Closing Date 2025/11/28 Reference Number MMH250325-2 Job Title Talent Pool: Retail Business Consultant (Limpopo)Position Type Permanent Role Family Sales Cluster Momentum Distribution Services Remote Opportunity Some of the time Location - Country South Africa Location - Province Limpopo Location - Town / City Polokwane 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 Business Management, Marketing, Communications, Finance, or 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)Knowledge: Knowledge of the financial services industry. Knowledge of relevant legislation. Knowledge of the sales process. Relevant product knowledge Duties & Responsibilities Engage Be visible to the IFA 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 target audience, their landscape, competitor influences, and critical moments of truth. Ensure long-lasting, deep, and meaningful relationships with the IFAHelp IFAs move from non-active supporters to active supporters and ambassadors Educate Position Momentum as a thought leader in the IFA's perception. Be the IFA's source of information within Momentum Be accountable, innovative, excellent, honest, diverse, and influential in your dealings Enable better financial planning and advice outcomes Enable Maintain Momentum as a thought leader in the perception of IFAs. Be the IFA's source of information within Momentum Be responsible, innovative, excellent, honest, diverse, and influential Achieve and/or exceed minimum production targets and the required number of productive IFAs Competencies Brand Ambassadorship Leading and Supervising Professional standards Relating and networking Stress tolerance Effective communication Delivering results Teamwork and collaboration Influencing skills Deadline orientation Travel readiness
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