Posted on: 23 September 2024
ID 924199

Retail Business Consultant - Eastern Cape MMH240808-2

Role Purpose

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.
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.
  • 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.
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,
As an applicant, please verify the legitimacy of this job advert on our company career page.-346021236

Occupation:
Finance jobs


This job offer is not active at the moment.
Apply for a job
You have already applied to this job position
Save ad
Transnet workers 0730164931

Transnet workers 0730164931

Transnet company
Cape Town
Jobin.co.za
Transnet workers 0730164931

Transnet workers 0730164931

Transnet company
Rustenburg
Jobin.co.za
Transnet workers 0730164931

Transnet workers 0730164931

General workers
Postmasburg
Jobin.co.za
Transnet 0730164931

Transnet 0730164931

Transnet company
Queenstown
Jobin.co.za
Black Rock Mine Jobs-Kuruman 27732139854
Jobin.co.za
Black Rock MAINTENANCE Jobs-Lebohang 0732139854
Jobin.co.za
Black Rock Mine Jobs-kuruman

Black Rock Mine Jobs-kuruman

BLACK ROCK MINE
Kuruman
Jobin.co.za
General workers 0730164931

General workers 0730164931

General workers
Johannesburg
Jobin.co.za