Talent Pool: Retail Business Consultant (Bloemfontein) MMH230301-2

Momentum; Bloemfontein; On-site; ZAR 600 000 - 800 000; Full time

Job summary

A financial services company is seeking a Retail Business Consultant in Bloemfontein to build meaningful partnerships with IFAs. This role requires a strong sales background and financial services experience, aiming to enhance the value propositions for IFAs. The ideal candidate will possess a BCom degree and have knowledge of insurance products. Competitive candidates will lead initiatives to exceed sales targets and foster long-lasting relationships.

Qualifications

• 3 to 5 years’ financial service industry experience.
• 1 to 3 years relevant sales experience essential.
• Experience in Momentum Myriad and Investo products advantageous.

Responsibilities

• Understand IFA needs and drive value proposition.
• Deliver messages based on a defined visit plan.
• Increase prescribed weekly activities to exceed sales targets.

Skills

Financial services industry experience

Sales experience

Business acumen

Knowledge of insurance products

Education

3-year BCom degree in relevant fields

CFP® certification

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.

Qualifications

Experience and 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

• 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 financial services industry and insurance products (desired)

Responsibilities and Work Outputs

• 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

Engage

• 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

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