Jobs at Momentum – Retail Development Consultant

Website Momentum

Job Description:

The Retail Development 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:

  • IFAs to move from non-active supporters to active supporters, to ambassadors
  • IFA having the perception that Momentum are thought leaders.
  • 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
  • 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
  • Enable better financial planning and advice outcomes
  • IFA having the perception that Momentum are thought leaders.
  • Be visible to the IFA in order to understand their needs and drive their value proposition

Job Requirements:

  • Collaboration
  • Impact and influence
  • Leading change and innovation
  • Diversity and inclusiveness
  • Growing talent
  • Self-awareness and insight
  • Drive for results
  • Ability to drive and influence IFA commitment

Qualification & Experience:

  • 1-year relevant sales experience (essential)
  • Experience in Momentum Myriad and Investo products is an advantage
  • Technology Savvy
  • 3-year BCom degree in the following fields: Business Management, Marketing, Communications, Finance and Legal (essential)
  • Willingness to study towards the degree and recognition of prior learning if you have 3+ years of experience working in MDS.
  • Strong business acumen with sound knowledge in risk assessments, claims, underwriting, tax, business assurance
  • Knowledge of financial services industry and insurance products (desired)
  • CFP is an advantage
  • 1 to 3 years’ financial service industry experience (desired)

Job Details:

Company: Momentum

Vacancy Type:  Full Time

Job Location: Benoni, Gauteng, SA

Application Deadline: N/A

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