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Retail Development Consultant

3 months ago

Cape Town, Western Cape, 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 Development Consultant crafts passionate, energetic, and meaningful partnerships with IFAs
- 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, first-class
- services, deep business analysis and continuous improvement of the IFA's business

Requirements:

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 dealing
  • 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 dealing
s

  • Enable better financial planning and advice outcomes
  • Achieve and/or exceed the minimum production targets,
  • Achieve and/or exceed the minimum productive IFAs required

Duties & Responsibilities

Qualifications:

  • 3year 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:

  • 1 to 3 years' financial service industry experience (desired)
  • 1year 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)
  • Technology Savvy

Competencies

  • Leading change and innovation
  • Diversity and inclusiveness
  • Drive for results
  • Ability to drive and influence IFA commitment
  • Collaboration
  • Impact and influence
  • Growing talent
  • Selfawareness and insight