Overview
Retail Business Consultant – KwaZulu Natal X4 MMH Jobs in KwaDukuza, South Africa at Momentum
Position: Retail Business Consultant – KwaZulu Natal X4 MMH240708-7
Location: KwaDukuza
RolePurpose
The Retail Business Consultant crafts and sustains meaningful partnerships with IFAs to promote Momentum solutions, thereby assisting to grow the advisor’s business and achieve the MDS sales target and grow the Momentum Footprint.
RequirementsQualifications:
3-year tertiary qualification or willingness to study towards the degree.
Experience
1 to 3 years relevant sales andcommunicationexperience.
Experience in Momentum products is an advantage.
Dutiesand 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. Understand the competitor environment. Understand 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. Handle any queries given to them with excellence and provide feedback to IFA. Develop great reasons to visit the IFA.
Proactively support IFAs to move from non-active supporters to active supporters, to ambassadors by:
Visiting each IFA and IFA office based on a defined plan and delivering a product promoting message. Analyzing, monitoring and/or increasing prescribed weekly activities to exceedsales targets.
Engaging every targeted Risk and Saving IFA in a structured, professional and effective manner.
Forming long-lasting, deep, and meaningful relationships with the IFA.
Developing IFA retention strategies that focus on engagements that encourage IFA to keep their books with us.
Encouraging and promoting connection to the brand and digital way of work.
Mobilise support by being visibly excited and ignited about Momentum (Enthuse):
Show IFAs 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 IFAs 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 continuousinnovationthrough the development, sharing and implementation of new ideas.
Ensure IFAs are consistently informed and engaged through coaching and regular interactions including, but not limited to, the 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 e…
Title: Retail Business Consultant – KwaZulu Natal X4 MMH
Company: Momentum
Location: KwaDukuza, South Africa
Category: Sales
