Talent Pool

3 weeks ago

Pretoria, South Africa Info Desk Full time

Position Overview Momentum understands the retail insurance, savings, and investment markets in SA. Role Purpose: The Retail Business 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. Qualifications 3-year BCom degree in Business Management, Marketing, Communications, Finance, or Legal (essential). Willingness to study toward 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 of financial service industry experience (desired). 1 to 3 years of relevant sales experience (essential). Experience in Momentum Myriad and Investor products is an advantage. Strong business acumen with sound knowledge of risk assessments, claims, underwriting, tax, and business assurance. Knowledge of the financial services industry and insurance products (desired). Duties & Responsibilities 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 to move from non‑active supporters to active supporters, to ambassadors. Educate IFAs, 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 requirements. 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 the IFA practice. Deadline driven. Able to travel as required, with travel documentation. Persuading and influencing. Momentum is an equal opportunities employer and is committed to Employment Equity. #J-18808-Ljbffr

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