Talent Pool : Retail Business Consultant

Momentum; Mbombela; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A leading financial services provider in South Africa seeks a Retail Business Consultant to build strong partnerships with IFAs. This role requires a BCom degree and 3-5 years of experience in the financial service industry. Responsibilities include engaging with IFAs, understanding their needs, and analyzing sales activities to exceed targets. The ideal candidate will have strong business acumen and effective communication skills, fostering long-term relationships.

Qualifications

• 3 to 5 years' financial service industry experience is preferred.
• 1 to 3 years relevant sales experience is essential.
• CFP certification is an advantage.

Responsibilities

• Engage with IFAs to understand their needs.
• Visit IFA offices according to a defined plan.
• Analyze and monitor weekly activities to exceed sales targets.
• Ensure long-lasting relationships with IFAs.

Skills

Strong business acumen

Effective communication

Sales experience

Relationship building

Education

3-year BCom degree in relevant field

Tools

Momentum Myriad

Investo products

Job description

Momentum

Momentum, a financial services provider of choice since

• known for its entrepreneurial spirit and innovative culture iscommitted to wealth creation and preservation, insurance, and income protection for all our clients.

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 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, relevant legislation, sales process, product knowledge.

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.
• Analyze, 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 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.
• Achieve and/or exceed the minimum production targets.
• Achieve and/or exceed the minimum productive IFAs required.

Competencies

• Brand Ambassadorship
• Leading and Supervising
• Professional standards
• Relating and networking (building rapport and relationships)
• Stress tolerance
• Flawless and effective communication (written and oral)
• Delivering results and meeting stakeholder expectations
• Teamwork and collaboration
• Positively impact and influence on the IFA practice
• Deadline Driven
• Able to travel as much as the job requires and travel documentation in order
• Persuading and influencing