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Talent Pool : Retail Business Consultant (Durban) MMH230213-24

Talent Pool : Retail Business Consultant (Durban) MMH230213-24

MomentumDurban, KwaZulu-Natal, South Africa
2 days ago
Job description

Overview

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.

Qualifications

  • 3-year BCom degree in : 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 in MDS
  • CFP is an advantage

Experience

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

    • Knowledge

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

    • Duties and Responsibilities

  • Enthuse : Understand the target audience and landscape, competitor influences, events that will enthuse, and critical moments of truth used; ensure long-lasting, deep, and meaningful relationships with the IFA; move IFAs from non-active supporters to active supporters, to ambassadors
  • Educate : Position Momentum as thought leaders; be the IFA\'s information source within Momentum; be accountable, innovative, excellent, honest, diverse, and influential in business dealings; enable better financial planning and advice outcomes
  • Enable : Reinforce Momentum as a thought leader; be the IFA\'s information source within Momentum; ensure accountability and influence; enable better financial planning and outcomes; achieve / exceed minimum production targets and productive IFA requirements

    • Seniority level

  • Mid-Senior level

    • Employment type

  • Full-time

    • Job function

  • Sales and Business Development

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