Talent Pool : Retail Business Consultant (Mpumalanga)

Momentum Group Limited; Mbombela; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A leading financial services provider is seeking a Retail Business Consultant to build strong partnerships with Independent Financial Advisors (IFAs). The role requires a mix of sales expertise and financial knowledge to enhance client relationships and drive business success. Candidates should possess a BCom degree and relevant experience in the financial services industry. This full-time position emphasizes relationship-building, sales acumen, and strategic engagement with IFAs.

Qualifications

• 3 to 5 years’ financial service industry experience.
• 1 to 3 years relevant sales experience.

Responsibilities

• Engage with IFAs to understand their needs and drive value.
• Analyze and monitor activities to exceed sales targets.
• Position Momentum as a thought leader in the industry.

Skills

Sales

Communication

Business Acumen

Education

3-year BCom degree in Business Management

CFP

Job description

6 days ago Be among the first 25 applicants

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’ financial service industry experience (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, and business assurance

Knowledge:

• Knowledge of the financial services industry.
• Knowledge of relevant legislation.
• Knowledge of the sales process.
• Relevant product knowledge.

Duties & 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, the landscape they operate in, competitor influences, events that will enthuse, and critical moments of truth used.
• Ensure long-lasting, deep, and meaningful relationships with the IFA
• Move 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
• Be accountable, innovative, excellent, honest, diverse, and influential in your business dealings
• Enable better financial planning and advice outcomes

Enable:

• Ensure Momentum is perceived as a thought leader by IFAs.
• 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
• Achieve and/or exceed the minimum number of productive IFAs required

Competencies

• Brand Ambassadorship
• Leading and Supervising
• Professional standards
• Relating and networking (building rapport and relationships)
• Stress tolerance
• Flawless and effective communication (written and oral)
• Delivering results and meeting stakeholder expectations
• Teamwork and collaboration
• Positively impact and influence on the IFA practice
• Deadline Driven
• Able to travel as required and have travel documentation
• Persuading and influencing

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Sales and Business Development