Talent Pool : Retail Business Consultant (Rustenburg)

Momentum, a financial services provider of choice since , 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 PurposeMomentum is committed to wealth creation and preservation, insurance, and income protection for all our clients, leveraging our understanding of the retail insurance, savings, and investment markets in SA.RequirementsQualifications : 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.Experience : 3 to 5 years' experience in the financial services industry (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, and business assuranceKnowledge of the financial services industry and insurance products (desired)Knowledge : Knowledge of the financial services industryKnowledge of relevant legislationKnowledge of the sales processRelevant product knowledgeDuties & ResponsibilitiesEngage : Be visible to the IFA 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 targetsPresent the professional, disciplined nature of the IFA Agenda and minutes of all meetingsEnthuse : Understand the target audience, their landscape, competitor influences, and critical moments of truthBuild long-lasting, meaningful relationships with the IFAEncourage IFAs to become active supporters and ambassadorsEducate : Position Momentum as a thought leader among IFAsBe the IFA's source of information within MomentumDemonstrate accountability, innovation, excellence, honesty, diversity, and influence in business dealingsEnable better financial planning and advice outcomesEnable : Position Momentum as a thought leader among IFAsBe the IFA's source of information within MomentumDemonstrate accountability, innovation, excellence, honesty, diversity, and influence in business dealingsEnable better financial planning and advice outcomesAchieve or exceed minimum production targetsAchieve or exceed the minimum number of productive IFAs requiredCompetenciesBrand AmbassadorshipLeading and SupervisingProfessional StandardsRelating and NetworkingStress ToleranceEffective CommunicationDelivering ResultsTeamwork and CollaborationInfluencing SkillsDeadline OrientationTravel Flexibility

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