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We provide funeral, life, savings and retirement products and services to South Africans from every walk of life. In everything we do, we aim to reward the trust that our clients have placed in us. We keep our promises to our stakeholders, and we are always there for our clients when it matters most
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Description
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
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
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
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
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
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
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
FORMAL EDUCATION
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
go to method of application »
Description
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 Divisional management of business retention
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 diversify Products as per set target
- Mall Activations (collaboration)
- Drive and maintain Retail stakeholder Relationships. Maintain client relationship
Efficiency Management
- Effective resource planning for the division for the short and long term
- Drive the division’s digital roll-out and embedding the digital tools throughout all processes
- Oversee the divisional Training plan and the implementation thereof
- Conduct a quarterly SSDC and Sales Coordinator’s performance review
Compile and Manage Divisional Budget
- Structure and manage sales budget to meet sales targets
- Oversee Mall activations to drive Sales targets
- Manage the Divisional Training budget to ensure the development of Representatives and Sales Development Consultants
Develop and maintain Divisional distribution
- Oversee recruitment, development and maintenance of the division
- Oversee the on-boarding and development of Senior Sales Development Consultants
- Oversee the on-boarding of Ackermans Consultants
Oversee the Regulatory requirements
- Manage the supervision of Sales Coordinators
- 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 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
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
FORMAL EDUCATION
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
go to method of application »
Description
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
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
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
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
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
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
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
FORMAL EDUCATION
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
Method of Application
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