Sales Performance Lead

6 days ago


Cape Town, Western Cape, South Africa Momentum Full time

We are seeking a Sales Performance Lead to join our team at Momentum. As an Investment Consultant, you will be responsible for crafting strategic partnerships with investment and wealth independent financial advisors (IFAs).

Key Responsibilities
  • Develop and implement effective sales strategies to drive IFA business growth.
  • Monitor and analyze sales performance, identifying areas for improvement and growth opportunities.
  • Provide exceptional client service, ensuring high levels of satisfaction and loyalty.

Qualifications include a 3-year BCom degree in Business Management or Investments, with honours and CFA/CFP certifications advantageous.

Experience in the financial services industry, particularly in investments, is essential, with Momentum Investments experience desirable.



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