Talent Pool : Retail Business Consultant (Durban) Mmh251031-3

Momentum; Durban; On-site; ZAR 350 000 - 500 000; Full time

Job summary

A leading financial services firm in Durban is seeking a Retail Business Consultant to build strong, lasting partnerships with Independent Financial Advisors (IFAs). The ideal candidate should have a 3-year BCom degree along with essential sales experience, and knowledge of the financial services industry. This role focuses on relationship management and providing top-notch services to assist IFAs in improving their business. Competitive compensation is offered.

Qualifications

• 3+ years of experience working in MDS is acceptable if a degree is not achieved.
• Strong knowledge of financial services industry and relevant legislation.
• 1 to 3 years of relevant sales experience is essential.

Responsibilities

• Craft meaningful partnerships with IFAs.
• Strengthen consultant/IFA relationships through excellent service.
• Ensure professional accountability in business dealings.

Education

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

CFP®

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.

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 (advantageous)
• 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

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