| Date | 2025-01-09 |
|---|---|
| Job Title | Business Development Manager |
| Employer | HR Option More Information |
| Salary | 100000 |
| Category | Finance Accounting |
| Location |
Gauteng / Pretoria |
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 position available in Gauteng, Pretoria. This job position was posted by HR Option. The job has been posted as a premium ad on 2025-01-09 at 13:39:51 in the Finance Accounting category
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