Talent Pool: Retail Business Consultant (Durban) MMH230213-24

Momentum; Durban; On-site; ZAR 360,000 - 520,000; Full time

Job summary

Momentum is seeking a Retail Business Consultant to build passionate partnerships with IFAs. You will leverage product and market intelligence to stand out and strengthen the consultant/IFA relationship.

A deep understanding of risk, underwriting, and tax will support better financial planning. Ideal candidates have 3–5 years in financial services with 1–3 years of sales experience; momentum knowledge is a plus.

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 in MDS
• CFP® is an advantage.

Responsibilities

• Understand the target landscape, competitive influences, and critical moments of truth used.
• Ensure long-lasting, deep, and meaningful relationships with IFAs.
• IFAs move from non-active supporters to active supporters and ambassadors.

Skills

Sales experience

Business acumen

Financial services

Risk knowledge

Communication

Education

BCom degree

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 the following fields: Business Management, Marketing, Communications, Finance, and 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 the financial services industry.
• Knowledge of relevant legislation.
• Knowledge of the sales process.
• Relevant product knowledge

Duties and Responsibilities

Enthuse

• 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 requirements

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