Retail Business Consultant: IFA Partnerships & Growth

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

Job summary

A leading financial services firm in Gqeberha is looking for a Retail Business Consultant to build lasting partnerships with Independent Financial Advisors (IFAs). The ideal candidate should have a BCom degree in a relevant field and 3 to 5 years of experience in the financial services sector. Responsibilities include fostering strong relationships with IFAs, educating them about Momentum’s offerings, and meeting sales targets. Candidates with CFP® certification are preferred.

Qualifications

• 3+ years of experience in the financial services industry.
• Prior sales experience in a relevant field.
• Knowledge of legislation related to financial services.

Responsibilities

• Build long-lasting relationships with IFAs.
• Educate IFAs to enhance their perception of Momentum.
• Achieve and exceed sales targets.

Skills

Financial service industry knowledge

Sales skills

Business acumen

Risk assessment skills

Education

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

CFP® certification

Job description

A leading financial services firm in Gqeberha is looking for a Retail Business Consultant to build lasting partnerships with Independent Financial Advisors (IFAs). The ideal candidate should have a BCom degree in a relevant field and 3 to 5 years of experience in the financial services sector. Responsibilities include fostering strong relationships with IFAs, educating them about Momentum’s offerings, and meeting sales targets. Candidates with CFP® certification are preferred.