Retail Business Consultant - Cape North

Momentum; Cape Town; Sur place; ZAR 201 000 - 312 000; Plein temps

Résumé du poste

Momentum is a trusted financial services company hiring a Retail Business Consultant in Cape Town. You will partner with IFAs, deliver marketing messages, and strengthen relationships to grow Momentum's business across Myriad and Investo products.

The role requires a 3-year BCom degree in relevant fields, willingness to study further, and 3–5 years in financial services with strong business acumen. CFA/CFP® are advantages.

Qualifications

• 3-year BCom degree in listed fields; willingness to study towards degree with 3+ years IFA experience.
• CFA and/or CFP® is an advantage; knowledge of Momentum Myriad and Investo products is a plus.
• Strong business acumen with risk, claims, underwriting, tax, and regulatory knowledge.

Responsabilités

• Be visible to the IFA to understand needs and drive value proposition across products.
• Visit IFAs and their offices to deliver marketing messages about products.
• Analyse and increase weekly activities to exceed sales targets; record meetings.
• Present Momentum’s agenda professionally and respond to requests promptly.

Connaissances

People skills

Sales experience

IFA market knowledge

Communication skills

Formation

BCom degree in Financial Planning / Investment / Business Management / Marketing / Finance / Education / Legal

Description du poste

Momentum is a trusted financial services company and part of the Momentum Group Limited, a listed company on the Johannesburg Stock Exchange (JSE). We believe that with the right #AdviceForSuccess, you can turn small steps into giant feats, with tailored solutions and advice that can accelerate your journey to success.

We enable clients, financial advisers, and businesses to achieve their financial goals and life aspirations. We do this by growing their savings, protecting what matters most, and investing in their future through innovative solutions, trusted advice, and world-class service.

We are known as a business with heart, ensuring genuine care and integrity in every interaction with clients, stakeholders, and communities.

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 over a range of product, market, and sales intelligence which will set them apart from their counterparts. The consultant and IFA relationship will be strengthened by ease of doing business, firstclass services, deep business analysis and continuous improvement of the IFA's business.

Requirements

Qualifications:

• 3-year BCom degree in the following fields: Financial Planning, Investment or Business Management, Marketing, Finance, Education and Legal.
• Willingness to study towards the degree and recognition of prior learning if you have 3+ years of experience in the IFA industry.
• CFA and/or CFP® is an advantage.

Experience:

• 3 to 5 years financial service industry experience.
• 1 to 3 years relevant industry related sales experience.
• 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 financial services industry, insurance products and regulatory & legislation is advantagous

Duties & Responsibilities

Engage:

• Be visible to the IFA in order to understand their needs and drive their value proposition ( Myriad, Investo, Health & Investments)
• Visit the IFA and IFA office based on a defined plan and deliver marketing messages on the wide range of products
• Analyse, monitor and/or increase prescribed weekly activities to exceed sales targets.
• Present the professional, disciplined nature of the IFA Agenda, presentation and action any requests same day or next record minutes of all meetings

Enthuse:

• Understand who the IFA category 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:

• Enhance the perception that IFA have that Momentum are thought leaders.
• Be the IFA's source of information and educator within Momentum
• Be accountable, innovative, excellent, honest, diverse, and influential in your business dealings
• Enable better financial planning and advice outcomes

Enable/ Empower :

• A competitive advantage in the future world of the consultant will be the ability to apply excellent knowledge with the ability to meaningfully contribute to the growth of the IFA’s practice.
• Consultants develop a trusting relationship with the IFA within which business advice can be given and hence growth the business
• Consultants help grow the IFA’s practice by identifying and focusing on new products and new client segments, as well as new channels.
• Continuously assist the IFA to optimise his/her book, by effectively using the campaigns on offer to satisfy further needs of their client base.

Competencies

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