Talent Pool : Retail Business Consultant (Kwazulu Natal) Mmh230213-24

Momentum; Durban; On-site; ZAR 350,000 - 600,000; Full time

Job summary

Momentum seeks a passionate Retail Business Consultant focused on building meaningful partnerships with Independent Financial Advisors (IFAs). This role involves utilizing product and market insights to deliver first-class services and support IFAs in enhancing their business performance. The ideal candidate will hold a relevant BCom degree and have significant financial service experience.

Qualifications

• 3 to 5 years financial service industry experience desired.
• 1 to 3 years relevant sales experience essential.
• Understanding of risk assessments, claims, underwriting, tax, and business assurance.

Responsibilities

• Build and maintain deep relationships with IFAs.
• Position Momentum as an industry thought leader.
• Achieve or exceed minimum production targets.

Skills

Business Acumen

Sales Process Knowledge

Financial Services Industry Knowledge

Education

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

CFP certification

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 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 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 target audiences, the landscape they operate in, competitor influences, key events, and moments of truth.
• Ensure long-lasting, deep, and meaningful relationships with the IFA.
• Support IFA's transition from non-active supporters to active supporters, and then to ambassadors.

Educate

• Position Momentum as a thought leader in the industry.
• Be the IFA's primary source of information within Momentum.
• Demonstrate accountability, innovation, excellence, honesty, diversity, and influence in business dealings.
• Enable better financial planning and advice outcomes.

Enable

• Position Momentum as a thought leader in the industry.
• Be the IFA's primary source of information within Momentum.
• Demonstrate accountability, innovation, excellence, honesty, diversity, and influence in business dealings.
• Enable better financial planning and advice outcomes.
• Achieve or exceed minimum production targets.
• Meet or surpass minimum productive IFA requirements.