IFA Growth & Partnerships Consultant

Momentum; Cape Town; On-site; ZAR 600,000 - 900,000; Full time

Job summary

Momentum is seeking a Business Development Consultant to build enduring partnerships with IFAs across Myriad, Investo, Health & Investments. You will engage, educate and enthuse IFAs, visiting offices and presenting Momentum’s range to drive growth and client outcomes.

You will be expected to develop deep IFA relationships, be a trusted information source and help grow the IFA practice by leveraging Momentum products and services.

Qualifications

• Qualifications: B.Com degree or related NQF 7 qualification.
• Honours an advantage; CFA/CFP® are advantageous.

Responsibilities

• 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 the range of products.
• Analyse, monitor and/or increase prescribed weekly activities to exceed sales targets.
• Record minutes of all meetings and follow up on requests the same or next record.

Education

B.Com degree in business management, marketing, Communication, finance and legal or related NQF 7 qualification

Honours an advantage

CFA and CFP® is an advantage

Job description

Momentum is seeking a Business Development Consultant to build enduring partnerships with IFAs across Myriad, Investo, Health & Investments. You will engage, educate and enthuse IFAs, visiting offices and presenting Momentum’s range to drive growth and client outcomes.

You will be expected to develop deep IFA relationships, be a trusted information source and help grow the IFA practice by leveraging Momentum products and services.