Mentoring and coaching
Aubrey Faba
Experienced Head Of Sales With Experience In The Independent Financial Advisor, Tied Distribution As Well As Direct Sales Channels. My Purpose And Passion Lies In New To Industry People Development And Coaching, Because I Believe That Sustainability And Growth Of The Insurance Industry Lies In New To Industry Recruitment & Development. I Am Passionate About Making Financial Freedom Possible For Ordinary South Africans And The Impact The Industry Makes In Changing Lives Daily. I Am Skilled At Building, Leading And Developing Leaders And Exceptionally Performing Teams.
Centurion,GP
Summary
Experienced Head of Sales with experience in the Independent Financial Advisor, Tied Distribution as well as direct sales channels. My purpose and passion lies in new to industry people development and coaching, because I believe that sustainability and growth of the insurance industry lies in new to industry recruitment & development. I am passionate about making financial freedom possible for ordinary South Africans and the impact the industry makes in changing lives daily. I am skilled at building, leading and developing leaders and exceptionally performing teams.
Overview
23
23
years of professional experience
3
3
Languages
Work History
Channel Director
Momentum Financial Planning
03.2020 - Current
- Contribute to the MFP channel growth and engagement strategy by leading the establishment of a new fully-fledged tied advisor force
- Lead and grow the new Red Channel in a client centric manner to contribute to client growth, engagement, and retention
- Develop plans and tactics for the achievement of footprint growth by acquiring advisors and creating a geographical footprint of managers and supervisors
- Generate interest for MFP value proposition in line with tactical strategy of demographic and geographic establishment and expansion
- Effectively initiate, execute, and oversee the supervision process for all advisors under supervision
- Set new business targets in terms of growth and engagement and drive the achievement of targets to increase new business and the acquisition of new clients
- Ensure Efficient and Effective Financial Practices
- Effectively lead a sales leadership team to achieve business objectives
- Effectively manage compliance and compliance standards in the Channel
- Develop and implement new business development plans with regards to growth and engagement, which will expand presence in existing markets, penetrate new markets and develop new client relationships in untapped demographical areas.
Regional Head
Liberty Life
01.2015 - 03.2020
- 8 Agency Branch Managers as direct reports
- 4 Franchise Principals reporting as direct reports
- 300 Financial Advisors in the Region
- Compliance
- Manage sales efficiencies
- Liberty footprint growth
- Driving Profitability of the business
- Driving Sales Productivity
- Driving sales capacity
- Training Advisors Induction
- Mentoring of new sales managers
- Member of Customer and Adviser experience EXCO
- Key Individual for the Region.
Regional Senior Sales Manager
Liberty Life
01.2012 - 01.2014
- 7 Agency Branch Managers reporting to me
- 8 Franchise Principals reporting to me
- 350 Financial Advisors in the Region
- Recruitment of Financial Advisors
- Driving Sales
- Liberty footprint growth
- Profitability of the business
- Management of support team
- Key Individual for the region.
