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

Role Purpose

The Retail Business Consultant builds passionate, energetic, and meaningful partnerships with IFAs that will stand the test of time. Product, market, and sales intelligence will differentiate them from their counterparts. The consultant/IFA relationship will be strengthened through ease of doing business, first-class services, deep business analysis, and continuous improvement of the IFA's business.

Requirements

Experience and 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

• 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)

• 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 Agenda and minutes of all meetings

• Understand the target audience, the landscape they operate in, competitor influences, and critical moments of truth used to enthuse them
• Ensure long-lasting, deep, and meaningful relationships with the IFA
• Support IFAs in moving from non-active supporters to active supporters and ambassadors

• Position Momentum as thought leaders in the industry
• Be the IFA's source of information within Momentum
• Demonstrate accountability, innovation, excellence, honesty, diversity, and influence in business dealings
• Enable better financial planning and advice outcomes

• Maintain Momentum's perception as industry thought leaders
• Be the IFA's source of information within Momentum
• Exhibit accountability, innovation, excellence, honesty, diversity, and influence
• Enable better financial planning and advice outcomes
• Achieve or exceed minimum production targets
• Achieve or exceed the minimum number of productive IFAs required

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