Talent Pool: Retail Business Consultant (Pretoria)

Momentum Group Limited; Pretoria; On-site; ZAR 30 000 - 60 000; Full time

Job summary

Join a dynamic financial services provider that has been a leader since 1966, dedicated to wealth creation and protection. As a Retail Business Consultant, you will forge meaningful partnerships with Independent Financial Advisors (IFAs), leveraging your sales expertise and financial knowledge to enhance their business. This role emphasizes relationship-building, industry leadership, and continuous improvement, ensuring that you play a pivotal role in transforming IFAs into active supporters. With a focus on accountability and innovation, you will be at the forefront of delivering exceptional financial advice and planning outcomes, making a significant impact in the financial services landscape.

Qualifications

• 3-year BCom degree in Business Management, Marketing, or Finance is essential.
• CFP certification is an advantage.

Responsibilities

• Build and maintain strong relationships with IFAs.
• Position Momentum as a thought leader in the financial services industry.

Skills

Sales Experience

Financial Services Knowledge

Business Acumen

Communication Skills

Education

BCom Degree in Business Management

CFP Certification

Tools

Momentum Myriad

Investor Products

Job description

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 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 working landscape, competitor influences, key events, and 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 trusted source of information within Momentum.
• Maintain accountability, innovation, excellence, honesty, diversity, and influence in business dealings.
• Enable better financial planning and advice outcomes.

Enable:

• Foster the perception that Momentum is a thought leader among IFAs.
• Provide the IFA with essential information and support.
• Demonstrate accountability, innovation, and influence.
• Achieve or exceed minimum production and IFA engagement targets.

Competencies

• Brand Ambassadorship
• Leading and Supervising
• Professional Standards
• Relating and Networking (building rapport and relationships)
• Stress Tolerance
• Effective Communication (written and oral)
• Results Delivery and Stakeholder Expectations
• Teamwork and Collaboration
• Impact and Influence on IFA Practice
• Deadline Orientation
• Travel Capability and Documentation
• Persuading and Influencing