- Gauteng
- Salary: Market Related
- Job Type: Permanent
- Sectors: Business Management Insurance
- Reference: 2148712
Vacancy Details
Employer: Masthead Financial Planning
At Masthead Financial Planning (MFP), a licenced financial service provider established in 2011, we believe in value of objective financial advice and the benefits for customers. Our sole aim is to provide a sustainable regulatory compliant structure to support financial advisors, who may apply to operate under our licence. We therefore provide a platform where advisors not only survive, but thrive. In this way, we help to secure the availability of unbiased financial advice for consumers, now and for the future.
Position summary
We are seeking a dynamic and results-oriented Business Development Consultant to drive growth and enhance our brokerage services. The ideal candidate will have a deep understanding of the financial markets, a strong network within the industry, and a proven track record of business development success.
Candidate Requirements
Responsibilities
Business Development
- Market MFP to potential reps and other markets
- Interview potential sign ups
- Sign on new reps using new mandatary process
- Manage ongoing relationships with signed on reps
Onboarding
- Administer the transitioning of client base to MFP as part of take on.
- Onboarding new reps
- Compliance Training (Internal requirements)
- Internal systems setup
- New product provider code processing
- Ensure operational ability
Ongoing rep management
- Manage a panel of Financial Advisors in JHB/PTA region
- Day to day queries
- Ad hoc projects as and when required
- Relationship management based on segmentation model
- Using practice management methodology to create growth opportunities for Financial Advisors
- New business Audits
- Compliance remedial actions
- Debt management
- Assist KI in identifying risks and management thereof
- Ongoing day to day administration and housekeeping
- Fit and proper management of Financial Advisors via XPlan
Xplan
- Xtools and CRM training
- Assisting MFP advisors with Financial Needs Analysis
- Ongoing Xplan queries
- Assist with Project planning
- Xplan enhancements
Qualifications and Skills
Minimum Requirements
- Bachelor’s degree in Business, Finance, Economics, or relevant qualification in Financial Services
- Minimum of 5 years of experience in business development, preferably within the financial services industry
- Proven track record of achieving business development targets and driving growth
- Knowledge of South African financial regulations and compliance requirements
- Driver’s Licence
- Own Vehicle
Key Skills
- Market Analysis: Ability to conduct thorough market research and identify trends and opportunities
- Strategic Planning: Expertise in developing and implementing strategic business development plans
- Sales and Negotiation: Strong sales skills with the ability to negotiate and close deals effectively
- Financial Acumen: Deep understanding of financial markets, investment products, and advisory services
- Client Relationship Management: Proficiency in managing and growing client relationships
Soft Skills
- Communication: Proficient in English and Afrikaans. Exceptional verbal and written communication skills
- Interpersonal Skills: Ability to build rapport and maintain positive relationships with clients and colleagues
- Problem-Solving: Strong analytical skills with the ability to develop innovative solutions
- Adaptability: Flexibility to adapt to changing market conditions and client needs
- Team Collaboration: Ability to work effectively within a team and support team members
- Time Management: Excellent organizational skills with the ability to prioritize tasks and meet deadlines
- Professionalism: Demonstrates integrity, ethical behaviour, and professionalism in all interactions
How to apply
To apply for this position, please submit your resume and a cover letter outlining your qualifications and interest in the role to info@mastheadfp.co.za if this position interests you
- Please use the subject line: MFP Business Development Consultant
- The application deadline for this vacancy is: 31 July 2024
Masthead MFP is running an internal and external recruitment process simultaneously for this role. We are committed to transformation, meeting our employment equity goals will be taken into account in our recruitment decisions
Should you receive no correspondence within two weeks of the closing date of this job advert, please consider your application unsuccessful
7 people have applied for this job. 213 people have viewed this job.
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