Talent Pool: Retail Business Consultant (Cape Town)
Financial Services, Insurance
Minimum Requirements
- 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
- 3 to 5 years’ financial service industry experience (desired)
- 1 to 3 years relevant sales experience (essential)
- in Momentum Myriad and Investo products is an advantage
- Strong business acumen with sound knowledge in risk assessments, claims, underwriting, tax, business assurance
- Knowledge of financial services industry and insurance products (desired) Knowledge:
- Knowledge of the financial services industry.
- Knowledge of relevant legislation.
- Knowledge of the sales process.
- Relevant product knowledge.
- Brand Ambassadorship
- Leading and Supervising
- Professional standards
- Relating and networking (building rapport and relationships)
- Stress tolerance
- Flawless and effective communication (written and oral)
- Delivering results and meeting stakeholder expectations
- Teamwork and collaboration
- Positively impact and influence on the IFA practice
- Deadline Driven
- Able to travel as much as the job requires and travel documentation in order
- Persuading and influencing
- Be visible to the IFA in order 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
- 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 IFA
- IFAs to move from non-active supporters to active supporters, to ambassadors
- 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
- Be the IFA's source of information within Momentum.
- Achieve and/or exceed the minimum production targets,
- Achieve and/or exceed the minimum productive IFAs required
- Qualifications :
- 3-year BCom degree in the following fields: Business Management, Marketing, Communications, Finance and Legal
- Willingness to study towards the degree and recognition of prior learning if you have 3+ years of Experience working in
- Knowledge of financial services industry and insurance products (desired)
- Engage:
- Understand who we are targeting, the landscape they are working in, competitor influences, events that will enthuse,
- critical moments of truth used.
Responsibilities
- Be visible to the IFA in order 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
- 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 IFA
- IFAs to move from non-active supporters to active supporters, to ambassadors
- 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
- Be the IFA's source of information within Momentum.
- Achieve and/or exceed the minimum production targets,
- Achieve and/or exceed the minimum productive IFAs required
- Understand who we are targeting, the landscape they are working in, competitor influences, events that will enthuse,
- critical moments of truth used.
- Engage:
