Talent Pool Retail Business Consultant (West Rand) MMH250410-3

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

Job summary

A leading financial services provider seeks an experienced individual to engage with Independent Financial Advisors (IFAs) in Bellville. Responsibilities include building relationships, increasing visibility, and exceeding sales targets. Candidates should have a relevant BCom degree and 3 to 5 years in the financial services industry, with prior sales experience preferred. This role offers opportunities for professional growth in the dynamic financial sector.

Qualifications

• 3 to 5 years in the financial services industry required.
• 1 to 3 years relevant industry-related sales experience is needed.
• CFA and/or CFP is an advantage.

Responsibilities

• Increase visibility to support relationship-building with IFAs.
• Monitor and increase weekly activities to exceed sales targets.
• Build long-lasting relationships with IFAs.

Skills

Business acumen

Sales experience

Knowledge of financial services

Education

3-year BCom degree in Financial Planning or related fields

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

• 3-year BCom degree in Financial Planning, Investment, Business Management, Marketing, Finance, Education, or Legal.
• Willingness to study towards the degree and 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 industry-related sales experience.
• Experience in Momentum Myriad and Investo products is an advantage.

Knowledge

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

Duties and Responsibilities

Engage

• Increase visibility to support relationship-building; develop compelling reasons to visit the IFA.
• Understand the needs of the IFA and align the value proposition accordingly.
• Visit IFAs and their offices based on a defined plan and deliver targeted messages.
• Monitor and increase weekly activities to exceed sales targets, with a minimum of 16 face-to-face IFA visits per week, including FAB conversations.
• Present the professional and disciplined nature of the IFA agenda, documenting minutes of all meetings.
• Be present, listen actively, understand, and ask coaching questions.

Enthuse

• Understand target audiences, their landscape, competitor influences, and key moments of truth.
• Build long-lasting, meaningful relationships with IFAs.
• Encourage IFAs to become active supporters and ambassadors, starting from their first case.

Educate

• Position Momentum as the business partner of choice leading advice-led services.
• Achieve or exceed minimum production and active IFA engagement targets.

Enable

• Position Momentum as the preferred business partner leading advice-led initiatives.
• Meet or surpass minimum production and IFA activity targets.

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