Retail Business Consultant - Coastal Kzn

MMI Holdings Ltd; KwaZulu-Natal; On-site; ZAR 30,000 - 60,000; Full time

Job summary

An established industry player is seeking a passionate Retail Business Consultant to foster strong partnerships with Independent Financial Advisors (IFAs) in Coastal KZN. This role emphasizes relationship management, sales intelligence, and a deep understanding of the financial services landscape. The ideal candidate will leverage their business acumen and communication skills to educate and empower IFAs, ensuring they perceive the company as a thought leader in the industry. Join this dynamic team and contribute to meaningful financial planning and advice outcomes while achieving your professional goals in a supportive environment.

Qualifications

• 3-5 years in financial services with a focus on sales.
• Strong knowledge of risk assessments and insurance products.

Responsibilities

• Build deep relationships with Independent Financial Advisors (IFAs).
• Achieve production targets and enhance financial planning outcomes.

Skills

Sales Skills

Business Acumen

Communication Skills

Financial Knowledge

Relationship Management

Education

3-year BCom degree in Business Management

CFP Certification

Tools

Momentum Myriad

Investor Products

Job description

Closing Date: / 03 / 20

Reference Number: MMH-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, 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.

Requirements:

1. 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.
2. 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).
3. Knowledge: Knowledge of the financial services industry, relevant legislation, the sales process, and relevant product knowledge.

Duties & Responsibilities:

1. Enthuse: Understand who we are targeting, the landscape they are working in, competitor influences, events that will enthuse, critical moments of truth used.
2. Ensure long-lasting, deep, and meaningful relationships with the IFA. IFAs to move from non-active supporters to active supporters, to ambassadors.
3. 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.
4. Enable better financial planning and advice outcomes.
5. Achieve and/or exceed the minimum production targets and the minimum productive IFAs requirements.
6. Brand Ambassadorship, leading and supervising, professional standards, relating and networking (building rapport and relationships).
7. Stress tolerance, flawless and effective communication (written and oral), delivering results and meeting stakeholder expectations.
8. 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.