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 that no barriers hinder a partnership.
Develop great reasons to visit the IFA.
Proactively support IFAs to move from non-active supporters to active supporters.
Mobilise support by being visibly excited about Momentum (Enthuse):
Ensure IFAs adopt the digital way of work.
Up the value and contribute insights to IFAs (Educate):
Foster the perception among IFAs that Momentum is a thought leader.
Continuously develop own expertise in terms of professional, industry, and legislation knowledge.
Contribute and enable IFAs to increase own production (Empower/Enable):
Achieve and/or exceed the minimum input targets.
Ensure production/business retention & growth of IFAs' business.
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.
Relating and Networking: Easily establishes good relationships with customers and staff; builds wide and effective networks of contacts.
Persuading and Influencing: Gains clear agreement and commitment from others by persuading and negotiating.
Delivering Results: Focuses on customer needs and satisfaction; sets high standards for quality and quantity.
Adapting and Responding to Change: Adapts to changing circumstances; shows an interest in new experiences.
Coping with Pressures: Maintains a positive outlook at work; works productively in a pressurized environment.
Achieving Personal Work Goals: Accepts and tackles demanding goals with enthusiasm; seeks progression to roles of increased responsibility.
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