Retail Business Consultant X3 Pretoria MMH250911-1

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

Job summary

A leading financial services company seeks a Retail Business Consultant in Pretoria to build meaningful partnerships with IFAs. The ideal candidate will have at least 3 years' experience in the financial industry and a BCom degree. Responsibilities include engaging IFAs, analyzing activities to exceed sales targets, and fostering deep relationships within the industry. Join us to help shape the future of financial advice and planning.

Qualifications

• 3 to 5 years’ financial service industry experience.
• 1 to 3 years relevant sales experience.
• Strong knowledge in risk assessments, claims, underwriting.

Responsibilities

• Understand and drive IFA value propositions.
• Visit IFAs to deliver messages and assess needs.
• Increase prescribed weekly activities to exceed sales targets.

Skills

Financial acumen

Sales experience

Knowledge of financial services industry

Education

3-year BCom degree

CFP certification (advantage)

Tools

Momentum Myriad

Investo products

Job description

Overview

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 the financial services industry and insurance products (desired)

Knowledge

• Knowledge of the financial services industry
• Knowledge of relevant legislation
• Knowledge of the sales process and 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

• IFAs to have 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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