Jobs at MOMENTUM in South Africa

Introduction

Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and investment markets in SA.

Role Purpose

The Retail Business Consultant crafts and sustains meaningful partnerships with IFAs to promote Momentum solutions, thereby assisting to grow the advisor’s business and achieve the MDS sales target and grow the Momentum Footprint.

Requirements

• 3-year tertiary qualification or willingness to study towards the degree

Experience:

• 1 to 3 years relevant sales and communication experience.
• Experience in Momentum products is an advantage.

Duties & Responsibilities

• Drive continuous and consistent engagement with the IFA and the practice (Engage):
  • Understand the targeted IFA that we are focusing on. Ensure that no barriers hinder a partnership. Understands the competitor environment and the landscape in which we operate. Understand the needs of the IFA and match the value proposition.
  • Visibility creates a deep understanding of support and establishes the basis for relationships. Handle any query given to them with excellence and provide feedback to IFA. Develop great reasons to visit the IFA.
  • Proactively support IFAs to move from non-active supporters to active supporters, to ambassadors by visiting each IFA and IFA office based on a defined plan and delivering a product promoting message. Analyse, monitor and/or increase prescribed weekly activities to exceed sales targets.
  • Engage every targeted Risk and Saving IFA in a structured, professional and effective manner.
  • Form long-lasting, deep, and meaningful relationships with the IFA.
  • Develop IFA retention strategies that focus on engagements that encourage IFAs to keep their books with us.
  • Encourage and promote connection to the brand and digital way of work.
• Mobilise support by being visibly excited and ignited about Momentum (Enthuse):
  • Show IFAs the best way to work with us. Ensure IFAs adopt the Digital way of work.
  • Ensure long-lasting, deep, and meaningful relationships with the IFA.
• Up the value and contribute insights, new critical knowledge and understanding delivered to IFAs that will enable sales (Educate):
  • Foster the perception among IFAs that Momentum is a thought leader. Be the IFA's primary source of information within Momentum.
  • Deliver accountability, innovation, excellence, and influence in your business dealings to enable better Financial planning and advice outcomes.
  • Advice-led coaching competence of the IFA influence through coaching and learning.
  • Continuously develop own expertise in terms of professional, industry and legislation knowledge.
  • Contribute to continuous innovation through the development, sharing and implementation of new ideas.
  • Ensure IFAs are consistently informed and engaged through coaching and regular interactions including, but not limited to, the impact of regulation on the IFA practice, financial planning professional, industry and legislation knowledge.
• Contribute and enable IFAs to increase own production and enable better financial planning and advice outcomes (Empower/ Enable):
  • Have a very good understanding of the strengths, vulnerabilities, risks, and opportunities of the IFA practice and cultivate Momentum as the business partner of choice that leads Advice-led.
  • Achieve and/or exceed the minimum input targets.
  • Achieve and/or exceed the minimum productive IFAs required.
  • Ensure Production/Business retention & growth of IFAs' business.

Factors to Consider:

• Willing to work on a commission-based structure with high performance matching pay.
• Willing to travel to the IFA (Car and driver's license) with flexibility to arrange your diary.

Competencies