Regional Manager: Financial Planning Services

2 weeks ago


Pretoria, Gauteng, South Africa Atriplea Full time

Regional Manager:
Financial Planning Services (Insurance)
Regional Manager:
Financial Planning ServicesLocation: MenlynSalary: R85 000 ctc p.m.

(negotiable)Our client in the Insurance industry is looking for a
Regional Manager:
Financial Planning services

Job Description:

  • Develop and implement effective business sales strategies
  • Provide input on sales policies and procedures
  • Recruit Sales Managers that meet FAIS requirements
  • Support of Sales Managers and para planners
  • Oversee sales team to meet the production targets
  • Implement and maintain sales strategic plan for region, to ensure that region meets its set target, i.e. in terms of Annual Premium Income (API) and policy count and product mix
  • Manage and maintain budget to meet sales targetsOversee recruitment, development and maintenance of distribution channels
  • Oversee the training and development of Sales Manager
  • Provide guidance and advice to Sales Managers
  • Market research
  • Develop a strategic plan to identify potentially new markets
  • Focus on relationship management with various stakeholders
  • Conduct research and develop marketing plans
  • Achievement of targets
  • Oversee the management of business retention at sales level
  • Provide input in Sales meeting
  • Produce sales progress report
  • Market Intelligence & reporting

Prepare reports and presentationsQualifications:

  • Matric
  • Qualification recognised by FSB

RE Level 1:
Representatives

RE Level 1:

Key IndividualsExperience:

  • 3-5 years Management experience
  • 2 years Project Management
  • 5 years Insurance industry
  • Para planning
  • 1-2 years' experience in Taxation Estate planning
  • 1-2 years' experience in Collective Investment SchemesMust have valid driver's license and own vehiclePlease send your CV and latest payslip to
    Recruitment and #J-18808-Ljbffr


  • Pretoria, Gauteng, South Africa PM JACOBS FINANCIAL PLANNING Full time

    FINANCIAL PLANNING - CANDIDATE ADVERTISEMENT:PM Jacobs Group specialises in multiple sectors from Legal-; Accounting-; Tax-; Financial Planning-; Projects-; International- to Renewable Energy services.Individuals who share our values & our passion will be part of a unique environment providing clients with the ultimate business solution.Please note that your...


  • Pretoria, Gauteng, South Africa A Triple A Recruitment Full time

    Menlyn, Pretoria Permanent R85000 Location: Menlyn Our client in the Insurance industry is looking for a Regional Manager: Financial Planning services. Job Description: Develop and implement effective business sales strategies Provide input on sales policies and procedures Recruit Sales Managers that meet FAIS requirements Support of Sales Managers and...


  • Pretoria, Gauteng, South Africa Australian Regional & Remote Community Services Full time

    Regional Manager – First Nations ProgramsAbout the role An exciting opportunity has come available for an experienced Regional Manager to join the ARRCS team on a permanent full-time basis. This role will see you leading the First Nations teams as we work collaboratively on the delivery of our core programs relating to the training and employment of ATSI...


  • Pretoria, Gauteng, South Africa Enshrine Placements Full time

    The Partner Assistant is required to support the Financial Planning Partner(s) in providing high levels of client service to our clients, as well as to the region as a whole. The incumbent takes responsibility for overseeing the administrative, operations and client services support to the Financial Planning Partner and is the liaison between the practice...


  • Pretoria, Gauteng, South Africa Fidelity Services Group Full time

    POSITION: Regional Fleet ManagerREPORTS TO:Senior Manager, Fleet (Regional Fleet Manager)SUBORDINATES:Fleet administrator and fleet co-ordinatorMAIN PURPOSE OF JOB:The incumbent will be responsible for ensuring the effective running of the fleet within the region by ensuring the maximum number of serviced and reliable vehicles is available for deployment....


  • Pretoria, Gauteng, South Africa Fidelity Services Group Full time

    POSITION:Regional Fleet ManagerREPORTS TO:Senior Manager, Fleet (Regional Fleet Manager)SUBORDINATES:Fleet administrator and fleet co-ordinatorMAIN PURPOSE OF JOB: The incumbent will be responsible for ensuring the effective running of the fleet within the region by ensuring the maximum number of serviced and reliable vehicles is available for deployment....


  • Pretoria, Gauteng, South Africa 1001 Absa Bank Full time

    Analyst Financial Planning & Analysis page is loaded Analyst Financial Planning & Analysis Apply remote type Hybrid locations Sandton time type Full time posted on Posted Yesterday job requisition id R Empowering Africa's tomorrow, story at a time. With over 100 years of rich history and strongly positioned as a local bank with regional and international...

  • Regional Risk Manager

    2 weeks ago


    Pretoria, Gauteng, South Africa SBV Services (Pty) Ltd. Full time

    SBV seeks Regional Risk Manager who will be Responsible for the management and deployment of Tactical Support Officers inclusive of, Physical Security within the region of appointment in addition to gathering and reporting on trends and utilising the information to address threats identified within the region.Manage the security Intelligence Process within...


