Retail Business Consultant: IFA Partnerships & Growth

Momentum; Cape Town; On-site; ZAR 420,000 - 780,000; Full time

Job summary

Momentum, a financial services provider, seeks a Business Development Consultant to craft partnerships with IFAs across product ranges. You will strengthen relationships through superior service, business analysis, and continuous improvement in the IFA's practice.

The role emphasizes visible engagement, field visits, and driving value propositions with Momentum Myriad and Investo products, aimed at sustainable growth and market leadership.

Qualifications

• A 3-year degree in business or related NQF7; Honours and CFA/CFP advantageous.
• 3-5 years in financial services; 1-3 years relevant sales experience.
• Knowledge of Momentum Myriad and Investo products is an advantage.

Responsibilities

• Engage IFAs to understand their needs and drive 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 IFA agenda; record minutes of meetings and follow up on requests.

Skills

Relating and networking

Persuading & influencing

Analysing skills

Technical expertise

Results focus

Adaptability

Resilience

Entrepreneurial thinking

Education

B.Com / related NQF7 degree

Honours advantageous

CFA/CFP advantageous

Job description

Momentum, a financial services provider, seeks a Business Development Consultant to craft partnerships with IFAs across product ranges. You will strengthen relationships through superior service, business analysis, and continuous improvement in the IFA's practice.

The role emphasizes visible engagement, field visits, and driving value propositions with Momentum Myriad and Investo products, aimed at sustainable growth and market leadership.