Talent Pool: Retail Business Consultant East Rand/Benoni MMH250320-4

Momentum; Gauteng; On-site; ZAR 300,000 - 450,000; Full time

Job summary

A leading company in the financial services sector is seeking a Retail Business Consultant to foster strong partnerships with Independent Financial Advisors (IFAs). The role involves leveraging market insights to drive sales, enhance relationships, and position the company as an industry leader. Ideal candidates will have a BCom degree and relevant sales experience, with a strong understanding of financial services.

Qualifications

• 3 to 5 years of experience in the financial services industry desired.
• 1 to 3 years of relevant sales experience essential.

Responsibilities

• Build partnerships with IFAs and drive their value proposition.
• Analyse and monitor weekly activities to exceed sales targets.
• Position Momentum as a thought leader in the industry.

Skills

Business acumen

Sales knowledge

Financial services knowledge

Education

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

CFP qualification

Tools

Momentum Myriad

Investo products

Job description

Role Purpose

The Retail Business Consultant builds passionate, energetic, and meaningful partnerships with IFAs that will endure over time. They leverage product, market, and sales intelligence to differentiate themselves from competitors. The relationship with the IFA is strengthened through 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; recognition of prior learning if you have 3+ years of experience in MDS
• CFP qualification is an advantage

Experience:

• 3 to 5 years of experience in the financial services industry (desired)
• 1 to 3 years of relevant sales experience (essential)
• Experience with Momentum Myriad and Investo products is an advantage
• Strong business acumen with knowledge of risk assessments, claims, underwriting, tax, and business assurance

Knowledge:

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

Duties and Responsibilities

Engage

• Be visible to the IFA to understand their needs and drive their value proposition
• Visit the IFA and their office based on a defined plan and deliver messages
• Analyse, monitor, and increase prescribed weekly activities to exceed sales targets
• Present the professional, disciplined nature of the IFA agenda and document all meetings

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
• Assist IFAs in moving from non-active supporters to active supporters and ambassadors

Educate

• Position Momentum as a thought leader in the industry
• Be the IFA's primary 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 reputation as a thought leader among IFAs
• Serve as the IFA's source of information within Momentum
• Be accountable, innovative, excellent, honest, diverse, and influential in your dealings
• Enable improved financial planning and advice outcomes
• Achieve and/or exceed minimum production targets

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