Retail Business Consultant - Eastern Cape

Momentum; Gqeberha; On-site; ZAR 300,000 - 400,000; Full time

Job summary

A leading financial services provider in Gqeberha is seeking a Retail Business Consultant to forge strong partnerships with Independent Financial Advisors (IFAs). The successful candidate will have a 3-year tertiary qualification and 1 to 3 years of relevant sales experience. Responsibilities include engaging IFAs, analyzing sales targets, and fostering long-lasting relationships. This is an entry-level, full-time position with opportunities for career development.

Qualifications

• 1 to 3 years relevant sales and communication experience.
• Experience in Momentum products is an advantage.

Responsibilities

• Engage with IFAs to understand their needs.
• Analyze and monitor weekly activities to exceed sales targets.
• Build long-lasting relationships with IFAs.

Skills

Sales and communication experience

Relationship building

Effective communication

Stress tolerance

Teamwork

Education

3-year tertiary qualification or willingness to study towards the degree

Job description

Retail Business Consultant - Eastern Cape

Retail Business Consultant - Eastern Cape

13 hours ago Be among the first 25 applicants

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.

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

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

Qualifications:

• 3-year tertiary qualification or Willingness to study towards the degree
  
  

Experience:

• 1 to 3 years relevant sales and communication experience.
• Experience in Momentum products is an advantage.
  
  

Duties & 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
• Achieve and/or exceed the minimum productive IFAs required
  
  

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

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales and Business Development

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