Composite (Investments & Retail) Consultant at Momentum Metropolitan Holdings Limited

Role Purpose    

• The Business Consultant crafts passionate, energetic, and meaningful partnerships with IFAs that will stand the test of time. Product, market, and sales intelligence will set them apart from their counterparts. The consultant/IFA relationship will be strengthened by ease of doing business, first-class services, deep business analysis and continuous improvement of the IFA’s business.

Requirements    
Qualifications:

• 3 year degree in B.Com business management, marketing, Communication finance and legal or related NQF 7 qualification.
• CFA and Certified Financial Planner (CFP®) is an advantage.
• Honours an advantage.

Experience:

• Three to five years’ financial service industry experience.
• Minimum one to three years’ sales and service experience, which must include investments.
• Momentum Investment Experience is preferred.
• Momentum Health, Myriad and Investo experience is an advantage.
• Strong business acumen, with sound knowledge in risk assessments, clams and underwriting, tax, business assurance.
• Sound knowledge of financial services industry and insurance products.
• Strong knowledge of the investment and wealth management industry in SA and international markets; including but not limited to Fund selection, DFM and Securities.
• A proven track record in successfully dealing with clients and/or IFAs in a practice management environment is an advantage.
• Technologically Savvy.

Duties & Responsibilities    
Engage:

• Be visible to the IFA in order to understand their needs and drive their value proposition
• Visit the IFA and IFA office based on a defined plan and deliver a message
• Analyse, monitor and/or increase prescribed weekly activities to exceed sales targets.
• Present the professional, disciplined nature of the IFA Agenda and minutes of all meetings

Enthuse:

• Understand who 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

Educate:

• IFA having the perception that Momentum are thought leaders.
• Be the IFA’s source of information within Momentum
• Be accountable, innovative, excellent, honest, diverse, and influential in your business dealings
• Enable better financial planning and advice outcomes

Enable:

• IFA having the perception that Momentum are thought leaders.
• Be the IFA’s source of information within Momentum.
• Be accountable, innovative, excellent, honest, diverse, and influential in your business dealings.
• Enable better financial planning and advice outcomes.
• Achieve and/or exceed the minimum production targets.

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
• Entreprenurial & Commercial thinking