Junior Retail Business Consultant - Bloemfontein

In brief

Overview This is a Junior Retail Business Consultant role based in Bloemfontein, offered by Momentum Metropolitan Holdings. The role involves supporting Independent Financial Advisors (IFAs) by building relationships, providing product information, and assisting with practice growth. What you will do * **Engage:** * Be visible to IFAs to understand their needs and promote Momentum's value proposition across Myriad, Investo, Health & Investments products. * Visit IFAs and their offices based on a defined plan to deliver marketing messages on a wide range of products. * Analyze, monitor, and/or increase prescribed weekly activities to exceed sales targets. * Present the professional, disciplined nature of the IFA Agenda, deliver presentations, and action any requests on the same day or next, recording minutes of all meetings. * **Enthuse:** * Understand the target IFA categories, their operating landscape, competitor influences, relevant events, and critical moments of truth. * Ensure long-lasting, deep, and meaningful relationships with IFAs. * Help move IFAs from non-active supporters to active supporters and eventually to ambassadors. * **Educate:** * Enhance the perception that IFAs have that Momentum are thought leaders. * Serve as the IFA's primary source of information and educator within Momentum. * Act accountably, innovatively, excellently, honestly, diversely, and influentially in business dealings. * Enable better financial planning and advice outcomes for IFAs. * **Enable/Empower:** * Apply excellent knowledge to meaningfully contribute to the growth of the IFA’s practice, recognizing this as a competitive advantage. * Develop a trusting relationship with the IFA to provide business advice and foster business growth. * Help grow the IFA’s practice by identifying and focusing on new products, new client segments, and new channels. * Continuously assist the IFA to optimize their client book by effectively using campaigns to satisfy further client needs. Requirements (from the original advert) * **Qualifications:** * 3-year BCom degree in the following fields: 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. * Knowledge of financial services industry, insurance products and regulatory & legislation is advantageous. Who should apply The ideal candidate is someone who is adept at working with people, adhering to principles and values, and skilled in relating and networking. They should possess strong persuasive and influencing abilities, be capable of applying expertise and technology, and have excellent analytical skills. This role suits individuals who are results-oriented, adaptable to change, able to cope with pressure, and committed to achieving personal work goals. Entrepreneurial and commercial thinking are also key traits for success in this position. Deadline Not specified Reference Original posting: https://www.myjobmag.co.za/job/junior-retail-business-consultant-bloemfontein-momentum-metropolitan-holdings-limited Source: myjobmag

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