Talent Pool: Retail Business Consultant

4 days ago

Cape Town, Western Cape, South Africa Momentum Metropolitan Holdings Limited Full time
Talent Pool: Retail Business Consultant (Cape Town)

Details

Closing Date: 2025/06/30

Reference Number: MMH221103-12

Job Title: Talent Pool: Retail Business Consultant (Cape Town)

Position Type: Permanent

Role Family: Sales

Remote Opportunity: Some of the time

Location: Cape Town, Western Cape, South Africa

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' 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, 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 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, critical moments of truth used.
  • 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.
  • 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 the IFA practice.
  • Deadline Driven.
  • Able to travel as much as the job requires and have travel documentation in order.
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