Retail Business Consultant

Momentum; Boksburg; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A financial services company in Boksburg is seeking a Retail Business Consultant to develop meaningful partnerships with Independent Financial Advisers (IFAs). Your role will involve understanding client needs, increasing sales activities, and ensuring educational support. Ideal candidates will have a BCom degree in relevant fields and 3-5 years of financial industry experience. This position offers opportunities for growth and aims to strengthen IFA relationships, aligning them as active supporters and ambassadors.

Qualifications

• 3 to 5 years of experience in the financial services industry.
• 1 to 3 years of relevant sales experience.
• Willingness to study towards the degree if lacking formal education.

Responsibilities

• Engage and understand the IFA's needs and drive their value proposition.
• Increase prescribed weekly activities to exceed sales targets.
• Ensure long-lasting relationships with IFAs.

Skills

Business acumen

Sales experience

Knowledge of financial services

Education

3-year BCom degree in Financial Planning, Investment, or Business Management

CFA and/or CFP®

Tools

Momentum Myriad and Investo products

Job description

Overview

The Retail Business Consultant crafts passionate, energetic, and meaningful partnerships with Independent Financial Advisers (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 Financial Planning, Investment or Business Management, Marketing, Finance, Education and Legal.
• Willingness to study towards the degree and recognition of prior learning if you have 3 years of experience in the IFA industry.
• CFA and/or CFP® is an advantage.

Experience

• 3 to 5 years financial service industry experience
• 1 to 3 years relevant industry related 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, insurance products and regulatory & legislation is advantageous.

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.