Retail Business Consultant - Eastern Cape at Momentum Metropolitan Holdings Limited

 Qualifications:

• 3-year BCom degree in the following fields: Financial Planning, Investment or Business Management, Marketing, Finance, Education and 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, business assurance.
• Knowledge of financial services industry, insurance products and regulatory & legislation is advantageous.

Duties & Responsibilities

Engage:

• Visibility creates a deep understanding of support and establishes the basis for relationships. Develop great reasons to visit the IFA
• Understand the needs of the IFA and match the 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, Minimum 16 face-to-face IFA visits a week. FAB Conversations
• Present the professional disciplined nature of the IFA Agenda and minutes of all meetings
• Be present, listen and understand then ask coaching questions

Enthuse:

• Understand who we are targeting, the landscape they are working in, competitor influences, events that will enthuse, critical moment 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. Through the first case give us a chance

Educate:

• Momentum is seen as the business partner of choice that leads Advice –led
• Achieve and/or exceed the minimum production targets,
• Achieve and/or exceed the minimum productive IFAs required,

Enable:

• Momentum is seen as the business partner of choice that leads Advice –led
• Achieve and/or exceed the minimum production targets,
• Achieve and/or exceed the minimum productive IFAs required,