Sales Manager — Financial Services Team Lead

KDO Group; Germiston; On-site; ZAR 600,000 - 900,000; Full time

Job summary

KDO Group (Pty) Ltd in Germiston seeks an experienced leader to manage a team of Financial Advisors. You will drive sales targets for Hollard MyLife and More products to government employees and private clients, providing financial and strategic support to the field force.

You will lead efforts to improve planning tools, identify opportunities for advisors, set up mass prospecting appointments, and report on revenue and profitability.

Qualifications

• Diploma or degree advantageous.
• Self-motivated and able to work without supervision.
• Ability to work under pressure.
• Strong interpersonal and communication skills.
• Valid Driver’s license with own transport.
• 3 years financial advisor experience–preferably in short term and long term lines/banking sector.

Responsibilities

• Provide financial and strategic support to Financial Advisors
• Lead efforts to improve financial planning and analysis tools and processes
• Identifying Facilities for Advisors
• Assist advisors to prospect
• Setting up appointments for mass prospecting
• Work with Financial Advisors to achieve regional set targets
• Track and analyze monthly results, prepare financial models
• Provide reporting and analysis on overall revenue and profitability of the portfolio
• Perform adhoc analysis to influence business decisions.
• Pro-actively manage the strategic initiatives and pursue opportunities to close any gaps.
• Drive cost reductions across to improve the margin trajectory.
• Prepare external benchmarking and industry analysis on overall practice performance

Skills

Self-motivated

Interpersonal skills

Communication skills

Ability to work under pressure

Driver's license

Financial advisor experience

Education

Diploma/Degree advantageous

Job description

KDO Group (Pty) Ltd in Germiston seeks an experienced leader to manage a team of Financial Advisors. You will drive sales targets for Hollard MyLife and More products to government employees and private clients, providing financial and strategic support to the field force.

You will lead efforts to improve planning tools, identify opportunities for advisors, set up mass prospecting appointments, and report on revenue and profitability.