South Africa: Regional Manager: Financial Planning Services (Insurance) posted by AtripleA recruitment & temps
Posted on 2025-04-29 00:00:00
| Employer | AtripleA recruitment & temps |
|---|---|
| Category | Other Insurance |
| Location | South Africa / South Africa |
Job Summary
Location: Menlyn
Salary: R85 000 ctc p.m. (negotiable)
Our client in the Insurance industry is looking for a Regional Manager: Financial Planning services.
Job Description:
• Develop and implement effective business sales strategies
• Provide input on sales policies and procedures
• Recruit Sales Managers that meet FAIS requirements
• Support of Sales Managers and para planners
• Oversee sales team to meet the production targets
• Implement and maintain sales strategic plan for region, to ensure that region meets its set target, i.e. in terms of Annual Premium Income (API) and policy count and product mix
• Manage and maintain budget to meet sales targets
- Oversee recruitment, development and maintenance of distribution channels
• Oversee the training and development of Sales Manager
• Provide guidance and advice to Sales Managers
• Market research
• Develop a strategic plan to identify potentially new markets
• Focus on relationship management with various stakeholders
• Conduct research and develop marketing plans
• Achievement of targets
• Oversee the management of business retention at sales level
• Provide input in Sales meeting
• Produce sales progress report
• Market Intelligence & reporting
• Prepare reports and presentations
Qualifications:
• Matric
• Qualification recognised by FSB
• RE Level 1: Representatives
• RE Level 1: Key Individuals
Experience:
• 3-5 years Management experience
• 2 years Project Management
• 5 years Insurance industry
• Para planning
• 1-2 years’ experience in Taxation Estate planning
• 1-2 years’ experience in Collective Investment Schemes
Must have valid driver’s license and own vehicle
Please send your CV and latest payslip to *****@*****.co.za
AtripleA Recruitment and Temps
www.********.co.za
Click Go Apply to apply online!
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