122 Retail Business jobs in South Africa

About the job Retail Business Analyst I

Job purpose:

The role is focused on designing, implementing and supporting business systems and processes throughout their development life cycle. This role encompasses solution design, business analysis, implementation, and post implementation support as well as maintaining the solutions hub

Minimum requirements:

• IT Degree
• Certificate for Business Analyst (advantageous)
• SQL (advantageous)
• Experience:
• 3 to 5 years in Retail (advantageous)
• 3to 5 years in Business Analysis

Competencies and Skills:

• Make Effective Choices
• Serve The Customer/Member
• Get Results
• Plan for & Improve Work
• Share Information
• Perform to Ethical Standards
• Adapt
• Building and developing talent

Key performance areas:

• Retail Applications support
• Retail Applications Maintenance
• Vendor management
• Project management and support
• Applications Documentation

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The Retail Business Consultant builds and maintains strong partnerships with Independent Financial Advisors (IFAs) to promote tailored solutions, thereby helping to grow the advisor’s business and meet sales targets.

Responsibilities and Work Outputs:

Engage:

• Maintain continuous and consistent engagement with the IFA and their practice.
• Understand the targeted IFA, competitor environment, and operational landscape.
• Address any queries with excellence and provide timely feedback.
• Visit each IFA and IFA office according to a defined plan, promoting relevant products.
• Analyze and monitor activities to exceed sales targets.
• Engage with Risk and Saving IFAs in a structured, professional, and effective manner.
• Develop and implement IFA retention strategies.
• Promote the brand and digital solutions to IFAs.

Enthuse:

• Demonstrate enthusiasm and passion for the solutions provided.
• Encourage IFAs to adopt digital tools and methods.
• Build deep and meaningful relationships with IFAs.

Educate:

• Position the company as a thought leader and primary source of information for IFAs.
• Deliver accountability, innovation, excellence, and influence in business dealings.
• Provide advice-led coaching to IFAs.
• Continuously develop expertise in professional, industry, and legislation knowledge.
• Keep IFAs informed and engaged through regular interactions and coaching.

Empower/Enable:

• Understand the strengths, vulnerabilities, risks, and opportunities of the IFA practice.
• Cultivate the company as the business partner of choice for advice-led solutions.
• Achieve and exceed minimum input and productive IFA targets.
• Ensure business retention and growth of the IFA’s portfolio.

Qualifications and Experience:

• 3-year tertiary qualification or willingness to study towards a degree.
• 1 to 3 years of relevant sales and communication experience.
• Experience with company products is an advantage.

Competencies:

• Working with People: Shows respect, empathy, and support; consults others and shares information; builds team spirit.
• Relating and Networking: Establishes good relationships; builds wide networks; uses appropriate humor to warm relationships.
• Persuading and Influencing: Gains commitment by persuading and negotiating; uses political processes effectively; manages personal impact.
• Delivering Results and Meeting Customer Expectations: Focuses on customer needs; sets high standards; maintains quality and productivity; achieves goals systematically.
• Adapting and Responding to Change: Adapts to changing circumstances; tolerates ambiguity; accepts new ideas and initiatives.
• Coping with Pressures and Setbacks: Maintains a positive outlook; works productively under pressure; handles criticism well; balances work and personal life.
• Achieving Personal Work Goals and Objectives: Tackles demanding goals enthusiastically; works hard when necessary; seeks progression; identifies and pursues development opportunities.

#J-18808-Ljbffr

The Retail Business Consultant builds and maintains strong partnerships with Independent Financial Advisors (IFAs) to promote tailored solutions, thereby helping to grow the advisor’s business and meet sales targets.

Responsibilities and Work Outputs:

Engage:

• Maintain continuous and consistent engagement with the IFA and their practice.
• Understand the targeted IFA, competitor environment, and operational landscape.
• Address any queries with excellence and provide timely feedback.
• Visit each IFA and IFA office according to a defined plan, promoting relevant products.
• Analyze and monitor activities to exceed sales targets.
• Engage with Risk and Saving IFAs in a structured, professional, and effective manner.
• Develop and implement IFA retention strategies.
• Promote the brand and digital solutions to IFAs.

