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Broker Sales Manager
2 months ago
Job Location : Gauteng, Pretoria
Deadline : August 12, 2024
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What will you do?
- This is a first line sales management role operating within a regional unit, focused in the broker channel. This role manages, supports and develops a team of E-Consultant's (EC's), who market/sell/service panels of brokers as well as render a service to a number of advisers. Strong emphasis on face to face connection and a strong play on corrective action from observable behaviour of staff coinciding coaching and development on a real-time basis. The focus is on a more proactive, technology driven and offensive business growth. Developing a new-order VP and service methodology.
- The Broker Sales Manager will report to the Regional General Manager and form part of the Region sales team. This role is tasked with driving sales, managing expenses, growing a supporting broker base and the role will retain its own panel of Brokers.
Key responsibilities include:
- Form part of the region sales team
- Recruitment, selection and onboarding of ECs
- Recruitment, vetting and contracting of new brokers
- Create, drive, monitor and report on sales plans, targets and growth
- Support broker marketing initiatives
- Coaching, vesting and development of EC's
- Manage EC's productivity and production
- Manage service-related escalations with HO
- Compliance and risk management
- People and Performance Management
- Budgets and expense management
- Broker relationship management
What will make you successful in this role?
Qualification & Experience:
Essential:
- Grade 12 (matric) or equivalent qualification
- Extensive Financial Services experience of which 5 years must be in a recent Broker Distribution environment (preferably as a Broker Consultant)
- Commercial/Financial/Business/Management related diploma/degree/qualification
- CFP/RFP3 or equivalent (i.e.: 120 credits)
Advantageous:
- Sales and Operational Management/leadership of a unit would be advantageous
Personal qualities:
- Has personal impact and confidence
- Independent and self-managed
- Able to build relationships and partnerships with brokers
- Sales/target and marketing orientation
- Planning and organising
- Socially confident and skilled to communicate well
- Able to coach and manage others
- Sales / Retail / Business Development jobs