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Retail Business Consultant Graduate - Bloemfontein at Momentum Metropolitan Holdings Limited
Momentum Metropolitan Holdings Limited
October 16, 2026
Full-time
On-site
Qualifications:
3-year BCom degree in the following fields: Financial Planning, Investment or Business Management, Marketing, Finance, Education and Legal.
CFA and/or CFP® is an advantage.
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
Duties & Responsibilities
Engage:
Be visible to the IFA in order to understand their needs and drive their value proposition ( Myriad, Investo, Health & Investments)
Visit the IFA and IFA office based on a defined plan and deliver marketing messages on the wide range of products
Analyse, monitor and/or increase prescribed weekly activities to exceed sales targets.
Present the professional, disciplined nature of the IFA Agenda, presentation and action any requests same day or next record minutes of all meetings
Enthuse:
Understand who the IFA category 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:
Enhance the perception that IFA have that Momentum are thought leaders.
Be the IFA's source of information and educator within Momentum
Be accountable, innovative, excellent, honest, diverse, and influential in your business dealings
Enable better financial planning and advice outcomes
Enable/ Empower:
A competitive advantage in the future world of the consultant will be the ability to apply excellent knowledge with the ability to meaningfully contribute to the growth of the IFA's practice.
Consultants develop a trusting relationship with the IFA within which business advice can be given and hence growth the business
Consultants help grow the IFA's practice by identifying and focusing on new products and new client segments, as well as new channels.
Continuously assist the IFA to optimise his/her book, by effectively using the campaigns on offer to satisfy further needs of their client base.
Competencies
Working with people
Adhering to principles & values
Relating and networking
Persuading & influencing
Applying expertise & tech
Analysing skills
Delivering results & meet customer expectations
Adapting & respond to change
Coping with pressure & setbacks
Achieving personal work goals & objectives
Entreprenurial & Commercial thinking
3-year BCom degree in the following fields: Financial Planning, Investment or Business Management, Marketing, Finance, Education and Legal.
CFA and/or CFP® is an advantage.
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
Duties & Responsibilities
Engage:
Be visible to the IFA in order to understand their needs and drive their value proposition ( Myriad, Investo, Health & Investments)
Visit the IFA and IFA office based on a defined plan and deliver marketing messages on the wide range of products
Analyse, monitor and/or increase prescribed weekly activities to exceed sales targets.
Present the professional, disciplined nature of the IFA Agenda, presentation and action any requests same day or next record minutes of all meetings
Enthuse:
Understand who the IFA category 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:
Enhance the perception that IFA have that Momentum are thought leaders.
Be the IFA's source of information and educator within Momentum
Be accountable, innovative, excellent, honest, diverse, and influential in your business dealings
Enable better financial planning and advice outcomes
Enable/ Empower:
A competitive advantage in the future world of the consultant will be the ability to apply excellent knowledge with the ability to meaningfully contribute to the growth of the IFA's practice.
Consultants develop a trusting relationship with the IFA within which business advice can be given and hence growth the business
Consultants help grow the IFA's practice by identifying and focusing on new products and new client segments, as well as new channels.
Continuously assist the IFA to optimise his/her book, by effectively using the campaigns on offer to satisfy further needs of their client base.
Competencies
Working with people
Adhering to principles & values
Relating and networking
Persuading & influencing
Applying expertise & tech
Analysing skills
Delivering results & meet customer expectations
Adapting & respond to change
Coping with pressure & setbacks
Achieving personal work goals & objectives
Entreprenurial & Commercial thinking