Digital Content Editor Ii

Lexisnexis Risk Solutions; KwaZulu-Natal; On-site; ZAR 30 000 - 60 000; Full time

Job summary

An established industry player is seeking a Retail Business Consultant to foster meaningful partnerships with Independent Financial Advisors (IFAs) in the Coastal KZN region. This role emphasizes building long-lasting relationships, providing first-class service, and leveraging market intelligence to enhance business performance. The ideal candidate will possess a strong background in financial services, excellent communication skills, and a passion for client success. Join a forward-thinking company committed to innovation and excellence in the financial sector, where your contributions will significantly impact wealth creation and preservation for clients.

Qualifications

• 3-5 years in financial services with a focus on sales.
• BCom degree essential, CFP is a plus.

Responsibilities

• Build and maintain relationships with Independent Financial Advisors (IFAs).
• Achieve production targets and act as a brand ambassador.

Skills

Sales Experience

Business Acumen

Financial Services Knowledge

Risk Assessments

Client Relationship Management

Education

BCom Degree in Business Management

CFP Certification

Job description

Closing Date: 2023/03/20

Reference Number: MMH230119-13

Job Title: Retail Business Consultant - Coastal KZN

Position Type: Permanent

Role Family: Sales

Cluster: Momentum Distribution Services

Remote Opportunity: None

Location - Country: South Africa

Location - Province: KwaZulu-Natal

Location - Town / City: Coastal Region KZN

Introduction

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 South Africa.

Role Purpose

The Retail Business Consultant builds 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 relationship with the IFA 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 Business Management, Marketing, Communications, Finance, or 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 of financial service industry experience (desired)
• 1 to 3 years of relevant sales experience (essential)
• Experience in Momentum Myriad and Investor products is an advantage
• Strong business acumen with sound knowledge of risk assessments, claims, underwriting, tax, and business assurance
• Knowledge of the 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

Enthuse:

• Understand target audiences, their landscape, competitor influences, and critical moments of truth.
• Ensure long-lasting, deep, and meaningful relationships with the IFA.
• Transform IFAs from non-active supporters to active supporters and ambassadors.

Educate:

• Position Momentum as a thought leader in the industry.
• Be the IFA's source of information within Momentum.
• Demonstrate accountability, innovation, excellence, honesty, diversity, and influence in your dealings.
• Enable better financial planning and advice outcomes.

Enable:

• Maintain the perception of Momentum as a thought leader among IFAs.
• Be the IFA's trusted source of information within Momentum.
• Exhibit accountability, innovation, excellence, honesty, diversity, and influence.
• Achieve or exceed minimum production targets and IFA requirements.
• Act as a brand ambassador.
• Lead and supervise teams.
• Uphold professional standards.
• Build rapport and relationships through relating and networking.
• Manage stress effectively.
• Communicate flawlessly and effectively in writing and orally.
• Deliver results and meet stakeholder expectations.
• Promote teamwork and collaboration.
• Positively impact and influence IFA practices.
• Meet deadlines.
• Travel as required and ensure travel documentation is in order.