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South Africa: Regional Manager: Financial Planning Services (Insurance) posted by AtripleA recruitment & temps

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Job Description

Regional Manager: Financial Planning Services

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

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Must have valid driver’s license and own vehicle

Please send your CV and latest payslip to .za

AtripleA Recruitment and Temps

.za

How to Apply

Click the green “Go Apply” button below to apply directly online with the employer.

About Other Insurance Jobs in South Africa

In the context of Other Insurance positions in South Africa, it is common to find a steady demand for professionals who can manage and oversee insurance claims, policy administration, and risk management. Typically, this field operates within various industries, including financial services, technology, and manufacturing sectors.

When it comes to salaries, broad ranges can be expected, with typically starting salaries ranging from R200 000 to R300 000 per annum for junior positions, increasing to around R500 000 to R700 000 per annum for more senior roles. However, please note that actual salaries can vary widely depending on factors such as the size of the company, industry sector, experience level, and qualifications held by the individual.

To excel in an Other Insurance role, common skills include strong analytical and problem-solving abilities, excellent communication and interpersonal skills, a solid understanding of insurance policies and regulations, and experience with policy administration software. Additionally, proficiency in Microsoft Office applications, particularly Excel, is often highly valued. Proficiency in languages such as Afrikaans or isiZulu may also be an advantage in certain contexts.

Other Insurance roles can commonly be found within the financial services sector, where companies that offer insurance products to individuals and businesses need professionals to manage claims and policy administration. Technology companies and manufacturing firms also frequently require staff with expertise in this field. In general, organisations across a range of industries value the skills and experience offered by professionals in Other Insurance roles.

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Career progression for those in Other Insurance roles is generally good, with opportunities for advancement to senior positions or into specialist roles such as risk management or policy development. With experience and additional qualifications, individuals can progress into leadership roles within an organisation, or transition into related fields such as actuarial science or claims adjusting.


This information provides general career guidance. Actual salaries and requirements vary by employer.



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