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Head Of Advice (Sales Manager) NZ Jobs® - Ai Resume Scoring

Head Of Advice (Sales Manager)


Location: New Zealand (Working from our Christchurch or Auckland office)Company: Opes PartnersReports To: General ManagerPosition Type: Full-TimeAbout Us: Opes Partners is a leading property investment business. We pride ourselves on providing top-tier financial advice to our clients.We have a team of 9 financial advisers based around the country. These financial advisers create plans for clients and help them find the right investment properties.We have grown substantially over the last 5 years. We now want to create a new role for a sales manager who will oversee the financial advisers.Role Summary: The Head of Advice will guide and coach our team of financial advisers to meet their targets. The role demands a balance of sales acumen, mentorship. You will coach the financial advisers, setting targets and helping them met them.Key Responsibilities:Leadership: Act in a way that our financial advisers respect you in this new role.Data Analysis:  Review statistics for each financial adviser to determine what they need to work on to be successful.Advice Analysis: Regularly review client calls and interactions to offer feedback and guide advisers to improve their advice and client communications.Coaching: Conduct weekly one-on-one sessions with financial advisers to set goals, monitor progress, and provide personalised coaching.Training: Develop and implement sales and communication training to enhance advisers' proficiency and client interactions. We already have external training provided by an international company. You will work within their frameworks to ensure their training is implemented.Target Setting: Establish individual and team targets aligned with company objectives, ensuring clarity and attainability.Performance Monitoring: Track and analyse individual adviser performance against targets, providing feedback and strategies for improvement.Compliance Oversight: Ensure all financial advisers adhere to annual review schedules and maintain compliance with industry regulations.Process Integration: Become well-acquainted with Opes Partners' methodologies and integrate them into the team's operations for seamless client service.Ideal Candidate Profile:Respectful Leader: Exhibits a leadership style that earns respect.Client-Focused: Prioritises the value of service over aggressive sales tactics, with a firm belief in nurturing long-term client relationships.Data Focused: Able to look at the areas in the financial advice process that need improvement.Understands Technology:  Able to work with current technologies like HubSpot and Vidyard.Mentorship Ability: Can identify individual strengths and areas for development, offering 1-on-1 coaching to improve each adviser's performance.Goal-Oriented: Sets clear, measurable objectives for the team and individuals, driving consistent progress and accountability.Communication Mastery: Trains advisers to communicate clearly and effectively, ensuring clients receive transparent and understandable advice.Process-Oriented: Understands and values structured processes, integrating them into daily operations to enhance efficiency and consistency.Qualifications:Proven experience in sales management, ideally in the financial advisory space. (You do not necessarily need to be a financial adviser or have direct experience in the financial advice industry).Excellent interpersonal and communication skills.Strong coaching and performance management abilities.Familiarity with industry standards and compliance requirements.Demonstrated ability to lead and motivate a sales-oriented team.What We Offer:A leadership role in a reputable and growing financial services firm.Opportunities for career advancement and skill development.A collaborative and supportive team environment.Competitive salary with performance-based incentives.How to Apply: Please submit your CV and a cover letter outlining your experience and why you would be a perfect fit for the Head of Advice role at Opes Partners.Your application will include the following questions:Which of the following statements best describes your right to work in New Zealand?How many years' experience do you have as a Head of Advice?How many years of people management experience do you have?Report this job advert Don't provide your bank or credit card details when applying for jobs.#J-18808-Ljbffr

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