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Lead Financial Services Sales Manager
2 weeks ago
The Financial Services Sales Manager plays a crucial role in the organisation, leading a team of 5 Financial Advisors. The role oversees all activities related to our Choice service offering, including day-to-day revenue generating activities, coaching and mentoring of team members, leading by example in delivering exceptional client-centric service, and collaborating on various projects across the business.
Sales Management:- Lead and motivate the team to meet and exceed targets on a daily, weekly, and monthly basis.
- Monitor sales performance and provide regular reports to the Head Of Financial Planning.
- Develop and implement sales strategies to achieve company goals.
- Build and maintain strong relationships with key stakeholders both internally and externally.
- Address client inquiries and resolve issues in a timely manner.
- Ensure high levels of customer satisfaction and retention by delivering excellence at every touch point.
- Oversee financial transactions and ensure compliance with regulations at all times.
- Prepare and manage budgets, forecasts, and financial reports for the Choice offering.
- Analyse and interrupt financial data to identify trends and opportunities for improvement.
- Lead, coach, and develop all employees within the team.
- Foster a positive and collaborative team environment.
- Stay updated on industry trends through continuous improvement and attending regular sessions to maintain CPD skills.
