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

Momentum; Bloemfontein; On-site; ZAR 30,000 - 70,000; Full time

Job summary

An established industry player seeks a Retail Business Consultant to foster meaningful partnerships with Independent Financial Advisors (IFAs). This role emphasizes building strong relationships through excellent service and deep business analysis. The consultant will engage with IFAs, understand their needs, and drive their value proposition while positioning the company as a thought leader in the financial services sector. If you're passionate about financial planning and have a knack for relationship management, this is a fantastic opportunity to make a significant impact in a dynamic environment.

Qualifications

• 3-5 years in financial services with relevant sales experience.
• Strong business acumen and knowledge of insurance products.

Responsibilities

• Engage with IFAs to understand their needs and drive value.
• Analyze and exceed sales targets through strategic planning.

Skills

Sales Experience

Business Acumen

Knowledge of Financial Services

Risk Assessments

Client Relationship Management

Education

BCom Degree in Business Management

CFP Certification

Tools

Momentum Myriad

Investo Products

Job description

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)

Duties and Responsibilities

Engage
RESPONSIBILITIES AND WORK OUTPUTS

• 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

Enthuse

• 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

Educate

• 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

Enable

• 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

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