The Internal Distribution team is looking for an individual to effectively lead, manage and motivate the Financial Advisors within their Boland team to ensure performance targets are achieved in line with the Advice and Distribution Strategy and in line with PPS values and culture.
Internal Distribution will offer the successful candidate an opportunity to be part of the dynamic Financial Advisory management team. We are looking for an established individual with leadership experience who can operate within a dynamic, fast paced, performance driven environment. The Regional Manager/Branch Manager will be based at the Cape Town office pending a Boland office base for the team.
The scope of this role is to manage direct sales for PPS Internal Distribution. He/she is responsible for managing and training Financial Advisors and achieving sales targets for the region/branch. The Financial Advisors are long term insurance and investments focused and make referrals to the Short Term Insurance division including Health Professions Indemnity (HPI), in-house Fiduciary Services department and medical aid subsidiary Profmed.
Formal Qualifications:
- A relevant bachelor's degree is essential
- An Honours degree and PPS membership would be preferably
- Certified Finance Planner would be advantageous
- Completed RE5 (Representative) certificate
Knowledge and Experience:
- At least 2 years Sales Management experience in Sales and Distribution within the Financial Services or similar environment
- 3 to 5 years' experience in Insurance product sales or advice
- Proven track record in people management and leading a sales team
- Proven track record in achieving sales targets
- The establishment of a good network and collaborative relationships to support the achievement of sales targets
- Leadership skills, including the ability to motivate and develop people
- Exceptional interpersonal, communication and relationship building skills
- Confident, assertive and persuasive abilty
- Sales skills/orientation
- A solid work ethic is important
- Problem solving
- Flexibility, opne minded with a "can do" approach
- Digitally astute
Computer Literacy:
- Proficient in all aspects of using a computer ie MS Office package
- Experience with CRM tools
- Experience with tools relevant to the industry and position
Interpersonal and Intrapersonal Skills:
- Confidence and assertiveness
- Motivated and motivational
- Persuasive and influential
- Client service orientation
- Team leader and team player
- Self aware
- Resilient
- Responsibile and accountable
Duties and Responsibilities
Key Responsibilities:
- Recruit, coach, develop and motivate a Financial Advisory team to ensure they deliver the required member experience, quality of service and personal targets
- Accountable for the optimization for processes, resources and technology to assist financial advisors to fulfil their roles
- Knowledge and understanding of sales activity and productivity management processes
- Monitor compliance, recommendations and advice rendered to clients
- Conduct performance management
- Supervision in line with FAIS requirements
- Keep abreast of changes in legislation, products processes and systems
- Business Development
Strategic Orientation:
- Knowledge and understanding of the PPS vision, strategy and member value proposition
- Understanding of the PPS Advice and Distribution strategic objectives
- Acts with confidence and works independently
Communication:
- Is articulate and communicates in a logical way and structures information to meet the needs and understanding of intended audiences
- Expresses opinions, information and key points of view clearly and assertively
- Is confident in conceptualising, building and presenting concepts and plans
- Excellent communication skills (verbal, written and presentation)
This is a branch manager hybrid position within a tied agency.
The individual must be a South African citizen to be considered.
The individual must be a FAIS fit and proper key individual with clear criminal and credit records.
Supervisory process must be completed in the categories and sub-categories of the 1044 licence.
#J-18808-Ljbffr
