Broker Regional Manager at Telesure Investment Holdings (TIH)

Job Purpose

• Drive and grow sales from the traditional independent and corporate brokers through leading a team of dedicated personal relationship broker consultants, resulting in an increase in market share with this segment, ultimately driving profitable growth. Regional representative in the Broker market to maintain and grow relationships within the market.

Responsibilities

Leadership and Direction

• Communicate the actions needed to implement the function's strategy and business plan within the team; explain the relationship to the broader organisation's mission, vision and values; motivate people to commit to these and to doing extraordinary things to achieve local business goals.
• Responsible for effective employee engagement in order to build a high performance culture that contributes to the overall organisational goals.
• Implement tactical and operational plans through effective team management, ensuring sales growth by delivering agreed business plan targets.

Broker Relationship Management

• Develop and implement relationship management plans for complex existing Broker Partners to identify and build relationships with relevant decision makers and influencers within the Broker Organisation and to enable effective two-way flow of information and resolution of issues. Manage ongoing relationships with identified Broker Partners to ensure their needs are met, providing themes, summary analyses, and recommendations for changes based on input received.
• Ensure Broker client retention and growth through quality service levels to Brokers by effective proactive engagement of Brokers through the team of consultants on lead opportunities, communication of product changes and enhancements, relevant feedback on portfolio performance etc.
• Report and  analyse, interpret and provide feedback on broker sales data in order to execute on the Broker Strategy.

Performance Management

• Manage and report on the performance of a substantial, diverse team; set appropriate performance objectives for direct reports or project / account team members and hold them accountable for achieving these; take appropriate corrective action where necessary to ensure the achievement of team / personal objectives.

Broker Relationships Development

• Develop and implement relationship management plans for potential new Broker Partners to identify and build relationships with relevant decision makers and influencers within the Broker organisation.

Broker Needs Clarification

• Set clear objectives for each Broker Relationship Consultant; develop and make presentations that are tailored to the known interests, needs, issues, and concerns of decision makers and influencers within the Broker organisation; gather and analyse relevant information; and gain agreement to a statement of requirements.

Broker Relationship Management (CRM) Data

• Ensure that team members maintain up-to-date Broker Partner data, identifying and resolving issues.

Operational Compliance

• Monitor and review performance and behaviors within area of responsibility to identify and resolve non-compliance with the organisation's policies and relevant regulatory codes and codes of conduct. Monitor the compliance and adherence of Broker Partners.

Education

• Grade 12/ SAQA Accredited Equivalent (Essential); FAIS and RE5 qualification (Essential); Class of Business – product knowledge (Essential)

Experience

• 3-5 years experience in Broker Account Management environment (Essential); Experience in Financial Services industry (Essential) Experience in Key Account Management (Advantageous). 3 or more years experience in managing a Key Account Management Team (Essential)