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Pretoria: ADVISORY SALES EXECUTIVE – PRETORIA posted by HR Option

Pretoria: ADVISORY SALES EXECUTIVE – PRETORIA posted by HR Option

Posted on 2025-06-17 00:00:00

Employer HR Option
Category Banking
Location Gauteng  / Pretoria

Job Summary

The Advisory Sales Executive (ASE) supports the Strategic Business Development Executive (SBDE) in achieving aggressive revenue targets and recruiting top-performing advisors. The ASE focuses on executing Value Creation Plans (VCPs), identifying business growth opportunities, and recruiting advisors with high growth potential. This role requires a strong background in business development within the non-banking financial services industry or experience in developing and executing business growth strategies.

Your Qualification:

  • Bachelor’s degree in Finance, Business Administration, or a related field.
  • Additional qualifications in business management or financial planning are a plus.

And Experience:

  • 8-12 years of experience in business development within financial services, preferably in the non-banking sector.
  • Proven ability to execute business growth strategies and achieve measurable outcomes.
  • Familiarity with advisor recruitment, management, and growth.

will enable you to:

1. Support in Value Creation Plans (VCPs)

  • Collaborate with the SBDE to develop and implement tailored VCPs for top-performing advisors.
  • Conduct research and analysis to identify growth opportunities within advisor practices.
  • Monitor VCP execution, ensuring alignment with growth objectives and providing regular feedback to the SBDE and advisors.
  • Assist advisors in utilizing technology platforms for enhanced client engagement and operational efficiency.

2. Advisor Recruitment and Onboarding

  • Actively support the SBDE in identifying and recruiting top-performing advisors aligned with growth objectives.
  • Manage onboarding processes for new advisors, ensuring they are equipped to utilize platforms and achieve early success.
  • Collaborate with advisors to define growth strategies for their practices, focusing on long-term sustainability and profitability.

3. Technology Enablement

  • Guide advisors in adopting and integrating technology platforms into their workflows.
  • Track and report on technology adoption metrics, highlighting opportunities for improvement or additional training.
  • Provide first-line support to advisors using the platforms, escalating complex issues to the appropriate teams.

4. Advisor Relationship Management

  • Maintain strong relationships with advisors, acting as a primary point of contact for their business development needs.
  • Assist in resolving challenges advisors face in implementing VCPs or achieving growth targets.
  • Support the SBDE in organizing and conducting regular advisor reviews, tracking progress against goals.
View Job  Pretoria: SECRETARY INTERNSHIP posted by HR Option

5. Business Development Execution

  • Identify and analyse new business opportunities to contribute to the strategic growth initiatives.
  • Collaborate with internal teams to align advisor development initiatives with overall company goals.
  • Contribute to the development of marketing and sales strategies to attract high-performing advisors and enhance their engagement.

 

Click Go Apply to apply online!


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