Regional Manager: Financial Planning Services (Insurance)

AtripleA; Pretoria; On-site; ZAR 400,000 - 500,000; Full time

Job summary

A leading company in the insurance industry seeks a Regional Manager for Financial Planning Services. This role involves developing strategies, overseeing sales teams, and enhancing business growth while ensuring compliance with regulatory frameworks. The ideal candidate will have significant management experience and a strong grasp of the insurance market, along with necessary qualifications.

Benefits

A competitive financial package

Compelling rewards

Qualifications

• Candidates must have a matric certificate and qualifications recognized by the FSB.
• Completion of RE Level 1 for Representatives and Key Individuals is necessary.

Responsibilities

• Develop and implement effective business sales strategies.
• Oversee sales team to meet production targets.
• Conduct market research and develop marketing plans.

Skills

Market research

Sales strategy development

Relationship management

Education

Matric

Qualification recognized by FSB

RE Level 1: Representatives

RE Level 1: Key Individuals

Job description

Regional Manager: Financial Planning Services

Location: Menlyn

Salary: R85 000 ctc p.m. (negotiable)

Our client in the Insurance industry is looking for a Regional Manager: Financial Planning Services.

Job Description:

1. Develop and implement effective business sales strategies
2. Provide input on sales policies and procedures
3. Recruit Sales Managers that meet FAIS requirements
4. Support Sales Managers and para planners
5. Oversee sales team to meet production targets
6. Implement and maintain sales strategic plan for the region, to ensure that the region meets its set targets, i.e., in terms of Annual Premium Income (API), policy count, and product mix
7. Manage and maintain budget to meet sales targets
8. Oversee recruitment, development, and maintenance of distribution channels
9. Oversee the training and development of Sales Managers
10. Provide guidance and advice to Sales Managers
11. Conduct market research and develop marketing plans
12. Develop a strategic plan to identify potentially new markets
13. Focus on relationship management with various stakeholders
14. Achievement of targets and oversee business retention at sales level
15. Provide input in sales meetings
16. Produce sales progress reports
17. Market intelligence and reporting
18. Prepare reports and presentations

Qualifications:

• Matric
• Qualification recognized by FSB
• RE Level 1: Representatives
• RE Level 1: Key Individuals

Experience:

• 3-5 years management experience
• 2 years project management
• 5 years in the insurance industry
• Para planning
• 1-2 years experience in taxation estate planning
• 1-2 years experience in collective investment schemes

Must have a valid driver's license and own vehicle.

Please send your CV and latest payslip to [e-mail]

AtripleA Recruitment and Temps

www.aaaa.co.za

Posted 2024-12-14

• A competitive financial package and compelling rewards