Closing Date: 29 August 2025
Location: Cape Town, Western Cape, South Africa
Company Name: Momentum Distribution Services (MDS)
Position Overview
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Position Type: Permanent
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Role Family: Sales
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Remote Opportunity: Some of the time
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Reference Number: MMH250821-4
Introduction
Momentum, a trusted financial services provider since 1966, is committed to helping clients with wealth creation, preservation, insurance, and income protection. With a deep understanding of the South African retail insurance, savings, and investment markets, Momentum is known for its entrepreneurial spirit and innovative culture.
⚠️ Disclaimer: Always verify the legitimacy of job adverts via the official company career portal.
Role Purpose
The Retail Business Consultant builds strong, strategic partnerships with Independent Financial Advisers (IFAs). By providing superior service, business insight, and product expertise, consultants drive IFA engagement and business growth.
Key areas of focus include:
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Sales intelligence
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Ease of doing business
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Deep business analysis
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IFA performance improvement
Minimum Requirements
🎓 Qualifications:
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3-year BCom degree in one of the following fields (essential):
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Business Management
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Marketing
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Communications
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Finance
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Legal
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Willingness to study towards the required degree (RPL allowed with 3+ years of MDS experience)
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CFP® designation is an advantage
💼 Experience:
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1–3 years relevant sales experience (essential)
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3–5 years’ financial services experience (preferred)
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Experience with Momentum Myriad and Investo products (advantageous)
📚 Knowledge:
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Sales processes and techniques
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Financial services industry and insurance products
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Risk assessments, underwriting, tax, and business assurance
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Relevant legislation and compliance
Key Responsibilities
🔹 Engage
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Regularly visit IFAs to assess needs and align value proposition
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Deliver messaging based on strategic engagement plans
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Increase weekly activities to exceed sales targets
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Record detailed minutes of IFA meetings
🔹 Enthuse
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Build deep, lasting relationships with IFAs
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Move IFAs from passive to active supporters and ambassadors
🔹 Educate
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Position Momentum as a thought leader
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Be the IFA’s go-to source of information within the business
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Enable better financial planning and advice outcomes
🔹 Enable
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Drive production targets and IFA productivity metrics
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Collaborate internally to support IFAs with resources and training
Competencies
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Relationship-building and networking
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Strong verbal and written communication
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Sales and persuasion skills
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Stress tolerance and resilience
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Results-oriented and driven
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Ability to work independently and in teams
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Willingness and ability to travel