Retail Business Consultant - Pretoria MMH240708-5

Role Purpose

The Retail Business Consultant crafts and sustains meaningful partnerships with 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:

• 3-year tertiary qualification or Willingness to study towards the degree

Experience

• 1 to 3 years relevant sales and communication experience.
• Experience in Momentum products is an advantage.

Duties and Responsibilities

Drive continuous and consistent engagement with the IFA and the practice (Engage):

• Retail Business Consultants understand the targeted IFA that we are focusing on. Ensure that no barriers hinder a partnership. Understands the competitor environment. Understands the landscape in which we operate. Understand the needs of the IFA and match the value proposition
• Visibility creates a deep understanding of support and establishes the basis for relationships. Handled any query give to them with excellence and feedback provided to IFA. Develop great reasons to visit the IFA
• Proactively support IFAs to move from non-active supporters to active supporters, to ambassadors by
• Visit each IFA and IFA office based on a defined plan and deliver a product promoting message. Analyse, monitor and/or increase prescribed weekly activities to exceed sales targets
• Engage every targeted Risk and Saving IFA in a structured, professional and effective manner.
• Forming long-lasting, deep, and meaningful relationships with the IFA.
• Develop IFA retention strategies that focus on engagements that encourage IFA to keep there books with us.
• Encourage and promote connection to the brand and digital way of work.

Mobilise support by being visibly excited and ignited about Momentum (Enthuse):

• Showing IFAs the best way to work with us. Ensure IFAs adopt the Digital way of work.
• Ensure long-lasting, deep, and meaningful relationships with the IFA.

Up the value and contribute insights, new critical knowledge and understanding delivered to IFAs that will enable sales (Educate):

• Foster the perception among IFAs that Momentum is a thought leader (Be the IFA's primary source of information within Momentum.) A dependency on Momentum BCs to be the source of information.
• Deliver accountability, innovation, excellence, and influence in your business dealings to enable better Financial planning and advice outcomes.
• Advice-led coaching competence of the IFA Influence through coaching and learning
• Continuously develop own expertise in terms of professional, industry and legislation knowledge.
• Contribute to continuous innovation through the development, sharing and implementation of new ideas.
• Ensure IFAs are consistently informed and engaged through coaching and regular interactions including not limited to impact of regulation on the IFA practice, financial planning professional, industry and legislation knowledge.

Contribute and enable IFAs to increase own production and enable better financial planning and advice outcomes

(Empower/ Enable)

• Have a very good understanding of the strengths, vulnerabilities, risks, and opportunities of the IFA practice and cultivate Momentum as the business partner of choice that leads Advice led
• Achieve and/or exceed the minimum input targets,
• Achieve and/or exceed the minimum productive IFAs required,
• Ensure Production/Business retention & growth of IFAs business

Factors To Consider

• Willing to work on a commission-based structure with high performance matching pay
• Willing to travel to the IFA (Car and drivers license) with flexibility to arrange your diary

-346021236