Sales Manager, Financial Planning

Job Overview
Business Segment: Personal & Private Banking
Location: ZA, GP, Roodepoort, Ellis Street 4
Job Type: Full-time
Job Ref ID: 80435867A-0001
Date Posted: 11/15/2024

Job Description

To implement the Money Management & Advisory Voice & Digital business model and specifically develop and grow a team of Digital Financial Planners ensuring efficient delivery of financial services to our clients.

To also manage day to day activities of the Financial Planners to deliver against defined operational plans and campaigns to achieve their sales and revenue targets.

To ensure adherence to all business processes, regulatory requirements in terms of FAIS, and mandatory compliance measures.

Qualifications
Minimum Qualifications:
Wealth Management / Financial Planning qualification (or any FAIS aligned qualification) – Preference for Certified Financial Planner (CFP)
RE5 & RE1
Minimum required qualification and experience in terms of FAIS fit and proper requirements – To represent Money Management & Advisory as a Key Individual.

Experience Required:
5+ years’ experience in managing, coaching, and developing a team of financial planners.
Proven successful sales track record in the financial services industry.
People management experience leading teams and motivating people.
Preferred experience in Virtual Financial Planning and Digital Enhancement.
Preferred work experience in a financial planning Call Centre.
Preferred financial planning experience within a banking environment.
Negotiating skills and conflict handling.

Behavioral Competencies:
Articulating Information
Challenging Ideas
Convincing People
Developing Expertise
Developing Strategies
Directing People
Exploring Possibilities
Impressing People
Interacting with People
Making Decisions
Providing Insights
Resolving Conflict

Technical Competencies:
Business Acumen (Audit)
Client Servicing
Financial Acumen
Financial Analysis
Financial Planning

Please note: All our recruitment processes comply with the applicable local laws and regulations. We will never ask for money or any form of payment as part of our recruitment process. If you experience this, please contact our Fraud line on +27 800222050 or TransactionFraudOpsSA@standardbank.co.za