Retail Business Partnership Expert
4 days ago
Role Overview
Momentum Metropolitan Holdings Limited, a pioneering financial services provider, is seeking an exceptional individual to fill the role of a Retail Business Consultant in our Cape Town office. As a member of our dynamic team, you will play a pivotal part in forging meaningful partnerships with Insurance Financial Advisors (IFAs) that will yield long-lasting results.
Key Responsibilities
- Develop and maintain strong relationships with IFAs to understand their needs and deliver tailored value propositions.
- Analyse sales data and market trends to identify opportunities for growth and exceed targets.
- Present professional minutes of meetings and agendas to foster a disciplined approach.
- Strengthen existing relationships and convert non-active supporters into ambassadors.
- Ensure Momentum is perceived as a thought leader in the industry by providing expert advice and support.
Requirements
- Bachelor's degree in Business Management, Marketing, Communications, Finance, or Legal.
- Relevant sales experience with a proven track record of success.
- Knowledge of the financial services industry, including risk assessments, claims, underwriting, tax, and business assurance.
- Ability to work effectively in a fast-paced environment and meet deadlines.
About Us
Momentum Metropolitan Holdings Limited is a leading financial services provider committed to wealth creation and preservation, insurance, and income protection. Our innovative culture and entrepreneurial spirit drive us to deliver exceptional value to our clients.
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