IFA Growth Advisor – Retail Financial Solutions

Momentum; Cape Town; On-site; ZAR 350,000 - 520,000; Full time

Job summary

Momentum, a leading financial services provider in SA, seeks a Retail Business Consultant to build energetic partnerships with IFAs across Myriad, Investo, Health & Investments, delivering value and excellent service.

You will visit IFAs, present Momentum products, analyze activity, and help grow their practice. A 3-year BCom and 1–3 years sales experience are expected; CFA/ CFP is a plus. Join a culture of entrepreneurship and continuous improvement.

Qualifications

• 3-year BCom degree in Financial Planning, Investment, Business Management, Marketing, Finance, Education or Legal.
• CFA and/or CFP® is an advantage.
• 1–3 years relevant industry-related sales experience.
• Knowledge of Momentum Myriad and Investo products is advantageous.

Responsibilities

• Engage IFAs to understand their needs and drive Momentum’s value proposition.
• Visit IFAs and offices to deliver marketing messages on products.
• Analyse, monitor and increase prescribed weekly activities to exceed sales targets.
• Present Momentum professionally and record minutes of meetings.

Skills

Sales experience

Industry knowledge

Relationship management

Communication skills

Analytical thinking

Education

BCom degree

Tools

Momentum Myriad

Investo

Job description

Momentum, a leading financial services provider in SA, seeks a Retail Business Consultant to build energetic partnerships with IFAs across Myriad, Investo, Health & Investments, delivering value and excellent service.

You will visit IFAs, present Momentum products, analyze activity, and help grow their practice. A 3-year BCom and 1–3 years sales experience are expected; CFA/ CFP is a plus. Join a culture of entrepreneurship and continuous improvement.