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Regional Manager: Financial Planning Services (EHC491)
Posted date [2017-Nov-10]  (ID: 2277)
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This post has expired! It was posted more than 90 days ago.

Regional Manager: Financial Planning Services 

Menlyn, Pretoria

R85 000 CTC per month negotiable.

Preference will be given to BEE candidates however not exclusive to

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 
  • Prepare reports and presentations 


  • Matric
  • Qual ification recognised by FSB
  • RE Level 1: Representatives
  • RE Level 1: Key Individuals


  • 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 Register and then Apply Online quote EHC491 in the subject line


#regional #manager #financial #services #johannesburg #jobs #recruitment

HOW TO APPLY: Please Register and then APPLY ONLINE
Job Title Regional Manager: Financial Planning Services (EHC491)
Nationality South African
Employment Equity Open to all Candidates
Town/City Menlyn, Pretoria
Location Gauteng
Country South Africa
Job Type Permanent
Industry Insurance
Salary R 85 000pm neg
Languages Spoken English, Afrikaans
Job Ref No EHC491
Start Date ASAP
Closing Date 30 November 2017
HOW TO APPLY: Please Register and then APPLY ONLINE