Talent Pool: Retail Business Consultant (Gqeberha / Port Elizabeth) MMH251031-2

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

Job summary

A leading financial services firm in Gqeberha is looking for a Retail Business Consultant to build lasting partnerships with Independent Financial Advisors (IFAs). The ideal candidate should have a BCom degree in a relevant field and 3 to 5 years of experience in the financial services sector. Responsibilities include fostering strong relationships with IFAs, educating them about Momentum’s offerings, and meeting sales targets. Candidates with CFP® certification are preferred.

Qualifications

• 3+ years of experience in the financial services industry.
• Prior sales experience in a relevant field.
• Knowledge of legislation related to financial services.

Responsibilities

• Build long-lasting relationships with IFAs.
• Educate IFAs to enhance their perception of Momentum.
• Achieve and exceed sales targets.

Skills

Financial service industry knowledge

Sales skills

Business acumen

Risk assessment skills

Education

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

CFP® certification

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.

Qualifications

• 3-year BCom degree in the following fields: Business Management, Marketing, Communications, Finance, and Legal (advantageous)


• 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 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
  
  
  
  • 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