[Hiring] Retail Business Consultant @Momentum Group Limited

Role Description

The Retail Business Consultant crafts passionate, energetic, and meaningful partnerships with IFAs that will stand the test of time over a range of product, market, and sales intelligence which will set them apart from their counterparts. The consultant and IFA relationship will be strengthened by ease of doing business, first-class services, deep business analysis and continuous improvement of the IFA's business.

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:
  • Achieve and/or exceed the minimum production targets and the minimum productive IFAs required.

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.

Requirements

• 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.

Competencies

• Working with people
• Adhering to principles & values
• Relating and networking
• Persuading & influencing
• Applying expertise & tech
• Analysing skills
• Delivering results & meet customer expectations
• Adapting & respond to change
• Coping with pressure & setbacks
• Achieving personal work goals & objectives
• Entrepreneurial & Commercial thinking