Retail Business Consultant - Bloemfontein X1 Mmh240307-2

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 advantage Strong business acumen with sound knowledge in risk assessments, claims, underwriting, tax, business assurance Knowledge 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 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: Achieve and/or exceed the minimum production targets Achieve and/or exceed the minimum productive IFAs required #J-18808-Ljbffr