Closing Date: 2024/08/30 Reference Number: MMH240410-2 Job Title: Retail Business Consultant - Potchefstroom/Klerksdorp Position Type: Permanent Role Family: Sales Cluster: Momentum Distribution Services Remote Opportunity: None Location - Country: South Africa Location - Province: North West Location - Town / City: Potchefstroom 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 Advisers (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 Financial Planning, Investment, Business Management, Marketing, Finance, Education, or 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, and business assurance.
Knowledge of financial services industry, insurance products, and regulatory & legislation is advantageous.
Duties & Responsibilities Engage Be visible to the IFA 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, and 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 and the minimum productive IFAs required.
Competencies Working with people: Shows respect for the views and contributions of other team members; shows empathy; listens, supports and cares for others; consults others and shares information and expertise with them; builds team spirit and reconciles conflict; adapts to the team and fits in well.
Adhering to Principles and Values: Upholds ethics and values; demonstrates integrity; promotes and defends equal opportunities; builds diverse teams; encourages organisational and individual responsibility towards the community and the environment.
Relating and Networking: Easily establishes good relationships with customers and staff; relates well to people at all levels; builds wide and effective networks of contacts; uses humour appropriately to bring warmth to relationships with others.
Persuading and Influencing: Gains clear agreement and commitment from others by persuading, convincing, and negotiating; makes effective use of political processes to influence and persuade others; promotes ideas on behalf of oneself or others; makes a strong personal impact on others; takes care to manage one's impression on others.
Applying Expertise and Technology: Applies specialist and detailed technical expertise; uses technology to achieve work objectives; develops job knowledge and expertise (theoretical and practical) through continual professional development; demonstrates an understanding of different organisational departments and functions.
Analysing: Analyses numerical data and all other sources of information, to break them into component parts, patterns, and relationships; probes for further information or greater understanding of a problem; makes rational judgements from the available information and analysis; demonstrates an understanding of how one issue may be a part of a much larger system.
Delivering Results and Meeting Customer Expectations: Focuses on customer needs and satisfaction; sets high standards for quality and quantity; monitors and maintains quality and productivity; works in a systematic, methodical, and orderly way; consistently achieves project goals.
Adapting and Responding to Change: Adapts to changing circumstances; tolerates ambiguity; accepts new ideas and change initiatives; adapts interpersonal style to suit different people or situations; shows an interest in new experiences.
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