Conseiller à la clientèle à PostFinance. Responsable de l'accueil, du conseil et de la vente de services financiers à Lausanne.
About the role
- Regional Sales Manager overseeing team of experienced and new Financial Advisors in Nelspruit. Creating sales strategies, managing retention, and ensuring compliance in a financial services environment.
Responsibilities
- Create and drive sales plans, targets and growth
- Manage business retention processes
- Compliance and risk management
- Enable practice management
- Oversee quality and productivity management
- Provide effective People and Performance Management
- Budgets and expense management of team
- Recruiting of Experienced Financial Intermediaries
Requirements
- Extensive Financial Services experience in a marketing/sales environment
- Sales and Operational Management/leadership of a team/unit
- Management Diploma
- Commercial/Financial or business related diploma/degree
- CFP/RFP3 or equivalent (i.e.: 120 credits)
- RE
Benefits
- Flexible Sales Manager role
- Coaching and development of FA’s
- Professional development opportunities
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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