IFA Growth & Partnerships Consultant

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

Job summary

Momentum in Bloemfontein is seeking a Retail Business Consultant to build passionate, enduring partnerships with IFAs and drive growth across Myriad, Investo, and related Momentum products. The role emphasizes ease of doing business, first-class service, and continuous improvement of IFA business.

You will engage, enthuse, educate and enable IFAs, visiting offices and delivering Momentum messages while tracking activities to exceed targets.

Qualifications

• 3-year BCom degree in Financial Planning, Investment or related fields.
• CFA and/or CFP® is an advantage.
• 1–3 years relevant industry sales experience (Momentum Myriad and Investo knowledge a plus).

Responsibilities

• Engage: be visible to IFAs, understand needs and drive value proposition across Myriad, Investo, Health & Investments.
• Enthuse: map IFA landscape, build enduring relationships, convert non-active to active supporters.
• Educate: position Momentum as thought leader, be the information source within Momentum.
• Enable/Empower: help grow the IFA’s practice by identifying new products, client segments, and channels.

Education

BCom degree (3-year) in Financial Planning, Investment or Business Management, Marketing, Finance, Education and Legal

CFA and/or CFP® is an advantage

Job description

Momentum in Bloemfontein is seeking a Retail Business Consultant to build passionate, enduring partnerships with IFAs and drive growth across Myriad, Investo, and related Momentum products. The role emphasizes ease of doing business, first-class service, and continuous improvement of IFA business.

You will engage, enthuse, educate and enable IFAs, visiting offices and delivering Momentum messages while tracking activities to exceed targets.