Investment Development Consultant

18 hours ago

Nelspruit, South Africa Momentum Distribution Services 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 Investment Development Consultant uses innovative engagement and influence techniques to
market Momentum Investments to IFAs that have potential to do business with us. They identify, cultivate,
and grow this potential into fully functioning Investment panels.

**Requirements**:

- Qualifications:
- 3-year BCom degree in the following fields: Business Management, Investments (essential)
- Honours degree is an advantage
- CFA and/or CFP is an advantage

**Experience**:
- 1 to 3 years’ financial service industry experience - must include investments (essential)
- Experience in Momentum Investments is an advantage
- Strong knowledge of the investments and wealth management industry in SA and international

markets including but not limited to Fund Selection, DFM and Securities.- A proven track record in successfully dealing with clients and/or IFAs in a practice management

environment is an advantage.- Technology Savvy

**Duties & Responsibilities**
- Connection and Engagement- Engage every targeted Investment IFA in a structured, professional, and effective manner.
- Ensure that any block to building a partnership is removed
- Queries handled and feedback given timeously
- The Investment Development Consultant must understand the targeted IFA that we are focusing

on. Understand the landscape in which we operate, the competitor environment, including but not
- limited to compile complete and accurate lists of IFAs to invite to Marketing events, Conferences and
- Summits and targeted groups, new partner discussions.- The Investment Development Consultant must be passionate and represent the Brand with

conviction- Develop IFA retention strategies that focus on engagements that encourage IFA to keep their

books with us.

Enthuse through Brand, SME Service & Digital- Ensure long-lasting, deep, and meaningful relationships with the IFA are forged through brand,

Service, Digital & Relationships- Market the level of expertise we have in the IFA office bringing energy to reinforce Momentum

presence in the market.- IFAs to move from non-active supporters to active supporters to ambassadors.
- Connection to the Brand and Digital way of work
- Showing IFA’s the best way to work with us

Influence through coaching and learning- Ensure that IFA has the perception that Momentum are thought leaders. Good source of

information.- Investment Development Consultant will coach every IFA that they look after through 1:1 coaching

sessions and regular engagements- Investment Development Consultant will have a very clear understanding of the impact of

regulation on the IFA practice.- Be accountable, innovative, excellent, honest, diverse, and influential in your business dealings

Enable through partnership:
- Ensure that IFA has the perception that Momentum are thought leaders. Good source of

information.- Understand the power of financial planning and advice and how our products can assist the IFA to

grow. Advice led Coaching competence of the IFA- Have a very good understanding of the strengths, vulnerabilities, risks, and opportunities of the

panel they support the RGM in his or her planning and thinkin

**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

  • Retail Development Consultant

    7 months ago

    Nelspruit, South Africa Momentum Distribution Services 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...

  • Business Development Consultant

    2 weeks ago

    Nelspruit, South Africa Sheldon Recruitment Full time

    **Mpumalanga**, Nelspruit** **R15 000.00 Monthly (Plus uncapped commission, incentives, cell allowance)** **We are seeking a Business Development Consultant for an insurance company for a permanent vacancy based in Nelspruit, Mpumalanga.** **Applicants are required to meet the following criteria**: *** - **Grade 12 with RE5 insurance qualification & FAIS...

  • Manager Investments Wealth

    7 months ago

    Nelspruit, South Africa Absa Bank Limited Full time

    Empowering Africa’s tomorrow, together one story at a time. - With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job...

  • Senior Sales Development Consultant(Womans

    7 months ago

    Nelspruit, South Africa Assupol Full time

    Description Main Purpose: To sell policies, recruit, develop and train representatives to achieve the set target To be developed into a Sales Manager when vacancies are available (Key Individual) - 1 year Programme Courses - Full-Time Academic School: 0 - 1 month - Commissions and Finance - Compliance - Reports - Practical School (2 - 12 months) - COB Long...

  • Senior Sales Development Consultant

    2 weeks ago

    Nelspruit, South Africa Assupol Full time

    Description - 1 year Programme Courses - Full-Time Academic School: 0 - 1 month - Commissions and Finance - Compliance - Reports - Practical School (2 - 12 months) - COB Long term and Investments - CPD - Supervision (FSP 4.1); - Recruitment process orientation (On-Boarding) - MS Office (Spread over 12 months - if necessary) - Digital training - Sales...

  • Business Development Consultants

    1 week ago

    Nelspruit, South Africa Jobs2day Full time

    **Type: Permanent** **Location: Nelspruit** **Renumeration on offer is a fixed basic salary (no sliding scale & no retainer), plus commission, incl eligibility to earn annual incentives. Potential to earn annuity income on successful retention of business sold over time.** **Qualifications** - Matric/Grade 12 - FAIS Credits (min 30 credits in short term...

