Retail Growth Strategist for IFAs

Momentum; Durban; On-site; ZAR 350,000 - 600,000; Full time

Job summary

Momentum invites a Retail Business Consultant to build passionate partnerships with IFAs, delivering first-class service, deep business analysis and continuous improvement of client offerings.

You will engage with IFAs, promote Myriad, Investo, Health & Investments, and drive value through insightful planning and execution of campaigns ensuring sustainable growth and long-lasting relationships with clients.

Qualifications

• 3-year BCom degree in Financial Planning, Investment, Business Management, Marketing, Finance, Education or Legal.
• Willingness to study toward the degree and recognition of prior learning if you have 3+ years in the IFA industry.
• CFA and/or CFP® is an advantage.

Responsibilities

• Engage IFAs to understand needs and drive value propositions (Myriad, Investo, Health & Investments).
• Visit IFAs and offices with a plan to deliver marketing messages across products.
• Analyse and monitor activities to exceed sales targets and record meetings.

Skills

Relationship building

Sales experience

Business acumen

Communication

Education

BCom degree (3-year)

Tools

Momentum Myriad

Investo

Job description

Momentum invites a Retail Business Consultant to build passionate partnerships with IFAs, delivering first-class service, deep business analysis and continuous improvement of client offerings.

You will engage with IFAs, promote Myriad, Investo, Health & Investments, and drive value through insightful planning and execution of campaigns ensuring sustainable growth and long-lasting relationships with clients.