Retail Business Consultant: Elevate IFA Partnerships

Momentum; Polokwane; On-site; ZAR 350 000 - 450 000; Full time

Job summary

A leading financial services firm is seeking a Retail Business Consultant in Polokwane. The consultant will build strong relationships with Independent Financial Advisors (IFAs), focusing on sales intelligence and providing first-class services. Candidates should possess a 3-year BCom degree and have relevant sales experience in the financial services industry. The role involves exceeding sales targets by understanding IFAs' needs and educating them on financial products. This position offers an opportunity to make a significant impact in a dynamic environment.

Qualifications

• 3 to 5 years financial service industry experience desired.
• 1 to 3 years relevant sales experience essential.
• Experience with Momentum Myriad and Investo products is an advantage.

Responsibilities

• Engage with IFAs to understand their needs.
• Analyze and monitor activities to exceed sales targets.
• Ensure long-lasting relationships with the IFA.

Skills

Sales experience

Financial service knowledge

Strong business acumen

Education

3-year BCom degree

CFP® certification

Job description

A leading financial services firm is seeking a Retail Business Consultant in Polokwane. The consultant will build strong relationships with Independent Financial Advisors (IFAs), focusing on sales intelligence and providing first-class services. Candidates should possess a 3-year BCom degree and have relevant sales experience in the financial services industry. The role involves exceeding sales targets by understanding IFAs' needs and educating them on financial products. This position offers an opportunity to make a significant impact in a dynamic environment.