Adviser Growth Architect

PPS; Beaufort West; In loco; ZAR 900.000 - 1.200.000; Tempo pieno

Descrizione del lavoro

glu is seeking a Growth Partner to translate growth strategy into adviser-level sales execution across an adviser panel. You will own targets, drive adviser engagement, and deliver client-centric outcomes while maintaining quality and compliant activity.

The role reports to the Growth Leader and expects strong collaboration with cross-functional teams. The ideal candidate brings a BCom in Investments or related field (CFP preferred), with 3+ years in financial services sales and a proven ability

Competenze

• Formal finance degree or CFP is preferred.
• Experience in financial services or adviser distribution is expected.
• Track record in achieving sales revenue targets and building adviser networks.

Mansioni

• Own adviser-level sales targets and translate execution plans into adviser growth.
• Win and deepen trusted relationships with advisers and their offices.
• Collaborate with adviser support teams to simplify submissions and service queries.
• Drive pipeline quality, visits, quotes and conversions with focused activity plans.
• Identify and activate new advisers, prioritise the panel, and share market insights.

Conoscenze

Sales leadership

Strategy to execution

Coaching

Pipeline management

Market development

Relationship management

Customer experience

Governance & compliance

Adviser engagement

Formazione

BCom degree in Investments, Financial Planning or related field

Certified Financial Planner (Preferred)

Descrizione del lavoro

glu is seeking a Growth Partner to translate growth strategy into adviser-level sales execution across an adviser panel. You will own targets, drive adviser engagement, and deliver client-centric outcomes while maintaining quality and compliant activity.

The role reports to the Growth Leader and expects strong collaboration with cross-functional teams. The ideal candidate brings a BCom in Investments or related field (CFP preferred), with 3+ years in financial services sales and a proven ability