Retail Business Consultant – Exciting 2026 Role at Momentum

Talent Pool: Retail Business Consultant – Pietermaritzburg/Midcoast

Momentum is currently seeking a Retail Business Consultant located in Pietermaritzburg/Midcoast. This is a permanent position within our Sales role family, primarily under the Momentum Distribution Services cluster, and involves a hybrid working arrangement—some time working remotely.

Company Overview

As a financial services provider since 1966, Momentum is recognized for its entrepreneurial spirit and innovative culture. We are committed to wealth creation and preservation, insurance, and income protection for all clients, backed by our deep knowledge of the retail insurance, savings, and investment markets in South Africa.

Role Purpose

The Retail Business Consultant is responsible for forging passionate and enduring partnerships with Independent Financial Advisors (IFAs). This role emphasizes product, market, and sales intelligence to distinguish our consultants. It aims to enhance the consultant/IFA relationship through excellent service delivery, comprehensive business analysis, and continuous improvement strategies.

Requirements

Qualifications

• 3-year BCom degree in Business Management, Marketing, Communications, Finance, or Legal (essential).
• Willingness to pursue studies toward the degree and prior learning recognition if the candidate has 3+ years of experience working in Momentum Distribution Services (MDS).
• CFP® certification is an advantage.

Experience

• 3 to 5 years of experience in the financial services industry (desired).
• 1 to 3 years of relevant sales experience (essential).
• Experience with Momentum Myriad and Investo products is advantageous.
• Strong business acumen and knowledge in risk assessments, claims, underwriting, tax, and business assurance.
• General knowledge of financial services and insurance industry products (desired).

Knowledge

• Comprehensive understanding of the financial services industry and relevant legislation.
• Understanding of the sales process and relevant product knowledge.

Duties & Responsibilities

Engage

• Maintain a visible presence with IFAs to understand their needs and enhance their value proposition.
• Conduct visits to IFAs based on a defined engagement plan.
• Analyze, monitor, and improve prescribed weekly activities to surpass sales targets.
• Prepare and present agendas and minutes from meetings professionally.

Enthuse

• Identify target demographics and competitor influences to build engagement.
• Foster deep, meaningful relationships with IFAs.
• Encourage IFAs to transition from non-active to active supporters, ultimately becoming ambassadors for Momentum.

Educate

• Position Momentum as a thought leader in the industry.
• Serve as the primary source of information for IFAs.
• Demonstrate accountability, innovation, and excellence in business dealings.
• Facilitate improved financial planning and advisory outcomes.

Enable

• Empower IFAs with the necessary tools and insights for effective planning.
• Aim to meet and exceed minimum production targets.
• Achieve necessary productive IFAs as outlined in performance metrics.

Competencies

• Brand Ambassadorship
• Leading and Supervising
• Maintaining Professional Standards
• Relationship Building and Networking
• Effective Communication (both written and oral)
• Meeting Stakeholder Expectations
• Teamwork and Collaboration
• Impacting and Influencing IFA Practices
• Deadline Driven
• Able to travel as the role requires, with proper travel documentation
• Persuasion and Influence Skills

Application Process

If you are interested in this exciting opportunity to join Momentum as a Retail Business Consultant, please ensure to verify the legitimacy of this job advert on our company career page.

How to Apply

Applications close on 14 November 2026. Apply before the closing date to avoid missing this opportunity.