Retail Development Consultant (Durban)

MMI Holdings Ltd; Durban; On-site; ZAR 300,000 - 400,000; Full time

Job summary

A leading financial services provider in Durban seeks a Retail Development Consultant to foster partnerships with Independent Financial Advisors (IFAs). Responsibilities include understanding IFA needs, driving their value propositions, and maintaining strong relationships. Candidates should hold a BCom degree with relevant experience in the financial services industry. This role offers a chance to work in an innovative and dynamic environment.

Qualifications

• 3-year BCom degree in relevant fields.
• Willingness to study towards the degree with 3+ years experience.
• 1 to 3 years' experience in the financial services industry.

Responsibilities

• Understand IFA needs and drive their value proposition.
• Visit IFAs and deliver a message based on a defined plan.
• Analyse and monitor prescribed weekly activities and sales targets.

Skills

Business Management

Marketing

Communications

Financial services knowledge

Technology Savvy

Education

3-year BCom degree

CFP (advantage)

Job description

Closing Date2023 / 03 / 20Reference NumberMMH230307-12Job TitleRetail Development Consultant (Durban)Position TypePermanentRole FamilySalesClusterMomentum Distribution ServicesRemote OpportunityNone of the timeLocation - CountrySouth AfricaLocation - ProvinceKwaZulu-NatalLocation - Town / CityDurbanIntroduction

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 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 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 :

• 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,

business assurance

• Knowledge of financial services industry and insurance products (desired)
• Technology Savvy

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 :

• 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
• Leading change and innovation
• Diversity and inclusiveness
• Drive for results
• Ability to drive and influence IFA commitment