IFA Growth & Engagement Consultant

Momentum; Mpumalanga; On-site; ZAR 350,000 - 600,000; Full time

Job summary

Momentum is seeking a Retail Business Consultant to forge strong partnerships with IFAs across a range of Momentum products, markets, and sales intelligence. You will build ease of doing business, deliver first-class service, and deepen IFA relationships.

With 3–5 years in financial services and a relevant degree, you will drive business through analytics, thought leadership, and targeted campaigns, based in South Africa's KwaZulu-Natal region.

Qualifications

• 3-year BCom degree in financial planning, investment, business management, marketing, finance, education or legal.
• Willingness to study towards the degree and recognition of prior learning with 3+ years in IFA.
• CFA and/or CFP® is an advantage.

Responsibilities

• Be visible to the IFA to understand needs and drive their value proposition (Myriad, Investo, Health & Investments).
• Visit the IFA and IFA office based on a defined plan and deliver marketing messages on products.
• Analyse, monitor and/or increase prescribed weekly activities to exceed sales targets.
• Record minutes of all meetings and follow up on requests (same day or next).

Skills

Financial service experience

Sales experience

IFA relationship management

Education

BCom degree (Financial Planning / Investment / Business Management / Marketing / Finance)

Willingness to study towards degree / recognition of prior learning

CFA and/or CFP® is an advantage

Tools

Momentum Myriad

Investo

Job description

Momentum is seeking a Retail Business Consultant to forge strong partnerships with IFAs across a range of Momentum products, markets, and sales intelligence. You will build ease of doing business, deliver first-class service, and deepen IFA relationships.

With 3–5 years in financial services and a relevant degree, you will drive business through analytics, thought leadership, and targeted campaigns, based in South Africa's KwaZulu-Natal region.