Finance Manager jobs in South Africa

Role Purpose

The Retail Business Consultant crafts passionate, energetic, and meaningful partnerships with IFAs that will stand the test of time. Product, market, and sales intelligence will set them apart from their counterparts. The consultant/IFA relationship will be strengthened by ease of doing business, first-class services, deep business analysis, and continuous improvement of the IFA's business.

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

• 3 to 5 years of financial service industry experience (desired).
• 1 to 3 years of relevant sales experience (essential).
• Experience in Momentum Myriad and Investor products is an advantage.
• Strong business acumen with sound knowledge of risk assessments, claims, underwriting, tax, and business assurance.
• Knowledge of the financial services industry and insurance products (desired).

• Knowledge of the financial services industry.
• Knowledge of relevant legislation.
• Knowledge of the sales process.
• Relevant product knowledge.

• Understand target audiences, their landscape, competitor influences, and critical moments of truth.
• Ensure long-lasting, deep, and meaningful relationships with the IFA.
• Transform IFAs from non-active supporters to active supporters and ambassadors.

• Position Momentum as a thought leader in the industry.
• Be the IFA's trusted source of information within Momentum.
• Demonstrate accountability, innovation, excellence, honesty, diversity, and influence in dealings.
• Enable better financial planning and advice outcomes.

• Maintain perception of Momentum as a thought leader.
• Serve as the IFA's information source within Momentum.
• Be accountable, innovative, excellent, honest, diverse, and influential.
• Enable better financial planning and advice outcomes.
• Achieve or exceed minimum production targets and IFA engagement requirements.

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