IFA Growth & Relationship Consultant

Momentum; Johannesburg; On-site; ZAR 420,000 - 660,000; Full time

Job summary

Momentum is seeking a Retail Business Consultant in Johannesburg to build energetic partnerships with IFAs across Myriad, Investo, Health & Investments. You will be visible with IFAs, visit offices, and present Momentum's value proposition while driving weekly activity to exceed sales targets.

You will educate IFAs about Momentum offerings, nurture long-lasting relationships, and help grow their practice by introducing new products and channels, enabling better financial planning outcomes.

Qualifications

• 3–5 years financial services industry experience.
• 1–3 years relevant industry sales experience.
• CFA and/or CFP is an advantage.

Responsibilities

• Be visible to IFAs to understand their needs and drive value propositions (Myriad, Investo, Health & Investments).
• Visit the IFA and IFA office based on a defined plan and deliver marketing messages on products.
• Analyze, monitor and/or increase prescribed weekly activities to exceed sales targets.
• Record minutes of all meetings and respond to requests promptly.

Skills

Financial acumen

Sales mindset

Communication

Relationship building

Education

BCom degree in Financial Planning/Investment/Business Management/Marketing/Finance/Education/Legal

Tools

Momentum Myriad

Investo

Job description

Momentum is seeking a Retail Business Consultant in Johannesburg to build energetic partnerships with IFAs across Myriad, Investo, Health & Investments. You will be visible with IFAs, visit offices, and present Momentum's value proposition while driving weekly activity to exceed sales targets.

You will educate IFAs about Momentum offerings, nurture long-lasting relationships, and help grow their practice by introducing new products and channels, enabling better financial planning outcomes.