Job Description

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 passionate, energetic, and meaningful partnerships with Independent Financial AdvisersIFAs 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

Ability to work independently as well as part of a team Maintain client confidentiality Ability to multi-task Ability to meet deadlines and work under tight time constraints Ability to adapt well in a changing environment Maintain professional appearance and a positive attitude Minimum 2 years work experience in a similar processing environment, preferably in Healthcare Computer literate(Word, Excel, PowerPoint ), Minimum 2 years work experience in a similar processing environment, preferably in Healthcare , Minimum of 2 years experience in Sales/ Customer Service environment

Duties & Responsibilities

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 dealings.
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 and the minimum productive IFAs required.

Competencies

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 advantagous.