Talent Pool Retail Business Consultant (West Rand)

Momentum; Bellville; On-site; ZAR 300,000 - 500,000; Full time

Job summary

A financial services provider in Bellville is seeking a Financial Advisor to engage with financial advisors and provide tailored support. This role requires a 3-year BCom degree in relevant fields and 3 to 5 years of experience in the financial services industry. You will develop relationships through regular visits, meet sales targets, and support IFAs. This position offers a career in a dynamic and innovative environment.

Qualifications

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

Responsibilities

• Develop relationships through regular visits and support.
• Meet or exceed sales targets with a minimum of 16 face-to-face visits weekly.
• Support IFAs in achieving their goals and targets.

Skills

Strong business acumen

Relationship-building

Analytical skills

Customer focus

Sales experience

Education

3-year BCom degree in Financial Planning or related fields

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 dedicated to providing comprehensive financial solutions. The role involves engaging with financial advisors, understanding their needs, and offering tailored support to foster long-term relationships.

Requirements

Qualifications:

• 3-year BCom degree in Financial Planning, Investment, Business Management, Marketing, Finance, Education, or Legal.
• Willingness to study towards the degree; recognition of prior learning if you have 3+ years of experience in the IFA industry.
• CFA and/or CFP is an advantage.

Experience:

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

Knowledge:

• Strong business acumen; knowledge of risk assessments, claims, underwriting, tax, and business assurance.
• Familiarity with the financial services industry, insurance products, and legislation is advantageous.

Duties & Responsibilities

Engage:

• Develop relationships through regular visits and support.
• Understand IFA needs and match value propositions.
• Deliver messages effectively during visits.
• Meet or exceed sales targets with a minimum of 16 face-to-face visits weekly.

Enthuse:

• Build deep, meaningful relationships with IFAs.
• Encourage IFAs to become active supporters and ambassadors.

Educate:

• Position Momentum as the partner of choice for advice-led solutions.
• Meet or exceed production and productivity targets.

Enable:

• Support IFAs in achieving their goals and targets.

Competencies

• Teamwork, integrity, relationship-building, persuasion, technical expertise, analytical skills, customer focus, adaptability, resilience, goal orientation, and entrepreneurial thinking.