Retail Business Consultant

2 weeks ago

Potchefstroom, North-West, South Africa Momentum Distribution Services Full time

Introduction

  • Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and investment markets in SA.
    Role Purpose
  • The Retail Business Consultant crafts passionate, energetic, and meaningful partnerships with Independent Financial AdvisersIFAs 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, firstclass services, deep business analysis and continuous improvement of the IFA's business.

Requirements:

  • 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 advantagous.

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 longlasting, deep, and meaningful relationships with the IFA.
  • IFAs to move from nonactive 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 and the minimum productive IFAs required.

Competencies

Working with people:

Shows respect for the views and contributions of other team members; shows empathy; listens, supports and cares for others; consults others and shares information and expertise with them; builds team spirit and reconciles conflict; adapts to the team and fits in well.

-
Adhering to Principles and Values: Upholds ethics and values; demonstrates integrity; promotes and defends equal opportunities, builds diverse teams; encourages organisational and individual responsibility towards the community and the environment.

Relating and Networking:

Easily establishes good relationships with customers and staff; relates well to people at all levels; builds wide and effective networks of contacts; uses humour appropriately to bring warmth to relationships with others.


Persuading and Influencing:

Gains clear agreement and commitment from others by persuading, convincing and negotiating; makes effective use of political processes to influence and persuade others; promotes ideas on behalf of oneself or others; makes a strong personal impact on others; takes care to manage one's impression on others.


Analysing:

Analyses numerical data and all other sources of information, to break them into component parts, patterns and relationships; probes for further information or greater understanding of a problem; makes rational judgements from the available information and analysis; demonstrates an understanding of how one issue may be a part of a much larger system.


Delivering Results and Meeting Customer Expectations: Focuses on customer needs and satisfaction; sets high standards for quality and quantity; monitors and maintains quality and productivity; works in a systematic, methodical and orderly way; consistently achieves project goals.

Adapting and Responding to Change:
Adapts to changing circumstances; tolerates ambiguity; accepts new ideas and change initiatives; adapts interpersonal style to suit different people or situations; shows an interest in new experi

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