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Talent Pool : Retail Business Consultant (Cape Town) MMH221103-12

MomentumCape Town, Western Cape, South Africa

5 days ago

Job description

Overview

Talent Pool : Retail Business Consultant (Cape Town) MMH – Momentum, Cape Town, Western Cape, South Africa.

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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 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’ financial service industry experience (desirable)

1 to 3 years relevant sales experience (essential)

Experience in Momentum Myriad and Investo products is an advantage

Strong business acumen with knowledge in 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

Engage : Be visible to the IFA to understand their needs and drive their value proposition; visit the IFA and IFA office based on a defined plan and deliver a message; analyse, monitor and / or increase prescribed weekly activities to exceed sales targets; present the professional, disciplined nature of the IFA agenda and minutes of all meetings

Enthuse : Understand target 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 : IFA perception that Momentum are thought leaders; be the IFA\'s source of information within Momentum; be accountable, innovative, excellent, honest, diverse, and influential in business dealings; enable better financial planning and advice outcomes

Enable : Maintain perception that Momentum are thought leaders; be the IFA\'s source of information within Momentum; be accountable, innovative, excellent, honest, diverse, and influential; enable better financial planning and advice outcomes; achieve and / or exceed minimum production targets and minimum productive IFAs

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Additional Details

Seniority level : Mid-Senior level

Employment type : Full-time

Job function : Sales and Business Development

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Consultant Cape Cape • Cape Town, Western Cape, South Africa