Talent Pool: Retail Business Consultant

About

Description

Momentum is a leading financial services provider, established in 1966, known for its entrepreneurial spirit and innovative culture. The company offers services in insurance, investment, savings, and income protection across South Africa. Momentum is committed to creating and preserving wealth for clients by deeply understanding the retail insurance and investment market.

Responsibilities

• Engage with IFAs to understand needs and drive performance Conduct regular visits and deliver clear, value-driven messages Build trust and influence IFAs to become Momentum ambassadors Deliver thought leadership and industry education Help IFAs improve financial advice outcomes Achieve and exceed production targets

Qualifications

• 3-year BCom in Business Management, Marketing, Finance, Communications, or Legal (essential) CFP® certification is a plus RPL accepted for those with 3+ years MDS experience Experience: 1–3 years of sales experience (essential) 3–5 years in the financial services industry (preferred) Knowledge of Momentum Myriad and Investo is an advantage Strong understanding of insurance, underwriting, tax, and financial planning

Application instructions:

• Search using reference number: MMH230301-2