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 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- Menlyn

    1 week ago

    Menlyn Park, 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...

  • Retail Store

    3 days ago

    Menlyn Park, South Africa Menlyn Full time

    Retail store and marketing manager role includes overseeing sales, staff and inventory. Duties and responsibilities: - Supervise, train and assist employees like Sales Representatives and Retail Store Clerks in customer service, store maintenance and product promotions. - Develop and maintain a schedule for employees and promotions centered on retail trends...

  • Senior Clerk: Business Retentions

    3 days ago

    Menlyn Park, South Africa Assupol Full time

    Description **To Conserve Business (Arrear Premiums)** - Contact clients with premium arrears - Inform clients about RPAR and Cancellation received (Freshdesk) - Persuade client not to cancel the policy - Inform client to accept Debi Check - Explain Payment method and Update Details - Capturing and Processing Refunds - Provide Bank Details and reference...

  • SAP Fi Consultant 2310

    1 week 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

    7 days ago

    Menlyn Park, South Africa Jobs2day Full time

    Position: 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

  • 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...

  • Business Development Consultants

    1 week ago

    Kempton Park, South Africa Scholtz Partners International Full time

    Business Development consultant will be responsible for bringing on new clients, making sales targets etc. They will be a public face of the business representing the organisation in direct client relations and industry role players. 3-5 years experience in similar role. Experience in the Logistics / Transport Industry. Matric. Any another qualification...

  • Business Development Consultant

    2 weeks ago

    Kempton Park, South Africa FlySafair Full time

    Gauteng, 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...

  • Business Development Consultant

    3 weeks ago

    Kempton Park, South Africa CVQuest Full time

    About the Company We’re a results‑driven digital marketing agency helping businesses grow through Google Ads, Facebook Ads, and professional website design. Our mission is simple, to help our clients stand out online, attract more customers, and achieve real, measurable results. About the Role We’re looking for a confident and motivated Business...

  • Sales Manager

    1 week ago

    Menlyn Park, South Africa Ignite Fitness Full time

    **SALES MANAGER, GYM MEMBERSHIP SALES** **A NATIONAL LEADER IN THE HEALTH AND FITNESS INDUSTRY REQUIRES THE SERVICES OF A TALENTED SALES MANAGER TO DRIVE PERFORMANCE AND TO EXCEED EXPECTATIONS AT OUR ELITE MENLYN BRANCH IN GAUTENG!** **Job Title**:Sales Manager **Reporting to**:Regional Business Manager **Department**:Sales **Purpose of role**: - To...