ADVISORY SALES EXECUTIVE - PRETORIA

HR Options; Pretoria; On-site; ZAR 500 000 - 800 000; Full time

Job summary

A leading company in the financial services sector is seeking an Advisory Sales Executive in Pretoria. This role involves supporting business development efforts, executing Value Creation Plans, and recruiting top-performing advisors. The ideal candidate will have extensive experience in business development and a strong background in the non-banking financial services industry.

Qualifications

• 8-12 years of experience in business development within financial services.
• Proven ability to execute business growth strategies.
• Familiarity with advisor recruitment and management.

Responsibilities

• Support in developing and implementing Value Creation Plans (VCPs).
• Manage onboarding processes for new advisors.
• Maintain strong relationships with advisors and support their business development needs.

Skills

Business Development

Advisor Recruitment

Strategic Planning

Education

Bachelor’s degree in Finance

Bachelor’s degree in Business Administration

Additional qualifications in business management

Tools

Wealth Connect

Efficient Connect

Efficient Marketplace

Job description

The Advisory Sales Executive (ASE) supports the Strategic Business Development Executive (SBDE) in achieving aggressive revenue targets and recruiting top-performing advisors. The ASE focuses on executing Value Creation Plans (VCPs), identifying business growth opportunities, and recruiting advisors with high growth potential. This role requires a strong background in business development within the non-banking financial services industry or experience in developing and executing business growth strategies.

Your Qualification :

• Bachelor’s degree in Finance, Business Administration, or a related field.
• Additional qualifications in business management or financial planning are a plus.

And Experience :

• 8-12 years of experience in business development within financial services, preferably in the non-banking sector.
• Proven ability to execute business growth strategies and achieve measurable outcomes.
• Familiarity with advisor recruitment, management, and growth.

will enable you to :

1. Support in Value Creation Plans (VCPs)

• Collaborate with the SBDE to develop and implement tailored VCPs for top-performing advisors.
• Conduct research and analysis to identify growth opportunities within advisor practices.
• Monitor VCP execution, ensuring alignment with growth objectives and providing regular feedback to the SBDE and advisors.
• Assist advisors in utilizing technology platforms such as Wealth Connect, Efficient Connect, and Efficient Marketplace for enhanced client engagement and operational efficiency.

2. Advisor Recruitment and Onboarding

• Actively support the SBDE in identifying and recruiting top-performing advisors aligned with Efficient Group’s growth objectives.
• Manage onboarding processes for new advisors, ensuring they are equipped to utilize Efficient Group’s platforms and achieve early success.
• Collaborate with advisors to define growth strategies for their practices, focusing on long-term sustainability and profitability.
• Guide advisors in adopting and integrating Efficient Group’s technology platforms into their workflows.
• Track and report on technology adoption metrics, highlighting opportunities for improvement or additional training.
• Provide first-line support to advisors using the platforms, escalating complex issues to the appropriate teams.

4. Advisor Relationship Management

• Maintain strong relationships with advisors, acting as a primary point of contact for their business development needs.
• Assist in resolving challenges advisors face in implementing VCPs or achieving growth targets.
• Support the SBDE in organizing and conducting regular advisor reviews, tracking progress against goals.

5. Business Development Execution

• Identify and analyse new business opportunities to contribute to the Group’s strategic growth initiatives.
• Collaborate with internal teams to align advisor development initiatives with overall company goals.
• Contribute to the development of marketing and sales strategies to attract high-performing advisors and enhance their engagement.

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Advisory Sales Executive Pretoria • Pretoria, Tshwane Metro, South Africa