Job Opportunities at Momentum

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 inMDS.
• CFP® is an advantage.

Experience:

• 3 to 5 years’ financial service industry experience (desired)
• 1 to 3 years relevant sales experience (essential)
• 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 and insurance products (desired) 

Duties & Responsibilities    
Engage:

• 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

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 require

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

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Role Purpose    

• Develop and drive profitable sales through effective plans, targets and growth in support of the businesss strategic objectives, maintaining compliance with regulatory requirements.

Requirements    
Qualifications

• Degree in Commerce, Marketing, Finance or related Field
• FAIS Representative Regulatory Exam Level 1 and 5 passed.
• 120 credit FAIS recognized qualification.

Experience

• 8-10 years’ experience in a sales environment (essential)
• 5-8 years in relevant management experience (essential)
• Specific licensing or registration
• Certified Financial Planner

Skills and Knowledge

Communication skills

• Presentation skills
• Influencing and negotiation skills
• Problem solving skills
• Planning and organizing skills
• Analytical skills
• Interpersonal skills
• People management skills
• Knowledge of the sales cycle, processes and policies
• Insurance and financial services industry exposure
• Relevant product knowledge
• Knowledge of relevant regulatory and legislative requirements

Duties & Responsibilities    
INTERNAL PROCESS

• Develop the necessary sales strategy and tactics to close identified business, including all necessary sales activities, prospect calls, presentations and executive meetings.
• Set targets and take accountability for the overall achievement of performance objectives in the business area, by driving sales performance.
• Provide clear direction on the strategic plan and key focus areas to ensure targets are met
• Manage and drive the turnaround time in terms of targets to ensure a high sales performance.
• Manage the delivery of deviance reporting as and when requested, to provide recommendations and mitigating solutions to deviances that have occurred.
• 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 co-ordination of sales activities and behaviors, key accounts, and expense budget.
• Communicate processes, control requirements, risk management frameworks and regulatory requirements that impact the sales process.
• Coach team members on all the processes and controls and ensure understanding and commitment.
• Ensure team members complete all required compliance exams and attestations within specified timeframes.

CLIENT

• Provide authoritative, expertise and advice to clients and stakeholders.
• Build and maintain relationships with clients and internal and external stakeholders.
• Contribute to the process of negotiating objective and realistic service level agreements, monitor appropriateness and recommend adjustments.
• Define service practices which builds rewarding relationships, encourages innovation and allows others to provide exceptional client service.
• Deliver on service level agreements made with clients and internal and external stakeholders in order to ensure that client expectations are managed.
• Make recommendations to improve client service and fair treatment of clients within area of responsibility.
• Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.

Competencies    

• Making Decisions: Is determined and decides on actions willingly assumes responsibility is definitive and stands by own decisions.
• Empowering Individuals: Motivates individuals by empowering them seeks to inspire people and groups gives encouragement to others.
• Providing Insights: Is focused on continuously improving things provides insights by identifying key issues makes intuitive judgments.
• Generating Ideas: Is creative in producing ideas assumes an original approach when generating ideas adopts radical solutions.
• Exploring Possibilities: Is conceptual when developing ideas applies theories to problem solving prefers to learn by thinking and identifying underlying principles.
• Developing Strategies: Is focused on developing strategies thinks in the longer term and anticipates trends envisages the future and adopts a visionary approach.
• Interacting with People: Is lively and projects enthusiasm is talkative in making contact is focused on interacting and networking with people.
• Articulating Information: Is articulate in giving presentations is eloquent and explains things well projects social confidence when articulating information.