Permanent Retail Business Consultant | Momentum Group Vacancies
Job Description
Momentum Group Vacancies – Retail Business Consultant – Eastern Cape
Location: Port Elizabeth, Eastern Cape
Company: Momentum Group
Job Type: Permanent
Job Sector: Retail
Retail Business Consultant – Eastern Cape
Reference Number: MMH240619-3
Closing Date: 2025/07/27
Position Type: Permanent
Role Family: Sales
Cluster: Momentum Distribution Services
Location: Gqeberha, Eastern Cape, South Africa
Remote Opportunity: Some of the time
Introduction
Momentum, a leading financial services provider since 1966, is known for its entrepreneurial spirit and innovative culture. We are dedicated to wealth creation, preservation, insurance, and income protection for our clients, supported by deep expertise in retail insurance, savings, and investment markets in South Africa.
Role Purpose
The Retail Business Consultant builds dynamic and lasting partnerships with Independent Financial Advisors (IFAs) by leveraging product knowledge, market insights, and sales excellence. The role focuses on enhancing IFA relationships through seamless service, strategic business analysis, and continuous improvement.
Requirements
Qualifications:
- 3-year tertiary qualification (or willingness to study toward a degree).
Experience:
- 1 to 3 years of relevant sales and communication experience.
- Experience with Momentum products is advantageous.
Duties & Responsibilities
Engage:
- Proactively engage IFAs to understand their needs and drive value.
- Conduct planned IFA visits and deliver key messages.
- Analyze and optimize weekly activities to exceed sales targets.
- Maintain professional meeting agendas and minutes.
Enthuse:
- Understand target IFAs, their competitive landscape, and key engagement opportunities.
- Foster long-term, meaningful IFA relationships.
- Transition IFAs from passive supporters to active ambassadors.
Educate:
- Position Momentum as a thought leader and trusted information source.
- Uphold accountability, innovation, and excellence in all dealings.
- Enhance financial planning and advice outcomes.
Enable:
- Support IFAs with actionable insights and solutions.
- Achieve or exceed production targets and productive IFA quotas.
Competencies
- Brand Ambassadorship
- Leading and Supervising
- Professional Standards
- Relationship Building
- Stress Tolerance
- Flawless Communication
- Results-Driven Execution
- Teamwork and Collaboration
- Influence on IFA Practices
- Deadline-Oriented
- Willingness to Travel
- Persuasion and Influence
Policy
Momentum is committed to Employment Equity, diversity, and inclusion. We encourage applicants from all backgrounds, including people with disabilities, to apply. All appointments align with our Employment Equity objectives.
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How to Apply
To apply for this position, click the “Apply Now” button or follow the specific instructions provided in the job description. Ensure that your CV and supporting documents are up to date and relevant to the position.
Please note: This job posting may be closed at any time by the employer, either due to internal recruitment policies, legal requirements, or once a suitable candidate has been found. We encourage you to apply as early as possible.
Only shortlisted candidates will be contacted.
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