Junior Retail Business Consultant x2 - Cape Town Central
Momentum Metropolitan Holdings
- Location
- Cape Town, Western Cape
- Minimum qualification
- Bachelor's degree
- Closing date
First listed . Last checked at source .
In brief
**Overview** This role is for a Junior Retail Business Consultant (x2) based in Cape Town Central, working for Momentum Metropolitan Holdings. The position involves engaging with Independent Financial Advisors (IFAs) to promote and support the company's financial products and services, aiming to grow their practices and enhance their understanding of Momentum's offerings. **What you will do** Key responsibilities include: * **Engage:** Being visible to IFAs to understand their needs, drive value propositions (Myriad, Investo, Health & Investments), conduct office visits with marketing messages, analyze and monitor weekly activities to exceed sales targets, and manage IFA agendas, presentations, and requests promptly. * **Enthuse:** Understanding the target IFA category, their landscape, competitor influences, and critical moments to build long-lasting, deep, and meaningful relationships, moving IFAs from non-active supporters to ambassadors. * **Educate:** Enhancing the perception of Momentum as thought leaders, acting as the IFA's primary source of information and educator within Momentum, and conducting business dealings with accountability, innovation, excellence, honesty, diversity, and influence to enable better financial planning and advice outcomes. * **Enable/Empower:** Applying excellent knowledge to meaningfully contribute to the growth of the IFA’s practice, developing trusting relationships to provide business advice, helping grow IFA practices by identifying new products, client segments, and channels, and continuously assisting IFAs to optimize their book using available campaigns. **Requirements (from the original advert)** * 3-year BCom degree in Financial Planning, Investment or Business Management, Marketing, Finance, Education and Legal. * 1 to 3 years relevant industry related sales experience. * Strong business acumen with sound knowledge in risk assessments, claims, underwriting, tax, business. *Note: CFA and/or CFP®, experience in Momentum Myriad and Investo products, and knowledge of financial services industry, insurance products and regulatory & legislation are stated as advantageous, not mandatory requirements.* **Who should apply** The ideal candidate should possess the following competencies: * Working with people * Adhering to principles & values * Relating and networking * Persuading & influencing * Applying expertise & technology * Analysing skills * Delivering results & meeting customer expectations * Adapting & responding to change * Coping with pressure & setbacks * Achieving personal work goals & objectives * Entrepreneurial & Commercial thinking **Deadline** Not specified **Reference** Original posting: https://www.myjobmag.co.za/job/junior-retail-business-consultant-x2-cape-town-central-momentum-metropolitan-holdings-limited Source: myjobmag
Summary drafted with AI assistance from the original advert. The advert itself is the authority — how we use AI.
At a glance
- At least 1 year of experience.
Extracted automatically from the advert; confirm requirements on the original listing.
Job description
Before you apply
- Confirm the requirements and closing date on the original listing (myjobmag). SPANi lists vacancies from other sites and may not reflect last-minute changes.
- Legitimate employers do not charge application, registration or training fees.
- Don't send your ID or bank details before you have confirmed the employer is real.
Before you apply
- Read the full advert and confirm you meet the minimum requirements before applying.
- Tailor your CV headline and most recent experience to the job title and key skills.
- Note the closing date and reference number, and keep a copy of what you submit.
- Apply only through the employer or job board link — never pay to apply.