Talent Pool Retail Business Consultant (Jhb Metro)

Momentum; Krugersdorp; On-site; ZAR 300,000 - 420,000; Full time

Job summary

Momentum is seeking a driven financial services professional in Gauteng to engage and support independent financial advisors (IFAs). You will visit IFAs, present Momentum’s value proposition, and help them meet sales targets through disciplined planning.

With 3–5 years in financial services and knowledge of risk, insurance products and regulatory requirements, you will grow Momentum’s advisory network while upholding integrity and client trust.

Qualifications

• 3-year BCom degree as listed; willingness to study further.
• CFA/CFP® is an advantage for progression.
• 3–5 years experience in financial services; IFA sales exposure.

Responsibilities

• Visit IFAs based on a defined plan and present Momentum value proposition.
• Understand IFA needs and tailor the value proposition.
• Engage through face-to-face visits; minimum 16 weekly visits.
• Demonstrate a professional, disciplined IFA agenda and keep meeting minutes.
• Listen actively, ask coaching questions and provide guidance.
• Build long-lasting relationships, turning non-active IFAs into ambassadors.
• Support educate and enable IFAs to achieve targets.

Skills

Financial services knowledge

Risk assessment knowledge

Regulatory knowledge

Client relationship building

Education

BCom degree in Financial Planning / Investment / Business Management / Marketing / Finance / Education / Legal

Willingness to study towards degree and recognition of prior learning if you have 3+ years of experience in the IFA industry

CFA/CFP® is an advantage

Tools

Momentum Myriad

Investo

Job description

Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and investment markets in SA.

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

Role Purpose

Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and investment markets in SA.

Requirements

Qualifications

• 3-year BCom degree in the following fields: Financial Planning, Investment or Business Management, Marketing, Finance, Education and Legal.
• Willingness to study towards the degree and recognition of prior learning if you have 3+ years of experience in the IFA industry.
• CFA and/or CFP® is an advantage.

Experience

• 3 to 5 years financial service industry experience.
• 1 to 3 years relevant industry related sales experience.
• Experience in Momentum Myriad and Investo products is an advantage.

Knowledge

• Strong business acumen with sound knowledge in risk assessments, claims, underwriting, tax, business assurance.
• Knowledge of financial services industry, insurance products and regulatory & legislation is advantageous.

Duties & Responsibilities

Engage

• Visibility creates a deep understanding of support and establishes the basis for relationships. Develop great reasons to visit the IFA
• Understand the needs of the IFA and match the 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, Minimum 16 face-to-face IFA visits a week. FAB Conversations
• Present the professional disciplined nature of the IFA Agenda and minutes of all meetings
• Be present, listen and understand then ask coaching questions

Enthuse

• Understand who we are targeting, the landscape they are working in, competitor influences, events that will enthuse, critical moment 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. Through the first case give us a chance

Educate

• Momentum is seen as the business partner of choice that leads Advice –led
• Achieve and/or exceed the minimum production targets,
• Achieve and/or exceed the minimum productive IFAs required,

Enable

• Momentum is seen as the business partner of choice that leads Advice –led
• Achieve and/or exceed the minimum production targets,
• Achieve and/or exceed the minimum productive IFAs required,

Competencies

• Working with people: Shows respect for the views and contributions of other team members; shows empathy; listens, supports and cares for others; consults others and shares information and expertise with them; builds team spirit and reconciles conflict; adapts to the team and fits in well.
• Adhering to Principles and Values: Upholds ethics and values; demonstrates integrity; promotes and defends equal opportunities, builds diverse teams; encourages organisational and individual responsibility towards the community and the environment.
• Relating and Networking: Easily establishes good relationships with customers and staff; relates well to people at all levels; builds wide and effective networks of contacts; uses humour appropriately to bring warmth to relationships with others.
• Persuading and Influencing: Gains clear agreement and commitment from others by persuading, convincing and negotiating; makes effective use of political processes to influence and persuade others; promotes ideas on behalf of oneself or others; makes a strong personal impact on others; takes care to manage one’s impression on others.
• Applying Expertise and Technology: Applies specialist and detailed technical expertise; uses technology to achieve work objectives; develops job knowledge and expertise (theoretical and practical) through continual professional development; demonstrates an understanding of different organisational departments and functions.
• Analysing: Analyses numerical data and all other sources of information, to break them into component parts, patterns and relationships; probes for further information or greater understanding of a problem; makes rational judgements from the available information and analysis; demonstrates an understanding of how one issue may be a part of a much larger system
• Delivering Results and Meeting Customer Expectations: Focuses on customer needs and satisfaction; sets high standards for quality and quantity; monitors and maintains quality and productivity; works in a systematic, methodical, and orderly way; consistently achieves project goals.
• Adapting and Responding to Change: Adapts to changing circumstances; tolerates ambiguity; accepts new ideas and change initiatives; adapts interpersonal style to suit different people or situations; shows an interest in new experiences.
• Coping with Pressures and Setbacks: Maintains a positive outlook at work; works productively in a pressurized environment; keeps emotions under control during difficult situations; handles criticism well and learns from it; balances the demands of a work life and a personal life.
• Achieving Personal Work Goals and Objectives: Accepts and tackles demanding goals with enthusiasm; works hard and puts in longer hours when it is necessary; seeks progression to roles of increased responsibility and influence; identifies own development needs and makes use of developmental or training opportunities.
• Entrepreneurial and Commercial Thinking: Keeps up to date with competitor information and market trends; identifies business opportunities for the organisation; maintains awareness of developments in the organisational structure and politics; demonstrates financial awareness; controls costs and thinks in terms of profit, loss and added value.