Retail Business Consultant - Mpumalanga
Core
Partner with Independent Financial Advisers (IFAs) to drive product adoption, increase sales, and optimize their business practices through education and support.
Role type
Retail Business Consultant (Financial Services)
Builds
IFA business growth and product utilization
Domain
Financial Services / Insurance / Investment
Deliverable
client delivery
Required skills
Business analysis, sales target management, financial planning knowledge, risk assessment, regulatory compliance, stakeholder relationship building, market intelligence
Preferred skills
CFA or CFP certification, experience with Momentum Myriad and Investo products, prior IFA industry experience
Technologies
None stated
Responsibilities
Visit IFAs to understand needs and deliver marketing messages for products, analyze and monitor weekly activities to exceed sales targets, present the IFA Agenda and document meeting minutes, educate IFAs on Momentum as thought leaders, help IFAs identify new products, client segments, and channels to grow their practice
Seniority
Mid-level, hands-on IC