To drive the growth of the business in partnership with Private Advisors, by delivering on strategy, project manage various business development activities and initiatives, and ensure delivery of the portfolio’s key objectives. Critical outputs of the role is to identify leads, support campaigns and build relationships within assigned regions.
Hello Future Business Development Manager,
Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it happen.
As part of our team in Invest & Insure, you will be surrounded by unique talents, diverse minds, and an adaptable environment that lives up to the promise of staying curious. Now’s the time to imagine your potential in a team where experts come together and ignite effective change.
Role will be based in Kwazulu-Natal
Are You Someone Who Can
Provide first line support on escalations that are outside of turnaround time
Manage all segment leadership requests
Report on all Challenges within regions and manage expectations
Manage the full process related engagement from submission of quote to completion
Proactively support lead usage, assisting with seeking opportunities through adviser tools
Drive campaign management in region on all newly launched campaigns, launch, track and keep momentum going
You Will Be An Ideal Candidate if you Can
Track and contribute to the attainment of the monthly budget, reporting on progress, as well as deriving strategies on how to close gaps in achieving targets
Analyse and develop implementation plan against the forecasted financial budget
Develop tactical budget for area of responsibility that minimize expenditure and manage costs
Build relationships that allow for the managing of expectations; the sharing of knowledge and diverse insights; and the creation of buy-in
Contribute to sustaining a competitive edge through upskilling and coaching frontline advisors on how to effectively upsell clients
Develop and implement practices which build service delivery excellence and implements efficiency models
Qualifications:
NQF Level 7 Qualification
Postgrad in Financial Planning would be an advantage.
Ideally Broker Consultant experience with one of the major insurers. (Supporting role to financial planners)
2 years + Experience in Financial Planning.
You Will Have Access To
Opportunities to network and collaborate
A challenging working environment
Opportunities to innovate
We Can Be a Match If You
Model and coach behaviors that build rewarding relationships, encourage innovations and allow others to provide exceptional customer service
Maintain expert knowledge on relevant legislative amendments, industry best practices and provide of advice to relevant stakeholders
Provide input into, and implement, corporate governance, compliance, integrity and ethics policies in are of accountability to identify and manage risk exposure
Participate in relevant management forums where required and cascades relevant information through team
Identify opportunities across the business by grouping similar projects to enable the re-use of similar enterprise capabilities to improve efficiencies and manage duplication
Apply now if you are interested in taking the next step. We look forward to engaging with you!
All appointments will be made in line with FirstRand Group’s Employment Equity plan. The bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.
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Job Details
Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.
18/04/25
All appointments will be made in line with FirstRand Group’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.
Business Development Manager