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  • Posted: Aug 4, 2025
    Deadline: Aug 17, 2025
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  • Momentum Metropolitan Holdings, formerly MMI Holdings, is a South African-based financial services group was established on 1 Dec 2010, through the merger of Metropolitan and Momentum. We are specialists in long and short-term insurance, asset management, savings, investments, healthcare administration, health risk management, employee benefits and reward...
    Read more about this company

     

    Retail Business Consultant - Eastern Cape

    Role Purpose    

    • The Retail Business Consultant crafts passionate, energetic, and meaningful partnerships with IFAs that will stand the test oftime. Product, market, and sales intelligence will set them apart from their counterparts. The consultant/IFA relationship will bestrengthened by ease of doing business, first-class services, deep business analysis and continuous improvement of the IFA'sbusiness.

    Requirements    
    Qualifications:

    • 3-year tertiary qualification or Willingness to study towards the degree

    Experience:

    • 1 to 3 years relevant sales and communication experience.
    • Experience in Momentum products is an advantage.

    Duties & Responsibilities    
     Engage:

    • Be visible to the IFA in order to understand their needs and drive their value proposition
    • Visit the IFA and IFA office based on a defined plan and deliver a message
    • Analyse, monitor and/or increase prescribed weekly activities to exceed sales targets.
    • Present the professional, disciplined nature of the IFA Agenda and minutes of all meetings

    Enthuse:

    • Understand who we are targeting, the landscape they are working in, competitor influences, events that will enthuse,critical moments of truth used.
    • Ensure long-lasting, deep, and meaningful relationships with the IFA
    • IFAs to move from non-active supporters to active supporters, to ambassadors

    Educate:

    • IFA having the perception that Momentum are thought leaders.
    • Be the IFA's source of information within Momentum
    • Be accountable, innovative, excellent, honest, diverse, and influential in your business dealings
    • Enable better financial planning and advice outcomes

    Enable:

    • IFA having the perception that Momentum are thought leaders.
    • Be the IFA's source of information within Momentum
    • Be accountable, innovative, excellent, honest, diverse, and influential in your business dealings
    • Enable better financial planning and advice outcomes
    • Achieve and/or exceed the minimum production targets
    • Achieve and/or exceed the minimum productive IFAs required 

    Competencies    

    • Brand Ambassadorship
    • Leading and Supervising
    • Professional standards
    • Relating and networking (building rapport and relationships)
    • Stress tolerance
    • Flawless and effective communication (written and oral)
    • Delivering results and meeting stakeholder expectations
    • Teamwork and collaboration
    • Positively impact and influence on the IFA practice
    • Deadline Driven
    • Able to travel as much as the job requires and travel documentation in order
    • Persuading and influencing 

    Deadline:5th August,2025

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