Talent Pool: Retail Business Consultant (Bloemfontein)

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.

Disclaimer As an applicant, please verify the legitimacy of this job advert on our company career page.

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

EXPERIENCE AND QUALIFICATIONS

Qualifications:

• 3-year BCom degree in the following fields: 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 (desired)
• 1 to 3 years relevant sales experience (essential)
• Experience in Momentum Myriad and Investo products is an advantage
• Strong business acumen with sound knowledge in risk assessments, claims, underwriting, tax, business assurance
• Knowledge of financial services industry and insurance products (desired)
  
  

Duties & Responsibilities

Responsibilities And Work Outputs

Engage:

• Be visible to the IFA in order 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 who we are targeting, the landscape they are working in, competitor influences, events that will enthuse,
  
  

critical moments of truth used.

• Ensure long-lasting, deep, and meaningful relationships with the IFA
• IFAs to move from non-active supporters to active supporters, to ambassadors
  
  

Educate:

• IFA having the perception that Momentum are thought leaders.
• Be the IFA's source of information within Momentum
• Be accountable, innovative, excellent, honest, diverse, and influential in your business dealings
• Enable better financial planning and advice outcomes
  
  

Enable:

• IFA having the perception that Momentum are thought leaders.
• Be the IFA's source of information within Momentum
• Be accountable, innovative, excellent, honest, diverse, and influential in your business dealings
• Enable better financial planning and advice outcomes
• Achieve and/or exceed the minimum production targets,
• Achieve and/or exceed the minimum productive IFAs required
  
  

Competencies

Competencies Required

Brand Ambassadorship

Leading and Supervising

Professional standards

Relating and networking (building rapport and relationships)

Stress tolerance

Flawless and effective communication (written and oral)

Delivering results and meeting stakeholder expectations

Teamwork and collaboration

Positively impact and influence on the IFA practice

Deadline Driven

Able to travel as much as the job requires and travel documentation in order

Persuading and influencing