The Retail Business Consultant builds and maintains strong partnerships with Independent Financial Advisors (IFAs) to promote tailored solutions, thereby helping to grow the advisor's business and meet sales targets.
Responsibilities and Work Outputs:
Engage:
Maintain continuous and consistent engagement with the IFA and their practice.
Understand the targeted IFA, competitor environment, and operational landscape.
Address any queries with excellence and provide timely feedback.
Visit each IFA and IFA office according to a defined plan, promoting relevant products.
Analyze and monitor activities to exceed sales targets.
Engage with Risk and Saving IFAs in a structured, professional, and effective manner.
Develop and implement IFA retention strategies.
Promote the brand and digital solutions to IFAs.
Enthuse:
Demonstrate enthusiasm and passion for the solutions provided.
Encourage IFAs to adopt digital tools and methods.
Build deep and meaningful relationships with IFAs.
Educate:
Position the company as a thought leader and primary source of information for IFAs.
Deliver accountability, innovation, excellence, and influence in business dealings.
Provide advice-led coaching to IFAs.
Continuously develop expertise in professional, industry, and legislation knowledge.
Keep IFAs informed and engaged through regular interactions and coaching.
Empower/Enable:
Understand the strengths, vulnerabilities, risks, and opportunities of the IFA practice.
Cultivate the company as the business partner of choice for advice-led solutions.
Achieve and exceed minimum input and productive IFA targets.
Ensure business retention and growth of the IFA's portfolio.
Qualifications and Experience:
3-year tertiary qualification or willingness to study towards a degree.
1 to 3 years of relevant sales and communication experience.
Experience with company products is an advantage.
Competencies:
Working with People: Shows respect, empathy, and support; consults others and shares information; builds team spirit.
Relating and Networking: Establishes good relationships; builds wide networks; uses appropriate humor to warm relationships.
Persuading and Influencing: Gains commitment by persuading and negotiating; uses political processes effectively; manages personal impact.
Delivering Results and Meeting Customer Expectations: Focuses on customer needs; sets high standards; maintains quality and productivity; achieves goals systematically.
Adapting and Responding to Change: Adapts to changing circumstances; tolerates ambiguity; accepts new ideas and initiatives.
Coping with Pressures and Setbacks: Maintains a positive outlook; works productively under pressure; handles criticism well; balances work and personal life.
Achieving Personal Work Goals and Objectives: Tackles demanding goals enthusiastically; works hard when necessary; seeks progression; identifies and pursues development opportunities.
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