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Regional Manager
2 weeks ago
Responsibilities:
Strategy, Planning and Management
- Assist in formulating the region's future direction and supporting tactical initiatives
- Monitor and direct the implementation of strategic business plans
- Develop Revenue generating strategies to achieve sales targets and expand the region's client base
- Understand the landscapes and trends, reporting on the forces that shift tactical budgets and strategic direction of accounts
- Develop performance measures that support the region's strategic direction
Building Client and Provider Relationships
- Establish productive and professional relationships with key clients and product providers
- Conduct research and identify new potential clients and market opportunities
- Effectively communicate the value proposition through proposals and presentations
Sales Performance
- Achievement of agreed annual sales targets
- Monitor and analyze performance metrics and implement enhancements
- Coaching and mentoring
- Prepare monthly, quarterly and annual forecasts
- Remain updated current legislation, industry and new provider products
Requirements:
- CFP, BCom, CISI, FPI qualification
- Wealth Management essential
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