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
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