Description:
The Strategic Business Development Executive (SBDE) is responsible for driving the growth of the Group by maximizing the potential of selected top-performing financial advisors. This role focuses on two key value drivers, being the development and implementation of Value Creation Plans (VCPs) with the selected top-performing financial advisors and secondly, strategic advisor recruitment. The SBDE is tasked with achieving annual revenue growth targets, utilizing technology.
Your:
Experience:Minimum of 15 years of experience of which 10 years is in financial services, with a strong focus on business development, advisor management, and sales leadership.
In-depth knowledge of the investment industry and at least an introductory knowledge of the short-term insurance and life insurance industries.
Proven track record in implementing and managing of strategy and strategic projects. Candidate must be fluent in Afrikaans and English. Qualifications: Bachelors degree in Finance, Marketing, Business Administration, or a related field. Postgraduate degree in management, finance (advantageous). Postgraduate diploma in planning, project management, or Certified Financial Planner (CFP) (advantageous). Regulatory Exam 1 (RE 1) and Regulatory Exam 5 (RE 5) certifications (advantageous).will enable you to fullfill the following 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 growth goals. Ensure newly recruited advisors are seamlessly integrated into the firm through comprehensive onboarding programs that include training. Establish long-term growth strategies for new advisors, helping them reach their full potential within the first two years