Retail Business Consultant - Potchefstroom/Klerksdorp
at Momentum Distribution Services
Potchefstroom, North West, South Africa -
Start Date | Expiry Date | Salary | Posted On | Experience | Skills | Telecommute | Sponsor Visa |
---|---|---|---|---|---|---|---|
Immediate | 13 Jul, 2024 | Not Specified | 13 Apr, 2024 | 1 year(s) or above | Business Acumen,Legislation,Underwriting,Investment,Financial Planning,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.
REQUIREMENTS
Qualifications:
- 3-year BCom degree in the following fields: Financial Planning, Investment or Business Management, Marketing,
Finance, Education and Legal.
- Willingness to study towards the degree and recognition of prior learning if you have 3+ years of experience in the IFA industry.
- CFA and/or CFP® is an advantage.
EXPERIENCE:
- 3 to 5 years financial service industry experience.
- 1 to 3 years relevant industry related sales experience.
- 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, insurance products and regulatory & legislation is advantagous.
Responsibilities:
ROLE PURPOSE
The Retail Business Consultant crafts passionate, energetic, and meaningful partnerships with Independent Financial AdvisersIFAs 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.
REQUIREMENT SUMMARY
Min:1.0Max:5.0 year(s)
Financial Services
Sales / BD
Finance
Graduate
Business, Management, Marketing
Proficient
1
Potchefstroom, North West, South Africa