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  • Posted: Oct 26, 2021
    Deadline: Not specified
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    Telesure Investment Holdings (Pty) Ltd (TIH) is the holding company of some of South Africas leading and innovative financial institutions. These financial institutions are licensed to provide financial products and/or services ranging from short-term, long-term and health insurance as well as a comparison and investment platforms. Our origins go back to ...
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    Unit Manager : Tied Financial Advisory Services

    Specification    

    • Leadership and Direction
    • Identify and communicate the actions needed to implement the function's strategy and business plan within the business area or department; explain the relationship to the broader organization's mission, vision and values; motivate people to commit to these and to doing extraordinary things to achieve local business goals.

    Functional Strategy Formation & Implementation

    • Develop tactical plans for optimizing resources and assets being managed to deliver on the Tied Financial Advisory Services strategy to meet business growth requirements. Effectively align channel objectives to overall organizational / business objectives in order to meet profit targets.

    Business Planning

    • Develop and propose annual business plans for the Tied Financial Advisory Services ensuring alignment with strategy. Meet growth objectives in all distribution channels in the Life and Wealth, Personal lines and Commercial Lines channels. Recommend financial and headcount budgets; propose business targets (e.g., revenues or other key performance indicators); and schedule key activities /projects, ensuring integration with other elements of the organization.

    Stakeholder Engagement (Internal and External)

    • Identify and manage stakeholders up to top management level, finding out their needs/issues/concerns and reacting to these by leading and coordinating the development of stakeholder engagement plans to support the communication of business information and decisions.

    Promoting Customer Focus

    • Manage, monitor and ensure that exceptional customer service is delivered across the the distribution channels in the Life and Wealth, Personal lines and Commercial Lines.

    Organizational Capability Building

    • Evaluate the capabilities of individuals within the department to identify gaps and prioritize development activities. Implement the organization's formal development frameworks within the area of responsibility. Coach and mentor others to support the development of the organization's talent pool.

    Requirements    

    • General Education
    • Grade 12/ SAQA Accredited Equivalent (Essential);
    • FAIS accredited NQF5 (120 credits) (Essential);
    • KI Regulatory Examination (Essential);
    • Full product holding accreditation (Essential);
    • CFP (Advantageous);
    • Management and/or coaching qualification (Advantageous)

    General Experience

    • 8 or more years' experience managing a sales-driven team or multi-teams in the financial sector (Essential)

    Managerial Experience
    5 or more years' managerial experience (Essential)

    *SAQA Accredited Equivalent* - It is the onus of the applicant to provide TIH and its subsidiaries with certified evidence that their qualification(s) meet the equivalent NQF level required for this role at time of application.

    Financial Sector Conduct Authority (FSCA)** competency requirements: FAIS recognized qualifications / Regulatory Examinations / Class of Business Certification and / or CPD according to your DOFA (where applicable) - As a registered Financial Service Provider, we are mandated to ensure that all our representatives are always and remain fit and proper at all times. By applying for this role, you consent to having your relevant qualification and or accreditation or confirm that you are working towards meeting the competency requirements. You further consent to the relevant information being verified.

    Employment Equity

    The Company's approved Employment Equity Plan and Targets will be considered as part of the recruitment process. As an Equal Opportunities employer, we actively encourage and welcome people with various disabilities to apply. TIH is committed to an organisational culture that recognises, appreciates and values diversity & inclusion.

    Should you not hear from our team in 30 days, kindly consider your application unsuccessful.

    Unlock your greatness & be unstoppable

    Method of Application

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