Regional Broker Manager

2 weeks ago

Bellville, South Africa Momentum Metropolitan Holdings Full time

-Introduction

Metropolitan is one of the oldest financial services brands in South Africa. With a 116 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.
Role Purpose

Oversee the end to end operational management of the Broker Region through effective people and region management in order to foster excellence in client centricity, increased productivity and effectively align operational sales and client services.
Requirements
- FSB recognised qualification listed or credits pertaining to the date of first appointment in the industry, listed on the most recently published Board notice as published for recognised qualification, to fulfil the duties of a compliant supervisor.
- FAIS Key Individual Regulatory Exam Level 1 passed
- FAIS Representative Regulatory Exam Level 5 passed
- Valid drivers licence and own transport
- 5 years' sales management experience in a similar role in the life insurance industry
- 4 years' management experience, one of which is overseeing the rendering of financial advice to fulfil the duties of a compliant key individual and be registered with the FSB, and another year in the rendering of financial services
- Understanding of financial services retail distribution channel business
- Ability to speak African languages or multi-lingual (preferred)
Duties & Responsibilities
- Implement and manage the operational plans for the Broker Region and ensure that is aligned to the overall business strategy.
- Develop, implement and manage a risk management strategy for the region than drives compliance to the relevant legislation.
- Manage the effective and efficient delivery/implementation of all projects impacting on the region.
- Identify entrepreneurial opportunities, trends, threats, and environmental influences related to the region in every interaction and remain passionate, resilient, focused and organised.
- Manage the Broker Regional sales target and interpret emerging trends (competitor, market intelligence etc.) and opportunities for Broker Consultants to enhance sales activities.
- Ensure a reduction of wastage through the prevention of fraud, resource management and policy claim ratios and the prevention thereof.
- Drive the adherence to high ethical standards and ensure legislative and internal compliance within the region.
- Ensure efficient client service and administration processes are implemented, maintained and managed within the region.
- Manage and monitor activities of Broker Consultants through market allocation to ensure that each Broker Consultant has adequate and appropriate market access opportunities.
- Ensure that segmentation insights, information and toolkits are used by Broker Consultants to guide Financial Service Providers (FSP's) to identify and reach target segment customers.
- Implement, utilise and oversee the effective utilisation of the Distribution Management Operating System to monitor and manage financial performance.
- Develop and oversee the implementation of sales plans, in collaboration with the Broker Consultants, to increase new sales opportunities and penetration levels.
- Monitor and track Broker Consultant performance to ensure that Broker Consultants meet or exceed agreed productivity, production and quality targets.
- Provide competitor product and activity feedback to segment and product development teams in order to identify current and prospective sales opportunities
- Ensure technical product and legislative knowledge and that it is always current in order to advise on the most relevant and innovative branch and client solutions and comply with governance and compliance requirements
- Ensure that Broker Consultants optimise sales support zones to appropriately manage poor performance and minimise FSP turn-over
- Induct, develop and support Broker Consultants to meet and exceed performance and productivity standards in order to enable passionate and confident managers
- Recruit, select and retain high quality Broker Consultants by ensuring an optimum mix of talent in order to build capability to meet current and future staffing needs in accordance with the manpower plan
- Coach, mentor, supervise and establish Broker Consultants to meet and exceed performance standards and enable progression in their career path
- Support and guide Broker Consultants through the decision making processes by displaying exceptional product knowledge and customer centricity
- Timeously maintain and complete all administrative, client service and reporting duties, including sales and marketing data tracking, feedback and business cases related to the role within the agreed timeframes.
- Drive awareness of compliance and risk throughout the Region to ensure compliance to company policy and legislation.
- Manage the housekeeping and professional image of the Broker Consultants in the Region to ensu

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