Retail Business Consultant - Bloemfontein
Core
Partner with Independent Financial Advisors (IFAs) to drive sales, enhance their business practices, and promote Momentum's financial products.
Role type
Retail Business Consultant (Financial Services)
Builds
Sales performance and business growth for IFAs
Domain
Financial Services / Insurance / Wealth Management
Deliverable
client delivery
Required skills
Business analysis, sales strategy, financial planning, risk assessment, regulatory knowledge, product knowledge
Preferred skills
CFA/CFP certification, experience with Momentum Myriad/Investo products
Technologies
None stated
Responsibilities
Visit IFAs to understand needs and deliver marketing messages, analyze and monitor weekly activities to exceed sales targets, educate IFAs on Momentum products and thought leadership, help IFAs grow their practice by identifying new products and client segments
Seniority
Mid-level (3-5 years experience)