IFA Growth & Partnerships Consultant

Momentum; George; On-site; ZAR 420,000 - 620,000; Full time

Job summary

Momentum in George, Western Cape, is seeking a Retail Business Consultant to craft passionate, energetic partnerships with IFAs across Myriad and Investo, delivering first-class service and deep business analysis.

You will visit IFAs and offices, present the range of Momentum products, and monitor activities to exceed weekly and quarterly targets.

A 3-year BCom degree is required with 3–5 years in financial services and CFA/CFP advantage; willingness to advance professionally.

Qualifications

• 3–5 years in financial services industry.
• 1–3 years relevant sales experience.
• Experience with Momentum Myriad and Investo products is advantageous.
• Strong business acumen with knowledge in risk assessments, claims, underwriting, tax, and business assurance.
• Knowledge of financial services industry, insurance products and regulatory legislation is advantageous.

Responsibilities

• Be visible to IFAs to understand needs and drive value propositions (Myriad, Investo, Health & Investments).
• Visit IFAs and IFA offices to deliver marketing messages on products.
• Analyse, monitor and/or increase prescribed weekly activities to exceed sales targets.
• Record meeting minutes and respond to requests same day or next.

Skills

Relationship building

Sales acumen

Financial services knowledge

Communication skills

Education

BCom degree in Financial Planning / Investment / Business Management

Willingness to study towards degree / recognition of prior learning

CFA and/or CFP advantageous

Job description

Momentum in George, Western Cape, is seeking a Retail Business Consultant to craft passionate, energetic partnerships with IFAs across Myriad and Investo, delivering first-class service and deep business analysis.

You will visit IFAs and offices, present the range of Momentum products, and monitor activities to exceed weekly and quarterly targets.

A 3-year BCom degree is required with 3–5 years in financial services and CFA/CFP advantage; willingness to advance professionally.