Retail Development Consultant - Cape Town, South Africa - Momentum Distribution Services

Momentum Distribution Services

Verified Company

Cape Town, South Africa

1 week ago

Posted by:

Thabo Mthembu

beBee Recruiter

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:

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 longlasting, deep, and meaningful relationships with the IFA
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 dealing
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 dealing

Enable better financial planning and advice outcomes
Achieve and/or exceed the minimum production targets,
Achieve and/or exceed the minimum productive IFAs required

Duties & Responsibilities

Qualifications:

3year 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)
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, business assurance.
Knowledge of financial services industry and insurance products (desired)
Technology Savvy

Competencies