Financial Planning Sales Manager

2 weeks ago

Johannesburg, Gauteng, South Africa Nmg Benefits Full time

NMG Benefits provides consulting, actuarial, and administration expertise in the healthcare and retirement fund environments, and this extends to financial planning for individuals.

This allows NMG to provide an end-to-end solution across the whole spectrum of financial needs of employers and their employees.

Our goal is to ensure that the "common contract" between employer and employee – which sets out expectations of performance - is underpinned by informed policies that encourage productivity, loyalty, and an engaged employee but at the same time protect the future financial security of institutions that employ people.

At NMG, the leadership and staff realize that we have been placed in a position of privilege and trust to manage the well-being of our clients' financial futures.

We are proud that more than 50 blue chip South African companies such as Aveng, Imperial Group, Primedia, Pick 'n Pay, JP Morgan, and Business Connexion trust our advice and implement our recommendations.

Role OverviewAs the Financial Planning Manager, you will be responsible for leading and managing the Sales team to drive revenue growth and achieve the sales targets of NMG Financial Planning.

You will play a crucial role in developing and implementing sales strategies, building strong relationships with clients and internal stakeholders whilst ensuring the overall success of the sales function.

As sales manager, you will have a significant impact on the company's growth and success.

Your leadership skill, ability to build strong client relationships will be instrumental in driving revenue and achieving the organisation's goals.

Duties & ResponsibilitiesSales Strategy and Planning: Develop and execute the sales strategy to achieve NMG Financial Planning's goals and objectives.

Identify new market opportunities, target segments, and develop strategies to penetrate and expand the client base. Collaborate with other departments such as marketing to align sales efforts with overall business objectives. Conduct market research to stay informed about industry trends and developments. Lead, inspire and motivate the team to consistently meet or exceed targets. Recruit, train and develop sales professionals providing guidance and support to enhance their skills and performance. Set clear targets and KPIs, monitor individual and team performance and provide regular feedback and coaching.

Assist with onboarding of clients of new recruits and guiding them into the NMG way of financial planning Foster a culture of teamwork, collaboration and accountability within the sales team.


Client Relationship Management:
Build and maintain strong relationships with key clients and prospects.
Engage in strategic sales activities, including attending client meetings, negotiations and presentations.
Ensure exceptional customer service by addressing client concerns, resolving issues and maintaining a high level of client satisfaction.

Sales Operations and Reporting:

Establish, implement and manage effective sales processes, methodologies and systems to optimize sales efficiency and effectiveness Monitor sales pipeline, track key metrics and provide accurate and timely sales forecasts and reports to senior management.

Utilise sales data and analytics to identify trends, assess performance and recommend improvements.

Industry Expertise and Professional Development:
Stay up to date with industry trends, regulations and best practices related to financial planning and sales.

Continuously enhance your own knowledge and skills through professional development opportunitiesQualifications and Experience Required:
Bachelor's degree in business, finance, or a related field.
Proven track record of success in sales leadership roles within the financial planning or wealth management industry.
Strong understanding of financial planning products and serviceTop of FormExcellent leadership and team management skillsExceptional communication and interpersonal skillsHave the ability to influence and lead a national teamResults-orientated with a focus on driving revenue growth The NMG SA Group of Companies are authorised financial service providers t/a NMG Benefits#J-18808-Ljbffr

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