IFA Growth & Partnerships Consultant

Momentum; Cape Town; On-site; ZAR 420,000 - 650,000; Full time

Job summary

Momentum, a financial services provider of choice since 1966, seeks a Business Development Consultant to forge energetic partnerships with IFAs and promote Momentum Myriad, Investo, Health & Investments. You will visit IFAs, deliver marketing messages, track weekly activities to exceed sales targets, and build long‑lasting relationships through professional service and solid business analysis.

This role requires 3–5 years in financial services and a B.Com or related qualification, with CFA/CFP

Qualifications

• 3–5 years in financial services industry.
• 1–3 years in sales related to financial products.
• Experience with Momentum Myriad and Investo is advantageous.

Responsibilities

• Engage IFAs to understand needs and drive value proposition across products.
• Visit IFAs and offices, deliver marketing messages on Momentum products.
• Monitor and increase weekly activities to exceed sales targets.
• Record meetings and action items with professional cadence.

Skills

Business acumen

Sales aptitude

Relationship building

Communication

Education

B.Com or related NQF7 qualification

Honours (advantage); CFA/CFP (advantage)

Tools

Momentum Myriad

Investo

Job description

Momentum, a financial services provider of choice since 1966, seeks a Business Development Consultant to forge energetic partnerships with IFAs and promote Momentum Myriad, Investo, Health & Investments. You will visit IFAs, deliver marketing messages, track weekly activities to exceed sales targets, and build long‑lasting relationships through professional service and solid business analysis.

This role requires 3–5 years in financial services and a B.Com or related qualification, with CFA/CFP