Adviser Growth Architect

PPS; Johannesburg; Vor Ort; ZAR 600.000 - 900.000; Vollzeit

Zusammenfassung

glu in Johannesburg seeks a Growth Partner to translate growth strategy into adviser-level sales execution, winning, building and growing trusted relationships with advisers and their offices across an allocated adviser panel.

Reporting to the Growth Leader, the role owns adviser-level targets and drives adviser engagement, market growth, quality sales execution and client-centric outcomes, positioning glu as the adviser’s partner of choice, while ensuring all activity is delivered in a

Qualifikationen

• BCom degree in Investments, Financial Planning or related field.
• Certified Financial Planner (Preferred).
• 3+ years’ experience in a sales/distribution role within Financial Services or similar background.
• Proven track record building relationships with advisers and their offices.
• Proven track record achieving sales revenue targets.
• Experience building networks with professional associations and industry bodies.

Aufgaben

• Own adviser-level sales targets and performance metrics.
• Win, build and deepen trusted adviser relationships.
• Partner with adviser support teams to simplify processes and submissions.
• Drive disciplined adviser-level sales execution and pipeline management.
• Identify, prospect and activate new advisers and market opportunities.
• Equip advisers with product knowledge, tools and market insights.
• Deliver adviser-focused, client-centric experiences and retention practices.
• Ensure engagement complies with risk, governance and conduct requirements.
• Collaborate with Growth Leader and cross-functional teams to remove barriers.

Kenntnisse

Sales leadership

Relationship building

Strategy translation

Pipeline management

Compliance & governance

Ausbildung

BCom degree in Investments/Financial Planning

Certified Financial Planner (Preferred)

Jobbeschreibung

glu in Johannesburg seeks a Growth Partner to translate growth strategy into adviser-level sales execution, winning, building and growing trusted relationships with advisers and their offices across an allocated adviser panel.

Reporting to the Growth Leader, the role owns adviser-level targets and drives adviser engagement, market growth, quality sales execution and client-centric outcomes, positioning glu as the adviser’s partner of choice, while ensuring all activity is delivered in a