IFA Growth & Partnerships Architect

Momentum; Johannesburg; On-site; ZAR 520,000 - 900,000; Full time

Job summary

Momentum Johannesburg is seeking a Retail Business Consultant to build strong, lasting partnerships with Independent Financial Advisers (IFAs). You will leverage product, market and sales intelligence to create value, ease of doing business and superior service.

The role focuses on engaging, enthusing and educating IFAs, strengthening Momentum's position as a thought leader and trusted information source. You will work to exceed sales targets and drive better financial planning outcomes for

Qualifications

• 3-year BCom degree in Financial Planning, Investment or Business Management, Marketing, Finance, Education and Legal.
• 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.
• 3 to 5 years financial service industry experience.
• 1 to 3 years relevant industry related sales experience.
• Experience in Momentum Myriad and Investo products is an advantage.
• Knowledge of financial services industry, insurance products and regulatory & legislation is advantageous.

Responsibilities

• Be visible to the IFA in order to understand their needs and drive their value proposition.
• Visit the IFA and IFA office based on a defined plan and deliver a message.
• Analyse, monitor and/or increase prescribed weekly activities to exceed sales targets.
• Present the professional, disciplined nature of the IFA Agenda and minutes of all meetings.
• Understand who we are targeting, the landscape they are working in, competitor influences, events that will enthuse, critical moments of truth used.
• Ensure long-lasting, deep, and meaningful relationships with the IFA.
• IFAs to move from non-active supporters to active supporters, to ambassadors.
• IFA having the perception that Momentum are thought leaders.
• Be the IFA's source of information within Momentum.
• Be accountable, innovative, excellent, honest, diverse, and influential in your business dealings.
• Enable better financial planning and advice outcomes.
• IFA having the perception that Momentum are thought leaders.
• Be the IFA's source of information within Momentum
• Be accountable, innovative, excellent, honest, diverse, and influential in your business dealings
• Enable better financial planning and advice outcomes.
• Achieve and/or exceed the minimum production targets and the minimum productive IFAs required.

Skills

Relationship building

Sales experience

IFA knowledge

Risk assessment

Business acumen

Education

BCom in Financial Planning/Investment/Business Management/Marketing/Finance/Education/Legal

Tools

Momentum Myriad

Investo

Job description

Momentum Johannesburg is seeking a Retail Business Consultant to build strong, lasting partnerships with Independent Financial Advisers (IFAs). You will leverage product, market and sales intelligence to create value, ease of doing business and superior service.

The role focuses on engaging, enthusing and educating IFAs, strengthening Momentum's position as a thought leader and trusted information source. You will work to exceed sales targets and drive better financial planning outcomes for