Retail Business Consultant - East Rand

• 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


• 1 to 3 years relevant 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 and insurance products

• 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 and the minimum productive IFAs required.

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  Working with people: Shows respect for the views and contributions of other team members; shows empathy; listens, supports and cares for others; consults others and shares information and expertise with them; builds team spirit and reconciles conflict; adapts to the team and fits in well.
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  Adhering to Principles and Values: Upholds ethics and values; demonstrates integrity; promotes and defends equal opportunities, builds diverse teams; encourages organisational and individual responsibility towards the community and the environment.

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  Relating and Networking: Easily establishes good relationships with customers and staff; relates well to people at all levels; builds wide and effective networks of contacts; uses humour appropriately to bring warmth to relationships with others.

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  Persuading and Influencing: Gains clear agreement and commitment from others by persuading, convincing and negotiating; makes effective use of political processes to influence and persuade others; promotes ideas on behalf of oneself or others; makes a strong personal impact on others; takes care to manage one’s impression on others.

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  Applying Expertise and Technology: Applies specialist and detailed technical expertise; uses technology to achieve work objectives; develops job knowledge and expertise (theoretical and practical) through continual professional development; demonstrates an understanding of different organisational departments and functions.

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  Analysing: Analyses numerical data and all other sources of information, to break them into component parts, patterns and relationships; probes for further information or greater understanding of a problem; makes rational judgements from the available information and analysis; demonstrates an understanding of how one issue may be a part of a much larger system.
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  Delivering Results and Meeting Customer Expectations: Focuses on customer needs and satisfaction; sets high standards for quality and quantity; monitors and maintains quality and productivity; works in a systematic, methodical and orderly way; consistently achieves project goals.
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  Adapting and Responding to Change: Adapts to changing circumstances; tolerates ambiguity; accepts new ideas and change initiatives; adapts interpersonal style to suit different people or situations; shows an interest in new experiences.
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  Coping with Pressures and Setbacks: Maintains a positive outlook at work; works productively in a pressurized environment; keeps emotions under control during difficult situations; handles criticism well and learns from it; balances the demands of a work life and a personal life.
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  Achieving Personal Work Goals and Objectives: Accepts and tackles demanding goals with enthusiasm; works hard and puts in longer hours when it is necessary; seeks progression to roles of increased responsibility and influence; identifies own development needs and makes use of developmental or training opportunities.
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  Entrepreneurial and Commercial Thinking: Keeps up to date with competitor information and market trends; identifies business opportunities for the organisation; maintains awareness of developments in the organisational structure and politics; demonstrates financial awareness; controls costs and thinks in terms of profit, loss and added value.