Momentum

Talent Pool: Retail Business Consultant East Rand/Benoni MMH250320-4

Posted: Oct 27, 2025

Job Description

Role PurposeThe 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.RequirementsQualifications: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.Experience3 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 advantageStrong business acumen with sound knowledge in risk assessments, claims, underwriting, tax, business assuranceKnowledge Knowledge of the financial services industry.Knowledge of relevant legislation.Knowledge of the sales process. Relevant product knowledgeDuties and ResponsibilitiesEngage 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 meetingsEnthuse 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 ambassadorsEducate 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 outcomesEnable 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.As an applicant, please verify the legitimacy of this job advert on our company career page.-346021236

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