There are two Business Development Manager positions available, one in Pretoria and the other in Cape Town.
Your qualification as a CA or a Marketing degree, CFP and RE 1 and RE 5 (Advantageous) as well as Minimum of 5 years' experience in the financial services industry, experience as financial advisor and Minimum 5 years' experience in the sales / marketing / business development environment will enable you to do the following duties: People: Build meaningful relationships with wealth advisors to ensure practice growth, suggest and implement plans for such; Source and build pipeline of advisors/books to buy; Actively share information with other team members regarding successes, issues, trends, and ideas; Develop strong relationships with key decision makers on Product Provider level to ensure operational efficiency; Discuss appropriate product characteristics, organise appropriate training, service and support structures; Building relationships with key distribution partners and those in target market; Manage and co-ordinate business development initiatives; Co-ordinate adequate and timeously reporting and feedback; Recruit Value Add Financial Advisors within the designated criteria.
Legal: Assist in the arrangement of legal agreements between business partners and integrating contract requirements with internal business operations; Ensure high level due diligence on Product Providers Processes.
Administrative: Monitor and report on sales, operations, and profitability; Liaise with financial advisers and address any sales / product issues - explain product details and concepts where applicable; Give feedback regarding information pertaining to the performance of outputs; Implement management decisions, ensure roll out and that decisions are actioned; Ensure timeously reporting to advisors on their business growth; Ensure that advisors adhere to system usages and processes within Company.
Technology: Apply systems and processes to obtain, coordinate and apply product specific information – CRM and CIS.
Growth: Drive Growth Strategy – as set out in VCP.
Marketing: Facilitate in the development of marketing and communication materials and monitor correct application (i.e.
all communication, newsletters, brochures); Assist advisers with marketing activities, discuss possible advantages and create/provide target market initiatives Sales: Ensure Revenue, AUA and GWP growth through advisor business and any other advisor related initiative.
