Retail Business Consultant – Bloemfontein
- Company: Momentum
- Reference Number: MMH260709-7
- Position: Retail Business Consultant
- Employment Type: Permanent
- Role Family: Sales
- Cluster: Momentum Distribution Services
- Location: Bloemfontein, Free State
- Remote Opportunity: Some of the time
- Closing Date: 26 September 2026
Job Overview
Momentum is looking for a Retail Business Consultant to build and maintain strong, meaningful partnerships with Independent Financial Advisers (IFAs).
The successful candidate will use product knowledge, market and sales intelligence, business analysis and quality service to strengthen IFA relationships, improve their businesses and drive sales growth across Momentum’s product offerings.
Key Responsibilities
Engage
- Build strong relationships with IFAs by understanding their business needs.
- Promote Momentum’s Myriad, Investo, Health and Investments offerings.
- Visit IFAs and their offices according to defined engagement plans.
- Deliver marketing messages and provide product information.
- Monitor weekly activities and work towards exceeding sales targets.
- Conduct professional IFA meetings and presentations.
- Respond to requests promptly and maintain accurate meeting records.
Enthuse
- Understand the IFA market, target categories, competitive landscape and industry influences.
- Develop deep and lasting relationships with IFAs.
- Support the progression of IFAs from non-active supporters to active supporters and brand ambassadors.
Educate
- Position Momentum as a thought leader within the IFA environment.
- Serve as an information resource and educator for IFAs.
- Provide professional, innovative and ethical business support.
- Help enable improved financial planning and advice outcomes.
Enable and Empower
- Use industry knowledge and business insight to contribute to the growth of IFA practices.
- Develop trusted relationships that allow for meaningful business advice.
- Identify opportunities involving new products, client segments and distribution channels.
- Assist IFAs in optimising their client books.
- Use available campaigns to help address additional client needs.
Minimum Qualifications
- 3-year BCom degree in one of the following:
- Financial Planning
- Investment
- Business Management
- Marketing
- Finance
- Education
- Law
- Candidates with 3+ years’ experience in the IFA industry may be willing to study towards the required degree through recognition of prior learning.
- CFA and/or CFP® qualification will be an advantage.
Experience Requirements
- 3–5 years’ experience in the financial services industry.
- 1–3 years’ relevant sales experience within the industry.
- Experience with Momentum Myriad and Investo products will be an advantage.
- Strong business acumen.
- Knowledge of risk assessments, claims, underwriting, tax and business assurance.
- Knowledge of the financial services industry, insurance products, regulatory requirements and legislation will be advantageous.
Key Competencies
- Working with people.
- Adhering to principles and values.
- Relating and networking.
- Persuading and influencing.
- Applying expertise and technology.
- Strong analytical skills.
- Delivering results and meeting customer expectations.
- Adapting and responding to change.
- Coping with pressure and setbacks.
- Achieving personal work goals and objectives.
- Entrepreneurial and commercial thinking.