Talent Pool: Retail Business Consultant (Rustenburg)

Momentum; Rustenburg; On-site; ZAR 300,000 - 450,000; Full time

Job summary

Momentum, a leader in financial services, seeks candidates with a BCom degree and financial industry experience to engage and support financial advisors. The role emphasizes relationship building, sales targets achievement, and thought leadership within the industry, making it key to Momentum's continued success.

Qualifications

• Minimum 3-year BCom degree in relevant fields.
• CFP is an advantage.
• 3-5 years' experience in financial services.

Responsibilities

• Engage with financial advisors (IFA) to understand needs.
• Build long-lasting relationships with IFAs.
• Achieve or exceed production targets.

Skills

Business acumen

Sales experience

Effective communication

Networking

Education

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

CFP certification

Job description

Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture, is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and investment markets in SA.

Role Purpose

Momentum is committed to wealth creation and preservation, insurance, and income protection for all our clients, leveraging our understanding of the retail insurance, savings, and investment markets in SA.

Requirements

Qualifications:

• 3-year BCom degree in Business Management, Marketing, Communications, Finance, or 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’ experience in the financial services industry (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, and business assurance
• Knowledge of the 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 & Responsibilities

Engage:

• Be visible to the IFA 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 the target audience, their landscape, competitor influences, and critical moments of truth
• Build long-lasting, meaningful relationships with the IFA
• Encourage IFAs to become active supporters and ambassadors

Educate:

• Position Momentum as a thought leader among IFAs
• Be the IFA's source of information within Momentum
• Demonstrate accountability, innovation, excellence, honesty, diversity, and influence in business dealings
• Enable better financial planning and advice outcomes

Enable:

• Position Momentum as a thought leader among IFAs
• Be the IFA's source of information within Momentum
• Demonstrate accountability, innovation, excellence, honesty, diversity, and influence in business dealings
• Enable better financial planning and advice outcomes
• Achieve or exceed minimum production targets
• Achieve or exceed the minimum number of productive IFAs required

Competencies

• Brand Ambassadorship
• Leading and Supervising
• Professional Standards
• Relating and Networking
• Stress Tolerance
• Effective Communication
• Delivering Results
• Teamwork and Collaboration
• Influencing Skills
• Deadline Orientation
• Travel Flexibility