The Retail Business Consultant crafts and sustains meaningful partnerships with vested Independent Financial Advisers (IFAs) to promote Momentum solutions, thereby assisting to grow the advisors business and achieve the MDS sales target and grow the Momentum Footprint.
Requirements
Qualifications and Experience:
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.
- 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.
- Strong business acumen with sound knowledge in risk assessments, claims, underwriting, tax, business assurance.
- Knowledge of financial services industry, insurance products and regulatory & legislation is advantageous.
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
- 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
- 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,
- 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,
