Risk Management ofertas em United States

Role Purpose

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

Requirements

Qualifications:

• 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 qualification is an advantage

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

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

• Be visible to the IFA to understand their needs and promote their value proposition
• Visit the IFA and their office based on a defined plan and deliver messages effectively
• Analyze, monitor, and increase prescribed weekly activities to exceed sales targets
• Present the professional, disciplined nature of the IFA agenda and document all meetings

• Understand target audiences, their landscape, competitor influences, and critical moments of truth
• Build long-lasting, meaningful relationships with IFAs
• Help IFAs transition from non-active supporters to active supporters and ambassadors

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

• Maintain Momentum’s reputation as a thought leader
• Serve as the IFA’s main information source within Momentum
• Exhibit accountability, innovation, excellence, honesty, diversity, and influence
• Support better financial planning and advice outcomes
• Achieve and/or exceed minimum production targets
• Achieve and/or exceed the minimum number of productive IFAs required

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