Junior Retail Business Consultant x2 - Cape Town North

In brief

**Overview** This role is for a Junior Retail Business Consultant, with two positions available, located in Cape Town North at Momentum Metropolitan Holdings. The position involves engaging with Independent Financial Advisors (IFAs) to understand their needs, promote Momentum's financial products (Myriad, Investo, Health & Investments), and contribute to the growth and optimization of the IFAs' practices. **What you will do** * **Engage:** * Maintain visibility with IFAs to understand their needs and promote Momentum's value proposition for Myriad, Investo, Health & Investments products. * Conduct planned visits to IFAs and their offices to deliver marketing messages on a wide range of products. * Analyse, monitor, and/or increase prescribed weekly activities to surpass sales targets. * Present the IFA Agenda professionally, conduct presentations, action requests on the same or next day, and record meeting minutes. * **Enthuse:** * Understand the target IFA categories, their operating landscape, competitor influences, events that generate enthusiasm, and critical moments of truth. * Cultivate long-lasting, deep, and meaningful relationships with IFAs. * Transition IFAs from non-active supporters to active supporters and ultimately ambassadors. * **Educate:** * Enhance the perception among IFAs that Momentum is a thought leader. * Serve as the IFA's primary source of information and educator within Momentum. * Demonstrate accountability, innovation, excellence, honesty, diversity, and influence in all business dealings. * Facilitate improved financial planning and advice outcomes. * **Enable/Empower:** * Apply excellent knowledge to meaningfully contribute to the growth of the IFA’s practice. * Develop a trusting relationship with the IFA within which business advice can be given to foster business growth. * Assist in growing the IFA’s practice by identifying and focusing on new products, new client segments, and new channels. * Continuously help the IFA to optimise their book by effectively utilising available campaigns to satisfy further needs of their client base. **Requirements (from the original advert)** * **Qualifications:** * 3-year BCom degree in 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:** * 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 assurance. * Knowledge of financial services industry, insurance products and regulatory & legislation is advantageous. * **Competencies:** * Working with people * Adhering to principles & values * Relating and networking * Persuading & influencing * Applying expertise & tech * Analysing skills * Delivering results & meet customer expectations * Adapting & respond to change * Coping with pressure & setbacks * Achieving personal work goals & objectives * Entrepreneurial & Commercial thinking **Who should apply** This role is suitable for individuals who possess a BCom degree in a relevant field or are willing to pursue one, with prior learning recognition for those with 3+ years of IFA industry experience. Ideal candidates will have 1-3 years of industry-related sales experience, strong business acumen with knowledge in areas like risk assessments, claims, underwriting, tax, and business assurance, and an understanding of the financial services industry, insurance products, and related regulations. They should be relationship-focused, skilled in engaging and influencing financial advisors, and driven to help them grow their practices. Candidates with CFA/CFP® qualifications or specific experience with Momentum Myriad and Investo products are at an advantage. **Deadline** Not specified **Reference** Original posting: https://www.myjobmag.co.za/job/junior-retail-business-consultant-x2-cape-town-north-momentum-metropolitan-holdings-limited Source: myjobmag

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