Regional Manager: Financial Planning Services (Insurance) job with AtripleA | 13107065

Regional Manager: Financial Planning Services (Insurance)

Location: Menlyn

Salary: R85 000 ctc p.m. (negotiable)

Our client in the Insurance industry is looking for a Regional Manager: Financial Planning services.

Job Description:

1. Develop and implement effective business sales strategies
2. Provide input on sales policies and procedures
3. Recruit Sales Managers that meet FAIS requirements
4. Support of Sales Managers and para planners
5. Oversee sales team to meet the production targets
6. Implement and maintain sales strategic plan for region, to ensure that region meets its set target, i.e. in terms of Annual Premium Income (API) and policy count and product mix
7. Manage and maintain budget to meet sales targets
8. Oversee recruitment, development and maintenance of distribution channels
9. Oversee the training and development of Sales Manager
10. Provide guidance and advice to Sales Managers
11. Conduct market research
12. Develop a strategic plan to identify potentially new markets
13. Focus on relationship management with various stakeholders
14. Conduct research and develop marketing plans
15. Achievement of targets
16. Oversee the management of business retention at sales level
17. Provide input in Sales meeting
18. Produce sales progress report
19. Market Intelligence & reporting
20. Prepare reports and presentations

Qualifications:

1. Matric
2. Qualification recognised by FSB
3. RE Level 1: Representatives
4. RE Level 1: Key Individuals

Experience:

1. 3-5 years Management experience
2. 2 years Project Management
3. 5 years Insurance industry
4. Para planning
5. 1-2 years' experience in Taxation Estate planning
6. 1-2 years' experience in Collective Investment Schemes

Must have valid driver's license and own vehicle.

Please send your CV and latest payslip to hilda@aaaa.co.za

AtripleA Recruitment and Temps
www.aaaa.co.za
Posted 2024-07-21