Role Purpose The Retail Business Consultant crafts passionate, energetic, and meaningful partnerships with Independent Financial Advisers (IFAs) that will stand the test of time. Product, market, and sales intelligence will set them apart from their counterparts. The consultant/IFA relationship will be strengthened by ease of doing business, first‑class services, deep business analysis, and continuous improvement of the IFA's business. Qualifications and Experience Matric/Grade 12 3‑year BCom degree in one of the following fields: Financial Planning, Investment or Business Management, Marketing, Finance, Education and Legal Willingness to study towards the degree and recognition of prior learning if you have 3+ years of experience in the IFA industry CFA and/or CFP is an advantage Experience 3 to 5 years financial service industry experience 3 to 5 years sales experience as a consultant Experience in Momentum Myriad and Investo products is an advantage Strong business acumen with sound knowledge in risk assessments, claims, underwriting, tax, and business assurance Knowledge of financial services industry, insurance products and regulatory & legislation is advantageous Duties and Responsibilities Engage Be visible to the IFA in order to understand their needs and drive their value proposition Visit the IFA and IFA office based on a defined plan and deliver a message Analyse, monitor and/or increase prescribed weekly activities to exceed sales targets Present the professional, disciplined nature of the IFA agenda and minutes of all meetings Enthuse Understand who we are targeting, the landscape they are working in, competitor influences, events that will enthuse, critical moments of truth used Ensure long‑lasting, deep, and meaningful relationships with the IFA Help IFAs move from non‑active supporters to active supporters, to ambassadors Educate Help IFAs have the perception that Momentum is a thought leader Be the IFA's source of information within Momentum Be accountable, innovative, excellent, honest, diverse, and influential in your business dealings Enable better financial planning and advice outcomes Enable Enable better financial planning and advice outcomes Achieve and/or exceed the minimum production targets and the minimum productive IFAs required #J-18808-Ljbffr