Sales Manager at Momentum Metropolitan Holdings Limited

Role Purpose    

• Lead and manage a team of Financial Advisers to provide clients with compliant financial planning and product solutions. To grow and manage Momentum footprint through an increase in new business by generating advice opportunities as well as the recruitment of new advisers, to support the delivery of a client experience focused on financial wellness.

Requirements    

• Relevant bachelor’s degree required (sales, marketing or related field) (The qualification must be recognised by the FSCA)
• RE5 required
• RE1 (6 months to be completed)
• Class of Business certificates (where applicable)
• 5 years’ experience in the retail industry preferred,
• Proven track record in industry related sales management and recruitment of advisers will be an advantage
• In depth industry knowledge

Duties & Responsibilities    
Implement tactics to develop and maximize the MFP network new business while maintaining client relationships (Internal):

• To manage and grow new business volumes within the respective branch through the allocated agents within the branch, the appointment and vesting of new agents, whether New to the Industry (NTI)or New to Momentum (NTM). (all products)
• To manage and grow existing portfolios of clients (cross and upsell) within the respective branch through the allocated agents and ensure a Long-Term persistency of >90% for all products. (all products)
• To continue to grow and retain the footprint of the branch by actively recruiting NTI and NTM advisers into the branch
• Ensure compliance with FAIS and related legislation at all times, in all aspects of the business
• Manage expenses within allocated budget
• Act as the primary communication channel between Momentum and the allocated advisers in the branch.
• Manage leads/prospects allocation conversion and follow ups.
• Ongoing motivation, communication and inspiration to allocated agents within the branch to create an environment of over achievement, trust and care.
• Manage the relationship and engagements with advisers within respective branch.
• Responsible for assisting the Provincial Head in the implementation of the Strategic goals i.e. myriad, vertical integration and other relevant allocated tasks;
• Responsible for adoption and driving the usage of digital platforms and tools
• Be the custodian of the MFP Culture in the branch
• Develop plans and tactics for the achievement of sales targets through opening new markets/demographics
• In partnership with Advice Manager, enable and drive the supervision process for all advisers under supervision
• Actively drive Business Continuity by ensuring all practices have formal succession plans in place and practices transition effectively and sustainably

Engage with financial advisers in a client centric manner, improving client growth, engagement and retention:

• Engage with internal and external stakeholders to identify opportunity for growth and provide relevant sales support what does this mean?
• Build and maintain relationships with advisers to deliver on service level agreements Not sure what this means
• Execute a compelling and motivational rewards and recognition strategy aimed at advisers 

Effectively lead team (People):

• Cultivate strong, professional relationships with key stakeholders across various networks to enhance collaboration, drive alignment, and support adviser growth.
• Embed a high-performance culture by instilling discipline, accountability, and a results-driven mindset to drive adviser effectiveness.
• Create a motivating and supportive work environment that energizes advisers, minimizes disruptions, and maximizes productivity through structured mentorship and capability-building.
• Lead with transformational leadership behaviours, demonstrating personal commitment and dedication to organizational values while inspiring advisers and sales managers to excel.
• Champion a culture of continuous learning and best practices, fostering an environment that encourages development, innovation, and operational excellence.

Ensure Efficient and Effective Practice (Finance): 

• Support the Momentum Financial Planning and advice strategy
• In partnership with Advice manager, support compliance in line with relevant strategy
• In partnership with Advice manager, implement risk management, governance and compliance policies in own practice area, to identify and manage governance and risk exposure much of the same.

Competencies    

• Business Acumen
• Customer/ Stakeholder Commitment
• Drive for Results
• Leads Change and Innovation
• Collaboration
• Impact and Influence
• Self-Awareness and Insight
• Diversity and Inclusiveness

Deadline:2nd September,2025