Retail Development Consultant

1 week ago

Durban, 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 Development 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 the 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**:

- 1 to 3 years of financial service industry experience (desired)
- 1-year 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 the financial services industry and insurance products (desired)
- Technology Savvy
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 ambassadors

Educate:

- IFA has the perception that Momentum is a thought leader.
- 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 has the perception that Momentum is a thought leader.
- 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 Sales Consultant

    1 week ago

    Durban, South Africa Express Employment Professionals (Durban South) Full time

    We are looking for an enthusiastic and customer-focused Retail Sales Consultant to join our clients team. The ideal candidate will have strong sales skills, and a commitment to delivering exceptional customer service. In this role, you will be responsible for engaging with customers, understanding their needs, and guiding them through the sales process to...

  • Retail Financial Partnerships Consultant

    1 week ago

    Durban, South Africa Momentum Full time

    A leading financial services firm in Durban is seeking a Retail Business Consultant to build strong, lasting partnerships with Independent Financial Advisors (IFAs). The ideal candidate should have a 3-year BCom degree along with essential sales experience, and knowledge of the financial services industry. This role focuses on relationship management and...

  • Talent Pool: Retail Business Consultant

    2 days ago

    Durban, South Africa Momentum Full time

    Talent Pool: Retail Business Consultant (Durban) 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 deep understanding of the retail insurance, savings, and...

  • Retail Business Consultant

    2 weeks ago

    Durban, KwaZulu-Natal, South Africa Momentum Full time R90 000 - R120 000 per year

    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.Disclaimer As an applicant, please...

  • Retail Leasing Manager

    5 days ago

    Durban, South Africa Marvel Placement Consultants Full time

    Retail Leasing Manager Our client is known for their expertise in asset management, property development, and retail leasing, and is looking to appoint a Retail Leasing Manager. The ideal candidate will come with 4 - 5 years of experience in retail leasing and a proven record of securing national, international, or niche tenants. Kindly be advised that this...

  • Training and Development Facilitator

    2 weeks ago

    Durban, KwaZulu-Natal, South Africa Alliance Skills Development Services Full time R72 000 - R96 000 per year

    14th Floor, Kingsfield Place, 30 Joe Slovo Drive DURBANKZN PROVINCE: FACILITATOR (FULL TIME) – 2 Positions available LADYSMITH (R6000 per month)KZN PROVINCE: FACILITATOR (FULL TIME) – 2 Positions available DURBAN (R8000 per month)An opportunity exists at the Alliance Skills Development Services (ASDS) for 2 Training and Development Facilitators. The...

  • Training and Development Facilitator

    4 days ago

    Durban, South Africa Alliance Skills Development Services Full time

    14th Floor, Kingsfield Place, 30 Joe Slovo Drive DURBAN **KZN PROVINCE: FACILITATOR (FULL TIME) - 2 Positions available LADYSMITH (R6000 per month)** **KZN PROVINCE: FACILITATOR (FULL TIME) - 2 Positions available DURBAN (R8000 per month)** An opportunity exists at the Alliance Skills Development Services (ASDS) for 2 Training and Development...

  • Retail Leasing Manager

    2 weeks ago

    Durban, South Africa Marvel Placement Consultants Full time

    Retail Leasing Manager Our client is known for their expertise in asset management, property development, and retail leasing, and is looking to appoint a Retail Leasing Manager. Kindly be advised that this position entails a temporary 12-month contract duration. Responsibilities In charge of all leasing operations, including the review and negotiation of...

  • Talent Pool: Retail Business Consultant

    1 week ago

    Durban, KwaZulu-Natal, South Africa Momentum Full time R900 000 - R1 200 000 per year

    Closing Date2025/12/19 Reference NumberMMH Job TitleTalent Pool: Retail Business Consultant (Durban) Position TypePermanent Role FamilySales ClusterMomentum Distribution Services Remote OpportunitySome of the time Location - CountrySouth Africa Location - ProvinceKwaZulu-Natal Location - Town / CityDurban IntroductionMomentum, a financial services provider...

  • Retail Business Consultant: IFA Growth

    2 days ago

    Durban, South Africa Momentum Full time

    A leading financial services provider is seeking a Retail Business Consultant in Durban to enhance partnerships with IFAs and drive sales. Candidates should possess a 3-year BCom degree and 1-3 years of sales experience. Strong business acumen and communication skills are essential for building lasting relationships. This full-time position requires a...