Retail Business Consultant
2 weeks ago
-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)
Duties & Responsibilities
**Engage**:
- 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, 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 ambassador
**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**:
- 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
- Achieve and/or exceed the minimum production targets,
- Achieve and/or exceed the minimum productive IFAs required
Competencies
- Leading change and innovation
- Diversity and inclusiveness
- Drive for results
- Ability to drive and influence IFA commitment
- Collaboration
- Impact and influence
- Growing talent.
- Self-awareness and insight
- Policy
We are committed to Employment Equity, diversity and inclusion when recruiting internally and externally. All appointments are made in alignment to our Employment Equity goals and we encourage people with disabilities to apply.
-
Retail Business Consultant
2 weeks ago
Menlyn Park, South Africa Momentum Metropolitan Holdings Full time-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...
-
Head of Retail Market
2 weeks ago
Menlyn Park, South Africa Assupol Full timeDescription **1. Grow the Value of New Business** Implement and maintain sales strategic plan, to ensure that department meets its set targets Maintain a minimum inforce book growth of 1% a month Monitoring of average premium performance Management of expenses and derive expense efficiencies Monitoring of withdrawal performance Monitoring of collection...
-
Retail Business Consultant
1 week ago
Hyde Park, South Africa Momentum Metropolitan Holdings Full time-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...
-
Senior Clerk: Business Retention
4 weeks ago
Menlyn Park, South Africa Assupol Life Ltd. Full time**To conserve business (Arrear premiums)** - Contact clients with arrears premiums - Inform client about the status of their policies - Persuade client to make a payment or make a payment method change - Explain payment options to client - Provide banking details and reference number for payment - Check system to see if premium has been received - If premium...
-
Senior Logistics Consultant
5 days ago
Menlyn, South Africa Open Source (Pty) Ltd Full timeJob DescriptionThe SAP WM Consultant (Expert) role at Open Source (Pty) Ltd is a pivotal position that requires an individual with extensive experience in SAP Warehouse Management (WM) and Extended Warehouse Management (EWM).Key Responsibilities:Configure and implement SAP WM and EWM modules to optimize warehouse operations.Provide technical expertise to...
-
SAP Functional Consultant SD 2238
3 weeks ago
Menlyn Park, South Africa Open Source (Pty) Ltd Full time**Qualification & Experience needed**: - Relevant IT / Business Degree - 8 years experience - SAP Certification **Essential Skills**: - SAP SD (Sales & Distribution). - JIRA and Confluence - Ability to interpret Business requirements and move concepts through to proposal and successful implementation. - Strong Presentation skills. **Advantageous...
-
SAP Fi Consultant 2310
4 weeks ago
Menlyn Park, South Africa Open Source (Pty) Ltd Full time**Technical Skills**: - SAP FI Certified - Assign Accounts to Accounts Symbols, Create Keys for Posting Rules, Defining of Posting Rules, Creation of Transaction Type, Assign External Transaction Types to Posting Rules, Assigning of Bank Accounts to Transaction Types - Working understanding of Customer master data - Working understanding of inbound and...
-
Jewellery Sales Consultant Kimberley House
4 weeks ago
Menlyn Park, South Africa Jobs2day Full timePosition: Jewellery Sales Associate Location: Menlyn **Requirements**: - Grade 12 - Minimum 2 years’ sales experience essential (non-negotiable) - Jewellery sales experience will be an advantage - Valid drivers’ license and own transport essential - Must be willing to work retail hours - Must be able to speak English and understand Afrikaans
-
Leisure Travel Consultant
50 minutes ago
Menlyn, South Africa Innovation Advance Full timeBasic + CommissionImagine inspiring the desire to travel with every conversation. We are on the hunt for a travel consultant who sees more than destinations—they see experiences waiting to unfold. If you combine customer service brilliance with a flair for sales, you could be the visionary behind countless dream vacations.In This Role, You Will:Turn client...
-
Investment Distribution Support Administrator
2 weeks ago
Menlyn Park, South Africa Momentum Metropolitan Holdings Full time-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...
