Retail Business Consultant

1 month ago

Johannesburg, Gauteng, Saudi Arabia Momentum Metropolitan Holdings Limited Full time

Requirements

Qualifications:

  • 3-year BCom degree in the following fields: Business Management, Marketing, Communications, Finance and Legal essential
  • Willingness to study towards the degree and recognition of prior learning if you have 3+ years of experience working in MDS.
  • CFP is an advantage.

Experience:

  • 3 to 5 years' financial service industry experience desired
  • 1 to 3 years relevant sales experience essential
  • 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 and insurance products desired

Knowledge:

  • Knowledge of the financial services industry.
  • Knowledge of relevant legislation.
  • Knowledge of the sales process.
  • Relevant product knowledge.

Duties & Responsibilities

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

Enthuse:

  • 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

Educate:

  • 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

Enable:

  • 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

Competencies

  • Brand Ambassadorship
  • Leading and Supervising
  • Professional standards
  • Relating and networking building rapport and relationships
  • Stress tolerance
  • Flawless and effective communication written and oral
  • Delivering results and meeting stakeholder expectations
  • Teamwork and collaboration
  • Positively impact and influence on the IFA practice
  • Deadline Driven
  • Able to travel as much as the job requires and travel documentation in order
  • Persuading and influencing

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