Talent Pool: Regional General Manager (Cape & Free State) MMH250923-6

Momentum; Wes-Kaap; On-site; ZAR 1,000,000 - 1,400,000; Full time

Job summary

A financial services company is seeking a Retail Regional General Manager to acquire new IFAs and manage a high-performance team. The ideal candidate will have a BCom degree, relevant management experience, and strong business acumen. Responsibilities include driving sales goals, fostering relationships with key stakeholders, and ensuring effective team management. This opportunity offers a chance to shape the future of financial advising within the company.

Qualifications

• 5 to 8 years in financial service industry with majority in risk and saving.
• 3 to 8 years relevant management experience.
• Momentum Myriad and Investo experience is advantageous.

Responsibilities

• Manage the team effectively and drive recruitment.
• Ensure achievement of sales targets and performance standards.
• Support continuous learning and development programs.

Skills

Strong business acumen

People management

Financial planning knowledge

Education

BCom degree in Business Management or Investments

Honours degree

CFP

Job description

Overview

The Retail Regional General Manager will acquire new IFAs for Momentum, responsible for the effective placing of IFA’s in the best panel with best BC. Ensure a high-performance culture is set and maintained. Drive profitable growth through planning, execution and management of a team of BCs that builds IFA Connections.

Qualifications

• BCom degree in Business Management, Investments.
• Honours degree is an advantage.
• CFP is an advantage.

Experience

• 5 to 8 years’ financial service industry experience with majority in risk and saving
• 3 to 8 years’ relevant management experience
• Momentum Myriad and Investo experience an advantage
• Strong business acumen, with an ease to take decisions and initiating action
• Business process experience – new business, underwriting, claims

Knowledge

• Financial planning and advice process knowledge – tax, structuring, estate planning
• Knowledge of financial services industry and Momentum products

Duties and Responsibilities

Active People Mobiliser

• Manage the team
• Continuous drive to interview and recruit the best specialist to match the IFA base
• Joint calls with specialists.
• Regular feedback and coaching - one-on-one and in the team.
• People that will walk through fire for their RGM.
• Effective lead team.
• Have robust relationships with all key stakeholders in MDS product houses and externally

Driver Of High-performance Culture

• Develop and execute the business plan
• Set the performance standard by regularly attracting new IFAs.
• Set annual, quarterly and monthly sales goals for each BC.
• Develop and drive growth in sales distribution in support of strategic objectives.
• Create a great team spirit.
• Active competition and recognition
• Ensure achievement of sales targets.
• Competition to step up further

Learning And Development Catalyst

• Engage each of their Specialists systematically and consistently
• Support the Continuous learning program and knowledge distribution program
• Bring new content, product changes smoothly into the IFA market
• Master competitor comparison
• Develop on full value chain including service, product, and distribution including the enablers of technology, knowledge and marketing

IFA Acquisition And Connection

• Acquire new IFA Relationships
• Take ownership for the IFA's and build meaningful and value-adding relationships between the advisers and Momentum
• Ensure frequent engagement and marketing activities
• Drive clear communication to IFA’s
• Active reporting,
• Drive an engagement that are advice-led environment that focuses on best practice service delivery.
• Drive sound financial and corporate governance practices

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