Enthuse:

• Demonstrate enthusiasm and passion for the solutions provided.
• Encourage IFAs to adopt digital tools and methods.
• Build deep and meaningful relationships with IFAs.

Educate:

• Position the company as a thought leader and primary source of information for IFAs.
• Deliver accountability, innovation, excellence, and influence in business dealings.
• Provide advice-led coaching to IFAs.
• Continuously develop expertise in professional, industry, and legislation knowledge.
• Keep IFAs informed and engaged through regular interactions and coaching.

Empower/Enable:

• Understand the strengths, vulnerabilities, risks, and opportunities of the IFA practice.
• Cultivate the company as the business partner of choice for advice-led solutions.
• Achieve and exceed minimum input and productive IFA targets.
• Ensure business retention and growth of the IFA’s portfolio.

Qualifications and Experience:

• 3-year tertiary qualification or willingness to study towards a degree.
• 1 to 3 years of relevant sales and communication experience.
• Experience with company products is an advantage.

Competencies:

• Working with People: Shows respect, empathy, and support; consults others and shares information; builds team spirit.
• Relating and Networking: Establishes good relationships; builds wide networks; uses appropriate humor to warm relationships.
• Persuading and Influencing: Gains commitment by persuading and negotiating; uses political processes effectively; manages personal impact.
• Delivering Results and Meeting Customer Expectations: Focuses on customer needs; sets high standards; maintains quality and productivity; achieves goals systematically.
• Adapting and Responding to Change: Adapts to changing circumstances; tolerates ambiguity; accepts new ideas and initiatives.
• Coping with Pressures and Setbacks: Maintains a positive outlook; works productively under pressure; handles criticism well; balances work and personal life.
• Achieving Personal Work Goals and Objectives: Tackles demanding goals enthusiastically; works hard when necessary; seeks progression; identifies and pursues development opportunities.

#J-18808-Ljbffr

The Retail Business Consultant builds and maintains strong partnerships with Independent Financial Advisors (IFAs) to promote tailored solutions, thereby helping to grow the advisor’s business and meet sales targets. Responsibilities and Work Outputs: Engage: Maintain continuous and consistent engagement with the IFA and their practice. Understand the targeted IFA, competitor environment, and operational landscape. Address any queries with excellence and provide timely feedback. Visit each IFA and IFA office according to a defined plan, promoting relevant products. Analyze and monitor activities to exceed sales targets. Engage with Risk and Saving IFAs in a structured, professional, and effective manner. Develop and implement IFA retention strategies. Promote the brand and digital solutions to IFAs. Enthuse: Demonstrate enthusiasm and passion for the solutions provided. Encourage IFAs to adopt digital tools and methods. Build deep and meaningful relationships with IFAs. Educate: Position the company as a thought leader and primary source of information for IFAs. Deliver accountability, innovation, excellence, and influence in business dealings. Provide advice-led coaching to IFAs. Continuously develop expertise in professional, industry, and legislation knowledge. Keep IFAs informed and engaged through regular interactions and coaching. Empower/Enable: Understand the strengths, vulnerabilities, risks, and opportunities of the IFA practice. Cultivate the company as the business partner of choice for advice-led solutions. Achieve and exceed minimum input and productive IFA targets. Ensure business retention and growth of the IFA’s portfolio. Qualifications and Experience: 3-year tertiary qualification or willingness to study towards a degree. 1 to 3 years of relevant sales and communication experience. Experience with company products is an advantage. Competencies: Working with People: Shows respect, empathy, and support; consults others and shares information; builds team spirit. Relating and Networking: Establishes good relationships; builds wide networks; uses appropriate humor to warm relationships. Persuading and Influencing: Gains commitment by persuading and negotiating; uses political processes effectively; manages personal impact. Delivering Results and Meeting Customer Expectations: Focuses on customer needs; sets high standards; maintains quality and productivity; achieves goals systematically. Adapting and Responding to Change: Adapts to changing circumstances; tolerates ambiguity; accepts new ideas and initiatives. Coping with Pressures and Setbacks: Maintains a positive outlook; works productively under pressure; handles criticism well; balances work and personal life. Achieving Personal Work Goals and Objectives: Tackles demanding goals enthusiastically; works hard when necessary; seeks progression; identifies and pursues development opportunities. #J-18808-Ljbffr

