Business Development Manager: Financial Services
Posted on 2025-01-31
Job Summary
There are two Business Development Manager positions available, one in Pretoria and the other in Cape Town.
Your qualification as a CA or a Marketing degree, CFP and RE 1 and RE 5 (Advantageous) as well as Minimum of 5 years’ experience in the financial services industry, experience as financial advisor and Minimum 5 years’ experience in the sales / marketing / business development environment will enable you to do the following duties:
People:
- Build meaningful relationships with wealth advisors to ensure practice growth, suggest and implement plans for such;
- Source and build pipeline of advisors/books to buy;
- Actively share information with other team members regarding successes, issues, trends, and ideas;
- Develop strong relationships with key decision makers on Product Provider level to ensure operational efficiency;
- Discuss appropriate product characteristics, organise appropriate training, service and support structures;
- Building relationships with key distribution partners and those in target market;
- Manage and co-ordinate business development initiatives;
- Co-ordinate adequate and timeously reporting and feedback;
- Recruit Value Add Financial Advisors within the designated criteria.
Legal:
- Assist in the arrangement of legal agreements between business partners and integrating contract requirements with internal business operations;
- Ensure high level due diligence on Product Providers Processes.
Administrative:
- Monitor and report on sales, operations, and profitability;
- Liaise with financial advisers and address any sales / product issues – explain product details and concepts where applicable;
- Give feedback regarding information pertaining to the performance of outputs;
- Implement management decisions, ensure roll out and that decisions are actioned;
- Ensure timeously reporting to advisors on their business growth;
- Ensure that advisors adhere to system usages and processes within Company.
Technology:
- Apply systems and processes to obtain, coordinate and apply product specific information – CRM and CIS.
Growth:
- Drive Growth Strategy – as set out in VCP.
Marketing:
- Facilitate in the development of marketing and communication materials and monitor correct application (i.e. all communication, newsletters, brochures);
- Assist advisers with marketing activities, discuss possible advantages and create/provide target market initiatives
Sales:
- Ensure Revenue, AUA and GWP growth through advisor business and any other advisor related initiative.
Business Development Manager: Financial Services position available in Gauteng, Pretoria. This job position was posted by HR Option. The job has been posted as a premium ad on 2025-01-31 at 09:09:24 in the Finance Accounting category
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