Talent Pool : Retail Business Consultant (Gqeberha / Port Elizabeth) MMH251031-2
MomentumGqeberha, Eastern Cape, South Africa3 days ago
Job description3 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 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 IFA IFAs to move from non‑active supporters to active supporters, to ambassadors 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 dealings Enable better financial planning and advice outcomes 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 dealings Enable better financial planning and advice outcomes Achieve and / or exceed the minimum production targets Achieve and / or exceed the minimum productive IFAs requirements
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.
Requirements
Qualifications
- 3‑year BCom degree in the following fields : Business Management, Marketing, Communications, Finance, and Legal (advantageous)
- 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.
Experience
Knowledge
Duties and Responsibilities
Enthuse
Educate
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Consultant Talent Pool • Gqeberha, Eastern Cape, South Africa