Retail Business Consultant at Momentum – Apply Now!

🌟 Why Join Momentum?

At Momentum, we empower individuals to achieve financial success and security. As part of our Momentum Distribution Services cluster, you’ll contribute to building and nurturing meaningful relationships with Independent Financial Advisors (IFAs), promoting our market-leading Myriad and Investo products, and helping our clients reach their goals.

🧭 Key Purpose of the Role

You will drive business growth through consistent engagement with IFAs by:

• Identifying their needs

• Offering value-driven solutions

• Strengthening brand loyalty

• Increasing production and conversion of sales leads

✅ Minimum Requirements

Educational Background:

• A completed 3-year BCom degree in:

  • Financial Planning

  • Investment

  • Business Management

  • Marketing

  • Finance

  • Education

  • Legal

• Willingness to study towards a degree with recognition of prior learning (if 3+ years in the IFA industry)

• CFA and/or CFP® certification is advantageous

Experience:

• 3 to 5 years’ experience in the financial services industry

• 1 to 3 years’ experience in sales within the industry

• Advantageous: Exposure to Momentum’s Myriad and Investo product suites

Knowledge:

• Sound business acumen in:

  • Risk assessments

  • Claims and underwriting

  • Tax and business assurance

• Familiarity with financial products, legislation, and regulatory frameworks

🛠️ Key Responsibilities

Engage

• Conduct 16+ weekly face-to-face visits with IFAs

• Build rapport and understand advisor needs

• Present well-structured meeting agendas and follow-ups

Enthuse

• Convert non-active supporters into brand ambassadors

• Foster meaningful, long-lasting partnerships

• Support IFAs through their first business placement

Educate & Enable

• Achieve production targets and boost productivity

• Position Momentum as the go-to business partner

• Promote advice-led solutions in line with client needs

🧠 Core Competencies

• Relationship building and networking

• Persuasive and influential communication

• Analytical and problem-solving abilities

• Results-driven and customer-focused mindset

• Adaptability and resilience under pressure

• Entrepreneurial thinking with strong commercial awareness

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👉 https://careerjunctionza.co.za/jobs/

💡 CV TIPS for a Retail Business Consultant Role

To stand out for this role, tailor your CV with the following:

1. Highlight Financial Industry Expertise:
   Emphasize your experience with financial planning, sales, or risk management. Use clear metrics (e.g., “Grew portfolio by 25% YoY”).

2. Demonstrate IFA Engagement:
   Detail how you have successfully collaborated with independent advisors or intermediaries.

3. Showcase Product Knowledge:
   Mention familiarity with insurance, investment products, and platforms such as Myriad or Investo.

4. Include Certifications:
   CFA, CFP®, or relevant regulatory certifications strengthen your profile.

5. Reflect Competencies:
   Use examples that showcase your communication, influencing, and goal-oriented approach.

🔗 Visit Company Website:
https://www.momentum.co.za