Retail Business Consultant (Pietermaritzburg)

Mmi Holdings Ltd; Pietermaritzburg; On-site; ZAR 30 000 - 60 000; Full time

Job summary

An established industry player is seeking a Retail Business Consultant to foster meaningful partnerships with Independent Financial Advisors (IFAs). This role emphasizes building strong relationships through effective communication and business acumen, enabling IFAs to achieve their goals. The consultant will engage with IFAs, analyze their needs, and provide valuable insights to enhance their business strategies. Join a dynamic team that values innovation and excellence, and make a significant impact in the financial services sector. If you are passionate about sales and relationship management, this opportunity is perfect for you.

Qualifications

• 3-5 years of financial service industry experience desired.
• Strong knowledge in risk assessments and business assurance.
• Proven sales experience is essential.

Responsibilities

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

Skills

Sales Experience

Business Acumen

Risk Assessments

Communication Skills

Networking

Education

3-year BCom degree in Business Management, Marketing, Communications, Finance, or Legal

CFP Certification

Tools

Momentum Myriad

Investo Products

Job description

Closing Date: 2023 / 03 / 21

Reference Number: MMH230228-4

Job Title: Retail Business Consultant (Pietermaritzburg)

Position Type: Permanent

Role Family: Sales

Cluster: Momentum Distribution Services

Remote Opportunity: None of the time

Location - Country: South Africa

Location - Province: KwaZulu-Natal

Location - Town / City: Pietermaritzburg

Introduction

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.

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: Business Management, Marketing, Communications, Finance, and Legal
• 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 (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)

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:

• Achieve and / or exceed the minimum production targets
• Achieve and / or exceed the minimum productive IFAs require
• 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