Strategic IFA Relationship & Product Advisor

FirstRand Limited; Durban; On-site; ZAR 480,000 - 720,000; Full time

Job summary

FirstRand Limited's FNB division is seeking a Business Management Consultant to serve as the primary relationship holder with Independent Financial Advisors in Durban. The role focuses on developing enduring partnerships, delivering product training, and driving growth across Investments, Life Assurance, and FirstRand solutions.

You will build trusted advisor relationships, provide guidance on product and quote analysis, and collaborate with product specialists on complex requirements while

Qualifications

• Matric and NQF 5 qualification are required.
• 3 to 5 years broker consulting experience within Investments/IFA environment.
• 3+ years Life Assurance experience.

Responsibilities

• Build and strengthen relationships with Independent Financial Advisors.
• Drive awareness and adoption of FNB Life, Investments, and FirstRand solutions.
• Provide product guidance, support, and training to advisors.
• Identify and pursue business development opportunities to support sales growth.
• Deliver exceptional service and solutions that exceed advisor expectations.
• Facilitate collaboration between advisors and product specialists on complex requirements.
• Stay informed on industry developments, competitor activity, and product enhancements.

Skills

Relationship Management

Sales & Negotiation

Product Presentations & Training

IFA Relationship Management

Product & Quote Analysis

Underwriting Engagement

Education

Matric

NQF 5 qualification

Job description

FirstRand Limited's FNB division is seeking a Business Management Consultant to serve as the primary relationship holder with Independent Financial Advisors in Durban. The role focuses on developing enduring partnerships, delivering product training, and driving growth across Investments, Life Assurance, and FirstRand solutions.

You will build trusted advisor relationships, provide guidance on product and quote analysis, and collaborate with product specialists on complex requirements while