Retail Business Consultant Coastal KZN

MMI Holdings Ltd; KwaZulu-Natal; On-site; ZAR 400 000 - 600 000; Full time

Job summary

A leading financial services provider seeks a Retail Business Consultant in Coastal KZN. The role involves building and maintaining strong relationships with Independent Financial Advisors (IFAs), while enabling better financial planning. Candidates must have a BCom degree and relevant sales experience, ideally with CFP® certification. The role offers the opportunity to work with a respected brand and drive results in a supportive environment.

Qualifications

• 3 years relevant sales experience is essential.
• CFP® certification is an advantage.
• Knowledge of the financial services industry and insurance products.

Responsibilities

• Build deep relationships with Independent Financial Advisors (IFAs).
• Enable better financial planning and advice outcomes.
• Educate IFAs and manage expectations effectively.

Skills

Financial acumen

Sales techniques

Networking

Effective communication

Relationship building

Education

3-year BCom degree in Business Management, Marketing, Communications, Finance, or Legal

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, 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.

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.

Qualifications

• 3-year BCom degree in the following fields: Business Management, Marketing, Communications, Finance, and 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 service 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 sound 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 the financial services industry.
• Knowledge of relevant legislation.
• Knowledge of the sales process.
• Relevant product knowledge

Duties & Responsibilities

Enthuse

• Understand who 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

• IFA having the perception that Momentum are thought leaders.
• 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

• IFA having the perception that Momentum are thought leaders.
• 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 productive IFAs requirements

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 much as the job requires and travel documentation in order
• Persuading and influencing