Retail Business Consultant - Johannesburg Metro
Core
Partner with Independent Financial Advisers (IFAs) to drive product adoption, increase sales, and optimize their business practices through education and support.
Role type
Senior IC retail business consultant (financial services)
Builds
Financial products (Myriad, Investo, Health & Investments) for IFAs and their clients
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
Business acumen, risk assessment, sales strategy, market analysis, client relationship management, financial planning knowledge, product knowledge, campaign execution, business growth strategy
Preferred skills
CFA or CFP certification, experience with Momentum Myriad and Investo products, prior IFA industry experience
Technologies
CRM systems, marketing campaign tools, financial planning software
Responsibilities
Visit IFAs to understand needs and deliver marketing messages on products, Analyze and monitor weekly activities to exceed sales targets, Educate IFAs on Momentum thought leadership and financial planning best practices, Help IFAs grow their practice by identifying new products, client segments, and channels, Optimize IFA book of business using available campaigns, Present the IFA Agenda and action requests same day or next