Sales Manager

• Relevant Bachelor’s degree required (sales, marketing or related field)
• FAIS compliant KI qualification will be advantageous and a requirement within 6 months of being appointed in the role
• 3-5 years’ experience in the retail industry preferred
• Proven track record in industry related sales management and recruitment of advisers will be an advantage

• Manage and grow new business volumes within the respective branch through the allocated agents, including the appointment and vesting of new agents, whether New to the Industry (NTI) or New to Momentum (NTM).
• Manage and grow existing portfolios of clients (cross and upsell) within the respective branch through the allocated agents, ensuring a Long-Term persistency of >90% for all products.
• Continue to grow and retain the footprint of the branch by actively recruiting NTI and NTM advisers.
• Ensure compliance with FAIS and related legislation at all times.
• Manage expenses within allocated budget.
• Act as the primary communication channel between Momentum and the allocated advisers in the branch.
• Manage leads/prospects allocation conversion and follow-ups.
• Motivate and inspire allocated agents within the branch to create an environment of overachievement, trust, and care.
• Manage the relationship and engagements with advisers within the respective branch.
• Assist the Provincial Head in implementing the Strategic goals.
• Drive the usage of digital platforms and tools.
• Be the custodian of the MFP Culture in the branch.
• Develop plans and tactics for achieving sales targets through opening new markets/demographics.
• In partnership with Advice Manager, enable and drive the supervision process for all advisers under supervision.
• Drive Business Continuity by ensuring all practices have formal succession plans in place.

Engage with financial advisers in a client-centric manner, improving client growth, engagement, and retention.

• Engage with internal and external stakeholders to identify opportunities for growth and provide relevant sales support.
• Build and maintain relationships with advisers to deliver on service level agreements.
• Execute a compelling rewards and recognition strategy aimed at advisers.

Effectively lead the team.

• Create a positive work climate and culture to energize employees and maximize productivity.
• Demonstrate exemplary leadership behaviour in line with organizational values.
• Engage in own development path and ensure all FAIS and Compliance Training for Advisers is up to date.

Ensure Efficient and Effective Business/Practice.

• Support the Momentum Financial Planning and advice strategy.
• In partnership with Advice Manager, support compliance in line with relevant strategy.
• Implement risk management, governance, and compliance policies in own practice area.
• Investigate reported acts of non-compliance and report on findings.