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Regional Manager: Financial Planning Services (Insurance)

South Africa

25 May 2022

Recruiter AtripleA recruitment & temps

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Regional Manager: Financial Planning Services (Insurance)

AtripleA recruitment & temps Wednesday, 25 May 2022 3

IT/Computer - Other IT/Computer

South Africa

FULL TIME

Job Specification
Company
Reference Number MTg1

Job Summary

Menlyn, Pretoria
Permanent
R85000

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

Must have valid driver's license and own vehicle

Please send your CV and latest payslip to hilda@aaaa.co.za

AtripleA Recruitment and Temps

www.aaaa.co.za

Posted 2017-11-10

AtripleA recruitment & temps

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1 Other IT/Computer jobs in South Africa on Job Mail

Regional Manager: Financial Planning Services (Insurance)

Job Summary

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