Business Consultant for Retail Growth

6 days ago


Pretoria, Gauteng, South Africa Momentum Full time

Job Overview

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The Role of a Retail Business Consultant is to establish strong, long-lasting relationships with Independent Financial Advisors (IFAs). This relationship is built on ease of doing business, first-class services, deep business analysis, and continuous improvement of the IFA's business. The consultant/IFA partnership will be strengthened by product, market, and sales intelligence.

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Requirements

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  • A 3-year Bachelor of Commerce degree in fields such as Business Management, Marketing, Communications, Finance, or Legal is essential.
  • Willingness to study towards the degree and recognition of prior learning if you have 3+ years of experience working in MDS.
  • Certified Financial Planner (CFP) is an advantage.
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Experience

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  • 3 to 5 years of financial service industry experience is desired.
  • 1 to 3 years of relevant sales experience is essential.
  • Experience in Momentum Myriad and Investor products is an advantage.
  • Strong business acumen with sound knowledge of risk assessments, claims, underwriting, tax, and business assurance.
  • Knowledge of the financial services industry and insurance products is desired.
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Key Responsibilities

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The key responsibilities include enthusing IFAs to become active supporters and ambassadors, educating them to perceive Momentum as thought leaders, and enabling better financial planning and advice outcomes.

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Performance Expectations

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  • Achieve and/or exceed the minimum production targets.
  • Achieve and/or exceed the minimum productive IFAs requirements.


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