Posted on: 04 July 2023
ID 865699

National Sales Manager

The purpose of this role is to manage a national sales team to deliver on retail strategy.

Responsibilities
  • Execute the sales/distribution strategy for the OMIG Retail Client team across all retail channels
  • Retain and grow relationships with key clients and stakeholders
  • Deliver on gross and net sales targets
  • Manage expense budgets within parameters
  • Work with marketing to execute strategic events, and engagements
  • Manage team performance and outcomes
  • Engage clients across all segments and channels
  • Work with operations and product to influence the creation of excellent client outcomes.
  • Guide, upskill & lead team in terms of the distribution strategy
  • Ensure strategies per individual client segment and channel documented and followed
Requirements: Skills, Qualifications and Experience required
  • Tertiary qualification
  • CFP or Financial/Investments post graduate qualification advantageous
  • At least 6 years of experience in the investments industry
  • At least 3 years of experience in managing sales teams in the investment industry
  • Understanding of market dynamics and investment industry
  • Demonstrated track record of managing sales teams
  • Demonstrable relationships with key IFAs and bulk asset allocators
Competencies required:
  • Sales Strategy: The ability to develop and execute a comprehensive sales strategy that aligns with the company's retail objectives.
  • Relationship Management: Strong skills in building and maintaining relationships with key clients and stakeholders.
  • Sales Performance Management: The capability to set and achieve sales targets, both in terms of gross and net sales.
  • Marketing Collaboration: The ability to collaborate with the marketing team to execute strategic events and engagements.
  • Team Management: Strong leadership and managerial skills to effectively manage a national sales team.
  • Client Engagement: The capability to engage clients across various segments and channels, ensuring a strong client experience throughout the sales process.
  • Cross-functional Collaboration: The ability to collaborate with other departments such as operations and product teams to influence the creation of excellent client outcomes.
  • Distribution Strategy: Proficiency in guiding, upskilling, and leading the team in terms of the distribution strategy.
  • Documentation and Compliance: The capability to document and follow strategies per individual client segment and channel.
Occupation:
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