The Retail Business Consultant builds and maintains strong partnerships with Independent Financial Advisors (IFAs) to promote tailored solutions, thereby helping to grow the advisor’s business and meet sales targets. Responsibilities and Work Outputs: Engage: Maintain continuous and consistent engagement with the IFA and their practice. Understand the targeted IFA, competitor environment, and operational landscape. Address any queries with excellence and provide timely feedback. Visit each IFA and IFA office according to a defined plan, promoting relevant products. Analyze and monitor activities to exceed sales targets. Engage with Risk and Saving IFAs in a structured, professional, and effective manner. Develop and implement IFA retention strategies. Promote the brand and digital solutions to IFAs. Enthuse: Demonstrate enthusiasm and passion for the solutions provided. Encourage IFAs to adopt digital tools and methods. Build deep and meaningful relationships with IFAs. Educate: Position the company as a thought leader and primary source of information for IFAs. Deliver accountability, innovation, excellence, and influence in business dealings. Provide advice-led coaching to IFAs. Continuously develop expertise in professional, industry, and legislation knowledge. Keep IFAs informed and engaged through regular interactions and coaching. Empower/Enable: Understand the strengths, vulnerabilities, risks, and opportunities of the IFA practice. Cultivate the company as the business partner of choice for advice-led solutions. Achieve and exceed minimum input and productive IFA targets. Ensure business retention and growth of the IFA’s portfolio. Qualifications and Experience: 3-year tertiary qualification or willingness to study towards a degree. 1 to 3 years of relevant sales and communication experience. Experience with company products is an advantage. Competencies: Working with People: Shows respect, empathy, and support; consults others and shares information; builds team spirit. Relating and Networking: Establishes good relationships; builds wide networks; uses appropriate humor to warm relationships. Persuading and Influencing: Gains commitment by persuading and negotiating; uses political processes effectively; manages personal impact. Delivering Results and Meeting Customer Expectations: Focuses on customer needs; sets high standards; maintains quality and productivity; achieves goals systematically. Adapting and Responding to Change: Adapts to changing circumstances; tolerates ambiguity; accepts new ideas and initiatives. Coping with Pressures and Setbacks: Maintains a positive outlook; works productively under pressure; handles criticism well; balances work and personal life. Achieving Personal Work Goals and Objectives: Tackles demanding goals enthusiastically; works hard when necessary; seeks progression; identifies and pursues development opportunities. #J-18808-Ljbffr

Retail Business Consultant - Cape North x2

Momentum Cape Town, Western Cape, South Africa

Join or sign in to find your next job

Join to apply for the Retail Business Consultant - Cape North x2 role at Momentum

Retail Business Consultant - Cape North x2

Momentum Cape Town, Western Cape, South Africa

1 day ago Be among the first 25 applicants

Join to apply for the Retail Business Consultant - Cape North x2 role at Momentum

Get AI-powered advice on this job and more exclusive features.

Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and investment markets in SA.

Disclaimer As an applicant, please verify the legitimacy of this job advert on our company career page.

Role Purpose

The Retail Business Consultant crafts passionate, energetic, and meaningful partnerships with IFAs 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: Business Management, Marketing, Communications, Finance and Legal (essential
• Willingness to study towards the degree and recognition of prior learning if you have 3+ years of experience working in MDS.
• CFP is an advantage
  
  

Experience:

• 3 to 5 years’ financial service industry experience (desired)
• 1 to 3 years relevant sales experience (essential)
• 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 and insurance products (desired)
  
  

Knowledge:

• Knowledge of the financial services industry.
• Knowledge of relevant legislation.
• Knowledge of the sales process.
• Relevant product knowledge.
  
