DFA Sales Leader
2 weeks ago
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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