Job Description

Closing Date 2025/03/30
Reference Number MMH250324-3
Job Title Internal Business Consultant
Position Type Permanent
Role Family Sales
Cluster Momentum Distribution Services
Remote Opportunity Some of the time
Location - Country South Africa
Location - Province Western Cape
Location - Town / City Southern Cape
IntroductionMomentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and investment markets in SA.
Disclaimer As an applicant, please verify the legitimacy of this job advert on our company career page.
Role PurposeThe Internal Business Consultant (IBC) crafts passionate, energetic and meaningful partnerships with independent financial advisers (IFAs) that have not traditionally supported us. Using innovative engagement techniques using product, market and sales intelligence will set them apart from their counterparts. On achieving the productive state an IFA will be moved to a Regional General Managers region on instruction from the Head of Sales. The BC and IFA relationship will be strengthened by face to face interaction on a dedicated panel, first class service, business analysis and continuous improvement of the IFAs business from the BC.
Requirements

• 3 to 5 years' financial service industry experience - must include investments (essential)
• Experience in Momentum Investments is an advantage
• Strong knowledge of the investments and wealth management industry in SA and international markets including but not limited to Fund Selection, DFM and Securities.
• A proven track record in successfully dealing with clients and/or IFAs in a practice management environment is an advantage.
• Technology Savvy

Duties & ResponsibilitiesInternal Processes:

• Understand and apply the MDS segmentation approach to the unclaimed Areas specific to
• (MDS Central & Cape) IFA lists this excludes the claimed IFAs in the area.
• Make contact with each and every IFA via the different digital platforms.
• Close broker codes where no further relationship can be continued, facilitating any needed system interactions.
• Applying a segmented approach to build relationship with the remaining IFAs of the list.
• Be accountable, innovative, excellent, honest, diverse and influential in your business dealings.
• Assist with the transition of the IFA relationship to a Business Consultant when the IFA production warrants a face-to-face relationship.

Client:

• Build and maintain relationships with clients and internal and external stakeholders.
• Deliver on expectations to clients and internal and external stakeholders in order to ensure that client expectations are managed.
• Involve Business Development Managers of the different product house on the IFA panel by arranging training and other product related sessions via Zoom/Teams platforms.

People:

• Develop and maintain productive and collaborative working relationships with peers and stakeholders.
• Continuously develop own expertise in terms of professional, industry and legislation knowledge savings and investment markets in SA.

Competencies

• Sense of urgency
• Analytical thinking
• Working with people
• Relating and networking
• Adhering to principles and values
• Coping with pressure and setbacks
• Planning and organizing
• Delivering results and meeting customer expectations
• Following instructions and procedures
• Attention to the details

PolicyWe are committed to Employment Equity, diversity and inclusion when recruiting internally and externally. All appointments are made in alignment to our Employment Equity goals and we encourage people with disabilities to apply.

Momentum Group