DFA Sales Leader

2 weeks ago


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

Job Description:

As the Sales Manager at DFA, you will lead a team of Financial Advisors to achieve sales targets while ensuring advice is in accordance with FAIS requirements.

Key Responsibilities:

  • Deliver customer value proposition.
  • Develop and implement distribution strategies for products within the team.
  • Ensure advice is in line with FAIS requirements.
  • Identify and create coordinated sales opportunities.
  • Action and manage leads.
  • Drive marketing initiatives within the team.
  • Optimize lead and campaign utilization.
  • Manage sales and expense budgets for the team.
  • Conduct regular review meetings with Financial Advisors.
  • Lead weekly sales team meetings.
  • Resolve problems and queries generated by Financial Advisors.
  • Manage performance management and IR issues.
  • Recruit and train Financial Advisors to comply with FAIS Fit and Proper requirements.

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