Retail Business Consultant - Durban

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 rewards programmes. Our purpose is to enhance the lifetime financial wellness of people, their communities and their businesses wherever they may be in the world. Our strategy is simple to build relationships with clients by integrating financial wellness solutions into each and every engagement we may have with them. We want to understand their needs, circumstances and preferences and design holistic lifetime solutions with a personalised suite of products and services that sees to the financial wellness of the individual. At work, we strive to have a culture that is grounded in accountability, diversity, excellence , innovation, integrity and teamwork. Since we are in the business of people, we do not consider Corporate Social Investment as a nice-to-have, but as an imperative to help alleviate some of the challenges we face as a society. We are proud to proclaim our workforce a collective of social givers; employees lend their time, might and money to various projects to uplift and grow the community. MomMet has gone from strength to strength boasting an impressive 16 000 employees, six operating brands; the Multiply rewards programme; specialist cell captive insurance group Guardrisk, healthcare group Carecross, Occupational Care South Africa, property management group Eris and mobile health provider Hello Doctor. Weve also made inroads into the global investment space in the UK through Momentum Global investments. And we are now one of the largest insurers listed on the Johannesburg Stock Exchange (JSE) Role Purpose The Retail Business Consultant crafts passionate, energetic, and meaningful partnerships with Independent Financial AdvisersIFAs that will stand the test of time. Product, market, and sales intelligence will set them apart from their counterparts. The consultant/IFA relationship will be strengthened by ease of doing business, first-class services, deep business analysis and continuous improvement of the IFA's business. Requirements Qualifications: 3-year BCom degree in the following fields: Financial Planning, Investment or Business Management, Marketing,Finance, Education and Legal. Willingness to study towards the degree and recognition of prior learning if you have 3+ years of experience in the IFA industry. CFA and/or CFP® is an advantage. Experience: 3 to 5 years financial service industry experience. 1 to 3 years relevant industry related sales experience. Experience in Momentum Myriad and Investo products is an advantage. Strong business acumen with sound knowledge in risk assessments, claims, underwriting, tax, business assurance. Knowledge of financial services industry, insurance products and regulatory & legislation is advantagous. 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 and the minimum productive IFAs required. Competencies Working with people: Shows respect for the views and contributions of other team members; shows empathy; listens, supports and cares for others; consults others and shares information and expertise with them; builds team spirit and reconciles conflict; adapts to the team and fits in well. Adhering to Principles and Values: Upholds ethics and values; demonstrates integrity; promotes and defends equal opportunities, builds diverse teams; encourages organisational and individual responsibility towards the community and the environment. Relating and Networking: Easily establishes good relationships with customers and staff; relates well to people at all levels; builds wide and effective networks of contacts; uses humour appropriately to bring warmth to relationships with others Persuading and Influencing: Gains clear agreement and commitment from others by persuading, convincing and negotiating; makes effective use of political processes to influence and persuade others; promotes ideas on behalf of oneself or others; makes a strong personal impact on others; takes care to manage one's impression on others. Applying Expertise and Technology: Applies specialist and detailed technical expertise; uses technology to achieve work objectives; develops job knowledge and expertise (theoretical and practical) through continual professional development; demonstrates an understanding of different organisational departments and functions. Analysing: Analyses numerical data and all other sources of information, to break them into component parts, patterns and relationships; probes for further information or greater understanding of a problem; makes rational judgements from the available information and analysis; demonstrates an understanding of how one issue may be a part of a much larger system. Delivering Results and Meeting Customer Expectations: Focuses on customer needs and satisfaction; sets high standards for quality and quantity; monitors and maintains quality and productivity; works in a systematic, methodical and orderly way; consistently achieves project goals Adapting and Responding to Change: Adapts to changing circumstances; tolerates ambiguity; accepts new ideas and change initiatives; adapts interpersonal style to suit different people or situations; shows an interest in new experiences. Coping with Pressures and Setbacks: Maintains a positive outlook at work; works productively in a pressurized environment; keeps emotions under control during difficult situations; handles criticism well and learns from it; balances the demands of a work life and a personal life. Achieving Personal Work Goals and Objectives: Accepts and tackles demanding goals with enthusiasm; works hard and puts in longer hours when it is necessary; seeks progression to roles of increased responsibility and influence; identifies own development needs and makes use of developmental or training opportunities. Entrepreneurial and Commercial Thinking: Keeps up to date with competitor information and market trends; identifies business opportunities for the organisation; maintains awareness of developments in the organisational structure and politics; demonstrates financial awareness; controls costs and thinks in terms of profit, loss and added value. Closing Date 2026/06/26