Retail Business Consultant - Durban
Financial Services, Insurance
Minimum Requirements
- 3-year BCom degree in the following fields: Financial Planning, Investment or Business Management, Marketing, Finance, Experience in the IFA industry.
- CFA and/or CFP® is an advantage.
- 3 to 5 years financial service industry experience.
- 1 to 3 years relevant industry related sales 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 advantagous.
- Working 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 one’s impression on others.
- and Legal.
- Willingness to study towards the degree and recognition of prior learning if you have 3+ years of 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.
- 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.
- 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.
- Be the IFA's source of information within Momentum
- Be accountable, innovative, excellent, honest, diverse, and influential in your business dealings \
- Achieve and/or exceed the minimum production targets and the minimum productive IFAs required.
- Be visible to the IFA in order to understand their needs and drive their value proposition.
- Qualifications :
- 3-year BCom degree in the following fields: Financial Planning, Investment or Business Management, Marketing,
- Finance, Experience in the IFA industry.
- Willingness to study towards the degree and recognition of prior learning if you have 3+ years of Duties & Responsibilities Engage:
- Engage:
- in the IFA industry.
Responsibilities
- 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.
- 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.
- 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.
- Be the IFA's source of information within Momentum
- Be accountable, innovative, excellent, honest, diverse, and influential in your business dealings \
- Achieve and/or exceed the minimum production targets and the minimum productive IFAs required.
- Engage:
