Retail Business Consultant: IFA Partnerships & Growth

Momentum; Pietermaritzburg; On-site; ZAR 420,000 - 640,000; Full time

Job summary

Momentum is seeking a Retail Business Consultant to build passionate, lasting partnerships with IFAs while leveraging product, market, and sales intelligence to stand out from competitors. The role focuses on strengthening the consultant/IFA relationship through ease of doing business, first-class services, and deep business analysis.

The ideal candidate has 3–5 years in financial services, 1–3 years in sales, and a solid understanding of risk assessments, underwriting, and tax.

Qualifications

• 3–5 years’ financial service industry experience (desirable).
• 1–3 years relevant sales experience (essential).
• Strong business acumen with knowledge in risk assessment, claims, underwriting, tax, and business assurance.

Responsibilities

• Engage: Be visible to the IFA, understand their needs, visit IFAs and offices, and document meetings.
• Enthuse: Understand target landscape, competitors, and events to energise relationships.
• Educate: Position Momentum as a thought leader; be the IFA’s information source and uphold integrity.
• Enable: Build long-lasting, meaningful IFA relationships and help achieve production targets.

Skills

Sales experience

Financial services

Business acumen

Education

BCom degree (3-year)

Willingness to study towards degree

CFP certification advantage

Job description

Momentum is seeking a Retail Business Consultant to build passionate, lasting partnerships with IFAs while leveraging product, market, and sales intelligence to stand out from competitors. The role focuses on strengthening the consultant/IFA relationship through ease of doing business, first-class services, and deep business analysis.

The ideal candidate has 3–5 years in financial services, 1–3 years in sales, and a solid understanding of risk assessments, underwriting, and tax.