Job Description

Closing Date 2025/11/28
Reference Number MMH230606-5
Job Title Talent Pool: Regional General Manager_ Countrywide
Position Type Permanent
Role Family Sales
Cluster Momentum Distribution Services
Remote Opportunity Some of the time
Location - Country South Africa
Location - Province Gauteng
Location - Town / City Centurion
IntroductionMomentum, 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 Regional General Manager will acquire new IFAs for Momentum, responsible for the effective
placing of IFAs in the best panel with best BC. Ensure a high-performance culture is set and maintained.
Drive profitable growth through planning, execution and management of a team of BCs that builds IFA
Connections
Requirements

• Qualifications:

• BCom degree in the following fields: Business Management, Investments.
• Honours degree is an advantage.
• CFPxc2xae is an advantage

Experience:

• 5 to 8 years financial service industry experience with majority in risk and saving
• 3 to 8 years relevant management experience
• Momentum Myriad and Investo experience an advantage
• Strong business acumen, with an ease to take decisions and initiating action
• Business process experience new business, underwriting, claims

Knowledge:

• Financial planning and advice process knowledge tax, structuring, estate planning
• Knowledge of financial services industry and Momentum product

Duties & ResponsibilitiesActive People Mobiliser:

• Manage the team
• Continuous drive to interview and recruit the best specialist to match the IFA base
• Joint calls with specialists.
• Regular feedback and coaching - one-on-one and in the team.
• People that will walk through fire for their RGM.
• Effective lead team.
• Have robust relationships with all key stakeholders in MDS product houses and externally

Driver of high-performance culture:

• Develop and execute the business plan
• Set the performance standard by regularly attracting new IFAs.
• Set annual, quarterly and monthly sales goals for each BC.
• Develop and drive growth in sales distribution in support of strategic objectives.
• Create a great team spirit.
• Active competition and recognition
• Ensure achievement of sales targets.
• Competition to step up further

Learning and Development Catalyst:

• Engage each of their Specialists systematically and consistently
• Support the Continuous learning program and knowledge distribution program
• Bring new content, product changes smoothly into the IFA market
• Master competitor comparison
• Develop on full value chain including service, product, and distribution including the enablers of

technology, knowledge and marketingIFA Acquisition and Connection:

• Acquire new IFA Relationships.
• Take ownership for the IFA's and build meaningful and value-adding relationships between the advisers and Momentum.
• Ensure frequent engagement and marketing activities.
• Drive clear communication to IFAs.
• Active reporting.
• Drive an engagement that are advice-led environment that focuses on best practice service delivery.
• Drive sound financial and corporate governance practices.

Competencies

• Leading change and innovation
• Diversity and inclusiveness
• Drive for results
• Ability to drive and influence IFA commitment
• Collaboration
• Impact and influence
• Growing talent.
• Self-awareness and insight

PolicyWe are committed to Employment Equity, diversity and inclusion when recruiting internally and externally. All appointments are made in alignment to our Employment Equity goals and we encourage people with disabilities to apply.

Momentum Group