Retail Development Consultant

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.

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.

Qualifications:

• 3-year BCom degree in the following fields:
Business Management, Marketing, Communications,
Finance and Legal
(essential)

• Willingness to study towards the degree and recognition of prior learning if you have 3+ years of
experience working in
MDS.

• CFP is an advantage

Experience:

• 1 to 3 years' financial service industry experience (desired)

• 1-year relevant sales experience (essential)

• 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 and insurance products (desired)

• Technology Savvy

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,

• Achieve and/or exceed the minimum productive IFAs required

• Leading change and innovation

• Diversity and inclusiveness

• Drive for results

• Ability to drive and influence IFA commitment

• Collaboration

• Impact and influence

• Growing talent.

• Self-awareness and insight