Retail Business Partnership Expert

4 days ago


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

Role Overview

Momentum Metropolitan Holdings Limited, a pioneering financial services provider, is seeking an exceptional individual to fill the role of a Retail Business Consultant in our Cape Town office. As a member of our dynamic team, you will play a pivotal part in forging meaningful partnerships with Insurance Financial Advisors (IFAs) that will yield long-lasting results.

Key Responsibilities

  • Develop and maintain strong relationships with IFAs to understand their needs and deliver tailored value propositions.
  • Analyse sales data and market trends to identify opportunities for growth and exceed targets.
  • Present professional minutes of meetings and agendas to foster a disciplined approach.
  • Strengthen existing relationships and convert non-active supporters into ambassadors.
  • Ensure Momentum is perceived as a thought leader in the industry by providing expert advice and support.

Requirements

  • Bachelor's degree in Business Management, Marketing, Communications, Finance, or Legal.
  • Relevant sales experience with a proven track record of success.
  • Knowledge of the financial services industry, including risk assessments, claims, underwriting, tax, and business assurance.
  • Ability to work effectively in a fast-paced environment and meet deadlines.

About Us

Momentum Metropolitan Holdings Limited is a leading financial services provider committed to wealth creation and preservation, insurance, and income protection. Our innovative culture and entrepreneurial spirit drive us to deliver exceptional value to our clients.



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