IFA Network Growth Specialist

RMB - Rand Merchant Bank; Johannesburg; On-site; ZAR 600,000 - 900,000; Full time

Job summary

Rand Merchant Bank is seeking a skilled professional to grow its Independent Financial Advisors (IFA) network, deliver solutions, and provide excellent service to clients. You will train and market our products, manage onboarding of brokers, and ensure accreditation while achieving new business targets.

You will develop relationships with IFAs and key stakeholders, deliver training (PST), distribute product updates, and represent the company at industry events to drive growth and compliance.

Qualifications

• 5 to 8 years Employee benefits broker consulting experience.
• Must have good established relationships with a network of Independent Financial advisors specialising in employee benefits (like pension and group risk solutions)
• Analytical, attention to detail, managing demanding stakeholders, service and solutions oriented , able to build relationships internally and externally .
• Relevant degree

Responsibilities

• Develop and maintain strong relationships with IFAs and key stakeholders to grow the network and increase business.
• Deliver exceptional service to IFAs and their clients, providing solutions and resolving any issues that arise.
• Achieve new business targets by promoting and selling our products and services to IFAs.
• Give product specific training (PST) to ensure that IFAs have a comprehensive understanding of our products and services.
• Manage the onboarding process and ensure brokers are accredited.
• Prepare and distribute communication to IFAs, keeping them informed about product updates, market trends, and industry news.
• Attend industry events and conferences to represent the company and network with potential clients.
• Collaborate with other departments to ensure that all client needs are met.
• Ensure compliance with relevant statutory, legislative, policy and governance requirements in area of accountability.
• Participate in planned activities that are appropriate for own and employee development.

Skills

Analytical

Attention to detail

Stakeholder management

Relationship building

Customer service

Education

Relevant degree

Job description

Rand Merchant Bank is seeking a skilled professional to grow its Independent Financial Advisors (IFA) network, deliver solutions, and provide excellent service to clients. You will train and market our products, manage onboarding of brokers, and ensure accreditation while achieving new business targets.

You will develop relationships with IFAs and key stakeholders, deliver training (PST), distribute product updates, and represent the company at industry events to drive growth and compliance.