Retail Business Consultant

1 month ago

Durban, 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.

**Disclaimer**
- As an applicant, please verify the legitimacy of this job advert on our company career page.

**Role Purpose**
- The Retail Business Consultant crafts and sustains meaningful partnerships with vested Independent Financial Advisers (IFAs) to promote Momentum solutions, thereby assisting to grow the advisor’s business and achieve the MDS sales target and grow the Momentum Footprint.

**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.
- 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 & 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,

**Competencies**
- Working with people: Shows respect for the views and contributions of other team members; shows empathy; listens, supports and cares for others; consults others and shares information and expertise with them; builds team spirit and reconciles conflict; adapts to the team and fits in well.
- Adhering to Principles and Values: Upholds ethics and values; demonstrates integrity; promotes and defends equal opportunities, builds diverse teams; encourages organisational and individual responsibility towards the community and the environment.
- Relating and Networking: Easily establishes good relationships with customers and staff; relates well to people at all levels; builds wide and effective networks of contacts; uses humour appropriately to bring warmth to relationships with others.
- Persuading and Influencing: Gains clear agreement and commitment from others by persuading, convincing and negotiating; makes effective use of political processes to influence and persuade others; promotes ideas on behalf of oneself or others; makes a strong personal impact on others; takes care to manage one’s impression on others.- Analysing: Analyses numerical data and all other sources of information, to break them into component parts, patterns and relationships; probes for further information or greater understanding of a problem; makes rational judgements from the available information and analysis; demonstrates an understanding of how one issue may be a part of a much larger system.
- Delivering Results and Meeting Customer Expectations: Focuses on customer needs and satisfaction; sets high standards for quality and quantity; monitors and maintains quality and productivity; works in a systematic, methodical, and orderly way; consistently achieves project goals.
- Adapting and Responding to Change: Adapts to changing circumstances; tolerates ambiguity; accepts new ideas and change initiatives; adapts interpersonal style to suit different people or situations; shows an interest in new experiences.
- Coping with Pressures and Setbacks: Maintains a positive

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