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

Momentum; Gauteng; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A financial services company is looking for a Retail Business Consultant to establish strong partnerships with Independent Financial Advisors (IFAs). The role requires a 3-year BCom degree, sales experience, and strong business acumen. Responsibilities include engaging with IFAs, analyzing sales activities, and fostering long-lasting relationships. Knowledge of financial services will be crucial for success.

Qualifications

• 3-5 years in financial service industry experience is desired.
• 1-3 years relevant sales experience is essential.
• CFP® is an advantage.

Responsibilities

• Engage with IFAs to understand their needs.
• Monitor and increase sales activities.
• Build long-lasting relationships.

Skills

Strong business acumen

Sales experience

Knowledge of financial services

Education

3-year BCom degree

Tools

Momentum Myriad and Investo products

Job description

Overview

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’ financial service industry experience (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, 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 in order 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 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.

End note: As an applicant, please verify the legitimacy of this job advert on our company career page.