Retail Business Consultant - Western Cape at Momentum Metropolitan Holdings Limited

Requirements

Qualifications:

• 3-year tertiary qualification or Willingness to study towards the degree

Experience:

• 1 to 3 years relevant sales and communication experience.
• Experience in Momentum products is an advantage.

Duties & Responsibilities

Drive continuous and consistent engagement with the IFA and the practice (Engage):

• Retail Business Consultants understand the targeted IFA that we are focusing on. Ensure that no barriers hinder a partnership. Understands the competitor environment. Understands the landscape in which we operate. Understand the needs of the IFA and match the value proposition
• Visibility creates a deep understanding of support and establishes the basis for relationships. Handled any query give to them with excellence and feedback provided to IFA. Develop great reasons to visit the IFA
• Proactively support IFAs to move from non-active supporters to active supporters, to ambassadors by
• Visit each IFA and IFA office based on a defined plan and deliver a product promoting message. Analyse, monitor and/or increase prescribed weekly activities to exceed sales targets
• Engage every targeted Risk and Saving IFA in a structured, professional and effective manner.
• Forming long-lasting, deep, and meaningful relationships with the IFA.
• Develop IFA retention strategies that focus on engagements that encourage IFA to keep there books with us.
• Encourage and promote connection to the brand and digital way of work.

Mobilise support by being visibly excited and ignited about Momentum (Enthuse):

• Showing IFA’s the best way to work with us. Ensure IFAs adopt the Digital way of work.
• Ensure long-lasting, deep, and meaningful relationships with the IFA.
• Up the value and contribute insights, new critical knowledge and understanding delivered to IFA’s that will enable sales (Educate):
• Foster the perception among IFAs that Momentum is a thought leader (Be the IFA's primary source of information within Momentum.) A dependency on Momentum BCs to be the ‘source’ of information.
• Deliver accountability, innovation, excellence, and influence in your business dealings to enable better Financial planning and advice outcomes.
• Advice-led coaching competence of the IFA Influence through coaching and learning
• Continuously develop own expertise in terms of professional, industry and legislation knowledge.
• Contribute to continuous innovation through the development, sharing and implementation of new ideas.
• Ensure IFAs are consistently informed and engaged through coaching and regular interactions including not limited to impact of regulation on the IFA practice, financial planning professional, industry and legislation knowledge.
• Contribute and enable IFAs to increase own production and  enable better financial planning and advice outcomes

(Empower/ Enable)

• Have a very good understanding of the strengths, vulnerabilities, risks, and opportunities of the IFA practice and cultivate Momentum as the business partner of choice that leads Advice –led
• Achieve and/or exceed the minimum input targets,
• Achieve and/or exceed the minimum productive IFAs required,
• Ensure Production/Business retention & growth of IFA’s business

Factors to Consider:

• Willing to work on a commission-based structure with high performance matching pay
• Willing to travel to the IFA (Car and drivers license) with flexibility to arrange your diary