  • Business Development Consultant

    4 months ago

    Nelspruit, South Africa Momentum Insure Company Limited Full time

    **Introduction** - Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations.**Disclaimer** - As an applicant, please...

  • New Business Development Consultant

    7 days ago

    Nelspruit, South Africa Dante Personnel Full time

    Mpumalanga, Nelspruit / Mbombela - R R21 000 CTC per month - R R25 000 CTC per month Monthly (6% Provident Fund, Travel Allowance, Cellphone Allowance)- Our Client is looking for a New Business Development Consultant in the Chemical Division **Minimum requirements**: - Will be responsible to generate their own leads by means of cold calling - Client site...

  • Retail Business Consultant

    7 months ago

    Nelspruit, South Africa Momentum Distribution Services 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...

  • Sales Consultant

    7 months ago

    Nelspruit, South Africa Ideal and Selected Candidates Full time

    **Job Overview**: **Date Posted**: Posted 2 hours ago- **Location**: Nelspruit, Mpumalanga- **Job Title**: Sales Consultant- **Salary**: R22,000- **Education Level**: Certificate- **Job Level**: Intermediate- **Minimum Experience**: 3 - 5 YearsSales Consultant position currently available in Nelspruit. Purpose: To grow the existing client base and to sign...

  • Retail Business Consultant

    7 months ago

    Nelspruit, South Africa Momentum Distribution Services 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...

  • Retail Business Consultant

    1 day ago

    Nelspruit, 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 Agricultural Consultant

    1 month ago

    Nelspruit, Mpumalanga, South Africa TWK Agri Full time

    Job Title: Senior Agricultural ConsultantAt TWK Agri, we are seeking an experienced and skilled Senior Agricultural Consultant to join our team. This is a fantastic opportunity to work with a leading agricultural company in Mpumalanga.Key Responsibilities:Analyzing and interpreting large datasets related to agriculture to inform business decisionsProviding...

  • Business Sales Consultant

    7 months ago

    Nelspruit, South Africa The Individual Touch CC Full time

    **Duties and Responsibilities**: **New Business Development**: **Key Client Relationship Management**: **Site & Service Support**: **Formal Education and Experience**: Matric essential Computer literacy Advanced experience in Microsoft Excel will be an advantage. A degree will be an advantage. 3 or more years of experience in external sales/business...

  • 1 X In-field Sales Consultant: Rentokil Initial

    1 week ago

    Nelspruit, South Africa Rentokil Initial Full time

    Rentokil Initial: Rentokil Initial is a Global services company employing over 35,000 colleagues across 70 countries. The Company is at the cutting edge of technology and innovation as it strives to protect people and enhance lives, by controlling pests, improving hygiene and improving interior spaces with plants and scenting. We are experts in the fields...

  • 1 X In-field Sales Consultant: Rentokil Initial

    3 days ago

    Nelspruit, South Africa Rentokil Initial Full time

    Rentokil Initial: Rentokil Initial is a Global services company employing over 35,000 colleagues across 70 countries. The Company is at the cutting edge of technology and innovation as it strives to protect people and enhance lives, by controlling pests, improving hygiene and improving interior spaces with plants and scenting. We are experts in the fields...

  • Sales Consultant

    7 months ago

    Nelspruit, South Africa Wheco Group Full time

    **KEY RESPONSIBILITIES**: - To develop and attain customer experience and sales objectives for the store. - Handle service inquiries from customers. - Provide efficient, courteous customer service and assist in all aspects of product offerings and services. - Sales consultants work with customers to find what they want, ensure a smooth sales process, and...

  • Sales Consultant

    7 months ago

    Nelspruit, South Africa PERI Full time

    **Location**:Mbombela, MP, ZA, 1200**Company**:PERI Formwork Scaffolding (Pty) Ltd**Sales Consultant** Sales Inland Role Summary There is an exciting new opportunity for a Sales Consultant based in Nelspruit. To manage PERI business (customers, projects, turnover, discount) within a defined area or on a specified project and to maintain and build new...

  • Higher Education Consultant

    7 months ago

    Nelspruit, South Africa Eduvos Full time

    **Job Advert Summary**: Eduvos is looking to employ the services of a Higher Education Consultant at our Mbombela campus. Meaning of Eduvos The word Eduvos comes from the concept of your education. The “Edu” part of Eduvos talks about education and taking custodianship and responsibility. The “Vos” part of Eduvos talks about you, yourself, and your...

  • Ipro (Apple) Sales Consultant - Nelspruit

    3 months ago

    Nelspruit, South Africa Core Group Full time

    **Join Our Team: iPro SALES CONSULTANTS Wanted!** Are you a tech enthusiast with a knack excelling at communicating with customers and delivering exceptional experiences? Do you thrive in fast-paced retail environments? Look no further! At Core Group, we're expanding our **Apple** Retail division and seeking dynamic individuals to join our team as Sales...