Talent Pool: Retail Business Consultant (Gqeberha / Port Elizabeth) Details Closing Date 2024/11/29 Reference Number MMH230213-22 Job Title Talent Pool: Retail Business Consultant (Gqeberha / Port Elizabeth) Position Type Permanent Role Family Sales Remote Opportunity Some of the time Location - Country South Africa Location - Province Eastern Cape Location - Town / City Gqeberha / Port Elizabeth 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 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 of financial service industry experience (desired)1 to 3 years of relevant sales experience (essential)Experience in Momentum Myriad and Investor products is an advantageStrong business acumen with sound knowledge of risk assessments, claims, underwriting, tax, and business assuranceKnowledge of the financial services industry and insurance products (desired) Knowledge:Knowledge of the financial services industry.Knowledge of the financial services industry.Knowledge of relevant legislation.Knowledge of the sales process.Relevant product knowledge Duties & Responsibilities 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 IFAIFAs to move from non-active supporters to active supporters, to ambassadorsEducate:IFA having the perception that Momentum are thought leaders.Be the IFA's source of information within MomentumBe accountable, innovative, excellent, honest, diverse, and influential in your business dealingsEnable better financial planning and advice outcomesEnable:IFA having the perception that Momentum are thought leaders.Be the IFA's source of information within MomentumBe accountable, innovative, excellent, honest, diverse, and influential in your business dealings •Enable better financial planning and advice outcomesAchieve and/or exceed the minimum production targets,Achieve and/or exceed the minimum productive IFAs requirements Brand AmbassadorshipLeading and SupervisingProfessional standardsRelating and networking (building rapport and relationships)Stress toleranceFlawless and effective communication (written and oral)Delivering results and meeting stakeholder expectationsTeamwork and collaborationPositively impact and influence on the IFA practiceDeadline DrivenAble to travel as much as the job requires and travel documentation in order#J-18808-Ljbffr