05.05.2024
Regional Sales Manager Financial Advisory Channel
KDO Group
South Africa, Germiston
Regional Sales Manager Financial Advisory ChannelFull-timeKDO Group (Pty) Ltd, is a registered 100% Black Owned Financial Service Provider that provides distribution of Insurance and Financial Services within South African market. We are a trusted partner dedicated to delivering financial services to our clients for a better business and a better life. Its head office is based in Germiston with Branch Network / FA & Field and Call Centre within Gauteng East.Job PurposeRegionalsalesmanagersareresponsible forguidingand managing daily operations to achieve business goals and maximize profits.Theyalsosetperformanceobjectives,evaluate,anddevelopsalesstaff intheirregion.Matric plus relevant tertiary qualification (Approved by FSB)Business Management qualification NQF level 5 or 6Regulatory Examination (RE) QualificationComputer literacy: Word, Excel and Powerpoint (intermediate to advance level)5+ years senior management experience in an insurance environment or similarProven application of general business principlesIn-depth insurance knowledgeMarket and competitor knowledgeStrong financial understandingKnowledge of intermediary business & Channel ManagementStrong and proven leadership in sales and service environmentProven record of managing business P& LProven record of strategy implementation/execution and crafting sales strategy for the areaRelevant Operations, Administration and Financial Management skills3 – 6 years financial or nonfinancial sales experience from a reputable company3 – 6 years sales and FA management/supervisory experienceRole and ResponsibilitiesDraw budget and ensure campaign is profitableEnsure that campaign exceed target requiredPilot and implement new product sets by KDO for new campaignsDrives projects across all campaignsSupervise and guide the teams to maximize revenue.Analyse capital budget and expenses to find opportunities for cost-effectiveness and profitability.Develop business plans for optimal use of resources and time.Develop marketing plans to achieve sales target and increase brand visibility within the assigned area.Perform market research to study consumer behaviour, latest trends and competitor activity.Organize regular meetings with management to discuss business updates, issues and opportunities.Train and Mentor staffs on daily responsibilities, brand promotion and customer service activities.Evaluate employee performance and develop individual development plans.Evaluate existing business procedures and recommend improvements.Oversee the development of business plans and strategies for the areaAnalyse and survey sales territories to make proper adjustments where necessaryDevelop and implement standards for productivity, customer-service, and quality of serviceConduct sales forecast to determine company financial objectives and targetBuild and maintain good working relationship with FA to create an atmosphere that fosters high sales performance.Monitor the performance of sales employees and provide the necessary guidance to improve efficiencyCarry out research to identify new sales opportunities.Manage and direct sales force for the achievement of sales goals within assigned district of the regionDevelop and review both short- and long-term sales strategiesEvaluate appropriate new sales techniques and ensure its implementation in order to increase sales volume of the regionPeople ManagementRecruit, hire and develop SM and for campaignsImplement performance management systems and create a performance cultureDevelop and groom Financial Advisor's and Sales ManagerImplement the required meeting governance and action managementEnsure that all Campaigns are fully trained and are fully capacitated with staffEnsure all staff have access to the working systems within a month of joining the BusinessEnsure all employees adhere to the HR and Compliance policiesUtilize problem solving techniques to resolve and dissolve branch managers challengesComplianceEnsure that all FA and SM meet FAIS regulatory requirementsEnsure that FAimplement first line compliance defence - auditsMaintain representative registerEnsure that contractual FAIS mandates and agreements are in placeStakeholder Management:Manage all internal, external and partner stakeholdersFacilitate communication amongst all partiesMaintain long lasting good working relationships with all stakeholders#J-18808-Ljbffr
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