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

Momentum; Merafong City Local Municipality; On-site; ZAR 300,000 - 400,000; Full time

Job summary

A leading financial services provider in Gauteng is seeking an experienced professional to enhance client relationships and exceed sales targets in the financial services industry. Candidates should have a 3-year BCom degree, 3-5 years of relevant experience, and strong business acumen. The role requires active engagement with intermediaries and a commitment to client education and support. This opportunity offers the chance to be part of an innovative and entrepreneurial culture.

Qualifications

• 3 to 5 years financial service industry experience.
• 1 to 3 years relevant industry related sales experience.
• Experience in Momentum Myriad and Investo products is an advantage.

Responsibilities

• Develop great reasons to visit the IFA.
• Analyze and monitor prescribed activities to exceed sales targets.
• Ensure long-lasting relationships with the IFA.

Skills

Strong business acumen

Knowledge in risk assessments

Communication skills

Education

3-year BCom degree in Financial Planning, Investment or Business Management

CFA and/or CFP is an advantage

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.

Qualifications

• 3-year BCom degree in Financial Planning, Investment or Business Management, Marketing, Finance, Education and 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 financial service industry experience.
• 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 financial services industry, insurance products and regulatory & legislation is advantageous.

Duties and Responsibilities

Engage

• Visibility creates a deep understanding of support and establishes the basis for relationships. Develop great reasons to visit the IFA.
• Understand the needs of the IFA and match the 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, Minimum 16 face-to-face IFA visits a week. FAB Conversations.
• Present the professional disciplined nature of the IFA Agenda and minutes of all meetings.
• Be present, listen and understand then ask coaching questions.

Enthuse

• Understand who we are targeting, the landscape they are working in, competitor influences, events that will enthuse, critical moment 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. Through the first case give us a chance.

Educate

• Momentum is seen as the business partner of choice that leads Advice –led.
• Achieve and/or exceed the minimum production targets.
• Achieve and/or exceed the minimum productive IFAs required.

Enable

• Momentum is seen as the business partner of choice that leads Advice –led.
• Achieve and/or exceed the minimum production targets.
• Achieve and/or exceed the minimum productive IFAs required.