Retail Business Consultant - Pietermaritzburg MMH240708-7

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

Job summary

A financial services company is seeking a Retail Business Consultant in Durban to foster partnerships with Independent Financial Advisors (IFAs). The ideal candidate will have a BCom degree and relevant experience in the financial services industry, aiming to drive sales and provide exceptional service. Strong business acumen and relationship-building skills are essential for this role.

Qualifications

• 3 to 5 years' financial service industry experience.
• 1 to 3 years relevant sales experience.
• Experience with Momentum Myriad and Investo products is an advantage.

Responsibilities

• Drive engagement with IFAs to understand and meet their needs.
• Analyse and monitor sales activities to exceed targets.
• Foster long-lasting relationships with IFAs.

Skills

Strong business acumen

Sales intelligence

Risk assessments knowledge

Understanding of insurance products

Education

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

CFP (advantage)

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

Knowledge

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

As an applicant, please verify the legitimacy of this job advert on our company career page.-346021236