Join to apply for the Retail Business Consultant X3 Pretoria role at Momentum
Momentum, 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 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 (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 industryKnowledge of relevant legislationKnowledge of the sales process; relevant product knowledgeDuties & 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 leadersBe 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 leadersBe 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 requiredCompetencies
Brand 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 collaborationDeadline DrivenAble to travel as much as the job requiresPersuading and influencingSeniorities & Employment
Seniority level : Mid-Senior levelEmployment type : Full-timeJob function : Sales and Business DevelopmentReferrals increase your chances of interviewing at Momentum by 2x.
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