Retail Business Consultant- Johanesburg (West Rand) MMH250410-4

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: Financial Planning, Investment or Business Management, Marketing, Finance, Education and Legal.
• Willingness to study towards the degree and recognition of prior learning if you have 3+ years of experience in the IFA industry.
• CFA and/or CFP is an advantage.
  
  

Experience

• 3 to 5 years financial service industry experience.
• 1 to 3 years relevant industry related sales experience.
• Experience in Momentum Myriad and Investo products is an advantage.
  
  

Duties and Responsibilities

Engage

• Visibility creates a deep understanding of support and establishes the basis for relationships. Develop great reasons to visit the IFA
• Understand the needs of the IFA and match the 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, Minimum 16 face-to-face IFA visits a week. FAB Conversations
• Present the professional disciplined nature of the IFA Agenda and minutes of all meetings
• Be present, listen and understand then ask coaching questions
  
  

Enthuse

• Understand who we are targeting, the landscape they are working in, competitor influences, events that will enthuse, critical moment 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. Through the first case give us a chance
  
  

Educate

• Momentum is seen as the business partner of choice that leads Advice –led
• Achieve and/or exceed the minimum production targets,
• Achieve and/or exceed the minimum productive IFAs required,
  
  

Enable

• Momentum is seen as the business partner of choice that leads Advice –led
• Achieve and/or exceed the minimum production targets,
• Achieve and/or exceed the minimum productive IFAs required
  
  

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