Retail Business Consultant

2 weeks ago

Nelspruit, South Africa Momentum Distribution Services Full time

**Introduction**

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.

**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 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 & 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 ambassador

**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

**Competencies**
- Examining Information:Analyses and processes information asks probing questions strives to find solutions to problems, Interpreting Data:Interprets data rationally by quantifying issues applies technology as a means to evaluating data evaluates information objectively, Adopting Practical Approaches:Applies practical skills when investigating issues prefers to learn by doing is practically minded and applies common sense, Exploring Possibilities:Is conceptual when developing ideas applies theories to problem solving prefers to learn by thinking and identifying underlying principles, Interacting with People:Is lively and projects enthusiasm is talkative in making contact is focused on interacting and networking with people, Establishing Rapport:Builds rapport and puts people at ease is engaging and welcomes people finds it easy to make friends, Articulating Information:Is articulate in giving presentations is eloquent and explains things well projects social confidence when articulating information, Making Decisions:Is determined and decides on actions willingly assumes responsibility is definitive and stands by own decisions.

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