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

Momentum; Gauteng; On-site; ZAR 350,000 - 650,000; Full time

Job summary

Momentum seeks a Retail Business Consultant to build strong partnerships with IFAs, leveraging sales intelligence and market knowledge. The successful candidate will engage IFAs, present professional value propositions, and enhance financial planning outcomes, underpinned by a solid educational background and relevant experience.

Qualifications

• 3-5 years' financial services industry experience.
• 1-3 years' relevant sales experience.
• Willingness to further studies in finance.

Responsibilities

• Engage with IFAs to understand their needs and drive their value proposition.
• Analyze weekly activities to exceed sales targets.
• Enable better financial planning outcomes.

Skills

Business acumen

Sales process knowledge

Financial services knowledge

Education

3-year BCom degree

CFP (advantage)

Tools

Momentum Myriad

Investo 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’ 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.
  
  

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