Talent Pool: Retail Business Consultant (Rustenburg) MMH250325-3

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

Job summary

A financial services provider in Rustenburg is seeking a candidate with financial services experience and sales acumen to engage IFAs and drive their value proposition. The ideal applicant should have a BCom degree and significant experience in the industry, with a focus on maintaining meaningful relationships and exceeding sales targets. This is an excellent opportunity for proactive individuals who are knowledgeable in financial services.

Qualifications

• 3 to 5 years of experience in financial services industry.
• 1 to 3 years of relevant sales experience.
• Experience with Momentum Myriad and Investo products is advantageous.

Responsibilities

• Engage with IFAs to understand their needs and drive value.
• Analyze and exceed prescribed sales targets.
• Build and maintain meaningful relationships with IFAs.

Skills

Financial service industry knowledge

Sales experience

Strong business acumen

Knowledge of risk assessment

Education

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

CFP certification

Job description

Role Purpose

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.

Requirements

Qualifications:

• 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 of 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 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
  
  

As an applicant, please verify the legitimacy of this job advert on our company career page.-346021236