IFA Relationship & Growth Consultant

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

Job summary

A leading financial services provider is seeking a Retail Business Consultant in Mbombela to foster strong relationships with Independent Financial Advisors (IFAs). The ideal candidate will possess a 3-year BCom degree with 3 to 5 years' experience in the financial services industry and strong business acumen. Responsibilities include driving sales activities, visiting IFAs, and developing partnerships. This position offers the opportunity to work in a dynamic environment focused on continuous improvement and client engagement.

Qualifications

• 3 to 5 years' experience in the financial service industry.
• 1 to 3 years relevant sales experience required.
• Experience with Momentum Myriad and Investo products is advantageous.

Responsibilities

• Build partnerships with IFAs to drive value propositions.
• Visit IFAs and offices based on a planned schedule.
• Analyze and improve weekly sales activities.
• Foster long-lasting relationships with IFAs.

Skills

Sales experience

Business acumen

Knowledge of financial services

Risk assessments

Education

3-year BCom degree in Business Management, Marketing, Communications, Finance or Legal

CFP®

Job description

A leading financial services provider is seeking a Retail Business Consultant in Mbombela to foster strong relationships with Independent Financial Advisors (IFAs). The ideal candidate will possess a 3-year BCom degree with 3 to 5 years' experience in the financial services industry and strong business acumen. Responsibilities include driving sales activities, visiting IFAs, and developing partnerships. This position offers the opportunity to work in a dynamic environment focused on continuous improvement and client engagement.