Retail Development Consultant - Durban, South Africa - Momentum Distribution Services
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.
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,
- (essential)
- Willingness to study towards the degree and recognition of prior learning if you have 3+ years of
- MDS.
- CFP is an advantage
Experience:
- 1 to 3 years' financial service industry experience (desired)
- 1year 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,
- 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
- IFAs to move from nonactive 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.
- Selfawareness and insight
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