IFA Growth & Relationship Consultant

51736F19-04F8-4368-9978-2Abfd5Dcc5A6; Pietermaritzburg; On-site; ZAR 300 000 - 450 000; Full time

Job summary

A financial services provider is seeking a Retail Business Consultant in Pietermaritzburg. The role focuses on forming strong partnerships with Independent Financial Advisors, driving sales performance, and educating advisors about financial products. Candidates should hold a BCom degree and possess relevant sales experience along with a deep understanding of the financial services industry. This position requires strong communication skills and the ability to foster lasting relationships.

Qualifications

• 3-5 years' experience in financial services industry desired.
• 1-3 years of relevant sales experience essential.
• Strong knowledge of financial services legislation and insurance products required.

Responsibilities

• Build strong partnerships with Independent Financial Advisors (IFAs).
• Analyze and monitor activities to exceed sales targets.
• Educate IFAs about Momentum's thought leadership.

Skills

Business acumen

Sales experience

Relationship building

Communication

Stress tolerance

Education

3-year BCom degree in Business Management, Marketing, or related

CFA or CFP certification

Tools

Momentum Myriad

Investo products

Job description

A financial services provider is seeking a Retail Business Consultant in Pietermaritzburg. The role focuses on forming strong partnerships with Independent Financial Advisors, driving sales performance, and educating advisors about financial products. Candidates should hold a BCom degree and possess relevant sales experience along with a deep understanding of the financial services industry. This position requires strong communication skills and the ability to foster lasting relationships.