Regional Manager - West Rand at Momentum Metropolitan Holdings Limited

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.

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.

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.

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 regulations.
• Manage high-risk and problematic financial issues in area of accountability and contribute to the development of policy.