IFA Partnerships Consultant

Momentum; George; On-site; ZAR 300 000 - 500 000; Full time

Job summary

A financial services provider in George seeks a passionate Business Consultant. The role involves building strong partnerships with independent financial advisors (IFAs) to enhance their value propositions. Candidates must have a Degree in Business Management, strong business acumen, and experience in the financial services industry. This role requires engagement with IFAs and delivering exceptional service to enhance financial planning outcomes. Join a team committed to wealth creation and insurance in South Africa.

Qualifications

• 3-5 years of financial services industry experience.
• 1-3 years of sales and service experience with investments.
• Experience with Momentum Investment preferred.

Responsibilities

• Build partnerships with IFAs to enhance value propositions.
• Analyze and increase weekly activities to exceed sales targets.
• Educate IFAs on financial planning and advice.

Skills

Strong business acumen

Sound knowledge of financial services

Technologically savvy

Persuading & influencing

Working with people

Education

3 year degree in Business Management or related NQF 7 qualification

CFA and/or CFP certification

Honours degree

Job description

A financial services provider in George seeks a passionate Business Consultant. The role involves building strong partnerships with independent financial advisors (IFAs) to enhance their value propositions. Candidates must have a Degree in Business Management, strong business acumen, and experience in the financial services industry. This role requires engagement with IFAs and delivering exceptional service to enhance financial planning outcomes. Join a team committed to wealth creation and insurance in South Africa.