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.
Role Purpose
The Retail Business Consultant crafts and sustains meaningful partnerships with IFAs to promote Momentum solutions, thereby assisting to grow the advisor's business and achieve the MDS sales target and grow the Momentum Footprint.
Requirements
Qualifications:
3-year tertiary qualification or willingness to study towards the degree.
Experience:
1 to 3 years relevant sales and communication experience.
Experience in Momentum products is an advantage.
Duties & Responsibilities
Drive continuous and consistent engagement with the IFA and the practice (Engage):
Understand the targeted IFA and ensure no barriers hinder a partnership.
Handle queries with excellence and provide feedback to IFAs.
Proactively support IFAs to move from non-active supporters to ambassadors.
Visit each IFA based on a defined plan and deliver a product-promoting message.
Engage every targeted Risk and Saving IFA in a structured, professional manner.
Develop IFA retention strategies focused on engagement.
Encourage connection to the brand and digital ways of working.
Mobilise support by being visibly excited about Momentum (Enthuse):
Show IFAs the best way to work with us and ensure they adopt digital methods.
Up the value and contribute insights (Educate):
Foster the perception that Momentum is a thought leader.
Deliver accountability, innovation, and influence in business dealings.
Continuously develop expertise in professional, industry, and legislation knowledge.
Ensure IFAs are informed and engaged through regular interactions.
Contribute and enable IFAs to increase production (Empower/Enable):
Understand the strengths and vulnerabilities of the IFA practice.
Achieve and/or exceed minimum input and productive targets.
Ensure production and business retention & growth of IFAs.
Factors to Consider:
Willing to work on a commission-based structure with high performance matching pay.
Willing to travel to the IFA (Car and driver's license) with flexibility to arrange your diary.
Competencies
Working with people: Shows respect for the views and contributions of others; listens, supports, and cares for others; builds team spirit.
Relating and Networking: Easily establishes good relationships; relates well to people at all levels; builds effective networks of contacts.
Persuading and Influencing: Gains agreement and commitment from others; makes effective use of political processes to influence and persuade.
Delivering Results and Meeting Customer Expectations: Focuses on customer needs and satisfaction; sets high standards for quality and quantity.
Adapting and Responding to Change: Adapts to changing circumstances; accepts new ideas and change initiatives.
Coping with Pressures and Setbacks: Maintains a positive outlook; works productively in a pressurized environment.
Achieving Personal Work Goals and Objectives: Accepts and tackles demanding goals with enthusiasm; seeks progression to increased responsibility.
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