Regional Manager: Internal Distribution

PPS Recruitment; Boland; Hybrid; GBP 32,000 - 46,000; Full time

Job summary

PPS Recruitment in South Africa is seeking a Branch Manager for the Internal Distribution team based in Boland. You will lead and develop Financial Advisors, drive performance, and ensure sales targets are met in a fast-paced environment.

The role requires leadership experience, FAIS compliance awareness, and a track record of coaching teams to deliver exceptional member service and business results.

Qualifications

• A relevant bachelor's degree is essential
• An Honours degree and PPS membership would be preferably
• Certified Finance Planner would be advantageous
• Completed RE5 (Representative) certificate

Responsibilities

• Recruit, coach, develop and motivate a Financial Advisory team to ensure they deliver the required member experience, quality of service and personal targets
• Accountable for the optimization for processes, resources and technology to assist financial advisors to fulfil their roles
• Knowledge and understanding of sales activity and productivity management processes
• Monitor compliance, recommendations and advice rendered to clients
• Conduct performance management
• Supervision in line with FAIS requirements
• Keep abreast of changes in legislation, products processes and systems
• Business Development
• Strategic Orientation: Knowledge and understanding of the PPS vision, strategy and member value proposition
• Communication: Is articulate and communicates in a logical way and structures information to meet the needs and understanding of intended audiences

Skills

Leadership

Sales management

People management

Sales targets

Interpersonal skills

Communication skills

Relationship building

Problem solving

Digital literacy

Flexibility

Education

Bachelor's degree

Honours degree (preferred)

Certified Finance Planner (advantageous)

RE5 (Representative) certificate

Tools

CRM tools

MS Office

Job description

The Internal Distribution team is looking for an individual to effectively lead, manage and motivate the Financial Advisors within their Boland team to ensure performance targets are achieved in line with the Advice and Distribution Strategy and in line with PPS values and culture.

Internal Distribution will offer the successful candidate an opportunity to be part of the dynamic Financial Advisory management team. We are looking for an established individual with leadership experience who can operate within a dynamic, fast paced, performance driven environment. The Regional Manager/Branch Manager will be based at the Cape Town office pending a Boland office base for the team.

The scope of this role is to manage direct sales for PPS Internal Distribution. He/she is responsible for managing and training Financial Advisors and achieving sales targets for the region/branch. The Financial Advisors are long term insurance and investments focused and make referrals to the Short Term Insurance division including Health Professions Indemnity (HPI), in-house Fiduciary Services department and medical aid subsidiary Profmed.

Formal Qualifications:

• A relevant bachelor's degree is essential
• An Honours degree and PPS membership would be preferably
• Certified Finance Planner would be advantageous
• Completed RE5 (Representative) certificate

Knowledge and Experience:

• At least 2 years Sales Management experience in Sales and Distribution within the Financial Services or similar environment
• 3 to 5 years' experience in Insurance product sales or advice
• Proven track record in people management and leading a sales team
• Proven track record in achieving sales targets
• The establishment of a good network and collaborative relationships to support the achievement of sales targets
• Leadership skills, including the ability to motivate and develop people
• Exceptional interpersonal, communication and relationship building skills
• Confident, assertive and persuasive abilty
• Sales skills/orientation
• A solid work ethic is important
• Problem solving
• Flexibility, opne minded with a "can do" approach
• Digitally astute

Computer Literacy:

• Proficient in all aspects of using a computer ie MS Office package
• Experience with CRM tools
• Experience with tools relevant to the industry and position

Interpersonal and Intrapersonal Skills:

• Confidence and assertiveness
• Motivated and motivational
• Persuasive and influential
• Client service orientation
• Team leader and team player
• Self aware
• Resilient
• Responsibile and accountable

Duties and Responsibilities

Key Responsibilities:

• Recruit, coach, develop and motivate a Financial Advisory team to ensure they deliver the required member experience, quality of service and personal targets
• Accountable for the optimization for processes, resources and technology to assist financial advisors to fulfil their roles
• Knowledge and understanding of sales activity and productivity management processes
• Monitor compliance, recommendations and advice rendered to clients
• Conduct performance management
• Supervision in line with FAIS requirements
• Keep abreast of changes in legislation, products processes and systems
• Business Development

Strategic Orientation:

• Knowledge and understanding of the PPS vision, strategy and member value proposition
• Understanding of the PPS Advice and Distribution strategic objectives
• Acts with confidence and works independently

Communication:

• Is articulate and communicates in a logical way and structures information to meet the needs and understanding of intended audiences
• Expresses opinions, information and key points of view clearly and assertively
• Is confident in conceptualising, building and presenting concepts and plans
• Excellent communication skills (verbal, written and presentation)

This is a branch manager hybrid position within a tied agency.

The individual must be a South African citizen to be considered.

The individual must be a FAIS fit and proper key individual with clear criminal and credit records.

Supervisory process must be completed in the categories and sub-categories of the 1044 licence.