Position Summary:
This is a regional (Area)based sales management role that manages a team of vested Financial Advisors (approx. 10) with 24 months+ experience. The role undertakes to recruit, support and develop (coach and train) the EFA’s to build their successful practices and generate compliant advice-based sales. This role also contributes to the overall management/leadership of the branch by serving as a member of the Area MANCO.
The team consists of 1 Regional Top 25 adviser, 3 General Practices, one former National Top 25 adviser, one CFP qualified adviser, 3 area top 10 advisers and 3 League One adviser. This team share an office with an Academy team and graduates into EFA team.
Key Responsibilities:
- Sales Management: Strategy and business plan execution and evaluation; Drive, monitor and report sales, Practice Management, Compliance, and risk management
- People Management: Recruitment and Selection of financial advisers; development & coaching of advisers & Performance Management (building and sustaining a productive team)
- Financial Management: Apply business acumen to financial decision; Undertake budget/expense
- Managing the existing business processes (i.e. conservation, outstanding business, financing, administration, and client care).
Required Education & Experience:
- Must be FAIS compliant with a certificate in Financial Planning or an equivalent qualification with 120 relevant credits at a minimum NQF level 5.
- Preferably 24 month’s service as a Financial Advisor.
- Be accredited on all products that PFA distributes as well as accreditation on other optional products.
- Matric or equivalent
- Previous experience as a Sales Manager is preferable.
- Have strong administrative capabilities.
- Must have passed RE 5 level 1.