Vacancies at Momentum – Internal Business Consultant

• Build and maintain relationships with clients and internal and external stakeholders
• Applying a segmented approach to build relationship with the remaining IFA’s of the list.
• Assist with the transition of the IFA relationship to a Business Consultant when the IFA production warrantees a face to face relationship.
• Be accountable, innovative, excellent, honest, diverse and influential in your business dealings.
• Close broker codes where no further relationship can be continued, facilitating any needed system interactions.
• Deliver on expectations to clients and internal and external stakeholders in order to ensure that client expectations are managed
• Make contact with each and every IFA via the different digital platforms.

Job Requirements:

• People management skills
• Influencing skills
• Planning and organizing skills
• Communication skills
• Interpersonal skills
• Strong business acumen, sound knowledge of financial services industry and insurance products with an ease of making decisions and initiating action.
• Problem solving skills
• Ability to work virtually under the current pandemic
• Presentation skills

Qualification & Experience:

• 2-3 years’ financial service industry experience is advantageous.
• 1 – 3 years’ relevant sales experience is preferred