IFA Growth & Partnerships Consultant

Momentum; Cape Town; Sur place; ZAR 360 000 - 480 000; Plein temps

Résumé du poste

Momentum is seeking a Retail Business Consultant to build strong partnerships with IFAs, promoting Myriad, Investo, Health & Investments products and services. You will visit IFAs, deliver tailored messaging, and monitor weekly activity to consistently beat sales targets.

The role requires a 3-year BCom degree, willingness to advance your studies, and a solid understanding of financial services, risk, underwriting, and regulatory factors within SA.

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 if you have 3+ years of experience in the IFA industry.
• CFA and/or CFP® is an advantage.

Responsabilités

• Be visible to the IFA to understand needs and drive 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 respond to requests promptly.

Connaissances

Sales experience

Business acumen

Relationship building

Persuading & influencing

Networking

Analytical skills

Formation

BCom degree

CFA/ CFP advantage

Outils

Momentum Myriad

Investo

Description du poste

Momentum is seeking a Retail Business Consultant to build strong partnerships with IFAs, promoting Myriad, Investo, Health & Investments products and services. You will visit IFAs, deliver tailored messaging, and monitor weekly activity to consistently beat sales targets.

The role requires a 3-year BCom degree, willingness to advance your studies, and a solid understanding of financial services, risk, underwriting, and regulatory factors within SA.