Role Overview
As the Financial Planning Manager, you will be responsible for leading and managing the Sales team to drive revenue growth and achieve the sales targets of NMG Financial Planning. You will play a crucial role in developing and implementing sales strategies, building strong relationships with clients and internal stakeholders whilst ensuring the overall success of the sales function. As sales manager, you will have a significant impact on the company’s growth and success. Your leadership skill, ability to build strong client relationships will be instrumental in driving revenue and achieving the organisation’s goals.
Duties & Responsibilities
Sales Strategy and Planning:
- Develop and execute the sales strategy to achieve NMG Financial Planning’s goals and objectives.
- Identify new market opportunities, target segments, and develop strategies to penetrate and expand the client base.
- Collaborate with other departments such as marketing to align sales efforts with overall business objectives.
- Conduct market research to stay informed about industry trends and developments.
Sales Team Leadership:
- Lead, inspire and motivate the team to consistently meet or exceed targets.
- Recruit, train and develop sales professionals providing guidance and support to enhance their skills and performance.
- Set clear targets and KPIs, monitor individual and team performance and provide regular feedback and coaching.
- Assist with onboarding of clients of new recruits and guiding them into the NMG way of financial planning
- Foster a culture of teamwork, collaboration and accountability within the sales team.
Client Relationship Management:
- Build and maintain strong relationships with key clients and prospects.
- Engage in strategic sales activities, including attending client meetings, negotiations and presentations.
- Ensure exceptional customer service by addressing client concerns, resolving issues and maintaining a high level of client satisfaction.
Sales Operations and Reporting:
- Establish, implement and manage effective sales processes, methodologies and systems to optimize sales efficiency and effectiveness
- Monitor sales pipeline, track key metrics and provide accurate and timely sales forecasts and reports to senior management.
- Utilise sales data and analytics to identify trends, assess performance and recommend improvements.
Industry Expertise and Professional Development:
- Stay up to date with industry trends, regulations and best practices related to financial planning and sales.
- Continuously enhance your own knowledge and skills through professional development opportunities
Qualifications and Experience Required:
- Bachelor’s degree in business, finance, or a related field.
- Certified Financial Planner designation .
- Proven track record of success in sales leadership roles within the financial planning or wealth management industry.
- Strong understanding of financial planning products and serviceTop of Form
Competencies & Skills Required:
- Excellent leadership and team management skills
- Exceptional communication and interpersonal skills
- Have the ability to influence and lead a national team
- Results-orientated with a focus on driving revenue growth
- Proficiency in sales CRM software
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Role Overview
This is a professional position that will support Financial Advisors and Wealth Managers directly in servicing the existing and potential clients. You will be expected to perform various tasks including portfolio reviews and preparing financial projections using financial planning software. You must have the ability to utilize critical thinking skills and work within a team.
Duties and Responsibilities
- Preparing financial analyses for clients, including retirement analysis, estate planning analysis, education funding analysis, stock options analysis, and risk management needs analysis
- All aspects of pre-client meeting activities such as preparation of meeting agendas, client paperwork, Investment Policy statements, asset allocations as well as post-client meeting tasks such as develop meeting notes, perform financial situation analyses, and coordinate planning implementation with outside professionals if necessary
- Continuously monitor clients’ financial situations with detail and accuracy
- Capture all existing information
- Assess and analyze present needs and review all available options in order to attain clients’ future dreams.
- Generate quotes from your specific needs from relevant companies
- Compile comparison of multiple quotes and presentation
- Assessment of multiple quotes and preferred quote
- Provide advisor with:
- Multiple written recommendations,
- Proposals
- Record of Advice
- Preparation or client file for new business and reviews
- Gather list for reviews of:
- Assets
- Liabilities
- Interest rates
- Company Docs
- Agreements, Trust deeds
- Authorization letters
- Current Will etc.
- Request relevant info from 3rd parties
- Capture client specific needs in CRM
- Review clients according to CRM review dates
Qualification
- Bachelor degree preferably in financial planning, business, finance, economics, etc.
- CFP® certification or attainment within 1-2 years after joining
Competencies
- Strong financial and analytical skills
- Strong verbal and written communication skills
- Strong persuasive and interpersonal skills
- Basic understanding of investment and financial planning strategies for high-net-worth clients
- Ability to identify, meet and follow through with client needs and requirements
- Organized, with strong attention to detail
- Be able to keep up and learn things quickly in a fast paced environment and effectively manage regular changing of priorities
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