-
SAP S/4HANA Consultant
4 days ago
Menlyn, South Africa Open Source (Pty) Ltd Full timeConsultant Job SummaryWe're looking for a seasoned SAP S/4HANA Consultant to join our team and help clients achieve their digital transformation goals. As a Senior SAP ABAP Developer, you will be responsible for providing expert-level consulting services, including design, development, and implementation of SAP S/4HANA ABAP solutions.The ideal candidate will...
-
Administrator: Quality Assurance
1 week ago
Menlyn Park, South Africa Assupol Life Ltd. Full timeTo provide quality administration service in respect of quality assurance that results in the improvement of service and sales. 1. Provide quality administration service in respect of Quality Assurance - Contribute to the implementation of a quality assurance process within the call centre - Assess calls and achieve set assessment target - Keep record of...
-
Sales Consultant
4 weeks ago
Menlyn Park, South Africa Ignite Fitness Full time**ARE YOU A FITNESS FANATIC WITH EXCEPTIONAL COMMUNICATION SKILLS AND A FLAIR FOR SALES? THEN APPLY TODAY TO JOIN THE IGNITE FITNESS TRIBE - SOUTH AFRICA'S LEADER IN THE HEALTH AND FITNESS INDUSTRY!** **OUR STATE OF THE ART GYM, LOCATED IN MENLYN, GAUTENG, REQUIRES A TALENTED SALES CONSULTANT TO COMMENCE EMPLOYMENT WITH THE COMPANY.** **MONTHLY **_**BASIC...
-
Business Development Consultant
1 week ago
Greenstone Park, South Africa Bidvest International Logistics Full time**Job Purpose**: Bidvest International Logistics (BIL) is looking to appoint a dynamic Business Development Consultant to join their Sales team based in Gauteng. The incumbent will be expected to manage the generation of new business within your designated industry vertical through actively marketing Bidvest International Logistics and establishing long...
-
Sales Executive
3 weeks ago
Menlyn Park, South Africa Kase Artist South Africa Full timeJob Title: Executive Sales Staff Job Summary Bilingual in Afrikaans and English Must be able to travel to Centurion for interview. If successful, training will be held in Centurion for two weeks. You must be able to travel Key Responsibilities - Meet and exceed sales targets by utilizing effective sales techniques and product knowledge - Provide...
-
Sales Assistant
6 days ago
Menlyn Park, South Africa LEGO® Certified Stores Full time**Are you excited to deliver inspirational retail experiences to LEGO® fans of all ages?** Join our LEGO® Certified Store Retail team as a Sales Assistant and provide inspirational customer experiences in an interactive and vibrant store environment. We are looking for energetic, enthusiastic individuals to join us on a full-time and part-time basis. We...
-
Compliance and Audit Consultant
2 weeks ago
Menlyn Park, South Africa Trinity Recruitment (Pty) Ltd Full timeOur client in Pretoria East needs an experienced Compliance/Risk Accountant to join their dynamic group. The group has various business units where you will be exposed to different industries. The main purpose of this role is to ensure that the various businesses in the group are compliant to the statutory requirements of South Africa, e.g. Workmen's...
-
SAP Supply Chain Specialist
4 days ago
Menlyn, South Africa Open Source (Pty) Ltd Full timeAbout the RoleThe SAP WM Consultant (Expert) role at Open Source (Pty) Ltd offers a unique opportunity for experienced professionals to leverage their skills in SAP Warehouse Management (WM) and Extended Warehouse Management (EWM). As a key member of our team, you will be responsible for driving business growth through effective SAP configuration and...
-
SAP WM Consultant
5 days ago
Menlyn, South Africa Open Source (Pty) Ltd Full timeESSENTIAL SKILLS: Functional & Config Experience in the following modulesSAP WM (Warehouse Management) Excellent interpersonal and organisational skills with the ability to communicate effectively (both verbally and in writing) with both technical and non-technical colleagues/users. Experience in Logistics Supply Chain Strong ability to understand and...
-
Business Development Consultant
2 weeks ago
Kempton Park, South Africa FlySafair Full timeGauteng, Kempton Park Safair Operations, operating as Flysafair, has a vacancy for a **Business Development Consultant **at **our offices in Bonaero Park**. ** **will report to the Business Development Manager **.** **RESPONSIBILITIES**: - To coordinate and manage operational elements of key contracts and products; - To ensure that all requirements...