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Join this leading insurer as a Regional General Manager.

The Regional General Manager will acquire new IFAs for the company, responsible for the effective placing of IFA’s in the best panel with best Broker Consultant. Ensure a high-performance culture is set and maintained.

Drive profitable growth through planning, execution and management of a team of BCs that builds IFA Connections.

Responsibilities and Work outputs - 

Active People Mobiliser:

Manage the team
Continuous drive to interview and recruit the best specialist to match the IFA base
Joint calls with specialists.
Regular feedback and coaching - one-on-one and in the team.
People that will walk through fire for their RGM.
Effective lead team.

Driver of high-performance culture:

Develop and execute the business plan
Set the performance standard by regularly attracting new IFAs.
Set annual, quarterly and monthly sales goals for each BC.
Develop and drive growth in sales distribution in support of strategic objectives.
Create a great team spirit.
Active competition and recognition
Ensure achievement of sales targets.

Competition to step up further

Learning and Development Catalyst:

Engage each of their Specialists systematically and consistently
Support the Continuous learning program and knowledge distribution program
Bring new content, product changes smoothly into the IFA market
Master competitor comparison
Develop on full value chain including service, product, and distribution including the enablers of
technology, knowledge and marketing

IFA Acquisition and Connection:

Acquire new IFA Relationships
Take ownership for the IFA's and build meaningful and value-adding relationships between the
advisers and frequent engagement and marketing activities
Drive clear communication to IFA’s
Active reporting,
Drive an engagement that are advice-led environment that focuses on best practice service delivery.
Drive sound financial and corporate governance practices

Competencies Required:

Leading change and innovation
Diversity and inclusiveness
Drive for results
Ability to drive and influence IFA commitment
Collaboration
Impact and influence
Growing talent
Self-awareness and insight

Qualifications:
BCom degree in the following fields: Business Management, Investments.
Honours degree is an advantage.
CFP® is an advantage

Experience:

5 to 8 years’ financial service industry experience with majority in risk and saving
3 to 8 years’ relevant management experience
Strong business acumen, with an ease to take decisions and initiating action
Business process experience – new business, underwriting, claims

Knowledge:
Financial planning and advice process knowledge – tax, structuring, estate planning
Knowledge of financial services industry and company products

Level of Accountability
Functional Leadership