IFA Growth Strategist & Financial Advisor

Momentum; Cape Town; Vor Ort; ZAR 300.000 - 540.000; Vollzeit

Zusammenfassung

Momentum is seeking a Retail Business Consultant to build energetic partnerships with IFAs, delivering tailored solutions across Myriad, Investo, Health & Investments. You will drive business growth, ensure strong relationships and provide ongoing education for financial planning needs.

Role emphasizes field engagement, plan-based visits, and proactive communication to enhance client satisfaction and support Momentum’s advisory network.

Qualifikationen

• 3-year BCom degree in Financial Planning, Investment or related fields required.
• Willingness to study further towards CFA/CFP considered advantageous.
• 3–5 years in the financial services industry with sales exposure preferred.
• Familiarity with Momentum Myriad and Investo products is an advantage.

Aufgaben

• Engage IFA clients with clear value propositions across Momentum products.
• Visit IFAs and offices, delivering marketing messages for products.
• Analyse activities to exceed weekly sales targets.
• Document meetings and respond to requests promptly.

Kenntnisse

Financial services knowledge

Sales ability

Risk assessment

Communication skills

Ausbildung

BCom degree

Willingness to study CFA/CFP

Tools

Momentum Myriad

Investo

Jobbeschreibung

Momentum is seeking a Retail Business Consultant to build energetic partnerships with IFAs, delivering tailored solutions across Myriad, Investo, Health & Investments. You will drive business growth, ensure strong relationships and provide ongoing education for financial planning needs.

Role emphasizes field engagement, plan-based visits, and proactive communication to enhance client satisfaction and support Momentum’s advisory network.