Unit Manager: Tied Financial Advisory Services at Telesure Investment Holdings (TIH)

JOB PURPOSE

Responsible for the execution of Tied Financial Advisory Services strategy, tactically positioning the distribution channels in the Life and Wealth and collaborating with Personal lines and Commercial Lines to facilitate significant growth in the Tied distribution channels.

RESPONSIBILITIES

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 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.

Compliance

• Accountable for planning, monitoring and controlling the Risk and Governance of the distribution channels in the Life and Wealth, Personal lines and Commercial Lines. Drive the application of good governance principles and legislative compliance within the environment.

Performance Management

• Manage and report on the performance of the function / business area; set appropriate performance objectives for direct reports and hold them accountable for achieving these; take appropriate corrective action where necessary to ensure the achievement of annual business objectives.

Personal Capability Building

• Maintain external accreditations and in-depth understanding of current and emerging technologies, external regulation, and industry best practices through continuing professional development, attending conferences, and reading specialist media.

Sales Management

• Sell complex, often customized products and services to significant customers and/or manage a significant sales department.

Requirements

EDUCATION

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);
• Business Related Degree (Advantageous)
• Management and/or coaching qualification (Advantageous)

EXPERIENCE

General Experience

• 8 or more years' experience managing a sales-driven team or multi-teams in the financial sector (Essential);
• Experience within life and wealth long-term insurance industry (Essential);
• Previous Tied Agent Experience (Advantageous)
• Managerial Experience 5 or more years' regional or multi-team managerial experience within a financial services environment (Essential)