Regional Manager: Internal Distribution

PPS; Durban; Hybrid; ZAR 900,000 - 1,200,000; Full time

Job summary

PPS is seeking a Branch Manager in KwaZulu-Natal to lead and develop a Financial Advisory team, driving performance and targets within a fast-paced, performance-driven environment.

You will recruit, coach and motivate advisors, optimize processes, and ensure compliance with FAIS. A SA citizen with FAIS fit and proper status is required, with a strong network to support sales goals.

Qualifications

• Bachelor's degree essential; Honours preferred.
• RE5 and RE1 certifications required/advantageous.
• RE1 licensing and FAIS compliance mandatory.
• Membership with PPS is advantageous.

Responsibilities

• Recruit, coach, develop and motivate a Financial Advisory team.
• Ensure member experience, service quality and personal targets.
• Monitor processes, resources and technology for advisors.
• Manage compliance and supervise FAIS requirements.
• Drive business development and sales targets.

Skills

Leadership

Communication

Sales management

People development

Networking

Education

Bachelor's degree essential

Honours degree preferred

RE5 (Representative)

RE1 (Key Individual)

PPS membership advantageous

Tools

CRM tools

MS Office

Job description

Job Description,

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

Internal Distribution will offer the successful candidate an opportunity to be part of the Financial Advisory dynamic management team. We are looking for an established individual with leadership experience who can operate within a dynamic, fast paced, performance driven environment.

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 team/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. The Financial Advisor role generates its own leads for client prospecting.

Requirements

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
• Completed RE1 (Key Individual) certificate

Knowledge And Experience

• At least 2 years Sales Management experience in Sales and Distribution within the Financial Services
• 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

Competencies

• 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
• Adaptability
• 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
• Target driven
• Self-starter
• 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.