Retail Business Consultant - Eastern Cape

at  Momentum Distribution Services

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 tertiary qualification or Willingness to study towards the degree

EXPERIENCE:

• 1 to 3 years relevant sales and communication experience.
• Experience in Momentum products is an advantage.

UP THE VALUE AND CONTRIBUTE INSIGHTS, NEW CRITICAL KNOWLEDGE AND UNDERSTANDING DELIVERED TO IFA’S THAT WILL ENABLE SALES (EDUCATE):

• Foster the perception among IFAs that Momentum is a thought leader (Be the IFA’s primary source of information within Momentum.) A dependency on Momentum BCs to be the ‘source’ of information.
• Deliver accountability, innovation, excellence, and influence in your business dealings to enable better Financial planning and advice outcomes.
• Advice-led coaching competence of the IFA Influence through coaching and learning
• Continuously develop own expertise in terms of professional, industry and legislation knowledge.
• Contribute to continuous innovation through the development, sharing and implementation of new ideas.
• Ensure IFAs are consistently informed and engaged through coaching and regular interactions including not limited to impact of regulation on the IFA practice, financial planning professional, industry and legislation knowledge.

ROLE PURPOSE

The Retail Business Consultant crafts and sustains meaningful partnerships with IFAs to promote Momentum solutions, thereby assisting to grow the advisor’s business and achieve the MDS sales target and grow the Momentum Footprint.