IFA Growth & Partnerships Consultant

Momentum; Johannesburg; On-site; ZAR 420,000 - 520,000; Full time

Job summary

Momentum, a leading financial services provider, seeks a Retail Business Consultant to forge strong partnerships with IFAs, delivering Momentum’s Myriad, Investo and Health & Investments solutions. You will plan visits, present marketing messages, and drive activity to exceed targets while building lasting relationships with the IFA community.

The role emphasizes education, thought leadership, and proactive service delivery to help IFAs grow their Momentum practice and better serve clients.

Qualifications

• 3+ years in financial services or related sales roles.
• CFA and/or CFP in advantage.
• Relevant degree or equivalent experience in financial planning, investment, marketing or business management.

Responsibilities

• Engage IFAs to understand their needs and communicate Momentum products (Myriad, Investo, Health & Investments).
• Visit IFAs and offices on a plan to deliver marketing messages across products.
• Analyze and monitor activities to exceed sales targets; record meetings and actions.
• Educate IFAs to position Momentum as thought leader and growth partner.

Skills

IFA engagement

Sales targets

Relationship building

Product knowledge

Communication

Education

BCom degree (3-year)

Willingness to study

CFA/CFP advantage

Job description

Momentum, a leading financial services provider, seeks a Retail Business Consultant to forge strong partnerships with IFAs, delivering Momentum’s Myriad, Investo and Health & Investments solutions. You will plan visits, present marketing messages, and drive activity to exceed targets while building lasting relationships with the IFA community.

The role emphasizes education, thought leadership, and proactive service delivery to help IFAs grow their Momentum practice and better serve clients.