Composite Business Consultant - East London at Momentum Metropolitan Holdings Limited

Requirements

Qualifications:

• 3-year BCom degree in the following fields: Financial Planning, Investment or Business Management, Marketing, Finance, Education and Legal.
• Willingness to study towards the degree and recognition of prior learning if you have 3+ years of experience in the IFA industry.
• CFA and/or CFP® is an advantage.

Experience:

• 3 to 5 years financial service industry experience.
• 1 to 3 years relevant industry related sales experience.
• Experience in Momentum Myriad and Investo products is an advantage.
• A proven track record in successfully dealing with clients and/or IFAs in a practice management environment is an advantage.

Knowledge:

• Strong business acumen with sound knowledge in risk assessments, claims, underwriting, Investment, tax, business assurance.
• Financial services industry, investments and wealth management industry, insurance products and regulatory & legislation is advantageous.

Duties & Responsibilities

Engage:

• Be visible to the IFA in order to understand their needs and drive their value proposition.
• Visit the IFA and IFA office based on a defined plan.
• Analyse, monitor and/or increase prescribed weekly activities to exceed sales targets.

Enthuse:

• Identify Momentum target audience of IFA’s, analyze their working environment, and assess competitor influences.
• Recognize key events that will excite IFA’s to commit to doing business with Momentum.
• Ensure long-lasting, deep, and meaningful relationships with the IFA.
• Ensure IFAs move from non-active supporters to active supporters, to

Educate:

• Coach every IFA that they look after through regular engagements and advice-led competence coaching.
• Enable better financial planning and advice outcomes.

Enable:

• Be the IFA's primary source of information within Momentum.
• Achieve and/or exceed the minimum production targets and the minimum productive IFAs required.