IFA Relationship Architect — Retail Financial Services

Momentum; Mpumalanga; On-site; ZAR 300,000 - 540,000; Full time

Job summary

Momentum is a trusted financial services company seeking a Retail Business Consultant to build energetic partnerships with IFAs across a range of Momentum products. The role emphasizes ease of doing business, deep business analysis, and ongoing improvement of the IFA's practice.

The successful candidate will have a 3-year BCom degree and 3–5 years in financial services, with experience in Myriad and Investo considered advantageous.

Qualifications

• 3-year BCom degree in Financial Planning, Investment, 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.
• 3–5 years financial service industry experience.
• 1–3 years relevant industry related sales experience.
• Experience in Momentum Myriad and Investo products is an advantage.

Responsibilities

• Engage with IFAs to understand 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

People skills

Networking

Persuasion

Technical skills

Analytical skills

Results delivery

Adaptability

Resilience

Goal orientation

Entrepreneurial thinking

Education

BCom in Financial Planning

BCom in Investment

BCom in Business Management

BCom in Marketing

BCom in Finance

BCom in Education

BCom in Legal

Tools

Momentum Myriad

Investo

Job description

Momentum is a trusted financial services company seeking a Retail Business Consultant to build energetic partnerships with IFAs across a range of Momentum products. The role emphasizes ease of doing business, deep business analysis, and ongoing improvement of the IFA's practice.

The successful candidate will have a 3-year BCom degree and 3–5 years in financial services, with experience in Myriad and Investo considered advantageous.