Regional Manager: Internal Distribution at PPS

Formal Qualifications:

• A relevant bachelor’s degree is essential
• An Honours degree and PPS membership would be preferably
• Certified Finance Planner would be advantageous
• Completed RE5 (Representative) certificate
• Completed RE1 (Key Individual) certificate

Knowledge and Experience: 

• At least 2 years Sales Management experience in Sales and Distribution within the Financial Services or similar environment
• 3 to 5 years’ experience in Insurance product sales or advice
• Proven track record in people management and leading a sales team
• Proven track record in achieving sales targets
• The establishment of a good network and collaborative relationships to support the achievement of sales targets

Key Responsibilities:

• Recruit, coach, develop and motivate a Financial Advisory team to ensure they deliver the required member experience, quality of service and personal targets
• Accountable for the optimization for processes, resources and technology to assist financial advisors to fulfil their roles
• Knowledge and understanding of sales activity and productivity management processes
• Monitor compliance, recommendations and advice rendered to clients
• Conduct performance management
• Supervision in line with FAIS requirements
• Keep abreast of changes in legislation, products processes and systems
• Business Development

Strategic Orientation: 

• Knowledge and understanding of the PPS vision, strategy and member value proposition
• Understanding of the PPS Advice and Distribution strategic objectives
• Acts with confidence and works independently 

Communication:

• Is articulate and communicates in a logical way and structures information to meet the needs and understanding of intended audiences
• Expresses opinions, information and key points of view clearly and assertively
• Is confident in conceptualising, building and presenting concepts and plans
• Excellent communication skills (verbal, written and presentation)