Talent Pool: Retail Business Consultant (Limpopo) MMH250325-2

Momentum; Polokwane; On-site; ZAR 350 000 - 450 000; Full time

Job summary

A leading financial services firm is seeking a Retail Business Consultant in Polokwane. The consultant will build strong relationships with Independent Financial Advisors (IFAs), focusing on sales intelligence and providing first-class services. Candidates should possess a 3-year BCom degree and have relevant sales experience in the financial services industry. The role involves exceeding sales targets by understanding IFAs' needs and educating them on financial products. This position offers an opportunity to make a significant impact in a dynamic environment.

Qualifications

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

Responsibilities

• Engage with IFAs to understand their needs.
• Analyze and monitor activities to exceed sales targets.
• Ensure long-lasting relationships with the IFA.

Skills

Sales experience

Financial service knowledge

Strong business acumen

Education

3-year BCom degree

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.

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’ financial service industry experience (desired)
• 1 to 3 years relevant sales experience (essential)
• Experience in Momentum Myriad and Investo products is an advantage
• Strong business acumen with sound knowledge in risk assessments, claims, underwriting, tax, business assurance
• Knowledge of 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

Engage

• Be visible to the IFA in order to understand their needs and drive their 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.
• Present the professional, disciplined nature of the IFA Agenda and minutes of all meetings

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 required