Are you someone who can:
Leverage and manage existing Independent Financial Advisory relationships
Establish and onboard new Independent Financial Advisor relationships
Achieve Invest, Insure and other business sales targets.
Build and manage a dynamic team of Business Management and Servicing Consultants.
Provide insight into internal product requirements.
Keep abreast of the competitor landscape.
Deliver exceptional service that exceeds customers' expectations through proactive, innovative and appropriate service and solutions to the Independent Financial Advisor.
Maximize Business Portfolio and cross sell opportunities and strengthen client relationships.
Translate sales strategies into actionable goals and execute relevant projects / initiatives aligned to strategic objectives with specific performance measures and controls to track progress.
Comply with governance in terms of legislative and audit requirements.
Monitor costs, benefits per channel.
You will be an ideal candidate if you have:
A relevant degree in commerce or a related field.
National certificate in Certified Financial Planning (CFP).
Client centric with an entrepreneurial flair.
Have a proven sales and management track record.
The ability to build enduring client relationships.
The ability to build, manage and motivate a team of Business and Servicing Consultants.
The relevant Class of Business training
Experience in and working with Group Risk, Individual Life and Investment products.
At least 10 years' experience in the financial services industry.
Have good attention to detail.
Are curious, innovative, passionate, and willing to learn.
Have an RE5
Willing to travel locally.
End Date: March 28, 2026