Development Sales Manager

Introduction

Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations.

We help people grow their savings, protect what matters to them and invest for the future. We help companies and organisations care for and reward their employees and members. Through our own network of advisers or via independent brokers and utilising new platforms the Momentum Group provides practical financial solutions for people, communities and businesses.

Disclaimer

As an applicant, please verify the legitimacy of this job advert on our company career page.

Role Purpose

Development Sales Manager is responsible for recruiting early career candidates, followed by structured development and vesting of early career advisers, while managing their activities towards validation criteria as they progress on their journey to becoming productive successful financial advisors.

The role is intent on guiding, enabling and managing early-career financial advisers with the necessary care, skill, diligence and accountability measures to build sustainable and high-performing advisory practices. The incumbent will oversee their learning, development, and professional growth, ensuring they acquire the required competencies, industry knowledge, and client engagement skills to succeed in financial planning.

Additionally, the role will drive technology adoption, digital engagement strategies, and social media integration to enhance recruitment, client acquisition, and practice management. By proactively supporting new advisers, this role plays a critical part in developing the next generation of high-performing financial planners.

Requirements Qualifications

• Relevant bachelor’s degree required (sales, marketing or related field)
• FAIS compliant (KI qualification will be advantageous and a requirement within 6 months of being appointed in the role)

Experience

• 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 Momentum product knowledge (advantageous)

Duties & Responsibilities

• 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 are productive, meeting business targets, and adhering to best practices in client engagement and business development.
• Oversee competency assessments and ensure regulatory readiness.
• Oversee marketing and business development efforts, supporting advisers in expanding their client base.

Competencies

• Business Acumen
• Change management
• Persuading and networking
• Tactical execution
• Problem solving
• People management
• Planning & Organizing
• Digital enablement
• Coaching & Mentoring