IFA Growth & Partnerships Advisor

Momentum; Gauteng; On-site; ZAR 300,000 - 520,000; Full time

Job summary

Momentum is seeking a Retail Business Consultant to cultivate passionate partnerships with IFAs across Myriad, Investo, Health & Investments, delivering value through superior service and deep business insights.

The role emphasizes visibility with IFAs, planning visits, and driving activity to exceed targets while building lasting relationships and educating clients about Momentum products.

Qualifications

• 3-year BCom degree or progress toward degree with 3+ years in the IFA industry desired.
• Willingness to study toward the degree and recognition of prior learning if you have 3+ years in the IFA industry.

Responsibilities

• Engage with IFAs to understand needs and drive value proposition across Myriad, Investo, Health & Investments.
• Visit IFAs and offices; deliver marketing messages on products; monitor and increase weekly activities to exceed sales targets.
• Build long-lasting, deep relationships with IFAs and move them towards active ambassadors.

Skills

Strong business acumen

Education

3-year BCom degree in Financial Planning/Investment/Business Management/Marketing/Finance/Education and Legal

Job description

Momentum is seeking a Retail Business Consultant to cultivate passionate partnerships with IFAs across Myriad, Investo, Health & Investments, delivering value through superior service and deep business insights.

The role emphasizes visibility with IFAs, planning visits, and driving activity to exceed targets while building lasting relationships and educating clients about Momentum products.