Talent Pool Retail Business Consultant
4 weeks ago
Talent Pool Retail Business Consultant (West Rand) Momentum Rand West City, Gauteng, South Africa Momentum, a financial services provider of choice since 1966, is committed to wealth creation and preservation, insurance, and income protection for all our clients through expertise in retail insurance, savings, and investment markets in South Africa. Role Purpose To deliver value-driven consultancy to retail insurance advisors, enhancing their business growth and client outcomes. Qualifications 3‑year BCom degree in Financial Planning, Investment, Business Management, Marketing, Finance, Education or 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 in the financial services industry. 1 to 3 years of relevant sales experience. Experience in Momentum Myriad and Investo products is an advantage. Knowledge Strong business acumen with knowledge of risk assessments, claims, underwriting, tax, and business assurance. Knowledge of financial services industry, insurance products, and regulatory & legislation is advantageous. Duties & Responsibilities Engage Develop deep relationships with IFAs and support their business. Understand the IFA’s needs and match the value proposition. Visit the IFA and IFA office based on a defined plan and deliver a message. Analyse, monitor and increase prescribed weekly activities to exceed sales targets, including at least 16 face‑to‑face IFA visits a week. Present the professional disciplined nature of the IFA agenda and minutes of all meetings. Be present, listen, understand, then ask coaching questions. Enthuse Understand target audience, landscape, competitor influences, key events, and moments of truth. Ensure deep and meaningful relationships with the IFA. Move IFAs from non‑active supporters to active supporters to ambassadors, starting with the first case. Educate Position Momentum as the business partner of choice leading advice‑led solutions. Achieve and/or exceed the minimum production targets. Achieve and/or exceed the minimum productive IFAs required. Enable Position Momentum as the business partner of choice leading advice‑led solutions. Achieve and/or exceed the minimum production targets. Achieve and/or exceed the minimum productive IFAs required. Competencies Working with people: Shows respect, empathy, listens, supports, and builds team spirit. Adhering to Principles and Values: Upholds ethics, promotes diversity, and encourages responsibility. Relating and Networking: Builds wide and effective networks, using humour appropriately. Persuading and Influencing: Gains agreement through persuasion, negotiation, and political influence. Applying Expertise and Technology: Uses technology to achieve objectives and deepens job knowledge. Analysing: Breaks down data, patterns, and relationships to make rational judgments. Delivering Results and Meeting Customer Expectations: Sets high standards for quality and achieves project goals. Adapting and Responding to Change: Adjusts to changing circumstances and new ideas. Coping with Pressures and Setbacks: Maintains a positive outlook and manages criticism. Achieving Personal Work Goals and Objectives: Pursues demanding goals and seeks development opportunities. Entrepreneurial and Commercial Thinking: Identifies business opportunities and controls costs. Seniority level: Mid‑Senior level Employment type: Full‑time Job function: Sales and Business Development #J-18808-Ljbffr
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Talent Pool Retail Business Consultant
2 weeks ago
Krugersdorp, South Africa Momentum Full timeRole Purpose 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. Requirements...
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Talent Pool: Disability Claims Assessor
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Krugersdorp, South Africa Old Mutual South Africa Full timeJoin to apply for the MFC Salaried Financial Advisor( Recruitment Pool) role at Old Mutual South Africa 1 week ago Be among the first 25 applicants Join to apply for the MFC Salaried Financial Advisor( Recruitment Pool) role at Old Mutual South Africa Let's Write Africa's Story Together!Old Mutual is a firm believer in the African opportunity and our diverse...
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Krugersdorp, Gauteng, South Africa Old Mutual Full time R250 000 - R500 000 per yearLet's Write Africa's Story TogetherOld Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Job DescriptionRequirements: Skills, Qualifications and Experience required· Grade 12 (Matric).· Valid Driver's licence and Own Car· FAIS Compliance· Clear criminal and credit check· Minimum of 3 years working experience...
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Krugersdorp, South Africa Momentum Full timeRole Purpose Supervises individuals within a team and ensures claims assessments are done according to company policy and fulfills a coaching/mentoring role to team members. Requirements At least 5 years’ insurance Disability Management experience. Minimum 1-year clinical assessment and/or adult rehabilitation experience. Understanding and knowledge of...
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Krugersdorp, South Africa Sanlam Full timeOverview Graduate Opportunity: Client Service Consultant: Communication Centre at Sanlam — Sanlam Rand West City, Gauteng, South Africa. Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients’ investment needs. We deliver focused investment services through specialist teams, partner with acclaimed...
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