Job Description

Introduction

Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations.

We help people grow their savings, protect what matters to them and invest for the future. We help companies and organisations care for and reward their employees and members. Through our own network of advisers or via independent brokers and utilising new platforms Momentum Metropolitan provides practical financial solutions for people, communities and businesses. Visit us at www.momentummetropolitan.co.za

Disclaimer

As an applicant, please verify the legitimacy of this job advert on our company career page.

Role Purpose

The Early Career Sales Manager / Development Sales Manager is responsible for recruiting early career candidates, followed by structured development and vesting of early career advisers, while managing their activities towards validation criteria as they progress on their journey to becoming productive successful financial advisors.

The role is intent on guiding, enabling and managing early-career financial advisers with the necessary care, skill, diligence and accountability measures to build sustainable and high-performing advisory practices. The incumbent will oversee their learning, development, and professional growth, ensuring they acquire the required competencies, industry knowledge, and client engagement skills to succeed in financial planning.



Additionally, the role will drive technology adoption, digital engagement strategies, and social media integration to enhance recruitment, client acquisition, and practice management. By proactively supporting new advisers, this role plays a critical part in developing the next generation of high-performing financial planners.

Requirements

Relevant Bachelor's degree required (sales, marketing or related field)
FAIS complaint KI qualification will be advantageous and a requirement within 6 months of being appointed in the role
3-5 years' experience in the retail industry preferred,
Proven track record in industry related sales management and recruitment of advisers will be an advantage

Duties & Responsibilities

Recruitment & Onboarding

Grow and sustain the province by attracting, selecting, and onboarding early-career financial advisers, ensuring a strong talent pipeline.
Facilitate a structured recruitment process, identifying high-potential graduates and early-career professionals.
Assist financial advisers in creating and identifying business opportunities for the practice in line with Momentum's financial wellness philosophy.
Facilitate financial advisers in creating partnerships with relevant stakeholders to enhance business growth.
Leverage social media and modern engagement tools for recruitment and brand positioning.
Drive the adoption of technology to streamline recruitment processes and early-career adviser training.
Ensure new advisers successfully transition into the learning and development phase by aligning recruitment efforts with structured onboarding plans.

Activity Management & Performance Tracking

Ensure financial advisers can prospect, are productive, meet business targets, and adhere to best practices of client engagement and business development.
Coach and activate financial advisers to pursue productivity on the basis of sales through advice and drive the achievement of growth and engagement targets.
Equip financial advisers under supervision to establish productive, professional, and enabling relationships with clients.
Enable and support financial advisers to provide credible and appropriate expertise and advice to clients, ensuring client growth and retention.
Ensure financial advisers embed the holistic Financial Wellness Framework in their service provision.
Enable financial advisers to engage with prospective clients in a way that highlights the features and benefits of various products.
Drive the use of technology and encourage working in a paperless environment to improve efficiencies.
Ensure financial advisers adopt the practice of accurately capturing client information, actions, and sales on business systems/tools.
Ensure financial advisers complete all administrative, regulatory, and reporting requirements within agreed timeframes.
Utilise relevant tools to audit and review the quality of advice and compliance adherence.
Ensuring the early career changers transition successfully to the next phase being integrated into the adviser panel within respective provinces

Early career development and supervision

Guide new advisers through structured learning, supervision, and professional growth.
Cultivate strong, professional relationships with key stakeholders across various networks to enhance collaboration, drive alignment, and support adviser growth
Foster a culture of continuous learning and development.
Co-attend client meetings to assess and improve advisory skills.
Facilitate coaching and mentoring toward fit-and-proper status.
Oversee competency assessments and ensure regulatory readiness.

Client Engagement, Trust & Brand Representation

Guide financial advisers in fostering trust-based relationships, ensuring client confidence in advisory services.
Promote ethical, objective decision-making in client interactions, reinforcing brand credibility.
Ensure advisers act as brand ambassadors, positioning Momentum Financial Planning as a trusted partner.
Oversee marketing and business development efforts, supporting advisers in expanding their client base.

Client-Centric Advisory & Financial Solutions

Support advisers in assessing client needs and delivering tailored financial solutions.
Ensure advisers develop financial plans aligned with client goals and budgets.
Enable financial advisers to drive client retention and engagement through proactive service and needs-based advice.
Assist in client book analysis to identify opportunities for growth and enhanced engagement.

Coaching, Supervision & Development

Coach and mentor advisers to develop strong client engagement and sales skills.
Conduct performance assessments, identifying development areas for continuous improvement.
Ensure advisers achieve TCF (Treat Customers Fairly) outcomes through ethical supervision.
Support advisers in lead conversion and client engagement planning.
Activate advisers to network strategically, leveraging relationships for business growth.

Service Excellence & Relationship Building

Encourage a culture of sustainable relationships, fostering ongoing client engagement and feedback.
Ensure advisers proactively resolve client queries, enhancing overall service quality.
Drive a client-first approach, ensuring an exceptional client experience at every touchpoint
Develop and maintain productive and collaborative working relationships with financial advisers, peers and stakeholders
Develop and practice supervisory skills relevant to the process of training, coaching, assessing, and reviewing skills of financial advisers
Demonstrate exemplary corporate citizenship in line with value based behaviours through personal involvement, commitment and dedication
Continuously develop own expertise in terms of professional, industry, regulatory and legislation knowledge
Contribute to continuous innovation through the development, sharing and implementation of new ideas
Take ownership for driving own career development, regulatory adherence and ethics
Take ownership to maintain product competence and fit and proper status
In collaboration with Key Individual, ensure financial advisers act with due care, skill and diligence in the execution of all duties;
Contribute to the adherence of financial advisers to the standards and rules set by legislation;
In collaboration with Key Individual, monitor and review the fulfilment of contractual obligations as agreed to
Instil a culture of treating customers fairly in all aspects of the business.
Manage financial and other company resources under own control responsibly and with due respect
Ensure compliance with FAIS and related legislation at all times, in all aspects of the business
Understanding and knowledge of financial advice, engagement and product support
Understanding and knowledge of Momentum products and solutions

Competencies

Business Acumen

Customer/ Stakeholder Commitment

Drive for Results

Leads Change and Innovation

Collaboration

Impact and Influence

Self-Awareness and Insight

Diversity and Inclusiveness