification

Job description

Closing Date

2025/06/30

Reference Number

MMH230213-26

Job Title

Talent Pool: Retail Business Consultant (Pretoria)

Position Type

Permanent

Role Family

Sales

Cluster

Momentum Distribution Services

Remote Opportunity

Some of the time

Location - Country

South Africa

Location - Province

Gauteng

Location - Town / City

Johannesburg and Pretoria

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 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 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 sound 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

Enthuse

• Understand target audiences, their landscape, competitor influences, and critical moments of truth.
• Ensure long-lasting, deep, and meaningful relationships with IFAs.
• Transform inactive supporters into active supporters and ambassadors.

Educate

• Position Momentum as a thought leader among IFAs.
• Be the IFA's source of information within Momentum.
• Maintain accountability, innovation, honesty, diversity, and influence in dealings.
• Enable better financial planning and advice outcomes.

Enable

• Achieve and/or exceed minimum production targets and IFA requirements.

Competencies

• Brand Ambassadorship
• Leadership and Supervision
• Professional Standards
• Relating and Networking
• Stress Tolerance
• Effective Communication
• Delivering Results
• Teamwork and Collaboration
• Influencing Skills
• Travel Flexibility