Talent Pool: Retail Business Consultant (Bloemfontein) – High-Paying Sales Career
Closing Date: 30 June 2025
Reference Number: MMH230301-2
Position Type: Permanent
Role Family: Sales
Cluster: Momentum Distribution Services
Remote Opportunity: Some of the time
Location: Bloemfontein, Free State, South Africa
About Momentum
Momentum, a financial services provider since 1966, is renowned for its entrepreneurial spirit and innovative culture. We specialize in wealth creation and preservation, insurance, and income protection solutions. Our deep understanding of the retail insurance, savings, and investment markets allows us to offer customized financial solutions to our clients. Learn more at www.momentum.co.za.
Role Purpose
As a Retail Business Consultant, your role is to build meaningful, long-lasting partnerships with Independent Financial Advisers (IFAs) by offering top-tier support, business analysis, and ongoing improvement of their business. You will be instrumental in increasing the value proposition for IFAs, strengthening relationships, and helping them achieve success.
Minimum Requirements
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Qualifications:
- 3-year BCom degree in Business Management, Marketing, Communications, Finance, or Legal (Essential)
- Willingness to study towards the degree with 3+ years of experience in MDS
- CFP® certification is an advantage
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Experience:
- 3 to 5 years’ experience in the financial services industry (Preferred)
- 1 to 3 years’ relevant sales experience (Essential)
- Familiarity with Momentum Myriad and Investo products is an advantage
- Strong business acumen and knowledge in risk assessments, claims, underwriting, tax, and business assurance
- Knowledge of financial services industry and insurance products (Preferred)
Key Responsibilities
Engage:
- Build visibility with IFAs to understand their needs and drive their value proposition.
- Visit IFA offices as per a defined plan and deliver relevant messages.
- Analyze, monitor, and increase prescribed weekly activities to exceed sales targets.
- Document all meetings, including the agenda and minutes.
Enthuse:
- Understand the IFA landscape, including competitors and critical moments.
- Develop long-lasting relationships with IFAs, turning them from non-active supporters to active advocates.
- Ensure Momentum’s value is communicated effectively to all IFAs.
Educate:
- Position Momentum as a thought leader in the industry.
- Be the IFA’s key source of information within Momentum.
- Provide innovative, reliable, and accountable business dealings.
- Facilitate better financial planning and advice outcomes for clients.
Enable:
- Help IFAs achieve their financial goals and exceed production targets.
- Support the IFA practice through ongoing business engagement.
Key Competencies & Skills
- Strong brand ambassadorship skills
- Proven ability to lead and supervise effectively
- Excellent communication skills (written and verbal)
- High stress tolerance and effective at working under pressure
- Strong relationship-building and networking skills
- Results-driven with the ability to meet and exceed targets
- Ability to collaborate and work effectively within teams
- Ability to travel as required by the role
- Persuading and influencing others effectively
Why Join Momentum?
- High-paying sales career opportunities with career growth potential
- Work with leading professionals in the financial services industry
- Opportunity to help shape the future of financial planning and advisory services
- Competitive salary and benefits
Employment Equity Commitment
Momentum is an Equal Opportunity Employer committed to Employment Equity. We encourage applicants from all backgrounds, including candidates with disabilities, to apply.
Apply Now & Elevate Your Career with Momentum Distribution Services!
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