Momentum
Why Join Momentum?
Momentum has been a leading financial services provider since 1966, known for innovation, an entrepreneurial spirit, and a commitment to wealth creation, insurance, and income protection. We are dedicated to delivering top-tier financial solutions through deep industry expertise and a client-first approach.
Role Purpose
As a Retail Business Consultant, you will play a vital role in developing and maintaining strong partnerships with Independent Financial Advisors (IFAs) to promote Momentum’s financial solutions. You will be responsible for growing the advisor’s business, meeting sales targets, and expanding the Momentum footprint.
Minimum Requirements
✅ Education:
- A 3-year tertiary qualification (or willingness to study towards one).
✅ Experience:
- 1 to 3 years of relevant sales and communication experience.
- Experience in Momentum products is an advantage.
Key Responsibilities
✅ Engage with IFAs:
- Build and maintain strong relationships with IFAs.
- Understand the competitive landscape and remove any barriers to partnerships.
- Ensure seamless communication and support for IFAs.
✅ Drive Sales & Business Growth:
- Promote Momentum products through structured engagement with IFAs.
- Develop strategies to retain and grow IFA business.
- Exceed sales targets through proactive support and client visits.
✅ Foster Long-Term Partnerships:
- Enhance IFA retention through personalized support and relationship-building.
- Promote digital engagement and adoption of Momentum’s tools.
✅ Educate & Empower IFAs:
- Position Momentum as a thought leader in the financial advisory space.
- Provide insights, coaching, and industry updates to IFAs.
- Equip IFAs with knowledge to enhance financial planning and advice outcomes.
✅ Business Development & Strategy:
- Analyze and support IFAs in optimizing their business models.
- Increase production and market share through strategic planning.
- Ensure continuous innovation and adherence to industry best practices.
Skills & Competencies
✔ Client-Centric Approach: Focus on customer needs and satisfaction.
✔ Relationship Building: Ability to establish and maintain strong professional networks.
✔ Sales & Persuasion: Strong influencing and negotiation skills.
✔ Adaptability & Resilience: Thrive in a dynamic, fast-paced environment.
✔ Strategic Thinking: Ability to analyze market trends and develop growth strategies.
✔ Coaching & Training: Ability to mentor and guide IFAs to success.
Additional Considerations
🚗 Own vehicle & valid driver’s license required (travel to IFAs is necessary).
💰 Commission-based structure with high-performance rewards.
📅 Flexible work schedule based on business and client needs.
📢 Ready to Make an Impact? Apply Now!
Seize this opportunity to work with a leading financial services provider and take your career to new heights!
Apply now at…https://momentum.erecruit.co/candidateapp/Jobs/View/MMH240711-11?source=LinkedInLimitedListings
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