Talent Pool : Retail Business Consultant (Kwazulu- Natal) Mmh230213-23

Momentum Metropolitan Holdings Limited; Durban; Hybrid; ZAR 350,000 - 500,000; Full time

Job summary

A leading financial services provider in South Africa is seeking a Retail Business Consultant. The role involves building strong partnerships with Independent Financial Advisors, ensuring first-class services, and meeting engagement targets. Candidates should possess a BCom degree and relevant sales experience. This opportunity emphasizes growth in a dynamic market.

Qualifications

• 3 to 5 years of financial service industry experience desired.
• 1 to 3 years of relevant sales experience essential.
• Willingness to study towards the degree for candidates with 3+ years of experience.

Responsibilities

• Build and maintain relationships with IFAs, transforming them into active supporters.
• Position Momentum as a thought leader and primary information source for IFAs.
• Achieve production and IFA engagement targets.

Skills

Financial services industry knowledge

Sales process knowledge

Education

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

CFP qualification

Job description

Details
Closing Date: 28/11/2023
Reference Number: MMH-23
Job Title: Retail Business Consultant
Talent Pool: KwaZulu-Natal
Position Type: Permanent
Family: Sales
Remote Opportunity: Some of the time
Location - Country: South Africa
Location - Province: KwaZulu-Natal
Location - Town / City: Pietermaritzburg and Durban

Introduction

Momentum, a financial services provider of choice since [year], is known for its entrepreneurial spirit and innovative culture. We are committed to wealth creation and preservation, insurance, and income protection for our clients through our understanding of the retail insurance, savings, and investment markets in South Africa.

Role Purpose

The Retail Business Consultant builds passionate, energetic, and meaningful partnerships with IFAs that will last over time. Product, market, and sales intelligence will distinguish them from their peers. The relationship with IFAs will be strengthened through ease of doing business, first-class services, deep business analysis, and continuous improvement of the IFA's business.

Qualifications

• 3-year BCom degree in Business Management, Marketing, Communications, Finance, or Legal (essential)
• Willingness to study towards the degree and recognition of prior learning if you have 3+ years of experience working in MDS
• CFP qualification 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

Knowledge

• Knowledge of the financial services industry
• Knowledge of relevant legislation
• Knowledge of the sales process
• Relevant product knowledge

Duties & Responsibilities

• Enthuse: Understand target audience, their environment, competitors, and key events that influence critical moments of truth.
• Develop and maintain long-lasting, deep relationships with IFAs.
• Transform IFAs from non-active supporters to active supporters and ambassadors.

• Educate: Position Momentum as a thought leader among IFAs.
• Be the primary source of information for IFAs within Momentum.
• Demonstrate accountability, innovation, excellence, honesty, diversity, and influence in business dealings.
• Support better financial planning and advice outcomes.

• Enable: Achieve or surpass minimum production and IFA engagement targets.

Policy

We are committed to employment equity, diversity, and inclusion in recruitment. All appointments align with our employment equity goals, and we encourage applications from people with disabilities.

J Ljbffr

Create a job alert for this search

Talent Pool Consultant • Durban, KwaZulu-Natal