<< Back to Careers Regional Manager: Financial Planning Services (Insurance)

Menlyn, Pretoria
Permanent
R85000

Regional Manager: Financial Planning Services 

                   

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:

 

·         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 

·         Market Intelligence & reporting 

·         Prepare reports and presentations 

 

Qualifications:

·         Matric

·         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  

·         Para planning 

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

AtripleA Recruitment and Temps

www.aaaa.co.za

 

 

Posted 2024-05-15

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