Retail Business Consultant - Brooklyn
at Momentum Distribution Services
Pretoria, Gauteng, South Africa -
| Start Date | Expiry Date | Salary | Posted On | Experience | Skills | Telecommute | Sponsor Visa |
|---|---|---|---|---|---|---|---|
| Immediate | 05 Jul, 2024 | Not Specified | 06 Apr, 2024 | 1 year(s) or above | Product Knowledge,Business Acumen,Sales Process,Mds,Communications,Tax,Underwriting,Finance | No | No |
Required Visa Status:
| Citizen | GC |
| US Citizen | Student Visa |
| H1B | CPT |
| OPT | H4 Spouse of H1B |
| GC Green Card |
Employment Type:
| Full Time | Part Time |
| Permanent | Independent - 1099 |
| Contract – W2 | C2H Independent |
| C2H W2 | Contract – Corp 2 Corp |
| Contract to Hire – Corp 2 Corp |
Description:
INTRODUCTION
Momentum, 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.
QUALIFICATIONS:
- 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.
- CFP® is an advantage.
EXPERIENCE:
- 3 to 5 years’ financial service industry experience (desired)
- 1 to 3 years relevant sales experience (essential)
- 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 and insurance products (desired)
KNOWLEDGE:
- Knowledge of the financial services industry.
- Knowledge of relevant legislation.
- Knowledge of the sales process.
- Relevant product knowledge
Responsibilities:
ROLE PURPOSE
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.
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
REQUIREMENT SUMMARY
Min:1.0Max:5.0 year(s)
Marketing/Advertising/Sales
Sales / BD
Sales
Graduate
Business, Communications, Finance, Management, Marketing
Proficient
1
Pretoria, Gauteng, South Africa
