Retail Business Consultant - Eastern Cape at Momentum Metropolitan Holdings Limited

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 

Closing Date    

• 2026/06/29