Job Opportunities at Momentum

Role Purpose    

• Driving business growth by formulating, developing and executing growth strategies for Multiply, through sales teams to ensure annual sales targets are achieved.

Requirements    

• 7 - 10 years experience in a sales environment 
• 3 - 5 years people management experience 
• Experience in the financial services industry 
• B-Degree in Commerce or Business Management
• Grade 12 or equivalent qualification
• Honours degree
• Certified Financial Planner (CFP)
• Relevant regulatory exams or qualifications

Duties & Responsibilities    

• Develop the necessary sales strategy and tactics to close identified business opportunities, including all necessary sales activity, prospect calls, and correspondence into the account, presentations, and executive meetings.
• Explain and agree on targets and take accountability for the overall achievement of performance objectives in the business area.
• Facilitate the achievement of set targets by driving sales performance.
• Provide clear direction on the Multiply strategic plan and key focus areas; ensure understanding and buy-in by explaining their expected contribution to the achievement of business objectives (goal alignment).
• Establish a clear way of work with Momentum channels and respective business development teams in the Health business and influence growth outcomes through these structures
• Manage and drive the turnaround time in terms of targets to ensure a high sales performance.
• Manage the delivery of deviance reporting monthly / as and when requested, to provide recommendations and mitigating solutions to deviances that have occurred (e.g. sales targets not met).
• Assist team members, as necessary, by interacting with clients in order to facilitate sales and/or client concerns/complaints.
• Manage allocated sales budget through effective coordination of sales activities and behaviours, key accounts, and expense budget.
• Communicate processes, control requirements, risk management frameworks, and regulatory requirements that impact the sales process; ensure understanding by all team members.
• Coach team members on all the processes and controls they must execute in their daily work and ensure they understand the reasons for the controls and the consequences for failing to adhere to the prescribed processes.

Competencies    

• Business Acumen
• Client/ Stakeholder Commitment
• Drive for Results
• Leads Change and Innovation
• Motivating and Inspiring Team
• Collaboration
• Impact and Influence
• Self-Awareness and Insight
• Diversity and Inclusiveness
• Growing Talent

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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 advantage
• Strong business acumen with sound knowledge of risk assessments, claims, underwriting, tax, and business assurance
• Knowledge 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 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:

• 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
• Achieve and/or exceed the minimum production targets,
• Achieve and/or exceed the minimum productive IFAs requirements

Competencies    

• 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