Regional Manager South Coast at Metropolitan

Role Purpose    

• Develop and drive profitable sales through effective plans, targets, and growth in support of the business’s strategic objectives, maintaining compliance with regulatory requirements.

Requirements    
Requirements of the Job

Qualifications

• Degree in Commerce, Marketing, Finance, or related Field
• FAIS Representative Regulatory Exam Level 1 and 5 passed.
• 120 credit FAIS recognized qualification.

Experience

• 8-10 years’ experience in a sales environment (essential)
• 5-8 years in relevant management experience (essential)
• Specific licensing or registration
• Certified Financial Planner

Skills and Knowledge

• Communication skills
• Presentation skills
• Influencing and negotiation skills
• Problem solving skills
• Planning and organizing skills
• Analytical skills
• Interpersonal skills
• People management skills
• Knowledge of the sales cycle, processes, and policies
• Insurance and financial services industry exposure
• Relevant product knowledge
• Knowledge of relevant regulatory and legislative requirements

Duties & Responsibilities    
INTERNAL PROCESS

• Develop the necessary sales strategy and tactics to close identified business, including all necessary sales activities, prospect calls, presentations, and executive meetings.
• Set targets and take accountability for the overall achievement of performance objectives in the business area, by driving sales performance.
• Provide clear direction on the strategic plan and key focus areas to ensure targets are met
• Manage and drive the turnaround time in terms of targets to ensure a high sales performance.
• Manage the delivery of deviance reporting as and when requested, to provide recommendations and mitigating solutions to deviances that have occurred.
• Assist team members, as necessary, by interacting with clients to facilitate sales and/or client concerns/complaints.
• Manage allocated sales budget through effective co-ordination of sales activities and behaviors, key accounts, and expense budget.
• Communicate processes, control requirements, risk management frameworks and regulatory requirements that impact the sales process.
• Coach team members on all the processes and controls and ensure understanding and commitment.
• Ensure team members complete all required compliance exams and attestations within specified timeframes.

CLIENT

• Provide authoritative, expertise and advice to clients and stakeholders.
• Build and maintain relationships with clients and internal and external stakeholders.
• Contribute to the process of negotiating objective and realistic service level agreements, monitor appropriateness, and recommend adjustments.
• Define service practices which builds rewarding relationships, encourages innovation and allows others to provide exceptional client service.
• Deliver on service level agreements made with clients and internal and external stakeholders in order to ensure that client expectations are managed.
• Make recommendations to improve client service and fair treatment of clients within area of responsibility.
• Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.

Competencies    
COMPETENCIES

• Making Decisions: Is determined and decides on actions willingly assumes responsibility is definitive and stands by own decisions.
• Empowering Individuals: Motivates individuals by empowering them seeks to inspire people and groups gives encouragement to others.
• Providing Insights: Is focused on continuously improving things provides insights by identifying key issues makes intuitive judgments.
• Generating Ideas: Is creative in producing ideas assumes an original approach when generating ideas adopts radical solutions.
• Exploring Possibilities: Is conceptual when developing ideas applies theories to problem solving prefers to learn by thinking and identifying underlying principles.
• Developing Strategies: Is focused on developing strategies thinks in the longer term and anticipates trends envisages the future and adopts a visionary approach.
• Interacting with People: Is lively and projects enthusiasm is talkative in making contact is focused on interacting and networking with people.