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    Retail Development Consultant - Durban South, South Africa - MMI Holdings Ltd

    MMI Holdings Ltd
    MMI Holdings Ltd Durban South, South Africa

    3 days ago

    Default job background
    Permanent
    Description
    Closing Date2023/03/20Reference NumberMMH Job TitleRetail Development Consultant (Durban)Position TypePermanentRole FamilySalesClusterMomentum Distribution ServicesRemote OpportunityNone of the timeLocation - CountrySouth AfricaLocation - ProvinceKwaZulu-NatalLocation - Town / CityDurbanIntroduction

    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.

    Role Purpose

    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.

    Requirements

    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:

    • 1 to 3 years' financial service industry experience (desired)

    • 1-year 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)

    • Technology Savvy

    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

    Enthuse:

    •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

    •IFAs to move from non-active supporters to active supporters, to ambassadors

    Educate:

    •IFA having the perception that Momentum are thought leaders.

    •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

    Enable:

    •IFA having the perception that Momentum are thought leaders.

    •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

    •Achieve and/or exceed the minimum production targets,

    •Achieve and/or exceed the minimum productive IFAs required

    Competencies


    •Leading change and innovation

    •Diversity and inclusiveness

    •Drive for results

    •Ability to drive and influence IFA commitment

    •Collaboration

    •Impact and influence

    •Growing talent.

    •Self-awareness and insight

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