Retail Business Consultant- PE

1 week ago

Port Elizabeth, Eastern Cape, South Africa MMI Holdings Ltd Full time

Closing Date: 2023 / 03 / 20

Reference Number: MMH221024-10

Job Title: Retail Business Consultant - PE

Position Type: Permanent

Role Family: Sales

Cluster: Momentum Distribution Services

Remote Opportunity: Some of the time

Location - Country: South Africa

Location - Province: Eastern Cape

Location - Town / City: Port Elizabeth

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 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, 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 & ResponsibilitiesEngage:
  • 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, 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.
  • 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.
#J-18808-Ljbffr

  • Sales Consultant

    4 weeks ago

    Port Elizabeth, Eastern Cape, South Africa On Line Personnel Full time

    Job Position: Sales ConsultantLocation: PE/GqeberhaSalary: R15 000 per month commensurate with qualification and experience + excellent commission potential and benefitsEmail your CV to recruit@onlinepersonnel.co.zaQualifications / Requirements:• Minimum of Matric• Ambitious, entrepreneurially minded and customer centric salesperson• Willing to work...

  • Retail Operations Director

    3 days ago

    Port Elizabeth, Eastern Cape, South Africa Abantu Staffing Solutions Full time

    **Job Description for Store Management Executive**We are seeking an experienced Store Management Executive to lead our client's PE branch in the retail sector.**Responsibilities:**Budget management and finance administrationOperations and customer care managementStaff management and developmentHealth and safety oversight**Requirements:**Minimum requirements:...

  • Talent Pool: Retail Business Consultant

    1 week ago

    Port Elizabeth, Eastern Cape, South Africa Momentum Full time

    Closing Date: 2025/06/30Reference Number: MMH230213-22Job Title: Talent Pool: Retail Business Consultant (Gqeberha / Port Elizabeth)Position Type: PermanentRole Family: SalesCluster: Momentum Distribution ServicesRemote Opportunity: Some of the timeLocation - Country: South AfricaLocation - Province: Eastern CapeLocation - Town / City: Gqeberha / Port...

  • Retail Business Expert

    4 days ago

    Port Elizabeth, Eastern Cape, South Africa Momentum Full time

    Job OverviewJob Title: Retail Business ConsultantLocation: Gqeberha / Port ElizabethJob Type: Full-timeIndustry: Financial ServicesAbout Us:Momentum is a leading player in the financial services industry, offering a wide range of products and services.Our consultants work closely with IFAs to provide them with the necessary tools and support to succeed in...

  • Retail Store Leadership Role

    7 days ago

    Port Elizabeth, Eastern Cape, South Africa Abantu Staffing Solutions Full time

    Job Description:Abantu Staffing Solutions seeks a seasoned Operations and Customer Service Executive to join their team in the PE branch. As a key member of the leadership team, you will be responsible for driving business growth and ensuring exceptional customer experiences.Responsibilities include:Budget ManagementFinance and AdministrationOperations and...

  • Management Professional for Retail

    7 days ago

    Port Elizabeth, Eastern Cape, South Africa Abantu Staffing Solutions Full time

    Company Overview:Abantu Staffing Solutions is a leading staffing solutions company providing high-quality services to clients across various industries. Our PE branch is seeking a highly motivated and experienced individual to fill the position of Operations and Customer Service Executive.Key Responsibilities:Budget ManagementFinance and...

  • Retail Sales Consultant

    1 week ago

    Port Elizabeth, Eastern Cape, South Africa MMI Holdings Ltd Full time

    Momentum is committed to delivering exceptional value to its clients and partners. As a Retail Business Consultant, you will play a critical role in achieving this goal by developing and maintaining strong relationships with IFAs and driving business growth.Key ResponsibilitiesEngage with IFAs to understand their needs and develop targeted solutions.Provide...

  • Retail Sales Consultant

    2 weeks ago

    Port Elizabeth, Eastern Cape, South Africa Placement Dynamics Full time

    Retail Sales Consultant Location: Walmer Mall (Gqeberha) Salary: R15 000 per month plus benefits, as well as monthly incentives and performance awards for best achievers per storeAre you personable, a keen learner and wanting to take your sales competence up a level in a great sales and marketing work environment? Join one of the best sales teams to work...

  • Retail Sales Consultant

    5 days ago

    Port Elizabeth, Eastern Cape, South Africa Placement Dynamics Full time

    Retail Sales ConsultantLocation: Walmer Mall (Gqeberha)Salary: R15 000 per month plus benefits, as well as monthly incentives and performance awards for best achievers per storeAre you personable, a keen learner and wanting to take your sales competence up a level in a great sales and marketing work environment? Join one of the best sales teams to work with...

  • Retail Consultant Expert

    1 week ago

    Port Elizabeth, Eastern Cape, South Africa Momentum Full time

    We are looking for a Retail Consultant Expert to join our team at Momentum. As a key member of our sales team, you will be responsible for crafting passionate partnerships with Independent Financial Advisors (IFAs). Your expertise will help us deliver exceptional results and meet stakeholder expectations.About the RoleThis is an exciting opportunity for a...

