Talent Pool: Retail Business Consultant (Rustenburg) Mmh250325-3

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

Job summary

A leading financial services provider in South Africa is seeking a candidate for a role focused on engaging and supporting Independent Financial Advisors (IFAs). This position requires a 3-year BCom degree and relevant sales experience. The ideal candidate will demonstrate strong business acumen and the ability to build lasting relationships while driving sales initiatives. A CFP® certification is advantageous.

Qualifications

• 3 to 5 years’ financial service industry experience desired.
• 1 to 3 years relevant sales experience essential.
• CFP® is an advantage.

Responsibilities

• Engage with IFAs to understand their needs and deliver a value proposition.
• Visit IFA offices based on defined plans.
• Analyse and monitor activities to exceed sales targets.
• Build meaningful relationships with IFAs.

Skills

Strong business acumen

Understanding of risk assessments

Knowledge of financial services

Sales experience

Education

3-year BCom degree in Business Management or related fields

Tools

Momentum Myriad and Investo products experience

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