Retail Business Consultant

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:

• Enable better financial planning and advice outcomes
• Be accountable, innovative, excellent, honest, diverse, and influential in your business dealings
• Achieve and/or exceed the minimum productive IFAs requirements
• Achieve and/or exceed the minimum production targets,

Job Requirements:

• Willingness to study towards the degree and recognition of prior learning if you have 3+ years of experience working in MDS.
• 1 to 3 years of relevant sales experience (essential)
• Strong business acumen with sound knowledge of risk assessments, claims, underwriting, tax, and business assurance
• 3 to 5 years of financial service industry experience (desired)
• 3-year BCom degree in the following fields: Business Management, Marketing, Communications, Finance, and Legal (essential)
• Experience in Momentum Myriad and Investor products is an advantage
• CFP® is an advantage.