Talent Pool: Retail Business Consultant (Durban) MMH230213-23

Momentum; Durban; On-site; ZAR 30,000 - 60,000; Full time

Job summary

An established industry player is seeking a Retail Business Consultant to foster meaningful partnerships with Independent Financial Advisors (IFAs). This role emphasizes building lasting relationships through exceptional service and deep business insights. The ideal candidate will possess a strong background in financial services and sales, coupled with a relevant degree. You'll be instrumental in transitioning IFAs from supporters to ambassadors while positioning the company as a thought leader in the industry. If you're passionate about financial planning and thrive in a dynamic environment, this opportunity is perfect for you.

Qualifications

• 3-5 years in financial services with strong sales experience.
• Knowledge of risk assessments, claims, underwriting, and tax.

Responsibilities

• Build deep relationships with IFAs and transition them to ambassadors.
• Position the company as a thought leader among IFAs.

Skills

Sales Experience

Financial Services Knowledge

Business Acumen

Customer Relationship Management

Education

3-year BCom degree in Business Management, Marketing, Communications, Finance, or Legal

CFP Certification

Tools

Momentum Myriad

Investor Products

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

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 of financial service industry experience (desired)
• 1 to 3 years of relevant sales experience (essential)
• Experience in Momentum Myriad and Investor products is an advantage
• Strong business acumen with sound knowledge of risk assessments, claims, underwriting, tax, and business assurance
• Knowledge of the financial services industry and insurance products (desired)

Knowledge

• Knowledge of the financial services industry
• Knowledge of relevant legislation
• Knowledge of the sales process
• Relevant product knowledge

Duties and Responsibilities

Enthuse

• Understand target audiences, the landscape they operate in, competitor influences, and critical moments of truth.
• Ensure long-lasting, deep, and meaningful relationships with the IFA.
• Transition IFAs from non-active supporters to active supporters, and ultimately to ambassadors.

Educate

• Position Momentum as a thought leader among IFAs.
• Be the IFA's primary source of information within Momentum.
• Demonstrate accountability, innovation, excellence, honesty, diversity, and influence in your dealings.
• Enable better financial planning and advice outcomes.

Enable

• Maintain the perception that Momentum is a thought leader among IFAs.
• Serve as the IFA's primary information source within Momentum.
• Exhibit accountability, innovation, excellence, honesty, diversity, and influence.
• Support better financial planning and advice outcomes.
• Achieve or exceed minimum production targets.
• Meet or surpass the minimum requirements for productive IFAs.

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