Sales Manager
On-siteCape Town, Western Cape, South Africa
Job Summary
Manage sales pipelines to ensure increased growth by coordinating activities, monitoring performance against targets, and converting opportunities into revenue. Execute sales strategies to drive net profit growth and increase average balances in liabilities such as call reports, 32-day deposits, and fixed deposits. Establish budget goals, control costs, and manage the active customer account base to maximize cross-sell opportunities and strengthen client relationships. Track sales activities, compile reports and dashboards, and execute campaigns on schedule while maintaining operational accountability. Lead team development, skills training, and performance management to improve innovation and competencies. Based in Cape Town at the Portside Office, this role requires a CFP designation and five years of experience in financial services.
Required Qualifications
- Relevant Degree in Financial Planning
- Industry Related Degree
- CFP Designation (Certified Financial Planner)
- RE 5
- 5 years' experience in a similar environment
- Experience in writing Business Insurance policies
- Experience in sales, investment and risk acumen
- Experience within the Financial Services Sector
- Must not be an unrehabilitated insolvent
- Credit record check in accordance with National Credit Act (NCA)
Desired Qualifications
- Strong sales and client service experience
- Ability to bring in new business and increase acquisition
- Strong credit experience and negotiation skills
- Build and maintain stakeholder relationships experience (any segment)
- Strong collaboration skills
- Exposure to dealing with juristic clients
- Portfolio management experience
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