Retail Business Consultant – Pretoria X5
Details:
- Closing Date: 8 January 2025
- Reference Number: MMH240708-5
- Position Type: Permanent
- Location: Brooklyn and Menlyn, Gauteng (Partial Remote Opportunity)
- Cluster: Momentum Distribution Services
Company Overview
Momentum, a trusted financial services provider since 1966, specializes in innovative solutions for wealth creation, preservation, insurance, and income protection. We focus on delivering value in retail insurance, savings, and investment markets.
Role Purpose
To establish and sustain strong partnerships with Independent Financial Advisors (IFAs), promoting Momentum solutions, growing their business, and achieving sales targets while expanding Momentum’s footprint.
Requirements
Qualifications:
- 3-year tertiary qualification or willingness to study towards one.
Experience:
- 1–3 years of relevant sales and communication experience.
- Knowledge of Momentum products is advantageous.
Key Responsibilities
1. Engagement with IFAs:
- Understand targeted IFA needs and the competitive landscape.
- Build meaningful partnerships by proactively addressing barriers.
- Conduct structured visits to promote Momentum solutions and achieve sales targets.
- Develop retention strategies for IFA clients, ensuring loyalty and engagement.
- Promote the digital way of working and foster a strong connection to the Momentum brand.
2. Relationship Building:
- Create long-term, meaningful relationships with IFAs.
- Serve as the primary source of Momentum-related information for IFAs.
- Resolve queries promptly and provide consistent, professional support.
3. Empowering IFAs:
- Deliver industry insights, regulatory updates, and financial planning expertise to IFAs.
- Coach IFAs to increase production and improve financial planning outcomes.
- Share innovations and ideas to enhance IFA practices.
4. Achieving Sales and Retention Goals:
- Meet or exceed activity and production targets.
- Ensure business retention and growth by addressing risks and opportunities.
5. Travel and Flexibility:
- Travel to IFAs with a valid driver’s license and car.
- Maintain a flexible schedule to meet diary commitments.
Competencies
Interpersonal Skills:
- Respectful, empathetic, and collaborative team player.
- Relates well to people at all levels, building effective networks.
Influence and Persuasion:
- Skilled at negotiating, convincing, and gaining agreement.
- Makes a strong personal impact while managing impressions effectively.
Client-Centric Approach:
- Maintains high standards of quality and productivity to meet customer expectations.
- Monitors progress and adapts to changing client needs.
Adaptability:
- Thrives in changing circumstances and tolerates ambiguity.
- Handles pressure, criticism, and setbacks with resilience.
Self-Motivation:
- Enthusiastic about tackling demanding goals and progressing in career responsibilities.
- Proactively seeks developmental opportunities to enhance performance.
This position offers an exciting opportunity to work in a dynamic environment, fostering growth for both IFAs and Momentum while delivering top-tier client services.
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