Job Purpose
To lead a sales support team who are directly linked to fulfilling the operational aspects of the 6-step financial advice process whilst providing support to clients and business writers, and ensuring overall contribution to growth in revenue, profitability, and market share.
Job Responsibilities
•Lead and manage a multi-functional sales support and operational processes team
•Manage and have oversight of the sales support team who is directly responsible for fulfilling on the 6-step advice process, and who are in major regions across the country
•Manage and have oversight of the operational processes team, centrally located
•Lead and inspire a highly driven sales professionals support team
•Grow and develop talent within the team
•Drive achievement of revenue targets by ensuring competitive agility and sustainability in execution and delivery of support to clients and business writers
•Drive achievement of market share targets in line with that of the business and by executing on world class delivery
•Adopt and implement a client centric approach in all aspects of team focus and delivery
•Challenge, participate and contribute to the overall efficiency in the management of Distribution Operations
•Contribute towards enhancing design of processes; and implementing agreed processes according to process, systems, and controls
•Adopt a test and learn approach in an agile manner whilst constantly seeking to improve processes and the way we do things
•Enable alignment to the strategic objectives and tactical plans by the Distribution business
•Responsible for contributing to the three- year strategic planning process and framework.
•Enable optimal performance by developing, tweaking, enhancing team performance through analytics and providing insights
•Implement the mutli-facetted segmentation process into the distribution support team in line with that of the strategic intent of the business
•Deliver service to clients by ensuring that client expectations are understood and met in line our distribution segmentation strategy
•Ensure the team establish, build, maintain, and support relationships with clients through regular engagement directly with client and business writers
•Responsible for proactive support into cross sell initiatives and targets
•Optimise efficiency and improve effectiveness of processes, systems, and technology
•Drive, embrace and embed use of automation and digital tools
•Manage team’s performance with regards to cross sell targets, sales, client experience
•Build depth of skills and knowledge in the team of managers by sharing knowledge and insight with team members; ensuring mentoring; coaching and day to day activities
•Ensure continuous improvement goals are achieved by creating an environment whereby self; managers and team are encouraged to challenge the status quo by initiating constructive debates about work practices and areas for improvement.
•Improve productivity and reduce costs by improving work processes.
•Contribute to a culture conducive to the achievement of transformation goals and support business strategies that improve the corporate image by ensuring self; managers and team participation in Nedbank culture building initiatives.
People Specification
Minimum Experience Level
- 5 years’ experience in leading sales teams in a related financial services industry from an advice perspective
Essential Qualifications – NQF Level
- Matric / Grade 12 / National Senior Certificate
- Advanced Diplomas/National 1st Degrees
Preferred Qualification
•Matric / Grade 12 / National Senior Certificate
•Advanced Diplomas/National 1st Degrees
•CFP
•RE1 and 5
Essential Certifications
Technical / Professional Knowledge
•Intimately entrenched in the 6-step advice process previously
•Able to inspire, motivate and lead highly energetic sales support teams
•General management and oversight over teams dispersed across various regions
•Relevant regulatory knowledge
•Governance, Risk and Controls Governance, Risk and Controls
•Management information and reporting principles, tools and mechanisms
•Communication Strategies
•Client service management