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Strategic Business Growth Specialist
2 weeks ago
At HR Genie, we are committed to delivering exceptional services and solutions that drive business growth. Our team is passionate about helping our clients achieve their goals and succeed in the financial sector.
Job DescriptionWe are seeking a highly skilled Strategic Business Growth Specialist to join our team. In this role, you will be responsible for driving revenue growth, developing strategic plans, and building strong relationships with our advisors.
Key Responsibilities:- Revenue Growth: Focus on a portfolio of approximately 65 advisors, working to increase their revenue by an agreed percentage annually. Utilize Group-related initiatives such as cross-selling, AUA conversion, and project GC to enhance advisor performance and revenue generation.
- Strategic Planning and Market Analysis: Develop and execute business development plans aligned with our strategic growth objectives, incorporating the functionalities of technology. Conduct market research to identify emerging trends, competitor activities, and customer needs, using these insights to guide strategic decision-making.
- Advisor Relationship Management: Build and maintain strong relationships with advisors to foster loyalty and ensure alignment with our goals. Engage with advisors to understand their needs and provide tailored solutions that enhance client satisfaction and retention.
- Bachelor's degree in Finance, Marketing, Business Administration, Sales, or a related field;
- Diploma in financial planning, CFP (advantageous);
- RE 1 and RE 5 (advantageous);
- At least 5 years of experience in financial services, focusing on sales, business development, or advisor management;
- Proven track record of achieving significant revenue growth and successfully managing client relationships;
- In-depth knowledge of the investment industry and at least an introductory knowledge of the short-term insurance and life insurance industries;
- A competitive salary package;
- Opportunities for professional growth and development;
- A collaborative and dynamic work environment;
- A comprehensive benefits package;
We are an equal opportunities employer and welcome applications from qualified candidates. If you are a motivated and experienced professional looking for a new challenge, please submit your application.