Description:
The Strategic Business Development Executive (SBDE) is responsible for driving the growth of the group by maximizing the potential of top-performing financial advisors. This role focuses on developing and executing Value Creation Plans (VCPs) as the first priority, followed by strategic advisor recruitment and the management of Network Company (NetCo) agreements with preferred product providers. The SBDE is tasked with achieving annual revenue growth targets, utilizing technology and ensuring continuous professional development of advisors. The SBDE collaborates with Institutional Distribution Executives (IDEs) to ensure that the product providers used by the corporate cluster are represented in the NetCo agreements.
The position is in Pretoria or Bellville.
Experience:
Minimum of 15-20 years of relevant experience in financial services, with a strong focus on business development, advisor management, and sales leadership. Proven track record in developing VCPs for top-performing advisors and driving significant revenue growth. Experience in strategic recruitment, talent management, and successfully managing relationships with product providers. Candidate must be fluent in Afrikaans and English.Qualifications:
Bachelor's degree in Finance, Marketing, Business Administration, or a related field. Postgraduate degree in management (advantageous). Postgraduate diploma in planning or Certified Financial Planner (CFP) (advantageous). Regulatory Exam 1 (RE 1) and Regulatory Exam 5 (RE 5) certifications (advantageous).Duties:
Value Creation Plans (VCPs) Primary Responsibility: Develop and implement tailored Value Creation Plans (VCPs) for top-performing financial advisors, focusing on achieving significant revenue growth and business expansion by fulfilling various initiatives led by the Group Marketing and Sales team. These initiatives include, but are not limited to: doing more business with existing clients and expanding the client base. Work closely with advisors to understand their business goals, client base, and growth potential, and develop strategies to maximize their performance. Use advanced technology to drive operational efficiencies, improve client engagement, and enhance advisor productivity. Conduct regular reviews and adjustments to VCPs to ensure advisors meet or exceed revenue targets. Track and report on VCP outcomes, providing actionable insights to both advisors and the management team. Advisor Recruitment and Integration Lead strategic recruitment efforts to attract top-tier advisors who align with group gro