IFA Relationship Consultant – Investments & Life Solutions

FNB South Africa; Durban; On-site; ZAR 540,000 - 900,000; Full time

Job summary

FNB South Africa in Durban is seeking a dedicated Business Management Consultant to build and sustain relationships with Independent Financial Advisors, providing in-depth product guidance and training on Life, Investments, and FirstRand solutions.

You will identify growth opportunities, market offerings to the IFA portfolio, onboard new IFAs, and collaborate with product specialists to meet industry developments and client needs, with willingness to travel locally.

Qualifications

• Matric is required.
• NQF 5 qualification required.
• 3 to 5 years Broker Consulting experience within the Investments and IFA environment.
• 3+ years Life Assurance experience.

Responsibilities

• Build and strengthen relationships with Independent Financial Advisors.
• Drive awareness and adoption of FNB Life, Investments, and broader FirstRand solutions.
• Marketing and developing Life and Investment service offerings to existing IFA portfolio and in time bring additional IFAs onboard.
• Provide product guidance, support, and training to advisors.
• Identify and pursue business development opportunities to support sales growth.
• Deliver exceptional service and solutions that exceed advisor expectations to IFAs.
• Facilitate collaboration between advisors and product specialists on complex requirements.
• Stay informed on industry developments, competitor activity, and product enhancements.

Skills

Relationship Management

Business Development

Sales & Negotiation

Product Presentations

Training & Coaching

IFA Relationship Management

Industry Knowledge

Communication Skills

Education

Matric

NQF 5 qualification

Job description

FNB South Africa in Durban is seeking a dedicated Business Management Consultant to build and sustain relationships with Independent Financial Advisors, providing in-depth product guidance and training on Life, Investments, and FirstRand solutions.

You will identify growth opportunities, market offerings to the IFA portfolio, onboard new IFAs, and collaborate with product specialists to meet industry developments and client needs, with willingness to travel locally.