Talent Pool: Regional General Manager_ JHB & North West MMH230606-5

Momentum; Centurion; On-site; ZAR 900 000 - 1 200 000; Full time

Job summary

A leading financial services company in Centurion is seeking a Retail Regional General Manager to manage IFA relationships and drive business growth. This role involves setting performance standards, mentoring a team, and acquiring new IFAs. The ideal candidate has extensive experience in financial services, strong business acumen, and relevant qualifications like a BCom degree and CFP certification. This position offers the opportunity to lead and innovate within the sector.

Qualifications

• 5 to 8 years’ financial service industry experience.
• 3 to 8 years’ relevant management experience.
• Ability to develop and execute business plans.

Responsibilities

• Manage and mentor a team of BCs to drive IFA connections.
• Set performance standards and sales goals.
• Engage specialists and support continuous learning programs.

Skills

Financial planning knowledge

Strong business acumen

People management

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

• BCom degree in Business Management or 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 product.

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 is an advice-led environment that focuses on best practice service delivery.
• Drive sound financial and corporate governance practices.