IFA Growth & Retail Finance Consultant

MMI Holdings Ltd; KwaZulu-Natal; On-site; ZAR 30 000 - 60 000; Full time

Job summary

An established industry player is seeking a passionate Retail Business Consultant to foster strong partnerships with Independent Financial Advisors (IFAs) in Coastal KZN. This role emphasizes relationship management, sales intelligence, and a deep understanding of the financial services landscape. The ideal candidate will leverage their business acumen and communication skills to educate and empower IFAs, ensuring they perceive the company as a thought leader in the industry. Join this dynamic team and contribute to meaningful financial planning and advice outcomes while achieving your professional goals in a supportive environment.

Qualifications

• 3-5 years in financial services with a focus on sales.
• Strong knowledge of risk assessments and insurance products.

Responsibilities

• Build deep relationships with Independent Financial Advisors (IFAs).
• Achieve production targets and enhance financial planning outcomes.

Skills

Sales Skills

Business Acumen

Communication Skills

Financial Knowledge

Relationship Management

Education

3-year BCom degree in Business Management

CFP Certification

Tools

Momentum Myriad

Investor Products

Job description

An established industry player is seeking a passionate Retail Business Consultant to foster strong partnerships with Independent Financial Advisors (IFAs) in Coastal KZN. This role emphasizes relationship management, sales intelligence, and a deep understanding of the financial services landscape. The ideal candidate will leverage their business acumen and communication skills to educate and empower IFAs, ensuring they perceive the company as a thought leader in the industry. Join this dynamic team and contribute to meaningful financial planning and advice outcomes while achieving your professional goals in a supportive environment.