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Talent Pool: Retail Business Consultant (Mpumalanga) at Momentum

--Powermax General Electrical Merchants Ltd--

Job Description

Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture iscommitted to wealth creation and preservation, insurance, and income protection for all our clients. We do this through ourunderstanding of the retail insurance, savings, and investment markets in SA


The Retail Business Consultant crafts passionate, energetic, and meaningful partnerships with IFAs that will stand the test oftime. Product, market, and sales intelligence will set them apart from their counterparts. The consultant/IFA relationship will bestrengthened by ease of doing business, first-class services, deep business analysis and continuous improvement of the IFA'sbusiness.

Job Industry

Business Management /Business Advisory

Job Salary Currency

Job Salary Fixed

No

Key Deliverables

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 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 

Essential Qualities

Essential Qualities
  • 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 inMDS.
  • 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:

  • Knowledge of the financial services industry.
  • Knowledge of relevant legislation.
  • Knowledge of the sales process.
  •  Relevant product knowledge.

Application Process

Close Date

28/09/2025

Apply Now!