Regional Manager - Potchefstroom at Assupol

Description
Grow the Value of New Business

•  Implement and maintain sales strategic plan, to ensure that department meets its set targets 
•  Maintain a minimum inforce book growth of 1% a month
•  Monitoring of average premium performance
•  Management of expenses and derive expense efficiencies
•  Monitoring of withdrawal performance
•  Monitoring of collection persistency
•  Oversee the Regional management of business retention 

 Distribution Management

•  Management of distribution channel in line with National strategic objectives;
•  Effective management of resources
•  Perform opportunity assessments and monitor market share and growth
•  Develop a plan to penetrate markets and diversify Products as per set target
•  Drive and maintain Regional stakeholder Relationships. Maintain client relationship 

 Efficiency Management

•  Effective management of resources
•  Effective resource planning for the region for the short and long term
•  Drive the Regional digital roll-out and embedding of all digital tools throughout all processes
•  Oversee the Regional Training plan and the implementation thereof
•  Conduct a quarterly Sales Manager performance review

 Compile and Manage Regional Budget

•  Structure and manage sales budget to meet sales targets 
•  Oversee the Regional sponsorship to drive Sales targets
•  Manage the Regional Training budget to ensure the development of Representatives, Brokers and Sales Managers

 Develop and maintain Regional distribution 

•  Oversee recruitment, development and maintenance of the Region
•  Oversee the on-boarding and development of Sales Manager 
•  Oversee the on-boarding of Quality Brokers and Representatives

Oversee the Regulatory requirements

•  Manage the supervision of Sales Managers 
•  Oversee the supervision process of reps under supervision 
•  Manage that the rendering of the financial services that are conducted in accordance to FAIS
•  Manage Compliance of the impacting legislation 
•  Manage the complaints resolution process 
•  Oversee the management of the quality assurance process 
•  Manage the Market Conduct requirement
•  Ensure that marketing encompasses the fair treatment of clients
•  Oversee the complaints process
•  Oversee the adherence of the Representative supervision
•  Oversee the adherence of the completion of the FNA conducted and Completion of ROA through sampling of application forms 
•  Oversee the management of business submission  
•  Comply with risk and audit requirements 

Sales Administration and Reporting obligations

•  Submit Monthly Sales Committee reports 
•  Participation in Sales and Operational Committee meetings
•  Oversee the liaison with Marketing and Sales Support Intelligence (MSSI)

Requirements
FORMAL EDUCATION

•  FSCA recognised Degree

 TECHNICAL/
LEGAL CERTIFICATION  

• Regulatory Examination Level 5: Representatives
•  Regulatory Examination Level 1: Key Individuals
•  120 credits on NQF level 5 
•  CPD

 EXPERIENCE    

• 8-10 years relevant Management experience
•  5 years Financial services experience