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

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

Job summary

A financial services firm located in Mpumalanga is looking for a Retail Business Consultant to build meaningful partnerships with Independent Financial Advisors (IFAs) through strategic engagement and support. The ideal candidate will possess a BCom degree, have significant sales experience, and excel in understanding the financial services landscape. This role involves proactive engagement with IFAs to drive sales performance and enhance business relationships.

Qualifications

• 3 to 5 years’ financial service industry experience is desired.
• 1 to 3 years relevant sales experience is essential.
• Strong knowledge of the sales process.

Responsibilities

• Engage with IFAs to understand their needs and drive their value proposition.
• Deliver a defined message during visits to IFAs.
• Analysing and increasing prescribed weekly activities to exceed sales targets.

Skills

Sales experience

Business acumen

Financial services knowledge

Communication skills

Education

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

CFP qualification

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 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