IFA Growth Partner & Retail Solutions Consultant

Momentum; Bloemfontein; On-site; ZAR 360,000 - 600,000; Full time

Job summary

Momentum, based in Bloemfontein, seeks a Retail Business Consultant to build strong partnerships with IFAs across the Myriad, Investo, Health & Investments range. You will cultivate relationships, visit IFAs, and deliver tailored product messaging to support growth and client outcomes.

The role requires Afrikaans communication skills and a sharp business acumen to drive annual targets through effective collaboration and continuous improvement.

Qualifications

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

Responsibilities

• Engage IFAs to understand needs and drive value proposition (Myriad, Investo, Health & Investments).
• Visit the IFA and IFA office to deliver marketing messages and products.
• Analyse, monitor and increase prescribed weekly activities to exceed sales targets.
• Present the professional, disciplined IFA Agenda and record minutes of meetings.

Skills

Afrikaans communication

Business acumen

Relationship building

Education

BCom degree

Tools

Momentum Myriad

Investo products

Job description

Momentum, based in Bloemfontein, seeks a Retail Business Consultant to build strong partnerships with IFAs across the Myriad, Investo, Health & Investments range. You will cultivate relationships, visit IFAs, and deliver tailored product messaging to support growth and client outcomes.

The role requires Afrikaans communication skills and a sharp business acumen to drive annual targets through effective collaboration and continuous improvement.