Junior Retail Business Consultant x2 – Cape Town Central Job at Momentum Metropolitan Holdings Limited

Qualifications:

• 3-year BCom degree in the following fields: Financial Planning, Investment or Business Management, Marketing, Finance, Education and Legal.
• CFA and/or CFP® is an advantage.

Experience:  

• 1 to 3 years relevant industry related 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 
• Knowledge of financial services industry, insurance products and regulatory & legislation is advantagous. 

Duties & Responsibilities

Engage:

• Be visible to the IFA in order to understand their needs and drive their value proposition ( Myriad, Investo, Health & Investments)
• Visit the IFA and IFA office based on a defined plan and deliver marketing messages on the wide range of products
• Analyse, monitor and/or increase prescribed weekly activities to exceed sales targets.
• Present the professional, disciplined nature of the IFA Agenda, presentation and action any requests same day or next record minutes of all meetings

Enthuse:

• Understand who the IFA category 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:

•  Enhance the perception that IFA have that Momentum are thought leaders.
•  Be the IFA's source of information and educator within Momentum
•  Be accountable, innovative, excellent, honest, diverse, and influential in your business dealings
• Enable better financial planning and advice outcomes

Enable/ Empower: 

• A competitive advantage in the future world of the consultant will be the ability to apply excellent knowledge with the ability to meaningfully contribute to the growth of the IFA’s practice.
• Consultants develop a trusting relationship with the IFA within which business advice can be given and hence growth the business
• Consultants help grow the IFA’s practice by identifying and focusing on new products and new client segments, as well as new channels.
• Continuously assist the IFA to optimise his/her book, by effectively using the campaigns on offer to satisfy further needs of their client base.

Competencies

• Working with people
• Adhering to principles & values
• Relating and networking
• Persuading & influencing
• Applying expertise & tech
• Analysing skills 
• Delivering results & meet customer expectations
• Adapting & respond to change
• Coping with pressure & setbacks 
• Achieving personal work goals & objectives
• Entreprenurial & Commercial thinking