Senior Sales Manager | Johannesburg
Role Purpose:
Lead and manage a team of digitally enabled Financial Planners to provide clients compliant financial planning and product solutions.
To grow this leading Insurers footprint through an increase in new business by generating advice opportunities and to
support the delivery of a client experience focussed on financial wellness.
support the delivery of a client experience focussed on financial wellness.
Requirements:
Relevant Bachelor’s degree required (sales, marketing or related field)
RE 5 + FAIS complaint KI qualification
3-5 years’ experience in the Financial services industry (preferably long-term
insurance experience)
Proven track record in industry related sales management within an advisory
environment
In depth Insurance product knowledge (added advantage)
Duties and Responsibilities:
• Grow financial planner footprint through attraction and retention of new financial planners
• Engage with internal and external stakeholders to identify opportunity
for growth and provide relevant sales support
• Develop innovative digital methods to identify and develop new
channels, networks and business opportunities
• Develop plans and tactics for the achievement of sales targets through
opening new markets/demographics
• Influence in the design process in response to client requirements and
client experience in order to effectively package and market products
or solutions to meet client’s financial wellness needs
• Provide ongoing support to planners to facilitate growth and sustained
business relationship
• Pursue productivity and drive the achievement of growth and
engagement targets to increase new business and the acquisition of
new clients
• Ensure the Financial Wellness Framework is embedded within the
planners to execute the philosophy
• Effectively execute and manage the supervision process for all planners
under supervision
• Optimise social media demand generation platforms and processes
• Build and maintain relationships with planners in order to deliver on
service level agreements
• Optimise digital straight through processes to improve client
experience and enhance efficiency
• Formulate action plans to enable the implementation of the digital
engagement strategy
• Ensure that the financial planners execute the opportunities identified
• Participate and contribute to a culture which builds sustainable
relationships, facilitates feedback and provides exceptional client
service
• Create a positive work climate and culture to energise employees,
minimise work disruption and maximise employee productivity
• Demonstrate exemplary leadership behaviour in line with vital
behaviours through personal involvement, commitment and dedication
in support of organisational values
• Select and recruit suitably qualified talent in line with Employment
Equity principles
• Drive a culture that guides and directs best practice, fostering an
environment of continuous learning, improvement and cohesiveness
• Take ownership for driving own career development, regulatory
adherence and ethics
• Execute effective workforce planning practices to ensure that staffing
requirements are accurately forecasted
• Identify vesting, planner/employee growth and development needs
and schedule interventions to enable ongoing development, training
and personal growth
• Effectively drive performance excellence within the team in order to
ensure business objectives are achieved by setting team goals and
having regular dialogue to achieve meaningful and significant impact
• Establish productive, professional relationships with key stakeholders
in the various networks
• Encourage innovation, ensure integrity in communication, change
agility and collaboration within the team
• Support the Momentum Financial Planning and advice strategy and
compliance in line with relevant strategy
• Appointed as a KI to the licence of the FSP and will be responsible for
the management and oversight of any advice, intermediary service or
licence management instance which transpires within the allocated
area of direct management control
• As a KI the Fit and Proper Requirements as provided for in the FAIS Act
and subordinate legislation (as amended) is to be met and maintained
• Ensure all clients are at all times serviced by an active financial planner
• Control the budget for area, including the authorisation of
expenditures and implementation of financial regulations.
• Identify digital solutions to enhance cost effectiveness and increase
operational efficiency
• Implement risk management, governance and compliance policies in
own practice area, to identify and manage governance and risk
exposure
• Participate in the effectiveness of financial policy, practice and
procedures preventing illegal, unethical or improper conduct
• Manage high risk and financial issues in area of accountability
Competencies:
• Engage with internal and external stakeholders to identify opportunity
for growth and provide relevant sales support
• Develop innovative digital methods to identify and develop new
channels, networks and business opportunities
• Develop plans and tactics for the achievement of sales targets through
opening new markets/demographics
• Influence in the design process in response to client requirements and
client experience in order to effectively package and market products
or solutions to meet client’s financial wellness needs
• Provide ongoing support to planners to facilitate growth and sustained
business relationship
• Pursue productivity and drive the achievement of growth and
engagement targets to increase new business and the acquisition of
new clients
• Ensure the Financial Wellness Framework is embedded within the
planners to execute the philosophy
• Effectively execute and manage the supervision process for all planners
under supervision
• Optimise social media demand generation platforms and processes
• Build and maintain relationships with planners in order to deliver on
service level agreements
• Optimise digital straight through processes to improve client
experience and enhance efficiency
• Formulate action plans to enable the implementation of the digital
engagement strategy
• Ensure that the financial planners execute the opportunities identified
• Participate and contribute to a culture which builds sustainable
relationships, facilitates feedback and provides exceptional client
service
• Create a positive work climate and culture to energise employees,
minimise work disruption and maximise employee productivity
• Demonstrate exemplary leadership behaviour in line with vital
behaviours through personal involvement, commitment and dedication
in support of organisational values
• Select and recruit suitably qualified talent in line with Employment
Equity principles
• Drive a culture that guides and directs best practice, fostering an
environment of continuous learning, improvement and cohesiveness
• Take ownership for driving own career development, regulatory
adherence and ethics
• Execute effective workforce planning practices to ensure that staffing
requirements are accurately forecasted
• Identify vesting, planner/employee growth and development needs
and schedule interventions to enable ongoing development, training
and personal growth
• Effectively drive performance excellence within the team in order to
ensure business objectives are achieved by setting team goals and
having regular dialogue to achieve meaningful and significant impact
• Establish productive, professional relationships with key stakeholders
in the various networks
• Encourage innovation, ensure integrity in communication, change
agility and collaboration within the team
• Support the Momentum Financial Planning and advice strategy and
compliance in line with relevant strategy
• Appointed as a KI to the licence of the FSP and will be responsible for
the management and oversight of any advice, intermediary service or
licence management instance which transpires within the allocated
area of direct management control
• As a KI the Fit and Proper Requirements as provided for in the FAIS Act
and subordinate legislation (as amended) is to be met and maintained
• Ensure all clients are at all times serviced by an active financial planner
• Control the budget for area, including the authorisation of
expenditures and implementation of financial regulations.
• Identify digital solutions to enhance cost effectiveness and increase
operational efficiency
• Implement risk management, governance and compliance policies in
own practice area, to identify and manage governance and risk
exposure
• Participate in the effectiveness of financial policy, practice and
procedures preventing illegal, unethical or improper conduct
• Manage high risk and financial issues in area of accountability
Competencies:
Business Acumen
Client/ Stakeholder Commitment/ Engagement Skills
Drive for Results
Leads Change and Innovation
Written and verbal communication
Collaboration
Impact and Influence
Self-Awareness and Insight
Diversity and Inclusiveness
Growing Talent (Experienced financial advisers)
Client/ Stakeholder Commitment/ Engagement Skills
Drive for Results
Leads Change and Innovation
Written and verbal communication
Collaboration
Impact and Influence
Self-Awareness and Insight
Diversity and Inclusiveness
Growing Talent (Experienced financial advisers)
