Retail Development Consultant (Coastal KZN)

MMI Holdings Ltd; Hibiscus Coast Local Municipality; On-site; ZAR 300,000 - 400,000; Full time

Job summary

A leading financial services company is seeking a Retail Development Consultant in Coastal KZN. This role involves building partnerships with IFAs, driving sales intelligence, and achieving production targets while promoting diversity and inclusiveness. Successful candidates will have a relevant degree and experience in the financial services industry.

Qualifications

• 1 to 3 years' financial service industry experience desired.
• Experience in Momentum Myriad and Investo products is an advantage.
• Knowledge of financial services industry and insurance products desired.

Responsibilities

• Be visible to the IFA to understand their needs and drive their value proposition.
• Analyse, monitor, and increase prescribed weekly activities to exceed sales targets.
• Ensure long-lasting relationships with the IFA.

Skills

Business Acumen

Sound Knowledge in Risk Assessments

Technology Savvy

Education

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

CFP (advantage)

Job description

Closing Date: 2023/03/21

Reference Number: MMH221101-1

Job Title: Retail Development Consultant (Coastal KZN)

Position Type: Permanent

Role Family: Sales

Cluster: Momentum Distribution Services

Remote Opportunity: Some of the time

Location - Country: South Africa

Location - Province: KwaZulu-Natal

Location - Town / City: Coastal KZN

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 South Africa.

Role Purpose

The Retail Development 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 Business Management, Marketing, Communications, Finance, or 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:

• 1 to 3 years' financial service industry experience (desired)
• Experience in Momentum Myriad and Investo products is an advantage
• Strong business acumen with sound knowledge in risk assessments, claims, underwriting, tax, and business assurance
• Knowledge of financial services industry and insurance products (desired)
• Technology Savvy

Duties & Responsibilities

Engage:

• Be visible to the IFA 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

Enthuse:

• Understand the target landscape, competitor influences, and critical moments of truth
• Ensure long-lasting, deep, and meaningful relationships with the IFA
• Move IFAs from non-active supporters to active supporters, to ambassadors

Educate:

• Position Momentum as a thought leader in financial advice
• Be the IFA's source of information within Momentum
• Be accountable, innovative, honest, diverse, and influential
• Enable better financial planning and advice outcomes

Enable:

• Achieve and/or exceed minimum production targets
• Achieve and/or exceed the minimum productive IFAs required
• Lead change and innovation
• Promote diversity and inclusiveness
• Drive for results
• Influence IFA commitment