Role Purpose

• Develop and drive profitable sales through effective plans, targets and growth in support of the business sales strategic objectives and maintain compliance with regulatory requirements.

Requirements

• Degree in Commerce/Marketing/ Business Management and or equivalent relevant qualification
• FSCA recognized qualification
• FAIS Key individual Regulatory Exam Level 1
• FAIS Representative Regulatory Exam Level 5
• 8 – 10 years’ experience in a senior sales management role (essential)
• 5 – 8 years’ management experience (essential)
• Experience in rendering of financial services (essential)

Duties & Responsibilities    
 Internal process:

• Implement and manage the sales strategy for the province that are aligned to the overall business strategy and the principles of client centricity.
• Develop, implement and manage a risk management strategy for the relevant Province that effectively manage and mitigate risks.
• Research and build competitor and market intelligence for the province in order to proactively enhance sales strategy and tactics.
• Drive the reduction of wastage in the province through e.g. the prevention of fraud, management and prevention of surrenders, early duration claims, management and prevention thereof.
• Drive legislative and internal compliance within the province and ensure adherence to high ethical standards.
• Ensure efficient client service and administration processes are developed, implemented, maintained and managed within the geographic area.
• Manage and monitor activities of Regional Managers through market allocation to ensure that each Regional Manager has adequate and appropriate market access opportunities.
• Drive the implementation of sales plans or strategies, in collaboration with the Regional Managers, to increase new sales opportunities and penetration levels.
• Monitor and track Province performance to ensure that business meet agreed productivity, production and quality targets.
• Analyse the profitability within the province and oversee the formulation and implementation of plans for improvement with the relevant stakeholders.
• Set targets and take accountability for the overall achievement of performance objectives in the business area by driving sales performance.
• Communicate processes, control requirements, risk management frameworks and regulatory requirements that impact the sales processes.

Client Services:

• Define and influence service models across functions to ensure continued client satisfaction, value chain integration and optimisation.
• Drive an aligned client service excellence culture, which enables rewarding relationships, encourages innovation and allows team to provide exceptional client service and ensures that clients are treated fairly.
• Drive efforts to better understand client requirements and align service offering with client needs.
• Strategically direct service delivery to meet internal and external customer after sales needs, expectations and targets.
• Build and maintain relationships with clients and internal and external stakeholders.
• Evaluate recommendations to improve client service and fair treatment of clients within area of responsibility.
• Provide authoritative, expertise and advice to clients and stakeholders.
• Contribute to the process of negotiating objective and realistic service level agreements, monitor appropriateness and recommend adjustments.

People:

• Create a positive work climate and culture to energise employees, give meaning to work, minimise work disruption and maximise employee productivity.
• Demonstrate exemplary leadership behaviour, through personal involvement, commitment and dedication in support of organisational values.
• Drive a culture that guides and directs best practice, fostering an environment of continuous learning, improvement and cohesiveness.
• Enable a learning and growth culture whereby information regarding successes, issues, trends and ideas are actively shared between team members.
• Execute effective workforce planning practices to ensure that staffing requirements are accurately forecasted.
• Identify employee growth and development needs and schedule interventions to enable ongoing development, training and personal growth.
• Effectively manage performance within the team in order to ensure business objectives are achieved.
• Encourage innovation, change agility and collaboration within the team.

Finance:

• Implement and compile budgets to minimise expenditure in alignment with tactical delivery plans.
• Control the budget for area, including the authorisation of expenditures and implementation of financial regulations.
• Manage high risk and problematic financial issues in area of accountability and contribute to the development of policy.
• Implement and manage financial risk methodologies, techniques and systems and use to monitor and report on financial activities.
• Implement and provide feedback on the effectiveness of financial policy, practice and procedures: preventing illegal, unethical or improper conduct.
• Investigate reported wilful acts of non-compliance to organisation policy and practice and report on findings.

Competencies

• Providing Insights
• Developing Strategies
• Making Decisions
• Generating Ideas
• Interacting with People
• Empowering Individuals
• Exploring Possibilities
• Articulating Information

Deadline:13th June,2025