Retail Business Consultant

Website Momentum

Job Description:

The Retail Business 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.

Job Responsibilities:

  • Ensure long-lasting, deep, and meaningful relationships with the IFA.
  • Be the IFA’s source of information within Momentum.
  • IFA having the perception that Momentum are thought leaders.
  • Understand who we are targeting, the landscape they are working in, competitor influences, events that will enthuse, critical moments of truth used.
  • IFAs to move from non-active supporters to active supporters, to ambassadors.

Job Requirements:

  • Strong business acumen with sound knowledge in risk assessments, claims, underwriting, tax, business assurance
  • 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.
  • 3-year BCom degree in the following fields: Business Management, Marketing, Communications, Finance and Legal (essential)
  • 1 to 3 years relevant sales experience (essential)
  • Experience in Momentum Myriad and Investo products is an advantage.
  • Knowledge of financial services industry and insurance products (desired)
  • 3 to 5 years’ financial service industry experience (desired)

Job Details:

Company: Momentum

Vacancy Type: Full Time

Job Location: Durban, KwaZulu-Natal, South Africa

Application Deadline: N/A

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