Junior Retail Business Consultant x2 - Cape Town Central

Qualifications: 3-year BCom degree in the following fields: Financial Planning, Investment or Business Management, Marketing, Finance, Education and Legal. CFA and/or CFP® is an advantage. Experience: 1 to 3 years relevant industry related sales experience. Experience in Momentum Myriad and Investo products is an advantage. Strong business acumen with sound knowledge in risk assessments, claims, underwriting, tax, business Knowledge of financial services industry, insurance products and regulatory & legislation is advantagous. 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 Enthuse: 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 Educate: 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 Enable/ Empower: A competitive advantage in the future world of the consultant will be the ability to apply excellent knowledge with the ability to meaningfully contribute to the growth of the IFA's practice. Consultants develop a trusting relationship with the IFA within which business advice can be given and hence growth the business Consultants help grow the IFA's practice by identifying and focusing on new products and new client segments, as well as new channels. Continuously assist the IFA to optimise his/her book, by effectively using the campaigns on offer to satisfy further needs of their client base. 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