Retail Development Specialist

2 days ago


South Beach, KwaZulu-Natal, South Africa MMI Holdings Ltd Full time
About the Role

Momentum, a leading financial services provider, is seeking a skilled Retail Development Consultant to join its team. As a key member of the organization, you will be responsible for crafting strategic partnerships with Independent Financial Advisors (IFAs) to drive business growth and success.

Key Responsibilities
  • Develop and maintain strong relationships with IFAs to understand their needs and deliver value-driven solutions.
  • Analyze and monitor sales performance to exceed targets and drive business growth.
  • Present professional and disciplined communication to IFAs, ensuring seamless collaboration and mutual understanding.
  • Stay up-to-date with industry trends, competitor influences, and market developments to inform business decisions.
  • Enable IFAs to provide better financial planning and advice outcomes, positioning Momentum as a thought leader in the industry.
Requirements
  • 3-year BCom degree in Business Management, Marketing, Communications, Finance, or Legal (or equivalent experience).
  • Willingness to study towards the degree or recognition of prior learning if you have 3+ years of experience in MDS.
  • CFP is an advantage.
  • 1-3 years of financial services 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, and 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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