Branch Manager overseeing operations for OES Equipment's Colorado Springs and Denver branches. Leading a team and managing financials in the construction equipment industry.
About the role
- Executive Business Manager at Old Mutual managing financial advisors in Pietermaritzburg. Focused on team profitability, development, and local marketing strategies.
Responsibilities
- Provide sales management for an experienced team
- Ensure team’s profitability by managing results, resources, and risks
- Interact with successful financial advisors
- Coach and develop financial advisors
- Build and sustain a productive team
- Assist with recruitment into team of quality established advisors
- Develop and implement a local marketing plan
- Manage the application of PFA’s sales process
- Oversee existing business processes (i.e., conservation, outstanding business, financing, administration, and client care)
Requirements
- Matric or equivalent
- CFP qualification will be an advantage
- Must be FAIS compliant with a certificate in Financial Planning or an equivalent qualification with 120 relevant credits at a minimum NQF level 5
- Must have passed RE 5 level 1
- Previous experience as a Sales Manager is preferable
- Be accredited on all products that PFA distributes as well as accreditation on other optional products
- Preferably 24 month’s service as a Financial Advisor
- Have strong administrative capabilities
- Should be comfortable in applying the sales process
- Should be able to apply the six-step financial process
- Having difficult conversations and being assertive
- Coaching of others
- Proficiency in Afrikaans would be advantageous
Benefits
- Health insurance
- Flexible working hours
- Professional development opportunities
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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