Role Purpose
The Retail Business Consultant crafts passionate, energetic, and meaningful partnerships with IFAs 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 Qualifications: 3-year BCom degree in the following fields: Business Management, Marketing, Communications, Finance, and Legal (essential)Willingness to study towards the degree and recognition of prior learning if you have 3+ years of experience working in MDS.CFP is an advantage.Experience 3 to 5 years' financial service industry experience (desired)1 to 3 years relevant sales experience (essential)Experience in Momentum Myriad and Investo products is an advantageStrong business acumen with sound knowledge in risk assessments, claims, underwriting, tax, business assuranceKnowledge of financial services industry and insurance products (desired)Duties and Responsibilities Engage Be visible to the IFA in order to understand their needs and drive their value propositionVisit the IFA and IFA office based on a defined plan and deliver a messageAnalyse, monitor and/or increase prescribed weekly activities to exceed sales targets.Present the professional, disciplined nature of the IFA Agenda and minutes of all meetingsEnthuse 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 IFAIFAs to move from non-active supporters to active supporters, to ambassadorsEducate IFA having the perception that Momentum are thought leaders.Be the IFA's source of information within MomentumBe accountable, innovative, excellent, honest, diverse, and influential in your business dealingsEnable better financial planning and advice outcomesEnable Achieve and/or exceed the minimum production targetsAchieve and/or exceed the minimum productive IFAs required
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