Retail Business Consultant (West Rand) At Momentum Distribution Services

Closing Date : 03 / 20
Reference Number : MMH-17
Job Title : Retail Business Consultant (West Rand) at Momentum Distribution Services
Position Type : Permanent
Role Family : Sales
Cluster : Momentum Distribution Services
Remote Opportunity : Some of the time
Location : South Africa, Gauteng, Johannesburg, West Rand

Introduction : Momentum, a financial services provider of choice since (year), 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

1. Qualifications : 3-year BCom degree in Business Management, Marketing, Communications, Finance, or 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.
2. Experience : 3 to 5 years of financial service industry experience (desired). 1 to 3 years of relevant sales experience (essential). Experience in Momentum Myriad and Investo products is an advantage.
3. Knowledge : Knowledge of the financial services industry, relevant legislation, sales process, and relevant product knowledge.

Duties & Responsibilities

1. Engage : Be visible to the IFA in order to understand their needs and drive their value proposition. Visit the IFA and IFA offices 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.
2. Enthuse : Understand who we are targeting, the landscape they are working in, competitor influences, events that will enthuse, and 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.
3. Educate : IFA has the perception that Momentum is a thought leader. 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.
4. Enable : Achieve and/or exceed the minimum production targets. Achieve and/or exceed the minimum productive IFAs required.

Competencies

1. Brand Ambassadorship
2. Leading and Supervising
3. Professional standards
4. Relating and networking (building rapport and relationships)
5. Stress tolerance
6. Flawless and effective communication (written and oral)
7. Delivering results and meeting stakeholder expectations
8. Teamwork and collaboration
9. Positively impact and influence on the IFA practice
10. Deadline Driven
11. Able to travel as much as the job requires and travel documentation in order
12. Persuading and influencing