Permanent Short-Term Broker Relationship Consultant | Momentum Group Vacancies
Job Description
Momentum Group Vacancies – SMA (Short-Term Broker Relationship Consultant)
Location: Cape Town, Western Cape
Company: Momentum Group
Job Type: Permanent
Job Sector: Sales
Job Opportunity: SMA (Short-Term Broker Relationship Consultant) at Momentum Group
Closing Date: 2025/08/31
Reference Number: MMH250508-8
Job Title: SMA (Short-Term Broker Relationship Consultant)
Position Type: Permanent
Role Family: Sales
Cluster: Momentum Insure Company Limited
Location – Country: South Africa
Location – Province: Western Cape
Location – Town / City: Cape Town
Introduction
Through our client-facing brands, including Momentum and Metropolitan, along with Multiply (our wellness and rewards programme) and specialist brands like Guardrisk and Eris Property Group, Momentum Group empowers individuals and businesses to achieve their financial goals. We provide solutions for savings, protection, and investments while supporting companies in rewarding their employees. Our network of advisers and independent brokers ensures accessible financial solutions for all. Discover more at our official website.
Disclaimer: Applicants should verify this job advert on our company career page for legitimacy.
Role Purpose
- Build a sustainable Short-Term Insurance business unit by providing training and technical sales support to intermediaries.
- Create marketing opportunities for Financial Advisors (FAs) to increase market share.
Requirements
- Matric/Grade 12 (minimum requirement).
- Relevant marketing or sales degree/diploma (advantageous).
- FAIS Credits (minimum 30 credits in short-term insurance for appointments before 2010); alternatively, a full recognized FSCA qualification (if appointed after 01/01/2010).
- Knowledge of regulatory frameworks (FAIS, FICA, POPIA).
- Expert knowledge of short-term insurance products (personal and commercial lines).
- Minimum 4 years of short-term insurance experience (independent financial advisory or brokers).
- Experience in face-to-face broker engagement.
- Valid driver’s license and own transport essential.
Duties & Responsibilities
- Identify and onboard new Financial Advisors (FAs) and Specialist FAs.
- Train and support FAs on Momentum Insure products and solutions.
- Uncover business growth opportunities for FAs.
- Drive sales and revenue generation.
- Regular travel required.
Competencies
- Strong technical insurance knowledge.
- Relationship-building and negotiation skills.
- Results-driven with high tenacity.
- Excellent presentation abilities.
- Risk awareness and cross-selling expertise.
Additional Information
This role is based in the Western Cape. Only candidates residing in the province will be considered.
Policy
Momentum Group is dedicated to Employment Equity, diversity, and inclusion. We encourage applicants from all backgrounds, including people with disabilities, to apply.
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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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