Investment Development Consultant

3 weeks ago

Polokwane, 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**:

- Experience and Qualifications:

- 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 thinking

**Competencies**
- Competencies Required- 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

  • Sales Consultant

    3 weeks ago

    Polokwane, South Africa Adzuna ZA B C2 Full time

    Our client is currently recruiting for a Sales Consultant with Motor Dealer experience. This role will expose you to a diverse working environment and the opportunity to connect with other individuals in the organization. Candidate will develop relationships with key accounts to maximize revenue and client retention. You act as a consultant by developing...

  • Sales Consultant

    4 weeks ago

    Polokwane, South Africa TalentCru Full time

    Our client is currently recruiting for a Sales Consultant with Motor Dealer experience. This role will expose you to a diverse working environment and the opportunity to connect with other individuals in the organization. Candidate will develop relationships with key accounts to maximize revenue and client retention. You act as a consultant by developing...

  • Sales Consultant

    3 weeks ago

    Polokwane, South Africa TalentCru Full time

    Our client is currently recruiting for a Sales Consultant with Motor Dealer experience. This role will expose you to a diverse working environment and the opportunity to connect with other individuals in the organization. Candidate will develop relationships with key accounts to maximize revenue and client retention. You act as a consultant by developing...

  • Tertiary Education Consultant

    3 weeks ago

    Polokwane, South Africa CTU Career Chatz Full time

    Job Summary Detailed Job DescriptionJob title: Tertiary Education ConsultantsReporting to: Campus Business Development Manager, National Direct Sales Manager & National Business Development Manager.Salary: Basic salary, Petrol card for business related travel, Cell phone, Laptop, Commission & IncentivesHours: 45 hours, Full Time, Normal Hours 08:00am to...

  • Sales Consultant

    6 days ago

    Polokwane, South Africa Managed People Solutions Full time

    **Managed People Solutions** is in search of a **Sales Consultant **for a **well known liquor** to service the **Mbombela area**, Mpumalanga **Responsibilities**: - Call Procedures - Sales Levers - Order Taking - Cycle Brief - Feedback - Stock Allocation - Product Changes - Trade Visits - Relationship Management - Account Opening Assistance - Customer...

  • Sales Consultant

    6 days ago

    Polokwane, South Africa Managed People Solutions Full time

    **Managed People Solutions** is in search of a **Sales Consultant **for a **well known liquor** to service the **Polokwane **area. Limpopo **Responsibilities**: - Call Procedures - Sales Levers - Order Taking - Cycle Brief - Feedback - Stock Allocation - Product Changes - Trade Visits - Relationship Management - Account Opening Assistance - Customer...

  • Plant Supervisor

    4 weeks ago

    Polokwane, South Africa Acumen Resources Development (Pty) Ltd Full time

    **Introduction** **Production**: Responsible to ensure that the production processes run reliably and efficiently to optimise production. Efficiently manage resources available in order to optimise plant and truck utilisation, raw materials, human resources and finances to supply the required products of high quality on time at a...

  • Relationship Executive Sme Pipelining

    4 weeks ago

    Polokwane, 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...

  • Sales Consultant

    4 weeks ago

    Polokwane, South Africa Umphakathi Recruitment Full time

    The primary job of a sales professional is to sell products, goods, or services to customers in the Business Vertical. The person employs sales techniques to find out what customers’ needs or want and suggests products or services that address their need. Sales professionals generate more sales by finding new sales leads. **Key Responsibility Areas**: -...

  • Business Manager Commercial Banking

    4 weeks ago

    Polokwane, South Africa Nedbank Full time

    **Requisition Details & Talent Acquisition Contact** - REQ 126062 - Twanette Coetser- Closing Date - 24 May 2023**Cluster & Location** - Total Business Banking and Retail - Relationship Channel- Polokwane, Limpopo- Career Stream- Relationship Management- Leadership Pipeline- Manage Self: Professional (MSP)- FAIS Affected- FAIS Affected - Yes**Business...

  • Sales Consultant

    4 weeks ago

    Polokwane, South Africa Umphakathi Recruitment Full time

    The primary job of a sales professional is to sell products, goods, or services to customers in the Business Vertical. The person employs sales techniques to find out what customers’ needs or want and suggests products or services that address their need. Sales professionals generate more sales by finding new sales leads. **Key Responsibility Areas**: -...

  • Client Service Consultant

    6 days ago

    Polokwane, South Africa Metropolitan Life 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. **Role Purpose** **Requirements**: -...

  • Mine Overseer

    4 weeks ago

    Polokwane, South Africa RPO Recruitment Full time

    RPO Recruitment, a leading recruitment agency in the mining industry, is currently seeking a skilled and experienced Mine Overseer to join our client's team. As a Mine Overseer, you will play a crucial role in overseeing and coordinating mining operations, ensuring the safety of personnel and optimizing production. Our client is invested in promoting a...

  • Student Advisor

    3 weeks ago

    Polokwane, South Africa CTU Career Chatz Full time

    Job Summary To provide efficient and effective sales support, solutions, guidance and advisory service to prospects and/or potential students. The role of a student advisor involves programme/product sales to clients and prospects within the allocated region. Responsible for overall sales, support and activities, from school appointments, capturing,...

  • Student Advisor

    4 weeks ago

    Polokwane, South Africa CTU Career Chatz Full time

    Job SummaryTo provide efficient and effective sales support, solutions, guidance and advisory service to prospects and/or potential students. The role of a student advisor involves programme/product sales to clients and prospects within the allocated region. Responsible for overall sales, support and activities, from school appointments, capturing, database...

  • Account Manager

    3 weeks ago

    Polokwane, South Africa Hr Xchange Full time

    A well-established, market leader in the mining and construction industry requires an Account Manager to service the North West area.  This is a great opportunity for someone that is looking for growth in a company that invests in their employees.  Over and above the salary is company vehicle and petrol card, cell phone and data, commission and...

  • Account Manager

    3 weeks ago

    Polokwane, South Africa Hr Xchange Full time

    A well-established, market leader in the mining and construction industry requires an Account Manager to service the North West area.  This is a great opportunity for someone that is looking for growth in a company that invests in their employees.   Over and above the salary is company vehicle and petrol card, cell phone and data, commission and...

  • Account Manager

    3 weeks ago

    Polokwane, South Africa Adzuna ZA B C2 Full time

    A well-established, market leader in the mining and construction industry requires an Account Manager to service the North West area. This is a great opportunity for someone that is looking for growth in a company that invests in their employees. Over and above the salary is company vehicle and petrol card, cell phone and data, commission and...

  • Account Manager

    3 weeks ago

    Polokwane, South Africa HR Xchange Full time

    A well-established, market leader in the mining and construction industry requires an Account Manager to service the North West area.  This is a great opportunity for someone that is looking for growth in a company that invests in their employees.  Over and above the salary is company vehicle and petrol card, cell phone and data, commission and...

  • Regional Trainer Manager

    4 weeks ago

    Polokwane, South Africa Marvel Placement Consultants Full time

    **Regional Training Manager**: Step into the role of Regional Training Manager with a renowned liquor retailer, celebrated for its 45-year history across South Africa. Located in the vibrant region of Limpopo, our prestigious client operates a widespread network of stores, offering an eclectic mix of beverages for every taste and occasion. This role is a...