The Growth Partner is responsible for translating glu’s growth strategy into adviser-level sales execution by winning, building and growing trusted relationships with advisers and their offices across an allocated adviser panel. Reporting to the Growth Leader, the role owns adviser-level targets and drives adviser engagement, market growth, quality sales execution and client-centric outcomes, positioning glu as the adviser’s partner of choice, while ensuring all activity is delivered in a compliant, consistent and sustainable way.

Education

- BCom degree in Investments, Financial Planning or related field And/or

Experience

- At least 3 years’ experience in a sales and distribution-related role within Financial Services or similar background (preferred)
- 3 years’ or more experience in Investment product sales, and/or 3 years’ or more experience in Insurance product sales
- Proven track record in building and growing relationships with advisers and their offices within an adviser or broker channel
- Proven track record in achieving sales revenue targets
- Experience in establishing a good network and / or collaborative relationships with professional associations and industry bodies to support achievement of sales targets

Knowledge and Skills

- Sales leadership, distribution and commercial performance drivers.
- Strategy translation into clear sales priorities and execution rhythms.
- Sales coaching, performance management and team development.
- Pipeline, activity, conversion and sales data management.
- Financial services, adviser distribution and product positioning.
- Adviser,



stakeholder and internal relationship management.
- Market development, competitor awareness and growth opportunity identification.
- Customer experience, retention and quality sales practices.
- Risk, governance, compliance and conduct requirements.

Duties and Responsibilities

- Adviser-level sales and commercial performance: Own and deliver adviser-level sales targets, including quotes, new and accepted policies, API and conversion, by translating the Growth Leader’s area execution plan into clear, adviser-specific growth plans.
- Winning and growing adviser relationships: Win, build and deepen trusted relationships with advisers through consistent engagement, valuable business conversations and reliable follow-through, becoming the adviser’s first call at glu and growing glu’s share of each adviser’s business.
- Adviser office partnership: Build strong working relationships with adviser support teams and practice staff to make it easy to do business with glu, simplifying quoting, submissions, underwriting requirements and service queries.
- Sales execution and pipeline management: Drive disciplined, adviser-level sales execution by managing pipeline quality, visit and activity plans, quote conversion,



follow-up actions and outstanding requirements, and report progress to the Growth Leader in a focused and measurable way.
- Adviser acquisition and market development: Identify, prospect and activate new advisers, segment and prioritise the adviser panel, and share market trends, competitor activity and growth opportunities with the Growth Leader.
- Adviser enablement and product capability: Equip advisers and their offices with the product knowledge, tools, sales support and market insight needed to confidently position glu’s proposition and deliver quality advice outcomes for clients.
- Adviser experience, quality and retention: Deliver a consistent, adviser-focused and client-centric experience by ensuring quality business, proactive resolution of service or relationship concerns, and solid retention and lapse-management practices.
- Risk, governance and compliance: Ensure all adviser engagement and sales activity is aligned to applicable risk, governance, compliance, onboarding and conduct requirements, escalating concerns to the Growth Leader where required.
- Internal collaboration: Partner with the Growth Leader, underwriting, new business, client service and the Movement team to remove barriers for advisers, resolve issues quickly and improve ways of working.
- Culture and brand ambassadorship: Represent the glu values and brand promise in the market, bringing energy, credibility and pride to every adviser interaction and contributing to an accountable, collaborative Growth team.

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📌 Growth Partner (Newlands)
🏢 PPS Recruitment
📍 Newlands