Composite (Retail & Investment) Regional Manager x1
Job Details
- Job Title: Composite (Retail & Investment) Regional Manager
- Reference Number: MMH260701-1
- Company: Momentum Distribution Services
- Position Type: Permanent
- Job Family: Sales
- Location: Bloemfontein, Free State, South Africa
- Remote Work: Hybrid (Some of the time)
- Closing Date: 06 July 2026
Company Overview
Momentum is one of South Africa’s leading financial services providers, established in 1966. The company specializes in:
- Wealth creation and preservation
- Retail insurance
- Investments
- Savings solutions
- Income protection
The company works closely with Independent Financial Advisers (IFAs) to distribute its financial products and services.
Job Description
The Composite (Retail & Investment) Regional Manager is responsible for leading and managing a regional team of consultants who build and maintain relationships with Independent Financial Advisers (IFAs).
The role focuses on driving the distribution of Momentum’s retail insurance, investment, and savings products by developing and executing regional sales strategies that increase adviser engagement, expand the productive adviser footprint, and achieve sustainable business growth.
The successful candidate will oversee consultant performance, strengthen adviser relationships, drive revenue growth, and ensure exceptional service delivery while maintaining high governance and compliance standards.
Key Responsibilities
1. Team Leadership
- Lead and manage a regional team of sales consultants.
- Recruit and retain high-performing consultants.
- Provide coaching, mentoring and regular performance feedback.
- Motivate the team to achieve regional objectives.
- Monitor consultant productivity and performance.
- Manage consultant panels according to company practices.
2. Sales Strategy & Business Growth
- Develop and execute the regional sales strategy.
- Implement Momentum Distribution Services (MDS) business plans.
- Set annual, quarterly and monthly sales targets.
- Increase sales revenue and profitability.
- Grow the number of productive Independent Financial Advisers.
- Monitor sales performance and implement corrective actions where necessary.
3. Independent Financial Adviser (IFA) Relationship Management
- Build strong relationships with Independent Financial Advisers.
- Acquire new sustainable adviser partnerships.
- Maintain regular engagement with IFAs.
- Support consultants in strengthening adviser relationships.
- Promote advice-led and best-practice engagements.
- Ensure excellent service delivery to advisers.
4. Learning & Development
- Ensure consultants remain knowledgeable about Momentum products.
- Coordinate learning programmes and product training.
- Introduce new product information and updates.
- Conduct competitor product comparisons.
- Support ongoing professional development within the team.
5. Stakeholder Management
- Build relationships with Momentum product houses.
- Engage internal and external stakeholders.
- Collaborate across business units.
- Promote effective communication between consultants and advisers.
- Support strategic partnerships.
6. Governance & Performance Management
- Monitor consultant visits and adviser engagement.
- Report on regional sales performance.
- Ensure compliance with company governance standards.
- Drive ethical business practices.
- Support financial governance and corporate compliance.
Minimum Requirements
Qualifications
Applicants should possess one of the following:
- Bachelor’s Degree in:
- Financial Planning
- Financial Management
- Investments
- Business Management
- Other relevant qualification (may also be considered)
Advantageous Qualifications
- Honours Degree
- CFA (Chartered Financial Analyst)
- CFP® (Certified Financial Planner)
Experience
Applicants should have:
- 5–8 years of experience in the financial services industry.
- Majority of experience within:
- Risk products
- Savings
- Investments
- 3–5 years management experience.
- Experience with:
- Momentum Investments
- Myriad
- Investo
(Advantageous)
Knowledge
Candidates should demonstrate knowledge of:
- Financial services industry
- Investment products
- Insurance products
- Sales management
- Business development
- Business processes
- Financial planning environment
- Strategic decision-making
Key Competencies
Successful candidates should possess:
Leadership
- Team leadership
- Coaching and mentoring
- Performance management
- Staff development
- Team motivation
Sales & Business Development
- Sales strategy implementation
- Business growth
- Relationship management
- Revenue generation
- Customer engagement
Strategic Thinking
- Business planning
- Strategic execution
- Commercial awareness
- Decision-making
- Business acumen
Communication
- Excellent verbal communication
- Presentation skills
- Relationship building
- Stakeholder management
- Negotiation skills
Personal Competencies
- Initiative
- Integrity
- Professionalism
- Adaptability
- Customer focus
- Emotional resilience
- Accountability
- Results orientation
Core Behavioural Competencies
Momentum is looking for candidates who demonstrate:
- Decision-making and initiative
- Leadership and supervision
- Collaboration and teamwork
- Integrity and ethical conduct
- Continuous learning
- Strategic thinking
- Planning and organisation
- Customer focus
- Adaptability
- Ability to work under pressure