DFA Sales Manager

2 months ago


Cape Town, Western Cape, South Africa Old Mutual Full time

Job Summary

The Sales Manager will lead a team of Financial Advisors to achieve sales targets and ensure advice provided is in accordance with FAIS requirements.

Key Responsibilities

  • Develop and implement sales strategies to achieve team targets.
  • Ensure delivery of customer value proposition and distribution strategy of products within the team.
  • Manage sales and expense budget for a team of Financial Advisors.
  • Conduct regular review meetings with Financial Advisors and lead weekly sales team meetings.
  • Follow up on and resolve problems and queries generated by Financial Advisers.
  • Manage performance management and IR issues, and recruit Financial Advisors.
  • Ensure Financial Advisors are trained and comply with FAIS Fit and Proper requirements.

Requirements

Diploma Of Financial Services (Financial Planning): Financial Planning (Required)


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