IFA Relationship & Growth Consultant

Momentum; Gqeberha; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A financial services provider is seeking a Retail Business Consultant in Gqeberha. The role involves building strong partnerships with Independent Financial Advisors (IFAs), requiring expertise in the financial services industry, and previous sales experience. Candidates should have a 3-year BCom degree and aim to achieve production targets while educating and enabling IFAs in financial planning. This full-time position offers the chance to significantly impact advisory relationships.

Qualifications

• 3 to 5 years of experience in the financial service industry.
• 1 to 3 years of sales experience.
• Knowledge of risk assessments and underwriting.

Responsibilities

• Understand market landscape and competitor influences.
• Build and maintain meaningful relationships with IFAs.
• Achieve production targets and enhance financial planning outcomes.

Skills

Financial service industry knowledge

Sales experience

Business acumen

Education

3-year BCom degree

CFP® certification

Job description

A financial services provider is seeking a Retail Business Consultant in Gqeberha. The role involves building strong partnerships with Independent Financial Advisors (IFAs), requiring expertise in the financial services industry, and previous sales experience. Candidates should have a 3-year BCom degree and aim to achieve production targets while educating and enabling IFAs in financial planning. This full-time position offers the chance to significantly impact advisory relationships.