The Advisory Sales Executive (ASE) supports the Strategic Business Development Executive (SBDE) in achieving aggressive revenue targets and recruiting top-performing advisors. The ASE focuses on executing Value Creation Plans (VCPs), identifying business growth opportunities, and recruiting advisors with high growth potential. This role requires a strong background in business development within the non-banking financial services industry or experience in developing and executing business growth strategies.

Your Qualification:

• Bachelor’s degree in Finance, Business Administration, or a related field.
• Additional qualifications in business management or financial planning are a plus.

And Experience:

• 8-12 years of experience in business development within financial services, preferably in the non-banking sector.
• Proven ability to execute business growth strategies and achieve measurable outcomes.
• Familiarity with advisor recruitment, management, and growth.

will enable you to:

1. Support in Value Creation Plans (VCPs)

• Collaborate with the SBDE to develop and implement tailored VCPs for top-performing advisors.
• Conduct research and analysis to identify growth opportunities within advisor practices.
• Monitor VCP execution, ensuring alignment with growth objectives and providing regular feedback to the SBDE and advisors.
• Assist advisors in utilizing technology platforms such as Wealth Connect, Efficient Connect, and Efficient Marketplace for enhanced client engagement and operational efficiency.

2. Advisor Recruitment and Onboarding

• Actively support the SBDE in identifying and recruiting top-performing advisors aligned with Efficient Group’s growth objectives.
• Manage onboarding processes for new advisors, ensuring they are equipped to utilize Efficient Group’s platforms and achieve early success.
• Collaborate with advisors to define growth strategies for their practices, focusing on long-term sustainability and profitability.

3. Technology Enablement

• Guide advisors in adopting and integrating Efficient Group’s technology platforms into their workflows.
• Track and report on technology adoption metrics, highlighting opportunities for improvement or additional training.
• Provide first-line support to advisors using the platforms, escalating complex issues to the appropriate teams.

4. Advisor Relationship Management

• Maintain strong relationships with advisors, acting as a primary point of contact for their business development needs.
• Assist in resolving challenges advisors face in implementing VCPs or achieving growth targets.
• Support the SBDE in organizing and conducting regular advisor reviews, tracking progress against goals.

5. Business Development Execution

• Identify and analyse new business opportunities to contribute to the Group’s strategic growth initiatives.
• Collaborate with internal teams to align advisor development initiatives with overall company goals.
• Contribute to the development of marketing and sales strategies to attract high-performing advisors and enhance their engagement.

Contact information

Christo van der Merwe