Jobs at Momentum – Relationship Consultant

• Develop innovative methods to identify and develop new channels and business opportunities.
• Establish appropriate feedback mechanisms to understand the outcomes of the sales and implementation process.
• Accurately complete all administrative and reporting requirements within agreed timeframes.
• Develop plans and tactics for the achievement of sales targets.
• Accurately capture client information, relevant actions and sales on the systems.
• Engage with prospective clients, brokers and intermediaries to determine their financial wellness needs and provide them with clear and accurate information.
• Contribute to the development of product training material for the client.
• Calculated and advise on tax and legal implications of products and or changes.
• Prepare proposals that capture client requirements and the relevant aspects of the product or solution.
• Take corrective action to sustain policy retention and prospects for repeat business.
• Establish productive, professional relationships with key stakeholders in the affiliation and associate channels.
• Collaborate with internal stakeholders to translate client requirements into products, solutions and business cases.
• Introduce the new business management team to a new client and put in place processes to ensure that new individual business flows are extracted from the client.
• Contribute to and coordinate the solution design process based on client requirements in order to effectively package and market products or solutions to meet clients financial wellness needs.
• Facilitate presentations, meetings and discussions with key senior stakeholders and to create awareness of the various features and benefits associated with the various products.
• Engage with relevant stakeholders to identify opportunity for sales and provide relevant sales support.

Job Requirements:

• Certificate of proficiency in Insurance or equivalent qualification
• Sales experience in the financial services industry (essential)

Qualification & Experience:

• Certified Financial Planner (CFP) or equivalent registration
• Experience working with associations and affiliations will be beneficial
• Bcomm Degree in Financial Planning, Business, Finance, Economics or equivalent qualification
• 3-5 years’ experience in business development, client service, marketing or sales environment within a financial services environment (essential)
• Relevant legislative/regulatory exams or qualifications