Retail Business Consultant - George

Job Facts

Minimum Requirements

• 3-year BCom degree in the following fields: Financial Planning, Investment or Business Management, Marketing, Finance, Experience in the IFA industry.
• CFA and/or CFP® is an advantage.
• 3 to 5 years financial service industry experience.
• 1 to 3 years relevant industry related sales 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 advantagous.
• Working with people
• Adhering to principles & values
• Relating and networking
• Persuading & influencing
• and Legal.
• Willingness to study towards the degree and recognition of prior learning if you have 3+ years of Duties & Responsibilities Engage: Be visible to the IFA in order to understand their needs and drive their value proposition ( Myriad, Investo, Health & Investments)
• Visit the IFA and IFA office based on a defined plan and deliver marketing messages on the wide range of products
• Analyse, monitor and/or increase prescribed weekly activities to exceed sales targets.
• Present the professional, disciplined nature of the IFA Agenda, presentation and action any requests same day or next record minutes of all meetings
• Understand who the IFA category we are targeting, the landscape they are working in, competitor influences, events that will enthuse, critical moments of truth used.
• Ensure long-lasting, deep, and meaningful relationships with the IFA
• IFAs to move from non-active supporters to active supporters, to ambassadors
• Enhance the perception that IFA have that Momentum are thought leaders.
• Be the IFA's source of information and educator within Momentum
• Be accountable, innovative, excellent, honest, diverse, and influential in your business dealings
• Enable better financial planning and advice outcomes
• A competitive advantage in the future world of the consultant will be the ability to Responsibilities Engage: Be visible to the IFA in order to understand their needs and drive their value proposition ( Myriad, Investo, Health & Investments)
• Qualifications :
• Willingness to study towards the degree and recognition of prior learning if you have 3+ years of Duties & Responsibilities Engage:
• Be visible to the IFA in order to understand their needs and drive their value proposition ( Myriad, Investo, Health & Investments)
• Enable/ Empower:
• A competitive advantage in the future world of the consultant will be the ability to Responsibilities Engage:
• A competitive advantage in the future world of the consultant will be the ability to
• in the IFA industry.

Responsibilities

• Be visible to the IFA in order to understand their needs and drive their value proposition ( Myriad, Investo, Health & Investments)
• Visit the IFA and IFA office based on a defined plan and deliver marketing messages on the wide range of products
• Analyse, monitor and/or increase prescribed weekly activities to exceed sales targets.
• Present the professional, disciplined nature of the IFA Agenda, presentation and action any requests same day or next record minutes of all meetings
• Understand who the IFA category we are targeting, the landscape they are working in, competitor influences, events that will enthuse, critical moments of truth used.
• Ensure long-lasting, deep, and meaningful relationships with the IFA
• IFAs to move from non-active supporters to active supporters, to ambassadors
• Enhance the perception that IFA have that Momentum are thought leaders.
• Be the IFA's source of information and educator within Momentum
• Be accountable, innovative, excellent, honest, diverse, and influential in your business dealings
• Enable better financial planning and advice outcomes
• A competitive advantage in the future world of the consultant will be the ability to Responsibilities Engage: Be visible to the IFA in order to understand their needs and drive their value proposition ( Myriad, Investo, Health & Investments)
• Enable/ Empower:
• A competitive advantage in the future world of the consultant will be the ability to Responsibilities Engage:
• A competitive advantage in the future world of the consultant will be the ability to