Retail Business Consultant

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

Job summary

A leading financial services company seeks a Retail Business Consultant to build strong partnerships with IFAs in Johannesburg. The ideal candidate will have a BCom degree or related experience, strong sales background, and knowledge of financial services. Key responsibilities include engaging with IFAs, understanding their needs, and exceeding sales targets. Strong analytical and business skills are essential for this role, which offers a chance to influence the financial planning landscape.

Qualifications

• 3-year BCom degree in Financial Planning, Investment, Business Management, Marketing, Finance, Education, or Legal.
• Willingness to study towards a degree if 3 years of experience in the IFA industry.
• CFA and/or CFP is an advantage.
• 3 to 5 years’ financial service industry experience (desired).
• 1 to 3 years relevant sales experience (essential).
• Experience in Momentum Myriad and Investo products is an advantage.
• Strong business acumen with knowledge in risk assessments, claims, underwriting, tax, business assurance.
• Knowledge of financial services industry and insurance products (desired).

Responsibilities

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

Job description

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 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 (desired)
• 1 to 3 years relevant sales experience (essential)
• 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 (desired)

Knowledge

• Knowledge of the financial services industry.
• Knowledge of relevant legislation.
• Knowledge of the sales process.
• Relevant product knowledge.

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.
• Achieve and/or exceed the minimum productive IFAs required.

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