Retail Business Consultant Graduate - Bloemfontein
Momentum Metropolitan Holdings
- Location
- Bloemfontein, Free State
- Minimum qualification
- Bachelor's degree
- Closing date
First listed . Last checked at source .
In brief
**Overview** This is for the role of a Retail Business Consultant Graduate at Momentum Metropolitan Holdings, located in Bloemfontein. The position focuses on engaging with Independent Financial Advisors (IFAs) to understand their needs, drive the value proposition of Momentum products (Myriad, Investo, Health & Investments), build strong relationships, and support the growth and optimization of IFA practices through education and enablement. **What you will do** * Engage directly with IFAs to understand their needs and promote Momentum's value proposition across various products. * Conduct planned visits to IFA offices to deliver marketing messages on a wide range of products. * Analyze, monitor, and increase weekly activities to achieve and exceed sales targets. * Present professional agendas, deliver presentations, action IFA requests promptly, and record meeting minutes. * Understand the target IFA categories, market landscape, competitor influences, and critical moments to effectively engage. * Cultivate long-lasting, deep, and meaningful relationships with IFAs, aiming to transition them from non-active supporters to ambassadors. * Enhance Momentum's perception as a thought leader among IFAs. * Serve as the primary source of information and educator for IFAs within Momentum. * Conduct business dealings with accountability, innovation, excellence, honesty, diversity, and influence. * Enable better financial planning and advice outcomes for IFAs. * Apply extensive knowledge to meaningfully contribute to the growth of IFA practices. * Develop trusting relationships with IFAs to provide effective business advice and foster growth. * Support the growth of IFA practices by identifying and focusing on new products, client segments, and channels. * Continuously assist IFAs in optimizing their client books by effectively utilizing available campaigns to satisfy client needs. **Requirements (from the original advert)** * **Qualifications:** * 3-year BCom degree in 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. **Who should apply** This role is ideal for a graduate with a BCom degree in specified financial or business-related fields, who possesses 1-3 years of relevant sales experience, ideally within the financial industry. The successful candidate should demonstrate strong business acumen, knowledge of risk assessments, claims, underwriting, and tax, and preferably familiarity with Momentum Myriad and Investo products. They should be a proactive individual skilled in working with people, networking, persuading, and influencing, with a commitment to principles and values. The role requires someone analytical, results-driven, adaptable, resilient, goal-oriented, and possessing entrepreneurial and commercial thinking skills, capable of building trusting relationships and educating financial advisors. **Deadline** Not specified **Reference** Original posting: https://www.myjobmag.co.za/job/retail-business-consultant-graduate-bloemfontein-momentum-metropolitan-holdings-limited Source: myjobmag
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At a glance
- At least 1 year of experience.
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Job description
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