Growth Partner

PPS; Johannesburg; Sur place; ZAR 600 000 - 900 000; Plein temps

Résumé du poste

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

Qualifications

• 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.

Responsabilités

• 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.

Connaissances

Sales leadership

Relationship building

Strategy translation

Pipeline management

Compliance & governance

Formation

BCom degree in Investments/Financial Planning

Certified Financial Planner (Preferred)

Description du poste

Job Description

The Growth Partner is responsible for translating glu’s growth strategy into adviser-level sales execution by 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 compliant, consistent and sustainable way.

The Growth Partner is responsible for translating glu’s growth strategy into adviser-level sales execution by 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 compliant, consistent and sustainable way.

Requirements

Education

• BCom degree in Investments, Financial Planning or related field And/or
• Certified Financial Planner (Preferred)

Experience

• At least 3 years’ experience in a sales and distribution-related role within Financial Services or similar background (preferred)
• 3 years’ or more experience in Investment product sales, and/or 3 years’ or more experience in Insurance product sales
• Proven track record in building and growing relationships with advisers and their offices within an adviser or broker channel
• Proven track record in achieving sales revenue targets
• Experience in establishing a good network and / or collaborative relationships with professional associations and industry bodies to support achievement of sales targets

Knowledge And Skills

• Sales leadership, distribution and commercial performance drivers.
• Strategy translation into clear sales priorities and execution rhythms.
• Sales coaching, performance management and team development.
• Pipeline, activity, conversion and sales data management.
• Financial services, adviser distribution and product positioning.
• Adviser, stakeholder and internal relationship management.
• Market development, competitor awareness and growth opportunity identification.
• Customer experience, retention and quality sales practices.
• Risk, governance, compliance and conduct requirements.

Duties and Responsibilities

• Adviser-level sales and commercial performance: Own and deliver adviser-level sales targets, including quotes, new and accepted policies, API and conversion, by translating the Growth Leader’s area execution plan into clear, adviser-specific growth plans.
• Winning and growing adviser relationships: Win, build and deepen trusted relationships with advisers through consistent engagement, valuable business conversations and reliable follow-through, becoming the adviser’s first call at glu and growing glu’s share of each adviser’s business.
• Adviser office partnership: Build strong working relationships with adviser support teams and practice staff to make it easy to do business with glu, simplifying quoting, submissions, underwriting requirements and service queries.
• Sales execution and pipeline management: Drive disciplined, adviser-level sales execution by managing pipeline quality, visit and activity plans, quote conversion, follow-up actions and outstanding requirements, and report progress to the Growth Leader in a focused and measurable way.
• Adviser acquisition and market development: Identify, prospect and activate new advisers, segment and prioritise the adviser panel, and share market trends, competitor activity and growth opportunities with the Growth Leader.
• Adviser enablement and product capability: Equip advisers and their offices with the product knowledge, tools, sales support and market insight needed to confidently position glu’s proposition and deliver quality advice outcomes for clients.
• Adviser experience, quality and retention: Deliver a consistent, adviser-focused and client-centric experience by ensuring quality business, proactive resolution of service or relationship concerns, and strong retention and lapse-management practices.
• Risk, governance and compliance: Ensure all adviser engagement and sales activity is aligned to applicable risk, governance, compliance, onboarding and conduct requirements, escalating concerns to the Growth Leader where required.
• Internal collaboration: Partner with the Growth Leader, underwriting, new business, client service and the Movement team to remove barriers for advisers, resolve issues quickly and improve ways of working.
• Culture and brand ambassadorship: Represent the glu values and brand promise in the market, bringing energy, credibility and pride to every adviser interaction and contributing to an accountable, collaborative Growth team.