Sales Manager

SUMMARY:
Sales Manager

POSITION INFO:

We''re looking for a Development Sales Manager to join our clients team. In this role, you''ll be responsible for recruiting and nurturing early-career financial advisors, guiding them on their journey to becoming successful professionals. You''ll play a critical part in helping them build sustainable and high-performing advisory practices.

What You''ll Do:

• Recruitment and Onboarding: You''ll attract, select, and onboard early-career financial advisors to build a strong talent pipeline. This includes leveraging modern tools like social media for recruitment and brand positioning.

   

   

• Coaching and Development: You''ll provide structured learning, supervision, and professional growth opportunities for new advisors. This involves coaching them to improve their advisory and sales skills, co-attending client meetings, and overseeing competency assessments to ensure they''re ready for the industry.

   

   

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  Performance Management: You''ll track the activities and performance of advisors, ensuring they meet business targets and adhere to best practices for client engagement and business development.

   

   

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  Technology Adoption: You''ll drive the use of technology to streamline recruitment processes and training, and encourage a paperless work environment to improve efficiency.

   

   

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  Client Engagement: You''ll guide advisors in building trust-based relationships with clients and ensure they act as brand ambassadors. You''ll also support them in delivering tailored financial solutions and driving client retention.

   

   

What We''re Looking For:

• A professional with a strong understanding of financial advice, engagement, and product support.

   

   

• Someone who can develop and maintain collaborative relationships with advisors, peers, and stakeholders.

   

   

• A leader who can take ownership of their own career development and uphold regulatory and ethical standards.

   

   

• This role requires a FAIS (Financial Advisory and Intermediary Services) certification