Talent Pool: Retail Business Consultant

7 days ago

Port Elizabeth, Eastern Cape, South Africa Momentum Full time R180 000 - R250 000 per year
Closing Date
2025/12/13

Reference Number
MMH

Job Title
Talent Pool: Retail Business Consultant (Gqeberha / Port Elizabeth)

Position Type
Permanent

Role Family
Sales

Cluster
Momentum Distribution Services

Remote Opportunity
Some of the time

Location - Country
South Africa

Location - Province
Eastern Cape

Location - Town / City
Gqeberha / Port Elizabeth

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.

Disclaimer
As an applicant, please verify the legitimacy of this job advert on our company career page.

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 (advantageous)
  • 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 of financial service industry experience (desired)
  • 1 to 3 years of relevant sales experience (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 (desired)
Knowledge:
  • Knowledge of the financial services industry.
  • Knowledge of the financial services industry.
  • Knowledge of relevant legislation.
  • Knowledge of the sales process.
  • Relevant product knowledge
Duties & Responsibilities

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 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 requirements
Competencies
  • Brand Ambassadorship
  • Leading and Supervising
  • Professional standards
  • Relating and networking (building rapport and relationships)
  • Stress tolerance
  • Flawless and effective communication (written and oral)
  • Delivering results and meeting stakeholder expectations
  • Teamwork and collaboration
  • Positively impact and influence on the IFA practice
  • Deadline Driven
  • Able to travel as much as the job requires and travel documentation in order
  • Persuading and influencing

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