Regional Manager: Financial Planning Services (Insurance)

Verified Ad Regional Manager: Financial Planning Services (Insurance) AtripleA recruitment & temps Wednesday, 10 June 2026 Insurance and Investments - Other Insurance South Africa

FULL TIME

Job Specification Company Reference Number MTg1 Job Summary Regional Manager: Financial Planning Services

Localisation

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

Présentation du poste

• Prepare reports and presentations Qualifications:
• Matric
• Qualification recognised by FSB
• RE Level 1: Representatives
• RE Level 1: Key Individuals

Expérience

• 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

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