Coastal Regional Manager Pipeline

**Introduction**- Metropolitan is one of the oldest financial services brands in South Africa. With a 125-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.

**Disclaimer**- As an applicant, please verify the legitimacy of this job advert on our company career page.

**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**-
- **Qualifications**- Grade 12 or equivalent qualification
- FAIS recognised qualification (minimum 120 credits)
- FAIS Key Individual Regulatory Exam Level 1 (essential)
- FAIS Representative Regulatory Exam Level 5
- Degree in Commerce or Business Management (advantageous)
- Financial planning qualification (advantageous)- **
Experience**- 8 -10 years experience in the insurance industry (essential)
- 5 - 8 years relevant managerial experience fulfilling the duties of a compliant key individual (essential)- **
Skills and Knowledge**- Influencing and negotiation skills
- Planning and organising skills
- Analytical skills
- Interpersonal and people management skills
- Knowledge of the sales cycle, processes and policies
- Knowledge of the insurance industry
- Relevant product knowledge
- Knowledge of relevant regulatory and legislative requirements-
- **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 in order to facilitate sales and/or client concerns/complaints.
- Manage allocated sales budget through effective coordination of sales activities and behaviours, 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.

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Client**- Build and maintain relationships with internal and external stakeholders.
- Contribute to the process of negotiating objective and realistic service level agreements, monitor appropriateness, and recommend adjustments.
- Define service practices that build rewarding relationships, encourage innovation and allow others to provide exceptional client service.
- Deliver on service level agreements made with clients and internal and external stakeholders 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 that builds rewarding relationships, facilitates feedback and provides exceptional client service.

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People**- Create a positive work climate and culture to energise employees, give meaning to work, minimise work disruption and maximise employee productivity.
- Demonstrate exemplary leadership behaviour, through personal involvement, commitment and dedication in support of organisational values.
- Select and recruit suitably qualified talent in line with Employment Equity principles and company values.
- Drive a culture that guides and directs best practice, fostering an environment of continuous learning, improvement and cohesiveness.
- Enable a learning and growth culture whereby information regarding successes, issues, trends and ideas are actively shared between team members.
- Execute effective workforce planning practices to ensure that staffing requirements are accurately forecasted.
- Identify employee growth and development needs and schedule interventions to enable ongoing development, training and personal growth.
- Effectively manage performance within the team to ensure business objectives are achieved.
- Encourage innovation, change agility and collaboration within the team.

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Finance**- Identify solutions to enhance cost-effectiveness and increase operational efficiency.
- Manage financial and other company resources under your control with due respect.
- Control the budget for area, including the authorisation of expenditures and implementation of financial regulatio