About the position
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.
Desired Skills:
- Strategic
- Business
- Development
