Posted on: 23 August 2018
ID 572293

Financial Advisor Team Manager

Candidate with minimum 2 years’ experience in managing Financial Advisors, and minimum 3 years’ Life Insurance Industry experience, required to manage a team of Financial Advisors and drive sales.

Minimum requirements:

  • Matric essential
  • FAIS compliant – relevant FAIS and RE certificates required
  • Minimum 2 years’ experience in managing FA’s
  • Minimum 3 years relevant Life Insurance Industry experience essential
  • Valid license and own transport required

Responsibilities:

  • Manage team of FA’s and drive sales
  • Ensure sales targets are met
  • Ensure average premium targets are met
  • Ensure NTU % are met
  • Ensure product mix sales targets are met
  • Build and maintain relationships with all stakeholders
  • Contribute and implement business strategy
  • Formulate and implement strategies to ensure FA’s meet targets
  • Manage operational requirements of team
  • Conduct required meeting and sales huddles
  • Compile and submit reports
  • Compliance to regulatory requirement and business procedures and processes
  • Identify and implement marketing opportunities and campaigns
  • Recruit FA’s
  • Quality assurance
  • Coaching, mentoring and development of FA’s
  • Performance management

If you are a South African citizen and your CV meets the above requirements, please respond via email to lourie@yazoo.co.za

Recognising that diversity is key to excellence, our client especially encourages members of designated groups to apply.

If you have not heard from us within a two week period, please deem your application as unsuccessful.

Occupation:
Managers
Sales jobs
More details
Salary:
Salary negotiation
Contract type:
Full-time


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