Growth Partner

PPS Recruitment; Wes-Kaap; Vor Ort; ZAR 900.000 - 1.800.000; Vollzeit

Zusammenfassung

glu is seeking a Growth Partner to translate growth strategy into adviser-level sales execution across an allocated adviser panel, reporting to the Growth Leader. You will own adviser-level targets, drive adviser engagement, market growth and client-centric outcomes, ensuring all activity is compliant and sustainable.

You will win and grow adviser relationships, partner with adviser support teams, manage pipeline quality and activity, and identify new advisers to expand the panel while aligning

Qualifikationen

• Experience in sales and distribution within Financial Services or related field (preferred).
• 3+ years’ experience in Investment or Insurance product sales.
• Proven track record in building and growing adviser relationships and achieving sales targets.
• Experience networking with professional associations and industry bodies to support sales targets.
• Strong knowledge of risk, governance, compliance and conduct requirements.

Aufgaben

• Own and deliver adviser-level sales targets, including quotes, policies, API and conversion.
• Win and deepen trusted adviser relationships through consistent engagement and reliable follow-through.
• Partner with adviser support teams to simplify quoting, submissions and service queries.
• Drive disciplined adviser-level sales execution by managing pipeline quality and activity plans.
• Identify, prospect and activate new advisers, prioritise the adviser panel and share market trends.
• Equip advisers with product knowledge, tools, and market insights to deliver quality advice.
• Deliver a client-centric experience with proactive resolution of service or relationship concerns.

Kenntnisse

Sales leadership

Strategy execution

Sales coaching

Pipeline management

Relationship management

Market development

Customer experience

Risk & compliance

Ausbildung

BCom degree in Investments, Financial Planning or related field

Jobbeschreibung

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.

Education

• BCom degree in Investments, Financial Planning or related field And/or

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.