Retail Business Consultant - Coastal KZN

MMI Holdings Ltd; Hibiscus Coast Local Municipality; On-site; ZAR 30 000 - 60 000; Full time

Job summary

An established industry player is seeking a Retail Business Consultant to forge meaningful partnerships with Independent Financial Advisors (IFAs) in Coastal KZN. This role emphasizes building long-lasting relationships, providing exceptional service, and leveraging market intelligence to enhance the IFA's business. The ideal candidate will possess a BCom degree and have 3 to 5 years of experience in the financial services sector. Join a dynamic team that values innovation, accountability, and excellence, and play a pivotal role in driving financial success for clients and IFAs alike.

Qualifications

• 3-year BCom degree in Business Management, Marketing, or related fields.
• 3 to 5 years of experience in the financial services industry.

Responsibilities

• Build long-lasting relationships with IFAs and transform them into ambassadors.
• Position the company as a thought leader in the industry.

Skills

Sales Experience

Financial Services Knowledge

Business Acumen

Communication Skills

Relationship Building

Education

BCom Degree in Business Management

CFP Certification

Job description

Closing Date: 2023 / 03 / 20
Reference Number: MMH230119-13
Job Title: Retail Business Consultant - Coastal KZN
Position Type: Permanent
Role Family: Sales
Cluster: Momentum Distribution Services
Remote Opportunity: None of the time
Location - Country: South Africa
Location - Province: KwaZulu-Natal
Location - Town / City: Coastal Region KZN

Introduction

Momentum, a financial services provider of choice since 1966, is known for its entrepreneurial spirit and innovative culture. We are committed to wealth creation and preservation, insurance, and income protection for our clients. We achieve this through our understanding of the retail insurance, savings, and investment markets in South Africa.

Role Purpose

The Retail Business Consultant builds passionate, energetic, and meaningful partnerships with IFAs that will last. Product, market, and sales intelligence will distinguish them from their peers. The relationship with the IFA 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 services 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 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 landscape, competitor influences, key events, and moments of truth.
• Build long-lasting, deep, and meaningful relationships with IFAs.
• Transform IFAs from non-active supporters to active supporters and ambassadors.

Educate :

• Position Momentum as a thought leader in the industry.
• Serve as the IFA's source of information within Momentum.
• Be accountable, innovative, excellent, honest, diverse, and influential in your dealings.
• Enable better financial planning and advice outcomes.

Enable :

• Maintain perception of Momentum as a thought leader.
• Be the IFA's trusted information source within Momentum.
• Exhibit accountability, innovation, excellence, honesty, diversity, and influence.
• Facilitate improved financial planning and advice outcomes.
• Achieve or exceed minimum production and IFA engagement targets.
• Act as a brand ambassador.
• Lead and supervise effectively.
• Uphold professional standards.
• Build rapport and network effectively.
• Manage stress effectively.
• Communicate flawlessly in writing and orally.
• Deliver results and meet stakeholder expectations.
• Collaborate and work as part of a team.
• Positively influence IFA practices.
• Meet deadlines consistently.
• Travel as required, ensuring all documentation is in order.