  

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
• FAs 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, Achieve and/or exceed the minimum productive IFAs required
  
  

Competencies

• Brand Ambassadorship
• Leading and Supervising
• Professional standard
• Relating and networking (building rapport and relationships)
• Stress tolerance
• Flawless and effective communication (written and oral)
• Delivering results and meeting stakeholder expectations
• Teamwork and collaboration
• Positively impact and influence on the IFA practice
• Deadline Driven
• Able to travel as much as the job requires and travel documentation in order
• Persuading and influencing

Seniority level

• Seniority level Mid-Senior level

Employment type

• Employment type Full-time

Job function

• Job function Sales and Business Development

Referrals increase your chances of interviewing at Momentum by 2x

Sign in to set job alerts for “Retail Business Consultant” roles. Retail Business Consultant - Cape North x2 MMH250821-4

Cape Town, Western Cape, South Africa 1 day ago

Talent Pool: Retail Business Consultant (Cape Town) MMH221103-12

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Business Analyst | Retail Client Services | Client Service Solutions

Cape Town, Western Cape, South Africa 2 days ago

Cape Town, Western Cape, South Africa 1 month ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

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Join a dynamic national retail sales and distribution team, where you will be responsible for fostering and growing key relationships within the Western Cape retail investment market. Your primary focus will be on engaging with IFAs, DFMs, multi-managers, and LISP platforms. With a strong presence in the retail investment market, your network and industry experience will be crucial. A collaborative team approach, aligned with the company’s core values, is essential.

Key Responsibilities:

• Promote and distribute the company’s funds to retail markets in the Western Cape.
• Increase the company’s footprint and brand awareness within the region.
• Establish and maintain relationships with IFAs, DFMs, multi-managers, and LISP consultants, focusing on selling the company’s funds.
• Deliver exceptional service to all individuals interested in or invested in the company’s funds.
• Proactively promote the company in the retail market.
• Work closely with the institutional team to enhance the company’s brand.
• Forge partnerships with other fund managers where collaboration is beneficial.

Experience & Qualifications:

• Minimum 3-5 years of experience in a similar role, with a strong client network in the Western Cape.
• Deep understanding of the investment industry, including investment products and structures.
• Technical expertise in systematic investment management.
• Proven ability to build and maintain client relationships.
• Strong communication, presentation, writing, and influencing skills.
• Relevant degree in Commerce, Investment, or Finance.
• Preference for candidates with CFP and/or CFA qualifications.

Key Competencies:

• Strong people and relationship management skills.
• Proactive, self-motivated, and able to take initiative.
• Ability to perform under pressure and manage time efficiently.
• Professional presentation skills.
• Accountability, team collaboration, and independent work capability.
• Client service-oriented and solution-driven.
• This is an excellent opportunity for a results-driven professional with a passion for retail investments.

