Business Consultant at Momentum Metropolitan Holdings Limited

Role Purpose

The business consultant (BC) crafts passionate, energetic and meaningful partnerships with independent financial advisers (IFAs) that will stand the test of time. Product, market and sales intelligence will set them apart from their counterparts. The BC/IFA relationship will be strengthened by first class service, business analysis and continuous improvement of the IFA’s business.

WHAT YOU'RE GOING TO DO

• Achieve and/or exceed the minimum production targets,
• Achieve and/or exceed the minimum productive IFAs required,
• Analyse, monitor and/or increase prescribed weekly activities to exceed sales targets,
• Ensure long-lasting, deep and meaningful relationships with the IFA, and
• Be accountable, innovative, excellent, honest, diverse and influential in your business dealings.

Competencies required

• World-class business acumen,
• Client and/or stakeholder commitment,
• Strong networking and relationship-building drive,
• Drive for results,
• Leader in adaptability and innovation,
• Deep respect for diversity,
• Collaboration,
• Impact and influence through energised contacts,
• Self-awareness and insight,
• Practice management in the IFA space, and
• Facilitation skills.

Experience and Qualifications

Qualifications:

•     NQF Level 7 degree in Business Management, Marketing or Finance-related
•     Certified Financial Planner (CFP®) is advantageous.

Experience:

•     Strong business acumen, with an ease to take decisions and initiating action,
•     5-8 years Financial service industry experience
•     3-5 Years Relevant Sales experience
•     Sound knowledge of Financial Services Industry and Insurance products