Retail Business Consultant - Cape North MMH260708-6

Momentum; Cape Town; Presencial; ZAR 450.000 - 600.000; Jornada completa

Descripción de la vacante

Momentum is seeking a Business Development Consultant to forge strong partnerships with IFAs, delivering momentum across Myriad, Investo, Health & Investments. The role focuses on building enduring relationships through proactive engagement, deep business analysis, and continuous improvement of IFA businesses.

The ideal candidate has 3–5 years in financial services, strong sales experience, and solid knowledge of risk, underwriting, and financial planning concepts.

Formación

• 3 year degree in B.Com business management, marketing, Communication finance and legal or related NQF 7 qualification.
• Honours an advantage.CFA and Certified Financial Planner (CFP®) is an advantage.

Responsabilidades

• Engage with IFAs to understand their needs and drive value proposition across Myriad, Investo, Health & Investments.
• Visit IFAs and IFA offices to present marketing messages and products.
• Analyse, monitor and increase prescribed weekly activities to exceed sales targets.
• Record minutes of meetings and respond to requests promptly, showcasing professional IFA engagement.

Conocimientos

Financial services knowledge

Sales & relationship management

Market analysis

Risk awareness

Educación

B.Com degree or related NQF7

Honours (advantage)

CFA (advantage)

CFP (advantage)

Descripción del empleo

Role Purpose

The Business Development 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, first-class services, deep business analysis and continuous improvement of the IFA's business.

Requirements

Qualifications:

• 3 year degree in B.Com business management, marketing, Communication finance and legal or related NQF 7 qualification.
• Honours an advantage.CFA and Certified Financial Planner (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 and 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.

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