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
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, 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 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
PROCESS Provide excellent administrative support to all role players Maintain efficient service levels to the health business development manager foremost, branch and brokers on ANY health related matters1. Branch queries2. Broker queries3. Member queries Develop and maintain good relationships with current base of Intermediaries Ensure intermediaries and staff are trained on how and where to find information pertaining to Momentum Health. Keep all stakeholders updated with any relevant health updates regarding new and existing business Coordinate roadshows and maintain the Momentum Health launch invitee list along with an effective RSVP process. Coordinate and organise marketing workshops and launches professionally and effectively according to requirements Coordinate and facilitate travel arrangements for the health business development manager and team. Maintain, assist, and constantly develop relationships with all admin staff (local) and HO staff involved in Health business Ensure and assist all branch admin staff and broker staff are trained on product, process, and system functions, by means of own transport and holding a valid drivers license. Maintain sound relations with all relevant personnel. Assisting team in achievement of required Sales targets Manage new businessrelated processes (outstanding requirements, activations, targets, special offer etc) and requested reports within the agreed timeframe to assist in achieving sales targets. Provide new business quotes effectively and efficiently Strong communication and organizational skills Ability to multitask in a fast paced/pressurized environment CLIENT Build and maintain relationships with clients and internal and external stakeholders Deliver on service level agreements applicable to clients and internal and external stakeholders in order to ensure that client expectations are managed Make recommendations to improve client service and fair treatment of clients within area of responsibility Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service Continuously monitor turnaround times and quality standards and resolve issues speedily to enhance client service delivery Drive client service delivery goal achievement in line with predefined standards in order to ensure that clients receive appropriate advice and after sales service. Manage client query processes and ensure that queries are tracked, accurately resolved and used as a mechanism to improve client service and business processes PEOPLE Build strong relationships through providing specialist knowhow and leadership to others, expressing positive expectations. Continuously develop own expertise in terms of industry and subject matter development and application thereof in an area of specialisation. Positively influence and manage change and offer specialist support where required. Contribute to continuous innovation through the development, sharing and implementation of new ideas and involvement of colleagues and staff. Participate and contribute to a culture of work centric thinking, productivity, service delivery and quality management. Take ownership for driving career development FINANCE Contribute to the development of area specific budgets to minimise expenditure, in alignment with operational plans. Identify solutions to enhance cost effectiveness and increase operational efficiency. Implement and provide input into governance processes, systems and legislation within area of specialisation. Escalate unresolved policy and governance compliance issues via appropriate channels for investigation and resolution purposes. Provide input into the risk identification processes development and communicate recommendations in the appropriate forum.
