Job Description

Closing Date 2024/05/27
Reference Number MMH240410-2
Job Title Retail Business Consultant - Potchefstroom/Klerksdorp
Position Type Permanent
Role Family Sales
Cluster Momentum Distribution Services
Remote Opportunity None of the time
Location - Country South Africa
Location - Province North West
Location - Town / City Potchefstroom
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.
Role PurposeThe Retail Business Consultant crafts passionate, energetic, and meaningful partnerships with Independent Financial AdvisersIFAs 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.
RequirementsQualifications:xc2xb7 3-year BCom degree in the following fields: Financial Planning, Investment or Business Management, Marketing,Finance, Education and Legal.xc2xb7 Willingness to study towards the degree and recognition of prior learning if you have 3+ years of experience in the IFA industry.xc2xb7 CFA and/or CFPxc2xae is an advantage.Experience:xc2xb7 3 to 5 years financial service industry experience.xc2xb7 1 to 3 years relevant industry related sales experience.xc2xb7 Experience in Momentum Myriad and Investo products is an advantage.xc2xb7 Strong business acumen with sound knowledge in risk assessments, claims, underwriting, tax, business assurance.xc2xb7 Knowledge of financial services industry, insurance products and regulatory & legislation is advantagous.
Duties & ResponsibilitiesEngage:xc2xb7 Be visible to the IFA in order to understand their needs and drive their value proposition.xc2xb7 Visit the IFA and IFA office based on a defined plan and deliver a message.xc2xb7 Analyse, monitor and/or increase prescribed weekly activities to exceed sales targets.xc2xb7 Present the professional, disciplined nature of the IFA Agenda and minutes of all meetings.Enthuse:xc2xb7 Understand who we are targeting, the landscape they are working in, competitor influences, events that will enthuse, critical moments of truth used.xc2xb7 Ensure long-lasting, deep, and meaningful relationships with the IFA.xc2xb7 IFAs to move from non-active supporters to active supporters, to ambassadors.Educate:xc2xb7 IFA having the perception that Momentum are thought leaders.xc2xb7 Be the IFA's source of information within Momentum.xc2xb7 Be accountable, innovative, excellent, honest, diverse, and influential in your business dealings.xc2xb7 Enable better financial planning and advice outcomes.Enable:xc2xb7 IFA having the perception that Momentum are thought leaders.xc2xb7 Be the IFA's source of information within Momentumxc2xb7 Be accountable, innovative, excellent, honest, diverse, and influential in your business dealings xc2xb7 Enable better financial planning and advice outcomes.xc2xb7 Achieve and/or exceed the minimum production targets and the minimum productive IFAs required.
CompetenciesWorking with people: Shows respect for the views and contributions of other team members; shows empathy; listens, supports and cares for others; consults others and shares information and expertise with them; builds team spirit and reconciles conflict; adapts to the team and fits in well.Adhering to Principles and Values: Upholds ethics and values; demonstrates integrity; promotes and defends equal opportunities, builds diverse teams; encourages organisational and individual responsibility towards the community and the environment.Relating and Networking: Easily establishes good relationships with customers and staff; relates well to people at all levels; builds wide and effective networks of contacts; uses humour appropriately to bring warmth to relationships with others.Persuading and Influencing: Gains clear agreement and commitment from others by persuading, convincing and negotiating; makes effective use of political processes to influence and persuade others; promotes ideas on behalf of oneself or others; makes a strong personal impact on others; takes care to manage ones impression on others.Applying Expertise and Technology: Applies specialist and detailed technical expertise; uses technology to achieve work objectives; develops job knowledge and expertise (theoretical and practical) through continual professional development; demonstrates an understanding of different organisational departments and functions.Analysing: Analyses numerical data and all other sources of information, to break them into component parts, patterns and relationships; probes for further information or greater understanding of a problem; makes rational judgements from the available information and analysis; demonstrates an understanding of how one issue may be a part of a much larger system.Delivering Results and Meeting Customer Expectations: Focuses on customer needs and satisfaction; sets high standards for quality and quantity; monitors and maintains quality and productivity; works in a systematic, methodical and orderly way; consistently achieves project goals.Adapting and Responding to Change: Adapts to changing circumstances; tolerates ambiguity; accepts new ideas and change initiatives; adapts interpersonal style to suit different people or situations; shows an interest in new experiences.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 Metropolitan