Retail Development Consultant

2 weeks ago


Cape Town, 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 Development 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**:
**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 dealing
- 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

**Duties & Responsibilities**

**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**:

- 1 to 3 years' financial service industry experience (desired)
- 1-year 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)
- Technology Savvy

**Competencies**
- Leading change and innovation
- Diversity and inclusiveness
- Drive for results
- Ability to drive and influence IFA commitment
- Collaboration
- Impact and influence
- Growing talent
- Self-awareness and insight



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