Outsurance Broker

**Company Description**

OUTsurance is a customer-centric and dynamic financial services company with a global foot print and a proud history of innovation. We are vibrant, successful and values orientated with an awesome dynamic culture encapsulated by the ethos that clients and staff “always get something OUT.” Our success can be attributed, amongst other things, to the outstanding people that work for us.

OUTsurance is a formidable player in the short term insurance market. As a values-based organisation we take our reputation for awesome service and innovation seriously and strive for excellence in all we do.

Our long term insurance and investment product offering has grown significantly over the years. We have now developed a face to face distribution channel, with custom made systems, processes and products.
To facilitate this model a new position OUTsurance Financial Advisor Regional Manager: Sales has emerged. The incumbent of this position will head up a team of OUTsurance Financial Advisors located in their designated region.

To facilitate this model a new position OUTsurance Financial Advisor Regional Manager: Sales has emerged. The incumbent of this position will head up a team of OUTsurance Financial Advisors located in their designated region.

**Responsibilities**:
Targets and Business Management

- Provide clear direction to team members on the strategic plan and key focus areas and ensure their understanding and buy-in by explaining their expected contribution to achievement of business objectives
- Explain and agree targets with individual OUT Financial Advisors, communicate to all levels and take accountability for the overall achievement of performance objectives in the business area in terms of employee satisfaction, customer experience, and expense management
- Facilitate achievement of set targets in the region by driving sales performance at all times.
- Report, to the Head of OUTsurance Financial Advisors (HOD), changes in strategic direction, structures and operating models in order to ensure transparent communication and effective operation
- Manage and drive the turnaround time in terms of targets to ensure a high sales performance within the region
- Building capability for the generation of sales and an increase in volumes from the Insurance and investment channel (in terms of strategy, tactics, team deployment, management of resources)
- Manage the delivery of variance reporting to the OUT Financial Advisor HOD monthly/as and when requested in order to provide recommendations and mitigating solution to variances that have occurred (e.g. sales targets not met etc.)
- Review performance against balanced score card as agreed with the OUT Financial Advisor HOD
- Assist OUT Financial Advisors as required, by interacting with clients in order to facilitate sales and/or client concerns/complaints

Coaching

- Coaching all OUT Financial Advisors within the region to promote a productive sales environment to ensure sales targets are reached
- Meet with OUT Financial Advisors in the regional team on a regular basis in on a one on one basis to coach them on best practice sales processes
- Coach the OUT Financial Advisor on issues and challenges they are experiencing in the region and provide guidance to them on resolving the issues by e.g. brainstorming around the issues / challenges or creating support network for the OUT Financial Advisor to align to
- Coach OUT Financial Advisor (one on one and / or in groups) on how to use the relevant OUTsurance Face to Face Distribution systems and advise them on diary management in order to upgrade their sales skills
- Coach OUT Financial Advisors in instances where new projects, campaigns and products are launched into the regions and provide them with all relevant, updated information to enable them to produce sales
- Stay abreast changes in the insurance market and the ability to analyse the current and future needs of the Insurance Market and to formulate sales strategies
- Coach OUT Financial Advisor on all compliance-related processes, procedures and documentation and monitor their adherence to the same

People Management

- Actively participate in the recruitment and selection process of all OUT Financial Advisors by interviewing new team members including determining appropriate compensation levels per the relevant remuneration model for OUT Financial Advisor
- Establish and maintain a succession plan for the regional team of OUT Financial Advisors by seeking and attracting OUT Financial Advisors on an ongoing basis
- Create effective workforce plans and recruitment demand plans for own region to ensure that current and future business requirements can be met.
- Work with OUT Financial Advisors in the team to achieve excellent business results through continuous people development and mentoring activities
- Conduct meaningful performance development discussions with OUT Financial Advisors and ensure that agreed action plans are implemen