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Financial Services Specialist

1 week ago

Bloemfontein, Orange Free State, South Africa Momentum Full time
Role Overview:

Momentum is committed to wealth creation and preservation, insurance, and income protection for our clients. We are looking for a Retail Business Consultant to join our team and contribute to our success.

The ideal candidate will have a passion for building relationships, a strong understanding of the financial services industry, and excellent communication skills.

Responsibilities:
  • Engage with IFAs to understand their needs and drive their value proposition.
  • Deliver high-quality service to IFAs and ensure their satisfaction.
  • Achieve and/or exceed minimum production targets and productive IFAs required.
Competencies Required:
  • Brand Ambassadorship
  • Leading and Supervising
  • Professional standards
  • Relating and networking (building rapport and relationships)