Composite Consultant

Momentum; George; On-site; ZAR 300 000 - 550 000; Full time

Job summary

A reputable financial services provider is seeking a Business Consultant to establish meaningful partnerships with Independent Financial Advisors (IFAs). The ideal candidate will possess a 3 year degree in a relevant field and have 3-5 years of financial service industry experience, including sales and service roles. Responsibilities include understanding IFA needs, exceeding sales targets, and ensuring strong relationships. This role requires strong business acumen and knowledge of investment and wealth management products.

Qualifications

• Three to five years’ financial service industry experience.
• Minimum one to three years’ sales and service experience, which must include investments.
• Strong knowledge of financial services industry and insurance products.

Responsibilities

• Engage with IFAs to understand their needs and drive their value proposition.
• Analyse and monitor prescribed weekly activities to exceed sales targets.
• Ensure long-lasting, deep, and meaningful relationships with the IFA.

Skills

Business acumen

Strong knowledge of investment and wealth management

Sales and service experience

Technologically savvy

Education

3 year degree in B.Com business management, marketing, Communication finance and legal or related NQF 7 qualification

CFA and Certified Financial Planner (CFP®)

Honours degree

Job description

Overview

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 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 degree in B.Com business management, marketing, Communication finance and legal or related NQF 7 qualification.
• CFA and Certified Financial Planner (CFP®) is an advantage.
• Honours an advantage.

Experience:

• Three to five years’ financial service industry experience.
• Minimum one to three years’ sales and service experience, which must include investments.
• Momentum Investment Experience is preferred.
• Momentum Health, Myriad and Investo experience is an advantage.
• Strong business acumen, with sound knowledge in risk assessments, clams and underwriting, tax, business assurance.
• Sound knowledge of financial services industry and insurance products.
• Strong knowledge of the investment and wealth management industry in SA and international markets; including but not limited to Fund selection, DFM and Securities.
• A proven track record in successfully dealing with clients and/or IFAs in a practice management environment is an advantage.
• Technologically Savvy.

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
• IFAs 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.

Competencies

• Working with people
• Adhering to principles & values
• Relating and networking
• Persuading & influencing
• Applying expertise & tech
• Analysing skills
• Delivering results & meet customer expectations
• Adapting & respond to change
• Coping with pressure & setbacks
• Achieving personal work goals & objectives
• Entreprenurial & Commercial thinking