Retail Business Consultant - George

Momentum; George; On-site; ZAR 360,000 - 520,000; Full time

Job summary

Momentum is seeking a Retail Business Consultant to build strong partnerships with IFAs across Myriad, Investo, Health & Investments. You will visit IFAs, present Momentum’s product range, and deliver professional service aimed at deepening collaboration and growth.

The role requires 3–5 years in financial services, a 3-year BCom degree, and a willingness to study further. CFA/CFP is an advantage as is knowledge of Momentum Myriad and Investo products.

Qualifications

• 3-year BCom degree in financial planning, investment, business management, marketing, finance, education or legal.
• Willingness to study toward the degree and recognition of prior learning if you have 3+ years in the IFA industry.
• CFA or CFP is an advantage.

Responsibilities

• Be visible to the IFA to understand needs and drive value proposition with Myriad, Investo, Health & Investments.
• Visit the IFA and IFA office based on a plan and deliver marketing messages on the range of products.
• Analyse, monitor and increase prescribed weekly activities to exceed sales targets.
• Present the professional, disciplined nature of the IFA Agenda, record minutes of all meetings.

Skills

People skills

Networking

Persuasion

Analytical thinking

Relationship building

Sales orientation

Communication

Education

BCom degree

CFA/CFP advantageous

Job description

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 over a range of product, market, and sales intelligence which will set them apart from their counterparts. The consultant and 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: 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 advantagous.

Duties & Responsibilities

Engage:

• Be visible to the IFA in order to understand their needs and drive their value proposition ( Myriad, Investo, Health & Investments)
• Visit the IFA and IFA office based on a defined plan and deliver marketing messages on the wide range of products
• Analyse, monitor and/or increase prescribed weekly activities to exceed sales targets.
• Present the professional, disciplined nature of the IFA Agenda, presentation and action any requests same day or next record minutes of all meetings

Enthuse:

• Understand who the IFA category 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:

• Enhance the perception that IFA have that Momentum are thought leaders.
• Be the IFA's source of information and educator within Momentum
• Be accountable, innovative, excellent, honest, diverse, and influential in your business dealings
• Enable better financial planning and advice outcomes

Enable/ Empower:

• A competitive advantage in the future world of the consultant will be the ability to apply excellent knowledge with the ability to meaningfully contribute to the growth of the IFA’s practice.
• Consultants develop a trusting relationship with the IFA within which business advice can be given and hence growth the business
• Consultants help grow the IFA’s practice by identifying and focusing on new products and new client segments, as well as new channels.
• Continuously assist the IFA to optimise his/her book, by effectively using the campaigns on offer to satisfy further needs of their client base.

Competencies

• Working with people
• Adhering to principles & values
• Relating and networking
• Persuading & influencing
• Applying expertise & tech
• Analysing skills
• Delivering results & meet customer expectations