#J-18808-Ljbffr

Retail Business Consultant - Cape North x2 Momentum Cape Town, Western Cape, South Africa Join or sign in to find your next job Join to apply for the Retail Business Consultant - Cape North x2 role at Momentum Retail Business Consultant - Cape North x2 Momentum Cape Town, Western Cape, South Africa 1 day ago Be among the first 25 applicants Join to apply for the Retail Business Consultant - Cape North x2 role at Momentum Get AI-powered advice on this job and more exclusive features. Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and investment markets in SA.Disclaimer As an applicant, please verify the legitimacy of this job advert on our company career page.Role PurposeThe Retail Business Consultant crafts passionate, energetic, and meaningful partnerships with IFAs that will stand the test oftime. Product, market, and sales intelligence will set them apart from their counterparts. The consultant/IFA relationship will bestrengthened by ease of doing business, first-class services, deep business analysis and continuous improvement of the IFA'sbusiness.RequirementsQualifications:3-year BCom degree in the following fields: Business Management, Marketing, Communications, Finance and Legal (essential Willingness to study towards the degree and recognition of prior learning if you have 3+ years of experience working in MDS. CFP is an advantage Experience:3 to 5 years’ financial service industry experience (desired) 1 to 3 years relevant sales experience (essential) 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 and insurance products (desired) Knowledge:Knowledge of the financial services industry. Knowledge of relevant legislation. Knowledge of the sales process. Relevant product knowledge. Duties & ResponsibilitiesEngage: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 FAs 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, Achieve and/or exceed the minimum productive IFAs required CompetenciesBrand Ambassadorship Leading and Supervising Professional standard Relating and networking (building rapport and relationships) Stress tolerance Flawless and effective communication (written and oral) Delivering results and meeting stakeholder expectations Teamwork and collaboration Positively impact and influence on the IFA practice Deadline Driven Able to travel as much as the job requires and travel documentation in order Persuading and influencing Seniority level Seniority level Mid-Senior level Employment type Employment type Full-time Job function Job function Sales and Business Development Referrals increase your chances of interviewing at Momentum by 2x Sign in to set job alerts for “Retail Business Consultant” roles. Retail Business Consultant - Cape North x2 MMH250821-4 Cape Town, Western Cape, South Africa 1 day ago Talent Pool: Retail Business Consultant (Cape Town) MMH221103-12 Cape Town, Western Cape, South Africa 2 weeks ago Cape Town, Western Cape, South Africa 2 weeks ago National Retail Manager – Slimsuit Distributors Cape Town, Western Cape, South Africa 1 month ago Part-Time Sales Consultant - i Store Stellenbosch Stellenbosch, Western Cape, South Africa 1 day ago Cape Town, Western Cape, South Africa 1 week ago Talent Pool: Corporate Health & Employee Benefits Consultant (Cape) MMH250619-14 Cape Town, Western Cape, South Africa 2 weeks ago Cape Town, Western Cape, South Africa 1 week ago Cape Town, Western Cape, South Africa 4 days ago Cape Town, Western Cape, South Africa 2 weeks ago Cape Town, Western Cape, South Africa 2 weeks ago Cape Town, Western Cape, South Africa 2 weeks ago Cape Town, Western Cape, South Africa 4 days ago Cape Town, Western Cape, South Africa 2 months ago Cape Town, Western Cape, South Africa 1 month ago Cape Town, Western Cape, South Africa 1 month ago Cape Town, Western Cape, South Africa 4 days ago Cape Town, Western Cape, South Africa 22 hours ago Cape Town, Western Cape, South Africa 3 weeks ago Cape Town, Western Cape, South Africa 1 month ago City of Cape Town, Western Cape, South Africa 12 hours ago City of Cape Town, Western Cape, South Africa 2 weeks ago Sales Key Account Manager - Advertising (Marketplace Sponsored Ads) Cape Town, Western Cape, South Africa 1 month ago City of Cape Town, Western Cape, South Africa 5 days ago Cape Town, Western Cape, South Africa 1 week ago Cape Town, Western Cape, South Africa 3 weeks ago Talent Pool: Corporate Health & Employee Benefits Consultant (Cape) Cape Town, Western Cape, South Africa 3 days ago Business Analyst | Retail Client Services | Client Service Solutions Cape Town, Western Cape, South Africa 2 days ago Cape Town, Western Cape, South Africa 1 month ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr

Join a dynamic national retail sales and distribution team, where you will be responsible for fostering and growing key relationships within the Western Cape retail investment market. Your primary focus will be on engaging with IFAs, DFMs, multi-managers, and LISP platforms. With a strong presence in the retail investment market, your network and industry experience will be crucial. A collaborative team approach, aligned with the company’s core values, is essential. Key Responsibilities: Promote and distribute the company’s funds to retail markets in the Western Cape. Increase the company’s footprint and brand awareness within the region. Establish and maintain relationships with IFAs, DFMs, multi-managers, and LISP consultants, focusing on selling the company’s funds. Deliver exceptional service to all individuals interested in or invested in the company’s funds. Proactively promote the company in the retail market. Work closely with the institutional team to enhance the company’s brand. Forge partnerships with other fund managers where collaboration is beneficial. Experience & Qualifications: Minimum 3-5 years of experience in a similar role, with a strong client network in the Western Cape. Deep understanding of the investment industry, including investment products and structures. Technical expertise in systematic investment management. Proven ability to build and maintain client relationships. Strong communication, presentation, writing, and influencing skills. Relevant degree in Commerce, Investment, or Finance. Preference for candidates with CFP and/or CFA qualifications. Key Competencies: Strong people and relationship management skills. Proactive, self-motivated, and able to take initiative. Ability to perform under pressure and manage time efficiently. Professional presentation skills. Accountability, team collaboration, and independent work capability. Client service-oriented and solution-driven. This is an excellent opportunity for a results-driven professional with a passion for retail investments. #J-18808-Ljbffr