Regional Sales Manager Financial Advisory Channel

KDO Group; Germiston; On-site; ZAR 500 000 - 700 000; Full time

Job summary

A financial services company in Germiston, South Africa, seeks a Regional Sales Manager to oversee daily operations and guide staff. The role requires 5+ years in senior management within an insurance setting, alongside qualifications such as a Business Management diploma. Responsibilities include developing marketing plans, budgeting, and staff training to meet operational goals. Strong leadership and financial understanding are essential. This full-time position is based on-site in Germiston.

Qualifications

• 5+ years senior management experience in an insurance environment.
• Proven ability to manage financials and strategy execution.
• 3-6 years of sales and financial advisory management experience.

Responsibilities

• Draw budget and ensure campaigns are profitable.
• Develop business and marketing plans to achieve sales targets.
• Train and mentor staff on responsibilities and customer service.

Skills

Leadership in sales and service environment

In-depth insurance knowledge

Financial understanding

Market and competitor knowledge

Computer literacy (Word, Excel, Powerpoint)

Education

Matric plus relevant tertiary qualification

Business Management qualification NQF level 5 or 6

Regulatory Examination (RE) Qualification

Job description

Regional Sales Manager Financial Advisory Channel

Full-time

KDO Group (Pty) Ltd, is a registered 100% Black Owned Financial Service Provider that provides distribution of Insurance and Financial Services within South African market. We are a trusted partner dedicated to delivering financial services to our clients for a better business and a better life. Its head office is based in Germiston with Branch Network / FA & Field and Call Centre within Gauteng East.

Job Purpose

Regionalsalesmanagersareresponsible forguidingand managing daily operations to achieve business goals and maximize profits.Theyalsosetperformanceobjectives,evaluate,anddevelopsalesstaff intheirregion.

• Matric plus relevant tertiary qualification (Approved by FSB)
• Business Management qualification NQF level 5 or 6
• Regulatory Examination (RE) Qualification
• Computer literacy: Word, Excel and Powerpoint (intermediate to advance level)
• 5+ years senior management experience in an insurance environment or similar
• Proven application of general business principles
• In-depth insurance knowledge
• Market and competitor knowledge
• Strong financial understanding
• Knowledge of intermediary business & Channel Management
• Strong and proven leadership in sales and service environment
• Proven record of managing business P& L
• Proven record of strategy implementation/execution and crafting sales strategy for the area
• Relevant Operations, Administration and Financial Management skills
• 3 – 6 years financial or nonfinancial sales experience from a reputable company
• 3 – 6 years sales and FA management/supervisory experience

Role and Responsibilities

Draw budget and ensure campaign is profitable

Ensure that campaign exceed target required

Pilot and implement new product sets by KDO for new campaigns

Drives projects across all campaigns

Supervise and guide the teams to maximize revenue.

Analyse capital budget and expenses to find opportunities for cost-effectiveness and profitability.

Develop business plans for optimal use of resources and time.

Develop marketing plans to achieve sales target and increase brand visibility within the assigned area.

Perform market research to study consumer behaviour, latest trends and competitor activity.

Organize regular meetings with management to discuss business updates, issues and opportunities.

Train and Mentor staffs on daily responsibilities, brand promotion and customer service activities.

Evaluate employee performance and develop individual development plans.

Evaluate existing business procedures and recommend improvements.

Oversee the development of business plans and strategies for the area

Analyse and survey sales territories to make proper adjustments where necessary

Develop and implement standards for productivity, customer-service, and quality of service

Conduct sales forecast to determine company financial objectives and target

Build and maintain good working relationship with FA to create an atmosphere that fosters high sales performance.

Monitor the performance of sales employees and provide the necessary guidance to improve efficiency

Carry out research to identify new sales opportunities.

Manage and direct sales force for the achievement of sales goals within assigned district of the region

Develop and review both short- and long-term sales strategies

Evaluate appropriate new sales techniques and ensure its implementation in order to increase sales volume of the region

People Management

Recruit, hire and develop SM and for campaigns

Implement performance management systems and create a performance culture

Develop and groom Financial Advisor's and Sales Manager

Implement the required meeting governance and action management

Ensure that all Campaigns are fully trained and are fully capacitated with staff

Ensure all staff have access to the working systems within a month of joining the Business

Ensure all employees adhere to the HR and Compliance policies

Utilize problem solving techniques to resolve and dissolve branch managers challenges

Compliance

Ensure that all FA and SM meet FAIS regulatory requirements

Ensure that FAimplement first line compliance defence - audits

Maintain representative register

Ensure that contractual FAIS mandates and agreements are in place

Stakeholder Management

Manage all internal, external and partner stakeholders

Facilitate communication amongst all parties

Maintain long lasting good working relationships with all stakeholders