The 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 degree in B.Com business management, marketing, Communication finance and legal or related NQF 7 qualification.
- Willingness to study towards the degree and recognition of prior learning, MDS Experience will be considered.
- CFA and Certified Financial Planner (CFP) is an advantage.
- Honours an advantage.
- Three to five years of financial service industry experience.
- Minimum one to three years of sales and service experience, including investments.
- Momentum Investment Experience is preferred.
- Momentum Health, Myriad and Investo experience is an advantage.
- Strong business acumen, with sound knowledge in risk assessments, claims and underwriting, tax, and business assurance.
- Sound knowledge of the financial services industry and insurance products.
- Strong knowledge of the investment and wealth management industry in SA and international markets; including but not limited to Fund selection, DFM and Securities.
- A proven track record in successfully dealing with clients and/or IFAs in a practice management environment is an advantage.
- Technologically Savvy.
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
- Understand who we are targeting, the landscape they are working in, competitor influences, events that will enthuse, and 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
- 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
- IFA has the perception that Momentum is a 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.
