Wealth Solutions Development Manager

Job Description & Requirements

The WSDM is a representative who refers candidates to the unit manager

Helps the unit manager and learns on the job before being a manager.

Besides the functions listed under role of Wealth SolutionsConsultants, a WSDM performs these additional functions :

• Personal production
• Growing the client base
• Referring new candidates to the unit manager
• Refers potential candidates to unit manager or director.
• Develops an operation, marketing and action plan to refer candidates for recruitment.
• Does a marketing and business plan to grow the business.
• Helps supervisor administer and manage the business. ThisDoes not include coaching and Joint fieldworks which must be done by the directsupervisor.
• Helps the director or manager to meet the organisationsales and recruitment targets.
• Provides guidance to new Wealth Solutions Director thatwere referred to the S...