Retail IFA Growth & Partnerships Consultant

Momentum; Sandton; On-site; ZAR 550,000 - 850,000; Full time

Job summary

Momentum in South Africa is seeking a Retail Business Consultant to build energetic partnerships with IFAs across Myriad, Investo, Health & Investments, delivering value and first-class service to help their practices grow. You will visit IFA offices, present Momentum products, drive prescribed activities to exceed targets, and nurture long-lasting relationships.

Requirements include a 3-year BCom degree, willingness to study further, CFA/CFP an advantage, and 3–5 years in financial services

Qualifications

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

Responsibilities

• Engage: Be visible to the IFA to understand needs and drive value propositions (Myriad, Investo, Health & Investments).
• Enthuse: Develop lasting relationships with IFAs and move them toward active ambassadors.
• Educate: Position Momentum as a thought leader and educate within Momentum on products and services.
• Enable/ Empower: Help grow the IFA’s practice through new products and client segments, using campaigns.

Skills

IFA partnerships

Sales experience

Business analysis

Relationship building

Communication

Education

3-year BCom degree

Willingness to study towards degree

CFA/ CFP advantage

Job description

Momentum in South Africa is seeking a Retail Business Consultant to build energetic partnerships with IFAs across Myriad, Investo, Health & Investments, delivering value and first-class service to help their practices grow. You will visit IFA offices, present Momentum products, drive prescribed activities to exceed targets, and nurture long-lasting relationships.

Requirements include a 3-year BCom degree, willingness to study further, CFA/CFP an advantage, and 3–5 years in financial services