Sales Manager: Advisory at KDO

Company Description

KDO Group (Pty) Ltd, is a registered 100% Black Owned Financial Service Provider that provides distribution of Insurance and Financial Services within South African market. We are a trusted partner dedicated to delivering financial services to our clients for a better business and a better life. Its head office is based in Germiston with 19 branches strategically positioned to allow its representatives to service its clients base in eastern region of Gauteng and Mpumalanga.

Job Description

Manage a team of Financial Advisors and ensuring sales targets are met on selling Hollard MyLife and More products to mainly government employees and private clients.

• Provide financial and strategic support to Financial Advisors

• Lead efforts to improve financial planning and analysis tools and processes

• Identifying Facilities for Advisors

• Assist advisors to prospect

• Setting up appointments for mass prospecting

• Work with Financial Advisors to achieve regional set targets

• Track and analyze monthly results, prepare financial models  

• Provide reporting and analysis on overall revenue and profitability of the portfolio

• Perform adhoc analysis to influence business decisions.

• Pro-actively manage the strategic initiatives and pursue opportunities to close any gaps.

• Drive cost reductions across to improve the margin trajectory.

• Prepare external benchmarking and industry analysis on overall practice performance

Qualifications

·         Matric

·         Diploma/Degree advantageous

·         Completed RE

·         Self-motivated and the ability to work without supervision

·         Ability to work under pressure

·         Strong interpersonal and communication skills

·         Great networking skill

·         Valid Driver’s licence with own transport,

·         3 years financial advisor experience- preferably in short term and long term lines/banking sector

Additional Information

The above job description is intended to describe the general nature and level of work performed by a person assigned to this position. It is not intended to be construed as an exhaustive list of all responsibilities, duties and skills required. KDO reserves the right to add to or change the duties of the position at any time.