Financial Services IFA Growth Consultant

Momentum; Krugersdorp; On-site; ZAR 350,000 - 500,000; Full time

Job summary

Momentum, a leading financial services provider, seeks a proactive professional to engage with Independent Financial Advisers (IFAs) in the Krugersdorp area. You will visit offices, present Momentum’s value proposition, and drive weekly activity to exceed sales targets.

The role emphasizes building enduring relationships, educating on Momentum products, and supporting advisers to grow their businesses. You will work to understand client needs, tailor conversations to showcase Momentum’s

Qualifications

• 3-year BCom degree in Financial Planning, Investment or related fields.
• Willingness to study towards the degree and recognition of prior learning if you have 3+ years of experience in the IFA industry.
• CFA and/or CFP® is an advantage.

Responsibilities

• Engage: Build relationships with IFAs, visit offices per plan, present the IFA agenda, and track weekly activity to exceed targets.
• Enthuse: Understand target landscape, foster deep relationships, and convert inactive IFAs to ambassadors.
• Educate: Position Momentum as the partner of choice for advice-led services and meet production targets.
• Enable: Support IFA partners to exceed production targets and sustain productive relationships.

Skills

Financial planning

Sales experience

Relationship building

IFAs knowledge

Education

BCom degree (3-year)

Willingness to study toward degree

CFA/ CFP® advantage

Job description

Momentum, a leading financial services provider, seeks a proactive professional to engage with Independent Financial Advisers (IFAs) in the Krugersdorp area. You will visit offices, present Momentum’s value proposition, and drive weekly activity to exceed sales targets.

The role emphasizes building enduring relationships, educating on Momentum products, and supporting advisers to grow their businesses. You will work to understand client needs, tailor conversations to showcase Momentum’s