Retail Business Consultant

Closing Date2023/12/15
Reference NumberMMH221103-12
Job TitleTalent Pool: Retail Business Consultant (Cape Town)
Position TypePermanent
Role FamilySales
ClusterMomentum Distribution Services
Remote OpportunitySome of the time
Location – CountrySouth Africa
Location – ProvinceWestern Cape
Location – Town / CityCape Town
IntroductionMomentum, 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 PurposeThe 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.
RequirementsQualifications:3-year BCom degree in the following fields: Business Management, Marketing, Communications, Finance and Legal(essential)Willingness to study towards the degree and recognition of prior learning if you have 3+ years of experience working inMDS.CFP® is an advantageExperience:3 to 5 years’ financial service industry experience (desired)1 to 3 years relevant sales experience (essential)Experience in Momentum Myriad and Investo products is an advantageStrong business acumen with sound knowledge in risk assessments, claims, underwriting, tax, business assuranceKnowledge of financial services industry and insurance products (desired) Knowledge:Knowledge of the financial services industry.Knowledge of relevant legislation.Knowledge of the sales process.Relevant product knowledge.
Duties & ResponsibilitiesEngage:Be visible to the IFA in order to understand their needs and drive their value propositionVisit the IFA and IFA office based on a defined plan and deliver a messageAnalyse, monitor and/or increase prescribed weekly activities to exceed sales targets. Present the professional, disciplined nature of the IFA Agenda and minutes of all meetingsEnthuse:Understand who we are targeting, the landscape they are working in, competitor influences, events that will enthuse, critical moments of truth used.Ensure long-lasting, deep, and meaningful relationships with the IFAIFAs to move from non-active supporters to active supporters, to ambassadorsEducate:IFA having the perception that Momentum are thought leaders.Be the IFA’s source of information within MomentumBe accountable, innovative, excellent, honest, diverse, and influential in your business dealingsEnable better financial planning and advice outcomesEnable:IFA having the perception that Momentum are thought leaders.Be the IFA’s source of information within Momentum.Be accountable, innovative, excellent, honest, diverse, and influential in your business dealingsEnable better financial planning and advice outcomesAchieve and/or exceed the minimum production targets,Achieve and/or exceed the minimum productive IFAs required 
CompetenciesBrand AmbassadorshipLeading and SupervisingProfessional standardsRelating and networking (building rapport and relationships)Stress toleranceFlawless and effective communication (written and oral)Delivering results and meeting stakeholder expectationsTeamwork and collaborationPositively impact and influence on the IFA practiceDeadline DrivenAble to travel as much as the job requires and travel documentation in orderPersuading and influencing

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