Development Sales Manager

• 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)
• 3-5 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

• Grow and sustain the province by attracting, selecting, and onboarding early-career financial advisers, ensuring a strong talent pipeline.
• Facilitate a structured recruitment process, identifying high-potential graduates and early-career professionals.
• Assist financial advisers in creating and identifying business opportunities for the practice in line with Momentum’s financial wellness philosophy.
• Facilitate financial advisers in creating partnerships with relevant stakeholders to enhance business growth.
• Leverage social media and modern engagement tools for recruitment and brand positioning.
• Drive the adoption of technology to streamline recruitment processes and early-career adviser training.
• Ensure new advisers successfully transition into the learning and development phase by aligning recruitment efforts with structured onboarding plans.

• Ensure financial advisers can prospect, are productive, meet business targets, and adhere to best practices of client engagement and business development.
• Coach and activate financial advisers to pursue productivity on the basis of sales through advice and drive the achievement of growth and engagement targets.
• Equip financial advisers under supervision to establish productive, professional, and enabling relationships with clients.
• Enable and support financial advisers to provide credible and appropriate expertise and advice to clients, ensuring client growth and retention.
• Ensure financial advisers embed the holistic Financial Wellness Framework in their service provision.
• Enable financial advisers to engage with prospective clients in a way that highlights the features and benefits of various products.
• Drive the use of technology and encourage working in a paperless environment to improve efficiencies.
• Ensure financial advisers adopt the practice of accurately capturing client information, actions, and sales on business systems/tools.
• Ensure financial advisers complete all administrative, regulatory, and reporting requirements within agreed timeframes.
• Utilise relevant tools to audit and review the quality of advice and compliance adherence.
• Ensuring the early career changers transition successfully to the next phase being integrated into the adviser panel within respective provinces

• Guide new advisers through structured learning, supervision, and professional growth.
• Cultivate strong, professional relationships with key stakeholders across various networks to enhance collaboration, drive alignment, and support adviser growth
• Foster a culture of continuous learning and development.
• Co-attend client meetings to assess and improve advisory skills.
• Facilitate coaching and mentoring toward fit-and-proper status.
• Oversee competency assessments and ensure regulatory readiness.

• Guide financial advisers in fostering trust-based relationships, ensuring client confidence in advisory services.
• Promote ethical, objective decision-making in client interactions, reinforcing brand credibility.
• Ensure advisers act as brand ambassadors, positioning Momentum Financial Planning as a trusted partner.
• Oversee marketing and business development efforts, supporting advisers in expanding their client base.

• Support advisers in assessing client needs and delivering tailored financial solutions.
• Ensure advisers develop financial plans aligned with client goals and budgets.
• Enable financial advisers to drive client retention and engagement through proactive service and needs-based advice.
• Assist in client book analysis to identify opportunities for growth and enhanced engagement.

• Coach and mentor advisers to develop strong client engagement and sales skills.
• Conduct performance assessments, identifying development areas for continuous improvement.
• Ensure advisers achieve TCF (Treat Customers Fairly) outcomes through ethical supervision.
• Support advisers in lead conversion and client engagement planning.
• Activate advisers to network strategically, leveraging relationships for business growth.

• Encourage a culture of sustainable relationships, fostering ongoing client engagement and feedback.
• Ensure advisers proactively resolve client queries, enhancing overall service quality.
• Drive a client-first approach, ensuring an exceptional client experience at every touchpoint

• Develop and maintain productive and collaborative working relationships with financial advisers, peers and stakeholders
• Develop and practice supervisory skills relevant to the process of training, coaching, assessing, and reviewing skills of financial advisers
• Demonstrate exemplary corporate citizenship in line with value based behaviours through personal involvement, commitment and dedication
• Continuously develop own expertise in terms of professional, industry, regulatory and legislation knowledge
• Contribute to continuous innovation through the development, sharing and implementation of new ideas
• Take ownership for driving own career development, regulatory adherence and ethics
• Take ownership to maintain product competence and fit and proper status
• Accurately and timeously complete all regulatory declarations and/or reporting requirements within agreed timeframes

• In collaboration with Key Individual, ensure financial advisers act with due care, skill and diligence in the execution of all duties;
• Contribute to the adherence of financial advisers to the standards and rules set by legislation;
• In collaboration with Key Individual, monitor and review the fulfilment of contractual obligations as agreed to
• Instil a culture of treating customers fairly in all aspects of the business.
• Manage financial and other company resources under own control responsibly and with due respect
• Ensure compliance with FAIS and related legislation at all times, in all aspects of the business
• Understanding and knowledge of financial advice, engagement and product support
• Understanding and knowledge of Momentum products and solutions

Momentum Group