Regional Manager: Financial Planning Services
4 days ago
**Job Summary:**
We are seeking a highly experienced Senior Financial Planning Manager to lead our financial planning services in the insurance industry. The ideal candidate will have a strong background in financial planning, sales management, and team leadership.
Key Responsibilities:
- Develop and implement effective business sales strategies to drive revenue growth and meet production targets.
- Provide input on sales policies and procedures to ensure alignment with company goals.
- Recruit and manage Sales Managers who meet FAIS requirements and support their development and growth.
- Oversee the sales team to ensure they meet production targets and implement sales strategic plans to achieve set targets.
- Manage and maintain budgets to meet sales targets and ensure the region meets its set targets in terms of Annual Premium Income (API) and policy count and product mix.
Additional Responsibilities:
- Oversee the recruitment, development, and maintenance of distribution channels to ensure effective sales execution.
- Develop and implement training programs for Sales Managers to enhance their skills and knowledge.
- Provide guidance and advice to Sales Managers to ensure they are equipped to meet their sales targets.
- Conduct market research to identify new business opportunities and develop strategic plans to capitalize on them.
- Focus on relationship management with various stakeholders to build strong partnerships and drive business growth.
- Develop and implement marketing plans to promote our financial planning services and drive sales growth.
- Monitor and report on sales progress to ensure the team is on track to meet their targets.
- Prepare reports and presentations to communicate sales performance and market trends to stakeholders.
Requirements:
- Matric qualification or equivalent.
- Qualification recognized by the Financial Services Board (FSB).
- RE Level 1: Representatives and Key Individuals.
- At least 3-5 years of management experience in the insurance industry.
- 2 years of project management experience.
- 5 years of experience in the insurance industry.
- Para planning experience.
- 1-2 years of experience in taxation estate planning.
- 1-2 years of experience in collective investment schemes.
- Valid driver's license and own vehicle.
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