IFA Growth & Partnerships Consultant

Momentum; Pretoria; On-site; ZAR 350,000 - 520,000; Full time

Job summary

Momentum in Pretoria seeks a Retail Business Consultant to build lasting partnerships with IFAs, delivering value through expert products, market insight, and superior service. You will strengthen relationships via easy business interactions, deep business analysis, and continuous improvement of the IFA’s performance.

You will engage, enthuse, educate, and enable IFAs—driving activity, maintaining thought leadership, and ensuring Momentum is a trusted source of financial planning guidance.

Qualifications

• 3–5 years’ experience in financial services.
• 1–3 years relevant sales experience (essential).
• Knowledge of risk assessments, underwriting, tax, and business insurance.

Responsibilities

• Engage with IFAs to understand needs and drive value.
• Visit IFAs and offices per plan, delivering Momentum messages.
• Analyse activities to exceed sales targets and present meetings outcomes.
• Educate IFAs to position Momentum as a thought leader and trusted information source.

Skills

Business acumen

Sales experience

Communication

Education

BCom degree

CFP considered an advantage

Recognition of prior learning

Job description

Momentum in Pretoria seeks a Retail Business Consultant to build lasting partnerships with IFAs, delivering value through expert products, market insight, and superior service. You will strengthen relationships via easy business interactions, deep business analysis, and continuous improvement of the IFA’s performance.

You will engage, enthuse, educate, and enable IFAs—driving activity, maintaining thought leadership, and ensuring Momentum is a trusted source of financial planning guidance.