Talent Pool: Retail Business Consultant

3 weeks ago

Rustenburg, South Africa Momentum Full time

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: 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 (desired) 1 to 3 years 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) 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 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 long-lasting, deep, and meaningful relationships with the IFA IFAs to move from non-active 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 dealings 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 dealings Enable better financial planning and advice outcomes Achieve and/or exceed the minimum production targets, Achieve and/or exceed the minimum productive IFAs required #J-18808-Ljbffr

  • Talent Pool: Retail Business Consultant

    5 days ago

    Rustenburg, North-West, South Africa Momentum Full time R900 000 - R1 200 000 per year

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