Sales Manager

Momentum Insure; Gauteng; On-site; ZAR 600 000 - 800 000; Full time

Job summary

A leading insurance company in Gauteng seeks a Sales Manager to execute sales strategies for Momentum Insure products. The role involves driving sales volume, ensuring excellent customer experience, and leading the sales team. Candidates must have 5 years of sales experience in the short-term insurance sector and relevant qualifications. This position offers an opportunity to lead a dynamic team while achieving operational efficiencies.

Qualifications

• 5 years' experience in Sales (Short-Term Insurance) required.
• Experience in managing staff in short-term industry is essential.
• Knowledge of provincial client and competitive markets needed.

Responsibilities

• Drive profitable sales volume of Momentum Insure products.
• Achieve consistent customer experience across channels.
• Implement sales plans and budgets.
• Maximise channel effectiveness.
• Ensure effective resourcing and performance management.

Skills

Sales experience in Short-Term Insurance

People management skills

Negotiation skills

Excellent customer experience

Understanding of insurance industry

Education

Matric / Grade 12

NQF 5 or equivalent

FAIS Regulatory examination (RE5, RE1)

Job description

Introduction

Through our client‑facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations.

We help people grow their savings, protect what matters to them and invest for the future.

We help companies and organisations care for and reward their employees and members.

Through our own network of advisers or via independent brokers and utilising new platforms Momentum Metropolitan provides practical financial solutions for people, communities, and businesses.

Role Purpose

The purpose of the role is to execute on the Momentum Insure Sales strategy and achieve product sales targets while delivering an excellent, consistent customer experience across all products at the lowest possible cost. The role leads and directs the Momentum Insure BDC channel, requiring strong leadership to motivate and inspire the team to achieve outstanding results. The Sales Manager is accountable for understanding the regional customer base, growth opportunities and specific demands, whilst ensuring effective capacity management of available resources to achieve higher operational efficiencies.

The Sales Manager ensures that the processes within the Momentum Insure Sales Team comply with legislative and process requirements, achieve required audit scores, and works with staff to enhance skill levels and create a healthy work environment.

Contracting and achieving training and development plans for BDCs, managing transformation, and employment equity are also part of the role.

Requirements

• Matric / Grade 12
• NQF 5 as required or equivalent qualification
• FAIS Credits: minimum 30 credits in short‑term insurance if the date of first appointment is before 01 01 … (if on or after 01 01 …, a full recognised qualification as per the FSCA qualification is required)
• FAIS Regulatory examination for Representatives (RE5) and (RE1) for Key Individual
• If registered for one Class of Business (Personal or Commercial): 12 CPD points
• If registered for two Classes of Business (Personal plus Commercial): 18 CPD points
• 5 years' experience in Sales (Short‑Term Insurance)
• Must have experience in both personal and commercial lines
• Experience in managing staff in a short‑term industry

Duties & Responsibilities

• Drive profitable sales volume of all Momentum Insure products.
• Achieve excellent, consistent customer experience across channel.
• Implement sales plans, budgets, and accelerated growth strategies.
• Address sales to the external market – South African and public sector markets.
• Maximise channel effectiveness.
• Communicate the sales distribution strategic objectives, plan, and operating model to stakeholders.
• Apply a deep understanding of provincial client and competitive markets and needs to execute penetration strategies.
• Establish a fast and efficient lead management process.
• Ensure effective resourcing, development, performance management and retention plans are in place for the sales team.
• Run collaborative meetings for retail sales.
• Collate provincial specific retail‑tied sales information and compile relevant reports for stakeholders.
• Ensure effective risk management and governance of Momentum Insure sales.
• Accountable for management oversight of sales activities, including compliance function performance, specifically with respect to FAIS and licensed product categories.
• Represent the Sales Team during compliance monitoring visits.

Key Competencies

• Impactful leadership, driving change, purposeful collaboration, growing capability, relationship building.
• People management skills, coaching skills, and problem‑solving.
• Negotiation skills, risk awareness, cross‑selling, and knowledge of sales process.
• Extensive knowledge of the Short‑Term Insurance Industry.
• Thorough understanding of the insurance industry and business principles.
• Interpersonal skills and ability to handle complex situations.