IFA Relationship Consultant - Retail Finance

Momentum; Pretoria; On-site; ZAR 360,000 - 480,000; Full time

Job summary

Momentum, a financial services provider, seeks a Retail Business Consultant to build strong partnerships with IFAs, drive business growth, and deliver value across the Myriad, Investo, Health & Investments product lines.

You will visit IFAs, present Momentum’s offerings, analyze weekly activity metrics, and foster durable relationships to convert inactive supporters to engaged ambassadors while upholding Momentum’s standards and service levels.

Qualifications

• 3-year BCom degree in the following fields: Financial Planning, Investment or Business Management, Marketing, Finance, Education and 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.

Responsibilities

• Be visible to the IFA in order to understand their 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.

Education

BCom degree in Financial Planning, Investment or Business Management, Marketing, Finance, Education and 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

Job description

Momentum, a financial services provider, seeks a Retail Business Consultant to build strong partnerships with IFAs, drive business growth, and deliver value across the Myriad, Investo, Health & Investments product lines.

You will visit IFAs, present Momentum’s offerings, analyze weekly activity metrics, and foster durable relationships to convert inactive supporters to engaged ambassadors while upholding Momentum’s standards and service levels.