Regional Manager

2 weeks ago

Wynberg, Western Cape, South Africa Metropolitan Life Full time

Introduction

  • Metropolitan is one of the oldest financial services brands in South Africa. With a 126year legacy of serving the communities in which it operates, Metropolitan represents true empowerment in serving Africa's people through affordable financial solutions that create financial growth and security.
  • Metropolitan operates in South Africa, but the brand is also present in 7 African countries including, Namibia, Botswana, Kenya, Ghana and Lesotho. Metropolitan provides financial wellness solutions that meet the needs of lowincome clients, including funeral insurance, health, savings, hospital cashback cover, retirement solutions and life insurance.

Visit us:

Role Purpose

  • Develop and drive profitable sales through effective plans, targets, and growth in support of the business's strategic objectives, maintaining compliance with regulatory requirements

Requirements:

  • Grade 12 or equivalent qualification
  • FAIS recognized qualification (minimum 120 credits)
  • FAIS Key Individual Regulatory Exam Level 1 (essential)
  • FAIS Key Individual Regulatory Exam Level 5 (essential)
  • Degree in Commerce or Business Management (advantageous)
  • Financial planning qualification (advantageous)
  • 810 years' experience in the insurance industry (essential)
  • 58 years of relevant managerial experience fulfilling the duties of a compliant key individual (essential)

Duties & Responsibilities

  • INTERNAL PROCESS
  • Develop the necessary sales strategy and tactics to close identified business, including all necessary sales activities, prospect calls, presentations, and executive meetings.
  • Set targets and take accountability for the overall achievement of performance objectives in the business area, by driving sales performance.
  • Provide clear direction on the strategic plan and key focus areas to ensure targets are met
  • Manage and drive the turnaround time in terms of targets to ensure a high sales performance.
  • Manage the delivery of deviance reporting as and when requested, to provide recommendations and mitigating solutions to deviances that have occurred.
  • Assist team members, as necessary, by interacting with clients to facilitate sales and/or client concerns/complaints.
  • Manage allocated sales budget through effective coordination of sales activities and behaviors, key accounts, and expense budget.
  • Communicate processes, control requirements, risk management frameworks and regulatory requirements that impact the sales process.
  • Coach team members on all the processes and controls and ensure understanding and commitment.
  • Ensure team members complete all required compliance exams and attestations within specified timeframes.

CLIENT

  • Provide authoritative, expertise and advice to clients and stakeholders.
  • Build and maintain relationships with clients and internal and external stakeholders.
  • Contribute to the process of negotiating objective and realistic service level agreements, monitor appropriateness, and recommend adjustments.
  • Define service practices which builds rewarding relationships, encourages innovation and allows others to provide exceptional client service.
  • Deliver on service level agreements made with clients and internal and external stakeholders in order to ensure that client expectations are managed.
  • Make recommendations to improve client service and fair treatment of clients within area of responsibility.
  • Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.

Competencies

  • Making Decisions: Is determined and decides on actions willingly assumes responsibility is definitive and stands by own decisions.
  • Empowering Individuals: Motivates individuals by empowering them seeks to inspire people and groups gives encouragement to others.
  • Providing Insights: Is focused on continuously improving things provides insights by identifying key issues makes intuitive judgments.
  • Generating Ideas: Is creative in producing ideas assumes an original approach when generating ideas adopts radical solutions.
  • Exploring Possibilities: Is conceptual when developing ideas applies theories to problem solving prefers to learn by thinking and identifying underlying principles.
  • Developing Strategies: Is focused on developing strategies thinks in the longer term and anticipates trends envisages the future and adopts a visionary approach.
  • Interacting with People: Is lively and projects enthusiasm is talkative in making contact is focused on interacting and networking with people.
  • Articulating Information: Is articulate in giving presentations is eloquent and explains things well projects social confidence when articulating information.

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