Talent Pool: Retail Business Consultant (Rustenburg) MMH250325-3

Momentum; Rustenburg; On-site; ZAR 30 000 - 60 000; Full time

Job summary

An established industry player in financial services is seeking a dynamic individual to engage with Independent Financial Advisors (IFAs). This role involves understanding client needs, driving sales, and building meaningful relationships. The ideal candidate will have a strong background in financial services, with a focus on sales and client management. You will position the company as a thought leader, ensuring IFAs have the necessary support and information to excel. If you're passionate about financial planning and eager to make an impact, this opportunity is for you.

Qualifications

• 3-year BCom degree in Business Management, Marketing, or Finance is essential.
• 3 to 5 years’ experience in the financial services industry is desired.

Responsibilities

• Engage with IFAs to understand their needs and drive value propositions.
• Ensure long-lasting relationships with IFAs and encourage their active support.

Skills

Sales Experience

Financial Services Knowledge

Risk Assessments

Business Acumen

Client Relationship Management

Education

BCom Degree in Business Management

CFP Certification

Tools

Momentum Myriad

Investo Products

Job description

Role Purpose

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.

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’ experience in the financial services industry (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 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 and Responsibilities

Engage

• Be visible to the IFA 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 the target audience, their landscape, competitor influences, and critical moments of truth
• Ensure long-lasting, deep, and meaningful relationships with the IFA
• Encourage IFAs to move from non-active supporters to active supporters, and then to 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 business dealings
• Enable better financial planning and advice outcomes

Enable

• Maintain Momentum's perception as a thought leader among IFAs
• Serve as the IFA's source of information within Momentum
• Be accountable, innovative, excellent, honest, diverse, and influential in your dealings
• Enable improved financial planning and advice outcomes
• Achieve and/or exceed minimum production targets
• Achieve and/or exceed the minimum number of productive IFAs required

As an applicant, please verify the legitimacy of this job advert on our company career page.-346021236