Talent Pool Retail Business Consultant
2 weeks ago
Role 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 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. Knowledge 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 advantageous. Duties and Responsibilities Engage Visibility creates a deep understanding of support and establishes the basis for relationships. Develop great reasons to visit the IFA Understand the needs of the IFA and match the 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, Minimum 16 face-to-face IFA visits a week. FAB Conversations Present the professional disciplined nature of the IFA Agenda and minutes of all meetings Be present, listen and understand then ask coaching questions Enthuse Understand who we are targeting, the landscape they are working in, competitor influences, events that will enthuse, critical moment of truth used Ensure long-lasting, deep and meaningful relationships with the IFA IFAs to move from non-active supporters to active supporters to ambassadors. Through the first case give us a chance Educate Momentum is seen as the business partner of choice that leads Advice –led Achieve and/or exceed the minimum production targets, Achieve and/or exceed the minimum productive IFAs required, Enable Momentum is seen as the business partner of choice that leads Advice –led Achieve and/or exceed the minimum production targets, Achieve and/or exceed the minimum productive IFAs required, Please note that as an applicant, you should verify the legitimacy of this job advert on our company career page. #J-18808-Ljbffr
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Talent Pool Retail Business Consultant
4 weeks ago
Krugersdorp, South Africa Momentum Full timeTalent 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...
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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, South Africa Old Mutual South Africa Full timeGet AI-powered advice on this job and more exclusive features. Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Job Description Responsibilities Provide a quality service to customers while identifying opportunities to secure new business or support retention. Responsibilities may include processing cases,...
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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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Krugersdorp, South Africa L.A.V. Full time**Duties & Responsibilities**: - Sales (converting door-to-door engagements, cold calling, networking and existing leads to business) - Software demonstration - Installation and client training - Perform client needs analysis - Package upgrades - Customer care - Client on-boarding - Meeting periodic quotas - Pipeline reports - General admin and...
