Retail Business Consultant: IFA Partnerships

A leading financial services company is seeking a Retail Business Consultant in Pietermaritzburg. This role involves creating partnerships with IFAs, driving sales, and enhancing financial planning outcomes. The ideal candidate will possess a BCom degree in fields like Business Management or Finance, along with 3 to 5 years of experience in the financial...

**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. **Role...

Talent Pool: Retail Business Consultant - Pietermaritzburg/Midcoast MMH -5 Join to apply for the Talent Pool: Retail Business Consultant - Pietermaritzburg/Midcoast MMH -5 role at Momentum Role Purpose The Retail Business Consultant crafts passionate, energetic, and meaningful partnerships with IFAs that will stand the test of time. Product, market, and...

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...

Role PurposeThe Retail Business Consultant crafts passionate, energetic, and meaningful partnerships with IFAs that will stand the test oftime. Product, market, and sales intelligence will set them apart from their counterparts. The consultant/IFA relationship will bestrengthened by ease of doing business, first-class services, deep business analysis and...

**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. **Role...

Source sufficient lead generating opportunities to ensure 10 client quotes per week and 40 per month minimum Minimum requirement of 8.5 written policies per month Maintain and update your Lead Generation Matrix on a weekly basis Once a quote is requested the consultant must contact client in order to conduct a proper needs analysis and offer professional...

Join our client, a leading Financial Services Giant, as a Broker Consultant . As a Business Consultant , the successful candidate will be responsible for building and maintaining the relationship between our client and intermediaries/financial planners. The successful candidate's focus areas would be: Create valuable business partnerships to enhance the...

**Job ID**: 53649**Date Posted**: Posted 2 weeks ago**Location**: Pietermaritzburg - KwaZulu Natal**Job Title**: X1 SALES CONSULTANT/ CMT EXECUTIVE **Job Purpose** - To increase new business sales - With the aim of maintaining and improving the profitability of the company **Key Responsibilities** - Scheduling of new business appointments - Cold calling -...

KwaZulu-Natal, Pietermaritzburg - Motor Retail - Admin Dept - Market Related | Negotiable - Job ref: FNI000360/MCVV - Vacancy type: Permanent SHIFTINTOHIGHCAREER by joining a Dealership that seeks the expertise of a Finance and Insurance Business Manager **Minimum Requirements** - Minimum 3 Years’ Experience in a similar role with a proven Track Record -...