Momentum Jobs in Port Elizabeth – Business Consultant

Website Momentum

Job Description:

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.

Job Responsibilities:

  • Enable better financial planning and advice outcomes
  • Analyse, monitor and/or increase prescribed weekly activities to exceed sales targets.
  • Be the IFA’s source of information within Momentum
  • Achieve and/or exceed the minimum productive IFAs required
  • Understand who we are targeting, the landscape they are working in, competitor influences, events that will enthuse, critical moments of truth used.
  • IFA having the perception that Momentum are thought leaders.
  • IFAs to move from non-active supporters, to active supporters, to ambassadors
  • Be accountable, innovative, excellent, honest, diverse and influential in your business dealings
  • Achieve and/or exceed the minimum production targets,
  • Visit the IFA and IFA office based on a defined plan and deliver a message
  • Be visible to the IFA in order to understand their needs and drive their value proposition
  • Present the professional, disciplined nature of the IFA Agenda and minutes of all meetings
  • Enable better financial planning and advice outcomes
  • Ensure long-lasting, deep and meaningful relationships with the IFA
  • 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

Job Requirements:

  • Impact and influence
  • Strong business acumen with sound knowledge in risk assessments, claims, underwriting, tax, business assurance
  • Knowledge of financial services industry and insurance products (desired)
  • Ability to drive and influence IFA commitment
  • Self-awareness and insight
  • Diversity and inclusiveness
  • Leading change and innovation

Qualification & Experience:

  • 3 to 5 years’ financial service industry experience (desired)
  • Willingness to study towards the degree and recognition of prior learning if you have 3+ years of experience working in MDS.
  • 3-year BCom degree in the following fields: Business Management, Marketing, Communications, Finance and Legal (essential)
  • CFP® is an advantage
  • Experience in Momentum Myriad and Investo products is an advantage
  • 1 to 3 years relevant sales experience (essential)

Job Details:

Company: Momentum

Vacancy Type: Full Time

Job Location: Cape Town, Western Cape, South Africa

Application Deadline: N/A

Apply Here

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