Regional Manager (Western Cape) - Parow
We are looking for a Regional Manager in the Western Cape - Parow to: 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 adherence of the completion of the FNA conducted and Completion of ROA through sampling of application forms • 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 Knowledge and Skills Formal Education • Qualification that is recognised by the FSCA 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
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