Retail Business Consultant- Rustenburg
Core
A financial services consultant building strategic partnerships with Independent Financial Advisors (IFAs) to drive sales of insurance, savings, and investment products.
Role type
Retail Business Consultant
Builds
Insurance, savings, and investment products for IFAs
Domain
Financial Services / Insurance
Deliverable
client delivery
Required skills
Business analysis, risk assessment, sales strategy, regulatory knowledge, market intelligence
Preferred skills
CFA/CFP certification, experience with Momentum Myriad/Investo products
Responsibilities
Engage with IFAs to understand needs and drive value propositions, visit IFAs to deliver marketing messages and monitor sales activities, educate IFAs on Momentum as a thought leader, empower IFAs to grow their practice by identifying new products and client segments
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