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

Momentum; Bloemfontein; On-site; ZAR 400,000 - 600,000; Full time

Job summary

A leading financial services company is looking for a Retail Business Consultant. This role involves building strong relationships with Independent Financial Advisors (IFAs) through effective communication and industry expertise. Candidates must possess a BCom degree and relevant sales experience in the financial sector. The position offers opportunities for personal and professional growth in a dynamic environment.

Qualifications

• 3 to 5 years' experience in financial services.
• 1 to 3 years relevant sales experience.
• Strong business acumen with knowledge in risk assessments.

Responsibilities

• Engage with IFAs to understand their needs.
• Analyze and monitor weekly activities to exceed sales targets.
• Position Momentum as a thought leader in the industry.

Skills

Business acumen

Sales experience

Risk assessments knowledge

Knowledge of insurance products

Education

3-year BCom degree

CFP certification (advantage)

Job description

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

Experience and Qualifications

Qualifications

• 3-year BCom degree in Business Management, Marketing, Communications, Finance, or 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’ experience in the financial services industry (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, and business assurance
• Knowledge of the financial services industry and insurance products (desired)

Duties and 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
• 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 the target audience, the landscape they operate in, competitor influences, and events that will enthuse them
• Use critical moments of truth to build long-lasting, deep, and meaningful relationships with the IFA
• Ensure IFAs move from non-active supporters to active supporters and ambassadors

Educate

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

Enable

• Maintain the perception that Momentum is a thought leader
• Be the IFA's source of information within Momentum
• Be accountable, innovative, excellent, honest, diverse, and influential in your dealings
• Enable better financial planning and advice outcomes
• Achieve and/or exceed minimum production targets
• Achieve and/or exceed the minimum number of productive IFAs required

As an applicant, please verify the legitimacy of this job advert on our company career page.-346021236