  • Pretoria, Gauteng, South Africa 1001 Absa Bank Full time

    Analyst Financial Planning & Analysis page is loaded Analyst Financial Planning & Analysis Apply remote type Hybrid locations Sandton time type Full time posted on Posted Yesterday job requisition id R Empowering Africa's tomorrow, story at a time. With over 100 years of rich history and strongly positioned as a local bank with regional and international...

  • Regional Manager

    2 weeks ago


    Pretoria, Gauteng, South Africa Absa Bank Full time

    Regional Manager - Islamic Banking page is loaded Regional Manager - Islamic Banking Apply remote type Hybrid locations Sandton time type Full time posted on Posted Yesterday job requisition id R Empowering Africa's tomorrow, story at a time. With over 100 years of rich history and strongly positioned as a local bank with regional and international...


  • Pretoria, Gauteng, South Africa SGS Full time

    Company DescriptionSGS is the world's leading inspection, verification, testing and certification company. SGS is recognized as the global benchmark for quality and integrity. With more than 89,000 employees, SGS operates a network of over 2,600 offices and laboratories around the world.The Northern Regional Operations Manager is accountable for and ensures...


  • Pretoria, Gauteng, South Africa Australian Regional & Remote Community Services Full time

    Our First Nations team based in Alice Springs are currently sourcing a Return to Country - Care Coordinator to join their team on a full - time basis.This exciting role will see you working with our indigenous clients and managing the in-home aged care packages specific to the Troopy Program funding scheme. You will assess our client's needs, prepare care...

  • Cleaner - Home Care

    2 weeks ago


    Pretoria, Gauteng, South Africa Australian Regional & Remote Community Services Full time

    We have multiple Full-time and Part-Time opportunities for experienced Cleaners to join our Home Care team, providing cleaning services to clients across Darwin.ARRCS Home Care team provide domestic and care services to the elderly to support their ability to remain independent and continue to reside within their own homes.Your role as a Cleaner – Home...

  • Wealth Manager

    2 weeks ago


    Pretoria, Gauteng, South Africa CA Financial Appointments Full time

    Established wealth management team who offer their clients tailored and holistic investment and wealth planning solutions, seek a passionate Wealth Manager for their Gauteng region. Fantastic team culture of collaborative and professional team members.Responsibilities: Introduce new clients to our business, focussing on higher equity clients Evaluate clients...


  • Pretoria, Gauteng, South Africa Wenco (a Hitachi Construction Machinery subsidiary) Full time

    Reporting to the VP of Sales and Services, the Regional Manager is the business manager for a dedicated region as defined by the VP Sales and Service. You manage the region's; sales, account management, technical sales, and services capabilities to deliver excellent customer experiences and achieve the regional financial targets. Your team may include...


  • Pretoria, Gauteng, South Africa Australian Regional & Remote Community Services Full time

    We have a new opportunity for experienced Administration Officer to join our Nganampa Ngura Mutitjulu-nya Flexible Aged Care facility located in Mutitjulu, NT. This busy and rewarding role is offered on a permanent, full-time basis and is on an hourly rate of $ $30.88 / hour gross base.The Administration Officer will be responsible for a wide range of...

  • Support Coordinator

    2 weeks ago


    Pretoria, Gauteng, South Africa Australian Regional & Remote Community Services Full time

    Support Coordinator - Home Care, Alice SpringsAbout the role ARRCS Home Care Alice Springs are actively sourcing a Support Coordinator to join them on a permanent, part-time basis working hours Monday - Friday, 8am - 1pm.Based in our Alice Springs Office, this role will see you coordinate and manage the delivery of in-home aged care clients individualised...

  • Regional Manager

    2 weeks ago


    Pretoria, Gauteng, South Africa Telebest Full time

    Our client has an opportunity available for a Regional Manager based in Pretoria.Requirements:6 to 7 years relevant experience in FMCG or sales environments in a managerial role.Relevant diploma or degree at NQF level 7.The ability to proactively influence and manage relationships and resources to ensure efficient and effective service delivery and in-store...


  • Pretoria, Gauteng, South Africa PSG Wealth Financial Planning Full time

    Responsibilities:Deceased Estates Consult with bereaved clients, to explain processes and timeframes, to obtain relevant information and documents, to update and inform, and to manage expectations. The administration and unwinding of new and existing deceased estates. To liaise and advise clients, heirs, financial advisors on the administration of deceased...


  • Pretoria, Gauteng, South Africa A1 Financial Services Full time

    Our position is aimed at individuals who are looking for better prospects and is based in and around Pretoria.Benefits Included: Basic Salary Medical Insurance Uncapped commission Performance bonus Workrelated incentives for top performers Minimum 12 months experience in a Financial Services / Insurance industry in a sales role Minimum 2 years field sales...