Develop and drive profitable sales through effective plans, targets and growth in support of the business sales strategic objectives and maintain compliance with regulatory requirements.
Requirements
- Degree in Commerce/Marketing/ Business Management and or equivalent relevant qualification
- FSCA recognised qualification
- FAIS Key individual Regulatory Exam Level 1
- FAIS Representative Regulatory Exam Level 5
- 8 - 10 years experience in a senior sales management role (essential)
- 5 - 8 years management experience (essential)
- Experience in rendering of financial services (essential)
PROCESS
- Implement and manage the sales strategy for the province that are aligned to the overall business strategy and the principles of client centricity.
- Develop, implement and manage a risk management strategy for the relevant province that effectively manage and mitigate risks.
- Research and build competitor and market intelligence for the province in order to proactively enhance sales strategy and tactics.
- Drive the reduction of wastage in the province through e.g. the prevention of fraud, management and prevention of surrenders, early duration claims, management and prevention thereof.
- Drive legislative and internal compliance within the province and ensure adherence to high ethical standards.
- Ensure efficient client service and administration processes are developed, implemented, maintained and managed within the geographic area.
- Manage and monitor activities of Regional Managers through market allocation to ensure that each Regional Manager has adequate and appropriate market access opportunities.
- Drive the implementation of sales plans or strategies, in collaboration with the Regional Managers, to increase new sales opportunities and penetration levels
- Monitor and track Province performance to ensure that business meet agreed productivity, production and quality targets.
- Analyse the profitability within the province and oversee the formulation and implementation of plans for improvement with the relevant stakeholders.
- Set targets and take accountability for the overall achievement of performance objectives in the business area by driving sales performance.
- Communicate processes, control requirements, risk management frameworks and regulatory requirements that impact the sales processes.
- Define and influence service models across functions to ensure continued client satisfaction, value chain integration and optimisation.
- Drive an aligned client service excellence culture, which enables rewarding relationships, encourages innovation and allows team to provide exceptional client service and ensures that clients are treated fairly.
- Drive efforts to better understand client requirements and align service offering with client needs.
- Strategically direct service delivery to meet internal and external customer after sales needs, expectations and targets.
- Build and maintain relationships with clients and internal and external stakeholders.
- Evaluate recommendations to improve client service and fair treatment of clients within area of responsibility.
- Provide authoritative, expertise and advice to clients and stakeholders.
- Contribute to the process of negotiating objective and realistic service level agreements, monitor appropriateness and recommend adjustments.
- Create a positive work climate and culture to energize 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.
- 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 in order to ensure business objectives are achieved.
- Encourage innovation, change agility and collaboration within the team.
- Implement and compile budgets to minimise expenditure in alignment with tactical delivery plans.
- 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.
- Implement and manage financial risk methodologies, techniques and systems and use to monitor and report on financial activities.
- Implement and provide feedback on the effectiveness of financial policy, practice and procedures: preventing illegal, unethical or improper conduct.
- Investigate reported willful acts of non-compliance to organisation policy and practice and report on findings.
