Retail Business Consultant X3 Pretoria MMH -1
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.
Qualifications
- 3-year BCom degree in the following fields : Business Management, Marketing, Communications, Finance and Legal (Advantage)
- 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’ 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 and Responsibilities
Engage
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 targetsPresent 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 usedEnsure 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 MomentumBe accountable, innovative, excellent, honest, diverse, and influential in your business dealingsEnable better financial planning and advice outcomesAchieve and / or exceed the minimum production targetsAchieve and / or exceed the minimum productive IFAs requiredRole details
Seniority level : Entry levelEmployment type : Full-timeJob function : Sales and Business DevelopmentNote : This description reflects the responsibilities and requirements of the role and is not an exhaustive list. All applicants should have the right to work in the country of employment.
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