Retail IFA Growth & Partnerships Consultant

Momentum; George; Vor Ort; ZAR 360.000 - 520.000; Vollzeit

Zusammenfassung

Momentum is seeking a Retail Business Consultant to build strong partnerships with IFAs across Myriad, Investo, Health & Investments. You will visit IFAs, present Momentum’s product range, and deliver professional service aimed at deepening collaboration and growth.

The role requires 3–5 years in financial services, a 3-year BCom degree, and a willingness to study further. CFA/CFP is an advantage as is knowledge of Momentum Myriad and Investo products.

Qualifikationen

• 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 or CFP is an advantage.

Aufgaben

• Be visible to the IFA to understand needs and drive value proposition with Myriad, Investo, Health & Investments.
• Visit the IFA and IFA office based on a plan and deliver marketing messages on the range of products.
• Analyse, monitor and increase prescribed weekly activities to exceed sales targets.
• Present the professional, disciplined nature of the IFA Agenda, record minutes of all meetings.

Kenntnisse

People skills

Networking

Persuasion

Analytical thinking

Relationship building

Sales orientation

Communication

Ausbildung

BCom degree

CFA/CFP advantageous

Jobbeschreibung

Momentum is seeking a Retail Business Consultant to build strong partnerships with IFAs across Myriad, Investo, Health & Investments. You will visit IFAs, present Momentum’s product range, and deliver professional service aimed at deepening collaboration and growth.

The role requires 3–5 years in financial services, a 3-year BCom degree, and a willingness to study further. CFA/CFP is an advantage as is knowledge of Momentum Myriad and Investo products.