  • CCTV Sales Consultant

    3 days ago

    Port Elizabeth, Eastern Cape, South Africa On Line Personnel Full time

    Job Position: CCTV Sales ConsultantRef: 4963Location: PE/GqeberhaSalary: R13 000 to R15 000 per month basic commensurate with qualification and experience + commission, fuel card for business, laptop and company cellphoneEmail your CV to recruit@onlinepersonnel.co.zaQualifications / Requirements:• Minimum of 2 years experience in CCTV sales or a related...

  • CCTV Sales Consultant

    2 weeks ago

    Port Elizabeth, Eastern Cape, South Africa On Line Personnel Full time

    Job Position: CCTV Sales ConsultantRef: 4963Location: PE/GqeberhaSalary: R13 000 to R15 000 per month basic commensurate with qualification and experience + commission, fuel card for business, laptop and company cellphoneEmail your CV to xxxxxxxxxx@xxxxxxx.xxxQualifications / Requirements:Minimum of 2 years experience in CCTV sales or a related fieldProven...

  • Retail Business Partner

    1 week ago

    Port Elizabeth, Eastern Cape, South Africa Findojobs South Africa Full time

    Retail Business PartnerThis role is accountable for developing and maintaining strong relationships with retailers in the assigned cluster. Key responsibilities include developing service station business plans, executing business plans, and monitoring achievements.ResponsibilitiesDevelopment of service station business plans in conjunction with...

  • Talent Pool: Retail Business Consultant

    3 weeks ago

    Port Elizabeth, Eastern Cape, South Africa Momentum Metropolitan Holdings Limited Full time

    Talent Pool: Retail Business Consultant (Gqeberha / Port Elizabeth)DetailsClosing Date: 2025/06/30Reference Number: MMH230213-22Job Title: Talent Pool: Retail Business Consultant (Gqeberha / Port Elizabeth)Position Type: PermanentRole Family: SalesRemote Opportunity: Some of the timeLocation - Country: South AfricaLocation - Province: Eastern CapeLocation -...

  • Sales Consultant, Gauteng

    2 weeks ago

    Port Elizabeth, Eastern Cape, South Africa University of Fort Hare Full time

    We are seeking a Business Development Manager for a permanent role based in Gqeberha, Eastern Cape.Applicants are required to meet the following criteria:Grade 12 / equivalent with MS Office experience, especially Excel5+ years sales experience, preferably from the logistics industryAbility to generate sales leads and close dealsGood communication skills and...

  • Pick-Up-Shop Senior Sales Consultant

    3 weeks ago

    Port Elizabeth, Eastern Cape, South Africa West Coast Personnel Full time

    Job Position: CCTV Sales ConsultantRef: 4963Location: PE / GqeberhaSalary: R13 000 to R15 000 per month basic commensurate with qualification and experience + commission, fuel card for business, laptop and company cellphoneEmail your CV to [emailprotected]Requirements:Minimum of 2 years experience in CCTV sales or a related fieldProven ability to negotiate...

  • Bookkeeper - PE

    2 weeks ago

    Port Elizabeth, Eastern Cape, South Africa South Cape Recruitment Ltd Full time

    Educational Background A diploma or degree in accounting, finance, or a related field is preferred. Certificates in bookkeeping, such as the Certified Bookkeeper (CB) qualification, or membership with a professional body like the Institute of Certified Bookkeepers and Accountants (ICBA), are advantageous. Technical Skills: Proficiency in accounting software...

  • Regional Business Leader

    1 day ago

    Port Elizabeth, Eastern Cape, South Africa Red Ember Recruitment (PTY) Ltd Full time

    About the RoleWe are looking for an experienced Branch Director to join our team in PE. As a key member of our leadership team, you will be responsible for driving business growth and improving operational efficiency.Main Responsibilities:Develop and implement strategies to drive business growth.Improve operational efficiency by streamlining processes and...

  • Bookkeeper - PE

    3 days ago

    Port Elizabeth, Eastern Cape, South Africa South Cape Recruitment Full time

    Educational BackgroundA diploma or degree in accounting, finance, or a related field is preferred.Certificates in bookkeeping, such as the Certified Bookkeeper (CB) qualification, or membership with a professional body like the Institute of Certified Bookkeepers and Accountants (ICBA), are advantageous.Technical Skills:Proficiency in accounting software in...

  • Operations/Finance/Business Manager

    2 weeks ago

    Port Elizabeth, Eastern Cape, South Africa On Line Personnel Full time

    Job Position: Operations/Finance/Business ManagerRef: 4928Location: PE/GqeberhaSalary: Excellent package commensurate with qualification and experience Email your updated CV to Qualifications / Requirements:• B.Com (Finance, Business or Law Degree)• MBA highly advantageous• Must be commercially minded• Minimum of 5 years business experience in a...