Talent Pool : Retail Business Consultant - Pietermaritzburg / Midcoast Mmh250320-5

Momentum Metropolitan Holdings Limited; Pietermaritzburg; On-site; ZAR 30 000 - 60 000; Full time

Job summary

An established industry player seeks a Retail Business Consultant in Pietermaritzburg to foster strong partnerships with Independent Financial Advisors (IFAs). This role emphasizes building relationships, understanding market dynamics, and delivering exceptional service. Ideal candidates will possess a BCom degree and relevant sales experience, showcasing effective communication and relationship-building skills. Join a dynamic team committed to excellence in financial services, where your contributions will significantly impact client success and business growth.

Qualifications

• 3-5 years in the financial services industry.
• 1-3 years relevant sales experience.

Responsibilities

• Engage with IFAs to understand their needs and drive value.
• Build lasting relationships with IFAs and exceed sales targets.
• Position Momentum as a thought leader in the industry.

Skills

Brand ambassadorship

Leadership and supervision

Relationship building

Stress tolerance

Effective communication

Results delivery

Stakeholder management

Teamwork and collaboration

Influence and impact

Travel readiness

Education

3-year BCom degree in Business Management

CFP qualification

Job description

Talent Pool: Retail Business Consultant - Pietermaritzburg / Midcoast

Closing Date: 28/11

Reference Number: MMH-5

Job Title: Retail Business Consultant

Position Type: Permanent

Role Family: Sales

Remote Opportunity: Some of the time

Location - Country: South Africa

Location - Province: KwaZulu-Natal

Location - Town / City: Pietermaritzburg

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 all our clients. We achieve this through our understanding of the retail insurance, savings, and investment markets in South Africa.

Disclaimer: Please verify the legitimacy of this job advert on our company's career page before applying.

Role Purpose

The Retail Business Consultant builds passionate, energetic, and meaningful partnerships with IFAs that will stand the test of 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.

Requirements

Qualifications

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

Experience

• 3 to 5 years in the financial services industry (desired)
• 1 to 3 years relevant sales experience (essential)
• Experience with Momentum Myriad and Investo products is an advantage

Knowledge

• Financial services industry
• Relevant legislation
• Sales process
• Product knowledge

Duties & Responsibilities

• Engage: Be visible to the IFA, understand their needs, and drive their value proposition. Visit IFAs and their offices based on a defined plan and deliver messages. Monitor and increase weekly activities to exceed sales targets. Maintain professionalism in meetings.
• Enthuse: Understand target audiences, the landscape, competitor influences, and critical moments of truth. Build deep, lasting relationships with IFAs, turning supporters into ambassadors.
• Educate: Position Momentum as a thought leader. Be the IFA's source of information within Momentum. Demonstrate accountability, innovation, honesty, diversity, and influence.
• Enable: Achieve or exceed minimum production and IFA targets. Enable better financial planning and advice outcomes.

Skills

• Brand ambassadorship
• Leadership and supervision
• Relationship building
• Stress tolerance
• Effective communication (written and oral)
• Results delivery and stakeholder management
• Teamwork and collaboration
• Influence and impact
• Travel readiness and documentation