Talent Pool: Retail Business Consultant (Gqeberha / Port Elizabeth) MMH230213-22

Momentum; Gqeberha; On-site; ZAR 300,000 - 400,000; Full time

Job summary

An established industry player is seeking a Retail Business Consultant to foster dynamic partnerships with Independent Financial Advisors (IFAs). This role emphasizes building meaningful relationships and enhancing the IFA's business through deep analysis and outstanding service. The ideal candidate will possess a BCom degree and have a solid background in the financial services industry, particularly in sales. You will be pivotal in transforming IFAs into active ambassadors for the brand, ensuring they view the company as a thought leader in financial planning. This is an exciting opportunity to thrive in a supportive and innovative environment.

Qualifications

• 3-5 years in financial services with strong sales experience.
• BCom degree essential; CFP is an advantage.

Responsibilities

• Build lasting relationships with IFAs and enhance their business.
• Educate IFAs on financial planning and Momentum's offerings.

Skills

Sales Experience

Business Acumen

Knowledge of Financial Services

Risk Assessments

Claims and Underwriting

Education

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

CFP certification

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 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

• Achieve and/or exceed the minimum production targets.
• Achieve and/or exceed the minimum productive IFAs requirements.