Jobsrican
Website Momentum
Job Description:
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.
[the_ad id=”21943″]Job Responsibilities:
- Achieve and/or exceed the minimum production targets,
- Analyse, monitor and/or increase prescribed weekly activities to exceed sales targets.
- IFAs to move from non-active supporters to active supporters, to ambassadors
- Enable better financial planning and advice outcomes
- Be the IFA’s source of information within Momentum
- Visit the IFA and IFA office based on a defined plan and deliver a message
- Ensure long-lasting, deep, and meaningful relationships with the IFA
- Be visible to the IFA in order to understand their needs and drive their value proposition
- Be accountable, innovative, excellent, honest, diverse, and influential in your business dealings
Job Requirements:
- Knowledge of financial services industry and insurance products (desired)
- Strong business acumen with sound knowledge in risk assessments, claims, underwriting, tax, business assurance
- 1 to 3 years’ financial service industry experience (desired)
- CFP is an advantage
- Technology Savvy
- Experience in Momentum Myriad and Investo products is an advantage
- 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.
- 1-year relevant sales experience (essential)
Job Details:
Company: Momentum
Vacancy Type: Full Time
Job Location: Nelspruit, Mpumalanga, SA
Application Deadline: N/A
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