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

Momentum; Wes-Kaap; On-site; ZAR 800 000 - 1 100 000; Full time

Job summary

A leading financial services company in South Africa is seeking a Retail Regional General Manager to acquire new Independent Financial Advisors (IFAs) and drive a high-performance culture. The ideal candidate will have a BCom degree, substantial experience in financial services, and a proven ability to lead and manage a team. This role is crucial for fostering relationships with IFAs and achieving sales targets while aligning with the company's strategic objectives.

Qualifications

• 5 to 8 years financial service industry experience, mostly in risk and saving.
• 3 to 8 years of relevant management experience.
• Knowledge of Momentum products and financial services industry.

Responsibilities

• Manage the team and recruit best specialists.
• Set sales goals and drive growth in distribution.
• Engage with specialists and support learning programs.

Skills

Strong business acumen

Leadership and team management

Financial planning knowledge

Education

BCom degree in Business Management or Investments

Honours degree

CFP® certification

Tools

Momentum Myriad

Investo

Job description

Role Purpose

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.

Requirements

Qualifications

• BCom degree in the following fields: 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