Regional Manager: Financial Planning Services (Insurance)

Menlyn, Pretoria
Permanent
R85000

Location: Menlyn

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

Job Description:

· Develop and implement effective business sales strategies

· Provide input on sales policies and procedures

· Recruit Sales Managers that meet FAIS requirements

· Support of Sales Managers and para planners

· Oversee sales team to meet the production targets

· 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

· Manage and maintain budget to meet sales targets

• Oversee recruitment, development and maintenance of distribution channels

· Oversee the training and development of Sales Manager

· Provide guidance and advice to Sales Managers

· Market research

· Develop a strategic plan to identify potentially new markets

· Focus on relationship management with various stakeholders

· Conduct research and develop marketing plans

· Achievement of targets

· Oversee the management of business retention at sales level

· Provide input in Sales meeting

· Produce sales progress report

· Prepare reports and presentations

Qualifications:

· Qualification recognised by FSB

· RE Level 1: Representatives

· RE Level 1: Key Individuals

Experience:

· 3-5 years Management experience

· 2 years Project Management

· 5 years Insurance industry

· 1-2 years’ experience in Taxation Estate planning

· 1-2 years’ experience in Collective Investment Schemes

Must have valid driver’s license and own vehicle

Please provide ALL the information requested below, to submit your CV:

Your first name: Your surname: Your email address

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