Talent Pool: Retail Business Consultant (Mpumalanga) MMH250325-4

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

Job summary

A leading financial services provider is seeking a Retail Business Consultant in Mbombela to foster strong relationships with Independent Financial Advisors (IFAs). The ideal candidate will possess a 3-year BCom degree with 3 to 5 years' experience in the financial services industry and strong business acumen. Responsibilities include driving sales activities, visiting IFAs, and developing partnerships. This position offers the opportunity to work in a dynamic environment focused on continuous improvement and client engagement.

Qualifications

• 3 to 5 years' experience in the financial service industry.
• 1 to 3 years relevant sales experience required.
• Experience with Momentum Myriad and Investo products is advantageous.

Responsibilities

• Build partnerships with IFAs to drive value propositions.
• Visit IFAs and offices based on a planned schedule.
• Analyze and improve weekly sales activities.
• Foster long-lasting relationships with IFAs.

Skills

Sales experience

Business acumen

Knowledge of financial services

Risk assessments

Education

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

CFP®

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

• 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

• 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