Regional Manager

Description
- 1. Grow the Value of New Business- Implement and maintain sales strategic plan, to ensure that department meets its set targets
- Maintain a minimum inforce book growth of 1% a month
- Monitoring of average premium performance
- Management of expenses and derive expense efficiencies
- Monitoring of withdrawal performance
- Monitoring of collection persistency
- Oversee the Regional management of business retention

2. Distribution Management- Management of distribution channel in line with National strategic objectives;
- Effective management of resources
- Perform opportunity assessments and monitor market share and growth
- Develop a plan to penetrate markets and diversify Products as per set target
- Drive and maintain Regional stakeholder Relationships. Maintain client relationship

3. Efficiency Management- Effective management of resources
- Effective resource planning for the region for the short and long term
- Drive the Regional digital roll-out and embedding of all digital tools throughout all processes
- Oversee the Regional Training plan and the implementation thereof
- Conduct a quarterly Sales Manager performance review

4. Compile and Manage Regional Budget- Structure and manage sales budget to meet sales targets
- Oversee the Regional sponsorship to drive Sales targets
- Manage the Regional Training budget to ensure the development of Representatives, Brokers and Sales Managers

5. Develop and maintain Regional distribution- Oversee recruitment, development and maintenance of

the Region- Oversee the on-boarding and development of Sales Manager
- Oversee the on-boarding of Quality Brokers and Representatives

6. Oversee the Regulatory requirements- Manage the supervision of Sales Managers
- Oversee the supervision process of reps under supervision
- Manage that the rendering of the financial services that are conducted in accordance to FAIS
- Manage Compliance of the impacting legislation
- Manage the complaints resolution process
- Oversee the management of the quality assurance process
- Manage the Market Conduct requirement
- Ensure that marketing encompasses the fair treatment of clients
- Oversee the complaints process
- Oversee the adherence of the Representative supervision
- Oversee the management of business submission
- Comply with risk and audit requirements

7. Sales Administration and Reporting obligations- Submit Monthly Sales Committee reports
- Participation in Sales and Operational Committee meetings
- Oversee the liaison with Marketing and Sales Support Intelligence (MSSI)

**Requirements**:

- A) KNOWLEDGE AND SKILLS
- FORMAL EDUCATION - FSCA recognised Degree
-  TECHNICAL/
- LEGAL CERTIFICATION - Regulatory Examination Level 5: Representatives- Regulatory Examination Level 1: Key Individuals
- 120 credits on NQF level 5
- CPD

 EXPERIENCE - 8-10 years relevant Management experience- 5 years Financial services experience

Work Level

Management

Job Type

Permanent

Salary

Market Related

EE Position

No

Location

Parow