Retail Development Consultant – Momentum Health Careers


Website Momentum

Position Summary:

The Retail Development 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.

Key Responsibilities:

  • IFAs to move from non-active supporters to active supporters, to ambassadors
  • Understand who we are targeting, the landscape they are working in, competitor influences, events that will enthuse, critical moments of truth used.
  • Enable better financial planning and advice outcomes
  • Be accountable, innovative, excellent, honest, diverse, and influential in your business dealings
  • Ensure long-lasting, deep, and meaningful relationships with the IFA
  • Analyse, monitor and/or increase prescribed weekly activities to exceed sales targets.
  • Visit the IFA and IFA office based on a defined plan and deliver a message
  • Achieve and/or exceed the minimum production targets,
  • Present the professional, disciplined nature of the IFA Agenda and minutes of all meetings
  • Be the IFA’s source of information within Momentum
  • Achieve and/or exceed the minimum productive IFAs required
  • Be visible to the IFA in order to understand their needs and drive their value proposition

What you’ll have:

  • 1-year relevant sales experience (essential)
  • CFP is an advantage
  • 3-year BCom degree in the following fields: Business Management, Marketing, Communications, Finance and Legal (essential)
  • Strong business acumen with sound knowledge in risk assessments, claims, underwriting, tax, business assurance
  • Experience in Momentum Myriad and Investo products is an advantage
  • Technology Savvy
  • Knowledge of financial services industry and insurance products (desired)
  • 1 to 3 years’ financial service industry experience (desired)
  • Willingness to study towards the degree and recognition of prior learning if you have 3+ years of experience working in MDS.