Retail Business Consultant - Eastern Cape, Port Elizabeth, South Africa - Momentum Metropolitan Holdings Limited

    Momentum Metropolitan Holdings Limited
    Momentum Metropolitan Holdings Limited Eastern Cape, Port Elizabeth, South Africa

    4 weeks ago

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    Full time
    Description

    Momentum Metropolitan Holdings Limited's job vacancy, Career and Recruitment

    Job title : Retail Business Consultant – Qheberha jobs in Eastern Cape

    Job Location : Eastern Cape, Port Elizabeth

    Deadline : May 02, 2024

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    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:
  • 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.

    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
  • Brand Ambassadorship
  • Leading and Supervising
  • Professional standards
  • Relating and networking (building rapport and relationships)
  • Stress tolerance ? Flawless and effective communication (written and oral)
  • Delivering results and meeting stakeholder expectations
  • Teamwork and collaboration
  • Positively impact and influence on the IFA practice
  • Deadline Driven
  • Able to travel as much as the job requires and travel documentation in order
  • Persuading and influencing

    *Accounting / Financial Services jobs in south africa
    *Retail Business Consultant – Qheberha in Port Elizabeth