IFA Growth & Partnerships Consultant

Momentum; Johannesburg; On-site; ZAR 300,000 - 420,000; Full time

Job summary

Momentum in Johannesburg seeks a Retail Business Consultant to build passionate partnerships with IFAs across Myriad, Investo, Health & Investments, delivering superior service and actionable business insights.

You will visit IFAs, deliver tailored product messages, analyze weekly activity to beat sales targets, and foster long-lasting relationships that convert inactive clients into ambassadors. This role requires strong business acumen and a proactive, educational approach.

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 in the IFA industry.
• CFA and/or CFP is an advantage.

Responsibilities

• Be visible to the IFA and understand their needs to drive value propositions across Myriad, Investo, Health & Investments.
• Visit IFAs and offices to deliver marketing messages across the wide range of products.
• Analyze, monitor and aim to increase prescribed weekly activities to exceed sales targets.
• Record minutes of meetings and follow up on requests the same day or next.

Education

BCom degree

Job description

Momentum in Johannesburg seeks a Retail Business Consultant to build passionate partnerships with IFAs across Myriad, Investo, Health & Investments, delivering superior service and actionable business insights.

You will visit IFAs, deliver tailored product messages, analyze weekly activity to beat sales targets, and foster long-lasting relationships that convert inactive clients into ambassadors. This role requires strong business acumen and a proactive, educational approach.