Permanent Retail Business Consultant | Momentum Group Vacancies
Job Description
Momentum Group Vacancies – Retail Business Consultant – Pietermaritzburg
Location: Durban, KwaZulu-Natal
Company: Momentum Group
Job Type: Permanent
Job Sector: Retail
Retail Business Consultant – Pietermaritzburg
Company: Momentum Group
Closing Date: 2025/08/09
Reference Number: MMH240708-7
Position Type: Permanent
Role Family: Sales
Cluster: Momentum Distribution Services
Remote Opportunity: Some of the time
Location: South Africa, KwaZulu-Natal, Pietermaritzburg
Introduction
Momentum, a leading financial services provider since 1966, is known for its entrepreneurial spirit and innovative culture. We are dedicated to wealth creation, insurance, and income protection for our clients through a deep understanding of retail insurance, savings, and investment markets in South Africa.
Disclaimer:
As an applicant, please verify the legitimacy of this job advert on our company career page.
Role Purpose
The Retail Business Consultant builds strong, energetic partnerships with Independent Financial Advisors (IFAs) by leveraging product, market, and sales expertise. This role enhances IFA relationships through seamless service, business analysis, and continuous improvement strategies.
Requirements
Qualifications:
- 3-year BCom degree in Business Management, Marketing, Communications, Finance, or Legal (essential).
- Willingness to study towards the degree or recognition of prior learning for candidates with 3+ years of experience in Momentum Distribution Services.
- CFP® qualification is advantageous.
Experience:
- 3 to 5 years’ experience in the financial services industry (desired).
- 1 to 3 years of relevant sales experience (essential).
- Familiarity with Momentum Myriad and Investo products is beneficial.
- Strong business acumen with expertise in risk assessments, claims, underwriting, tax, and business assurance.
- Knowledge of the financial services sector and insurance products (desired).
Duties & Responsibilities
Engage:
- Maintain visibility with IFAs to understand their needs and enhance value propositions.
- Conduct scheduled IFA visits to deliver key messages.
- Monitor and optimize weekly activities to exceed sales targets.
- Present professional IFA agendas and meeting minutes.
Enthuse:
- Understand target demographics, market landscapes, and competitor influences.
- Foster long-term, meaningful relationships with IFAs.
- Encourage IFAs to transition from passive supporters to active ambassadors.
Educate:
- Position Momentum as a thought leader in the industry.
- Serve as IFAs’ primary source of Momentum-related information.
- Uphold accountability, innovation, and excellence in business dealings.
- Improve financial planning and advisory outcomes.
Enable:
- Help IFAs achieve or exceed production targets.
- Increase the number of productive IFAs in the network.
Knowledge:
- Financial services industry expertise.
- Understanding of relevant legislation and sales processes.
- Proficiency in financial product offerings.
Competencies:
- Brand Ambassadorship
- Leadership and Supervision
- Professional Standards
- Relationship Building
- Stress Tolerance
- Effective Communication
- Results-Driven
- Teamwork and Collaboration
- Influence and Persuasion
- Deadline-Oriented
- Willingness to Travel
Employment Equity Policy
We are committed to Employment Equity, diversity, and inclusion in our recruitment processes. All appointments align with our equity goals, and we encourage applications from people with disabilities.
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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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