Business Manager
1Life Direct
01.2012 - 09.2012
- 3 Sales Managers and 30 sales consultants reporting to me
- Sales
- Productivity
- New projects
- Business Development
- Recruitment
Branch Manager
Liberty Life Agency
01.2008 - 01.2012
- Train and Support new Financial Advisors
- Ensure Financial Advisors Comply with Sales Process as per the FAIS regulation
- Managing a Branch and ensuring it is profitable
- Development of new Financial Advisors through training interventions
- Ensure Financial Advisors meet sales targets
- Drive and instil good habits e.g phoning, making appointments and closing sales
- Manage budget
- Team Leadership, ensure profitability of the branch
- Responsible for compliance
- Responsible for a team of 16 Financial Advisors
- Agency Management Committee Leadership Development – appointed 1 September 2011
Sales Manager (Trainee Sales Development Manager)
Liberty Life Management Academy
02.2007 - 01.2008
- Sales
- Financial Planning
- Learning to lead a team of Financial Advisers
- Learning to lead an effective sales team
- Recruitment
- Branch Management Development
Broker Consultant
Liberty Life Broker Division
01.2003 - 01.2007
- Marketing of Liberty Life’s product to a Independent Brokers
- Providing support to brokers on Liberty Life’s system and business processes
- Increasing Liberty Life’s Market Share
- Increasing Brand Awareness
- Turning non-supporting Brokers into supporters
- Ensuring Liberty Life is a contract of choice
Trainee Client Services Manager
Enigma Solutions Consultants and Actuaries
01.2001 - 01.2003
- Relationship Building between the company and client
- Attend to all relevant client queries
- Process claims and Follow ups
- Deliver administrative services
- Assist or manage special administration projects when required
- Attend administration meetings
- Distribute Benefit Statements
- Prepare year-end information for Fund audits
Education
High School -
Thuto Ke Maatla Senior Sec. School
Certificate of Proficiency in Retirement Funds, Post Matric - undefined
Institution of Insurance SA (IISA)
Registered Financial Planner 1&2, Post Matric - undefined
Financial Planning Institute (FPI)
Management Advancement Programme (MAP), Post Matric - undefined
WITS Business School
National Certificate in Wealth Management, Post Matric - undefined
University of Stellenbosch
Post Matric, Senior Leadership Development - undefined
Standard Bank Global Leadership Centre
Post Matric, Liberty Insights Programme - undefined
Duke Corporate Education
Post Matric, RE1 & RE5 - undefined
Moonstone
Post Matric, Leading with a Global Vision - undefined
Duke Corporate Education
Post Matric, Financial Management of Business Operation - undefined
Wits University
Post Matric, Governance and Ethics - undefined
Wits University
Skills
Communication skills
undefinedAccomplishments
- 2010 PTA Branch of the year
- 1 of 5 Branches that made Budget in 2009 and 2010
- Best Employee Benefits writer in 2009 and 2010
- Building a profitable and successful branch from scratch
Personal Information
- Date of Birth: 10/31/78
- Gender: Male
- Nationality: South African Citizen
- Driving License: Yes
- Marital Status: Married
References
References available on request
Interests
People development
Golf, football, reading, running and hiking
I play golf at least once a week. I participate in indoor soccer every second week. I run at least 4 times a week. I hike once a month with a group of friends. I like to read personal development books and Ryan Holiday and Simon Sinek are my favorite authors
Timeline
Channel Director
Momentum Financial Planning
03.2020 - Current
Regional Head
Liberty Life
01.2015 - 03.2020
Regional Senior Sales Manager
Liberty Life
01.2012 - 01.2014
Business Manager
1Life Direct
01.2012 - 09.2012
Branch Manager
Liberty Life Agency
01.2008 - 01.2012
Sales Manager (Trainee Sales Development Manager)
Liberty Life Management Academy
02.2007 - 01.2008
Broker Consultant
Liberty Life Broker Division
01.2003 - 01.2007
Trainee Client Services Manager
Enigma Solutions Consultants and Actuaries
01.2001 - 01.2003
High School -
Thuto Ke Maatla Senior Sec. School
Certificate of Proficiency in Retirement Funds, Post Matric - undefined
Institution of Insurance SA (IISA)
Registered Financial Planner 1&2, Post Matric - undefined
Financial Planning Institute (FPI)
Management Advancement Programme (MAP), Post Matric - undefined
WITS Business School
National Certificate in Wealth Management, Post Matric - undefined
University of Stellenbosch
Post Matric, Senior Leadership Development - undefined
Standard Bank Global Leadership Centre
Post Matric, Liberty Insights Programme - undefined
Duke Corporate Education
Post Matric, RE1 & RE5 - undefined
Moonstone
Post Matric, Leading with a Global Vision - undefined
Duke Corporate Education
Post Matric, Financial Management of Business Operation - undefined
Wits University
Post Matric, Governance and Ethics - undefined
Wits University
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