Tuesday , March 28 2023

Vacancies at Momentum – Internal Business Consultant

Website Momentum

Job Description:

The Internal Business Consultant (iBC) crafts passionate, energetic and meaningful partnerships with independent financial advisers (IFAs) that have not traditionally supported us. Using innovative engagement techniques using product, market and sales intelligence will set them apart from their counterparts.

Job Responsibilities:

  • 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

Job Details:

Company: Momentum

Vacancy Type: Full Time

Job Location: George, Western Cape, SA

Application Deadline: N/A

Apply Here