IFA Growth & Relationship Consultant

Momentum; Rustenburg; On-site; ZAR 420,000 - 600,000; Full time

Job summary

Momentum in South Africa is seeking a Retail Business Consultant to build enduring partnerships with IFAs across product ranges such as Myriad and Investo, delivering first‑class service and insightful business analysis. You will visit IFAs, present Momentum’s value proposition, drive weekly activity to exceed sales targets, and foster long-term relationships through education and empowerment.

With a 3‑ to 5‑year track record in financial services and a BCom background, you’ll shape growth while

Qualifications

• 3-year BCom degree in Financial Planning, Investment or Business Management, Marketing, Finance, Education or Legal.
• Willingness to study towards the degree and recognition of prior learning if you have 3+ years of experience in the IFA industry.
• CFA and/or CFP is an advantage.
• 3 to 5 years financial service industry experience.
• 1 to 3 years relevant industry related sales experience.
• Experience in Momentum Myriad and Investo products is an advantage.
• Strong business acumen with sound knowledge in risk assessments, claims, underwriting, tax, business assurance.
• Knowledge of financial services industry, insurance products and regulatory & legislation is advantageous.

Responsibilities

• Be visible to the IFA in order to understand their needs and drive their value proposition ( Myriad, Investo, Health & Investments)
• Visit the IFA and IFA office based on a defined plan and deliver marketing messages on the wide range of products
• Analyse, monitor and/or increase prescribed weekly activities to exceed sales targets.
• Present the professional, disciplined nature of the IFA Agenda, presentation and action any requests same day or next record minutes of all meetings
• Understand who the IFA category we are targeting, the landscape they are working in, competitor influences, events that will enthuse, critical moments of truth used.
• Ensure long‑lasting, deep, and meaningful relationships with the IFA
• IFAs to move from non‑active supporters to active supporters, to ambassadors
• Enhance the perception that IFA have that Momentum are thought leaders.
• Be the IFA's source of information and educator within Momentum
• Be accountable, innovative, excellent, honest, diverse, and influential in your business dealings
• Enable better financial planning and advice outcomes
• A competitive advantage in the future world of the consultant will be the ability to apply excellent knowledge with the ability to meaningfully contribute to the growth of the IFA’s practice.
• Consultants develop a trusting relationship with the IFA within which business advice can be given and hence growth the business
• Consultants help grow the IFA’s practice by identifying and focusing on new products and new client segments, as well as new channels.
• Continuously assist the IFA to optimise his/her book, by effectively using the campaigns on offer to satisfy further needs of their client base.

Skills

Business acumen

Communication skills

Sales

Risk assessment

Education

BCom degree

CFA/CFP advantage

Tools

Momentum Myriad

Investo

Job description

Momentum in South Africa is seeking a Retail Business Consultant to build enduring partnerships with IFAs across product ranges such as Myriad and Investo, delivering first‑class service and insightful business analysis. You will visit IFAs, present Momentum’s value proposition, drive weekly activity to exceed sales targets, and foster long-term relationships through education and empowerment.

With a 3‑ to 5‑year track record in financial services and a BCom background, you’ll shape growth while