Retail Business Consultant - East Rand MMH250725-4

Momentum; Gauteng; On-site; ZAR 300,000 - 450,000; Full time

Job summary

A leading financial services provider in Gauteng is seeking a Retail Business Consultant to strengthen partnerships with Independent Financial Advisers (IFAs). The role requires experience in the financial services industry and a BCom degree. Applicants should have strong business acumen and relationship-building skills. This full-time position emphasizes achieving sales targets and providing financial education to clients.

Qualifications

• Must have 3 to 5 years of experience in the financial service industry.
• CFP qualification is an advantage.
• Strong knowledge of risk assessments and financial products.

Responsibilities

• Engage with IFAs to understand their needs and increase sales.
• Build long-lasting relationships with IFAs.
• Educate IFAs on financial products.

Skills

Financial services industry experience

Sales experience

Business acumen

Education

3-year BCom degree in relevant fields

Job description

Retail Business Consultant - East Rand MMH250725-4

Momentum East Rand, Gauteng, South Africa

Retail Business Consultant - East Rand MMH250725-4

Momentum East Rand, Gauteng, South Africa

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Role Purpose

The Retail Business Consultant crafts passionate, energetic, and meaningful partnerships with Independent Financial AdvisersIFAs 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

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’ financial service industry experience
• 1 to 3 years relevant 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 and insurance products
  
  

Duties and Responsibilities

Engage

• Be visible to the IFA in order to understand their needs and drive their value proposition.
• Visit the IFA and IFA office based on a defined plan and deliver a message.
• Analyse, monitor and/or increase prescribed weekly activities to exceed sales targets.
• Present the professional, disciplined nature of the IFA Agenda and minutes of all meetings.
  
  

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 and the minimum productive IFAs required.
  
  

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

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales and Business Development

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