Retail Business Consultant
Found in: beBee S ZA - 3 weeks ago
Job title : Retail Business Consultant – Qheberha jobs in Eastern Cape
Job Location : Eastern Cape, Port Elizabeth
Deadline : May 02, 2024
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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 meetingsEnthuse:
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 ambassadorsEducate:
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 outcomesEnable:
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 requiredCompetencies
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*Accounting / Financial Services jobs in south africa
*Retail Business Consultant – Qheberha in Port Elizabeth
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