Regional Manager
5 months ago
**Introduction**
- Metropolitan is one of the oldest financial services brands in South Africa. With a 126-year 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 low-income clients, including funeral insurance, health, savings, hospital cash-back 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)
- 8-10 years’ experience in the insurance industry (essential)
- 5-8 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 co-ordination 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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