Talent Pool: Retail Business Consultant

1 day ago

Cape Town, South Africa Momentum Full time

Overview Talent Pool: Retail Business Consultant (Cape Town) MMH – Momentum, Cape Town, Western Cape, South Africa. Join Momentum to apply for the Talent Pool: Retail Business Consultant (Cape Town) MMH role at Momentum. Get AI-powered advice on this job and more exclusive features. 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. 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 Qualifications: 3-year BCom degree in 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 (desirable) 1 to 3 years relevant sales experience (essential) Experience in Momentum Myriad and Investo products is an advantage Strong business acumen with knowledge in risk assessments, claims, underwriting, tax, and business assurance Knowledge of the financial services industry and insurance products (desirable) Knowledge Knowledge of the financial services industry Knowledge of relevant legislation Knowledge of the sales process Relevant product knowledge Duties and Responsibilities Engage: Be visible to the IFA 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 target landscape, competitor influences, events that will enthuse, and critical moments of truth used; ensure long-lasting, deep, and meaningful relationships with the IFA; move IFAs from non-active supporters to active supporters, to ambassadors Educate: IFA perception that Momentum are thought leaders; be the IFA\'s source of information within Momentum; be accountable, innovative, excellent, honest, diverse, and influential in business dealings; enable better financial planning and advice outcomes Enable: Maintain perception that Momentum are thought leaders; be the IFA\'s source of information within Momentum; be accountable, innovative, excellent, honest, diverse, and influential; enable better financial planning and advice outcomes; achieve and/or exceed minimum production targets and minimum productive IFAs As an applicant, please verify the legitimacy of this job advert on our company career page. - Additional Details Seniority level: Mid-Senior level Employment type: Full-time Job function: Sales and Business Development Referrals increase your chances of interviewing at Momentum. Get notified about new Retail Business Consultant jobs in Cape Town, Western Cape, South Africa. We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr

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