Momentum

Talent Pool: Retail Business Consultant (Pretoria) MMH230213-26

Posted: 6 days ago

Job Description

Role PurposeThe 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.RequirementsQualifications: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.Experience3 to 5 years of financial service industry experience (desired)1 to 3 years of relevant sales experience (essential)Experience in Momentum Myriad and Investor products is an advantageStrong business acumen with sound knowledge of risk assessments, claims, underwriting, tax, and business assuranceKnowledge of the financial services industry and insurance products (desired)KnowledgeKnowledge of the financial services industry.Knowledge of the financial services industry.Knowledge of relevant legislation.Knowledge of the sales process.Relevant product knowledgeDuties and ResponsibilitiesEnthuseUnderstand 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 IFAIFAs to move from non-active supporters to active supporters, to ambassadorsEducateIFA having the perception that Momentum are thought leaders.Be the IFA's source of information within MomentumBe accountable, innovative, excellent, honest, diverse, and influential in your business dealingsEnable better financial planning and advice outcomesEnableIFA having the perception that Momentum are thought leaders.Be 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 targets,Achieve and/or exceed the minimum productive IFAs requirementsAs an applicant, please verify the legitimacy of this job advert on our company career page.-346021236

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