Requirements Degree in Commerce/Marketing/ Business Management and or equivalent relevant qualification FSCA recognized qualification FAIS Key individual Regulatory Exam Level 1 FAIS Representative Regulatory Exam Level 5 8 – 10 years experience in a senior sales management role (essential) 5 – 8 years management experience (essential) Experience in rendering of financial services (essential) Duties & Responsibilities Internal process: Implement and manage the sales strategy for the province that are aligned to the overall business strategy and the principles of client centricity. Develop, implement and manage a risk management strategy for the relevant Province that effectively manage and mitigate risks. Research and build competitor and market intelligence for the province in order to proactively enhance sales strategy and tactics. Drive the reduction of wastage in the province through e.g. the prevention of fraud, management and prevention of surrenders, early duration claims, management and prevention thereof. Drive legislative and internal compliance within the province and ensure adherence to high ethical standards. Ensure efficient client service and administration processes are developed, implemented, maintained and managed within the geographic area. Manage and monitor activities of Regional Managers through market allocation to ensure that each Regional Manager has adequate and appropriate market access opportunities. Drive the implementation of sales plans or strategies, in collaboration with the Regional Managers, to increase new sales opportunities and penetration levels. Monitor and track Province performance to ensure that business meet agreed productivity, production and quality targets. Analyse the profitability within the province and oversee the formulation and implementation of plans for improvement with the relevant stakeholders. Set targets and take accountability for the overall achievement of performance objectives in the business area by driving sales performance. Communicate processes, control requirements, risk management frameworks and regulatory requirements that impact the sales processes. Client Services: Define and influence service models across functions to ensure continued client satisfaction, value chain integration and optimisation. Drive an aligned client service excellence culture, which enables rewarding relationships, encourages innovation and allows team to provide exceptional client service and ensures that clients are treated fairly. Drive efforts to better understand client requirements and align service offering with client needs. Strategically direct service delivery to meet internal and external customer after sales needs, expectations and targets. Build and maintain relationships with clients and internal and external stakeholders. Evaluate recommendations to improve client service and fair treatment of clients within area of responsibility. Provide authoritative, expertise and advice to clients and stakeholders. Contribute to the process of negotiating objective and realistic service level agreements, monitor appropriateness and recommend adjustments. People: Create a positive work climate and culture to energise employees, give meaning to work, minimise work disruption and maximise employee productivity. Demonstrate exemplary leadership behaviour, through personal involvement, commitment and dedication in support of organisational values. Drive a culture that guides and directs best practice, fostering an environment of continuous learning, improvement and cohesiveness. Enable a learning and growth culture whereby information regarding successes, issues, trends and ideas are actively shared between team members. Execute effective workforce planning practices to ensure that staffing requirements are accurately forecasted. Identify employee growth and development needs and schedule interventions to enable ongoing development, training and personal growth. Effectively manage performance within the team in order to ensure business objectives are achieved. Encourage innovation, change agility and collaboration within the team. Finance: Implement and compile budgets to minimise expenditure in alignment with tactical delivery plans. Control the budget for area, including the authorisation of expenditures and implementation of financial regulations. Manage high risk and problematic financial issues in area of accountability and contribute to the development of policy. Implement and manage financial risk methodologies, techniques and systems and use to monitor and report on financial activities. Implement and provide feedback on the effectiveness of financial policy, practice and procedures: preventing illegal, unethical or improper conduct. Investigate reported wilful acts of non-compliance to organisation policy and practice and report on findings. Competencies Providing Insights Developing Strategies Making Decisions Generating Ideas Interacting with People Empowering Individuals Exploring Possibilities Articulating Information

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