Product Specialist: Financial Advisory
Flink
- George, Western Cape
- Permanent
- Full-time
- Identify potential brokers and develop strategies to recruit them as external advisors.
- Build and maintain relationships with broker candidates through networking, outreach, and targeted marketing efforts.
- Conduct presentations and meetings to promote our products and services and attract broker interest.
- Facilitate the onboarding process for new brokers, providing training on our products, systems, and processes.
- Ensure brokers have access to necessary resources and support to effectively promote and sell our products to clients.
- Serve as the main point of contact for brokers, addressing inquiries, providing product information, and resolving issues in a timely manner.
- Conduct regular check-ins and performance reviews with brokers to assess their needs, offer guidance, and identify opportunities for growth.
- Coordinate with internal teams to ensure brokers receive prompt and accurate support across all aspects of their business relationship with our company.
- Developing quotes and proposals for advisors.
- Drive efforts to increase and maintain sales activity through events, training sessions, and office visits.
- Review new business pipeline, follow up on leads, and track the issuance of quotations to drive sales conversion.
- Provide correct and comprehensive quotes where required to support sales efforts and facilitate client decision-making.
- Cultivate strong, long-term relationships with brokers, earning their trust and loyalty as valued partners.
- Actively engage with brokers to understand their business goals, challenges, and market opportunities, and provide tailored support and solutions.
- Build and promote strong, long-lasting advisor relationships by partnering with them and understanding their needs.
- Collaborate with brokers to develop and implement business development strategies to grow their client base and increase sales of our products.
- Identify and pursue opportunities to expand our distribution network by recruiting additional brokers in targeted markets or segments.
- Achieve growth and hit sales targets by successfully managing your broker panel.
- Design and implement a strategic business plan that expands our company’s broker and client base and ensure its strong presence.
- Planning and overseeing fresh marketing and expansion initiatives.
- Researching brokerages and individuals to find new opportunities.
- Bring innovative ideas and strategies to the business and turn them into action to create value and drive business success.
- Attending conferences, meetings, and industry events. Training and upskilling new and existing Financial Advisors and their staff.
- Support the administration and client service departments to ensure smooth operations and client satisfaction.
- Provide training and support to the distribution network on all systems, processes, services, products, and key business initiatives to ensure their effectiveness in client interactions.
- Essential: NQF Level 5 Bachelor's degree in Business, Finance, Marketing, or related field.
- 3-5 years of experience in sales.
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