Regional Manager: Financial Planning Services (Insurance)

AtripleA; South Africa; On-site; ZAR 400 000 - 500 000; Full time

Job summary

A financial services provider in South Africa is seeking a Regional Manager for Financial Planning Services. The successful candidate will develop sales strategies, manage a sales team, and drive the achievement of production targets. Requirements include 3-5 years of management experience and a qualification recognized by the FSB. The role offers a salary of R85,000 per month and requires a valid driver's license and personal vehicle.

Qualifications

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

Responsibilities

• Develop and implement effective business sales strategies.
• Oversee sales team to meet production targets.
• Recruit sales managers that meet FAIS requirements.
• Conduct market research and develop marketing plans.
• Produce sales progress reports.

Skills

Management experience

Project Management

Insurance industry knowledge

Taxation Estate planning

Collective Investment Schemes

Education

Matric

Qualification recognised 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:

• Develop and implement effective business sales strategies
• Provide input on sales policies and procedures
• Recruit Sales Managers that meet FAIS requirements
• Support of Sales Managers and para planners
• Oversee sales team to meet the production targets
• Implement and maintain sales strategic plan for region, to ensure that region meets its set target, i.e. in terms of Annual Premium Income (API) and policy count and product mix
• Manage and maintain budget to meet sales targets
• Oversee recruitment, development and maintenance of distribution channels
• Oversee the training and development of Sales Manager
• Provide guidance and advice to Sales Managers
• Market research
• Develop a strategic plan to identify potentially new markets
• Focus on relationship management with various stakeholders
• Conduct research and develop marketing plans
• Achievement of targets
• Oversee the management of business retention at sales level
• Provide input in Sales meeting
• Produce sales progress report
• Market Intelligence & reporting
• Prepare reports and presentations

Qualifications:

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

Experience:

• 3-5 years Management experience
• 2 years Project Management
• 5 years Insurance industry
• Para planning
• 1-2 years' experience in Taxation Estate planning
• 1-2 years' experience in Collective Investment Schemes

Must have valid driver's license and own vehicle

We are an equal opportunities employer and are committed to providing a workplace that is free from discrimination and harassment.