Talent Pool : Retail Business Consultant (Pretoria) Momentum

Info Desk; Pretoria; On-site; ZAR 360 000 - 480 000; Full time

Job summary

A financial services company in Pretoria is seeking a Retail Business Consultant to develop meaningful partnerships with IFAs. The role requires strong sales and financial services experience, alongside a BCom degree. Responsibilities include educating IFAs, building relationships, and achieving production targets. Ideal candidates will possess excellent communication skills and a robust understanding of the financial services industry.

Qualifications

• 3 to 5 years of financial service industry experience required.
• 1 to 3 years of relevant sales experience essential.
• Experience in Momentum Myriad and Investor products is advantageous.

Responsibilities

• Understand the target audience and market landscape.
• Build long-lasting relationships with IFAs.
• Educate IFAs on being thought leaders in the industry.
• Achieve and exceed production targets.

Skills

Financial service industry experience

Sales experience

Risk assessments knowledge

Effective communication

Networking

Education

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

CFP certification

Job description

Position Overview

Momentum understands the retail insurance, savings, and investment markets in SA.

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.

Qualifications

• 3-year BCom degree in Business Management, Marketing, Communications, Finance, or Legal (essential). Willingness to study toward 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).

Duties & Responsibilities

• 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 to move from non‑active supporters to active supporters, to ambassadors.
• Educate IFAs, 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 and the minimum productive IFAs requirements.

Competencies

• Brand ambassadorship.
• Leading and supervising.
• Professional standards.
• Relating and networking (building rapport and relationships).
• Stress tolerance.
• Flawless and effective communication (written and oral).
• Delivering results and meeting stakeholder expectations.
• Teamwork and collaboration.
• Positively impact and influence the IFA practice.
• Deadline driven.
• Able to travel as required, with travel documentation.
• Persuading and influencing.
• Momentum is an equal opportunities employer and is committed to Employment Equity.