Introduction
Momentum, a leading financial services provider in South Africa since 1966, is renowned for its innovative culture and commitment to wealth creation, preservation, insurance, and income protection for clients. We are looking for passionate individuals to join our dynamic team and contribute to our growth in the retail insurance, savings, and investment markets.

Position: Retail Business Consultant – Western Cape (4 positions available)
Reference Number: MMH240708-3
Position Type: Permanent
Role Family: Sales
Cluster: Momentum Distribution Services
Location: Western Cape, Eastern Cape, Mpumalanga, KwaZulu Natal, Limpopo, Free State,  North West and Gauteng

 

 

 

Role Purpose
The Retail Business Consultant builds and maintains meaningful partnerships with Independent Financial Advisors (IFAs) to promote Momentum’s solutions, helping to grow the advisor’s business and achieve sales targets. The role involves increasing the Momentum footprint in the Western Cape region.

 

 

 

Key Responsibilities

• Engagement with IFAs: Foster continuous and consistent engagement with targeted IFAs to ensure no barriers to partnership, understand the competitive landscape, and address IFA needs with appropriate value propositions.
• Relationship Building: Develop deep, meaningful, and long-lasting relationships with IFAs, and implement IFA retention strategies to encourage business continuity with Momentum.
• Promote Brand and Digital Integration: Encourage IFAs to connect with the Momentum brand and adopt digital workflows.
• Educational Support: Serve as a primary information source for IFAs, delivering knowledge and insights that drive sales and improve financial planning outcomes.
• Performance and Growth: Achieve or exceed sales targets, support IFAs in increasing their production, and ensure the retention and growth of IFA business with Momentum.

 

 

 

Requirements

• Qualifications: A 3-year tertiary qualification or willingness to pursue a degree.
• Experience: 1 to 3 years of relevant sales and communication experience. Familiarity with Momentum products is advantageous.
• Other Requirements: Ability to work on a commission-based structure, flexibility to travel to IFAs, and a valid driver’s license.

Competencies

• Strong interpersonal skills and the ability to build relationships with clients and colleagues.
• Persuasion and negotiation skills to effectively promote Momentum solutions.
• Adaptability to changing circumstances and a positive attitude under pressure.
• A results-oriented mindset with a focus on achieving sales targets and customer satisfaction.

 

 

 

Factors to Consider

• Willingness to travel and flexibility in managing your schedule.
• Comfort with a commission-based pay structure aligned with high performance.

How to Apply
To apply, please verify the legitimacy of this job advert on our company career page. If you’re ready to take on a rewarding role with Momentum and contribute to our mission of wealth creation and protection, we encourage you to apply!

Closing Date: 31 August 2024

APPLY HERE