Manager Financial Advisors - Cape Town Verfied

Salary Negotiable Cape Town, Western Cape Cape Town, Western Cape more than 14 days ago 20-07-2018 10:39:04 AM
14-09-2018 10:39:04 AM
Candidate with minimum 2 years’ experience in managing Financial Advisors, and minimum 3 years’ Life Insurance Industry experience, required to manage a team of Financial Advisors and drive sales.

Minimum requirements:
• Matric essential
• FAIS compliant – relevant FAIS and RE certificates required
• Minimum 2 years’ experience in managing FA’s
• Minimum 3 years relevant Life Insurance Industry experience essential
• Valid license and own transport required

Responsibilities:
• Manage team of FA’s and drive sales
• Ensure sales targets are met
• Ensure average premium targets are met
• Ensure NTU % are met
• Ensure product mix sales targets are met
• Build and maintain relationships with all stakeholders
• Contribute and implement business strategy
• Formulate and implement strategies to ensure FA’s meet targets
• Manage operational requirements of team
• Conduct required meeting and sales huddles
• Compile and submit reports
• Compliance to regulatory requirement and business procedures and processes
• Identify and implement marketing opportunities and campaigns
• Recruit FA’s
• Quality assurance
• Coaching, mentoring and development of FA’s
• Performance management