
Regional Sales Manager
- Pretoria, Gauteng
- R20,000-30,000 per month
- Permanent
- Full-time
- Recruiting of new advisors;
- Ensure that self and team reach sales targets, as amended by the Company from time to time;
- Supervision and guiding of current and future advisors;
- All leads allocated to the branch staff needs to be tracked and actioned;
- Sales activities will need to be reported on a daily basis;
- Branch’s activities needs to be tracked via the CRM system and reported on any non-compliance issues highlighted by back office for any branch staff needs to be addressed and repeat issues will need to be brought into account through the performance management process;
- Need to ensure all brokers linked to the branch meet their training requirements to remain on the representation register;
- To actively manage the regional marketing activities and costs;
- Keep branch administration accurate and up to date;
- To actively manage the profitability of the branch with the Aluma finance team.
- Effectively manage time of team and self to reach goals;
- Ability to lead and manage team, developing where needed and ensuring KPI’s are reached;
- Ability to build strong relationships;
- Ability to delegate work with authority, ensuring staff take initiative and accountability for their own development;
- Ability to interact comfortably with a diverse group of people;
- Ability to show empathy and an active listener;
- Excellent verbal and written communication with the ability to provide concise and relevant information;
- Effectively identify problems as soon as they arise;
- Be mutually accountable for all projects taken on;
- Ability to think outside of the box and be open minded when it comes to new ways of working;
- Ability to find creative means in order to solve problems;
- Identify critical factors which will affect certain outcomes;
- Accurately evaluate options and establish priorities;
- Analyse information to determine reliability and draw conclusions;
- Open and honest communication regarding products;
- Ability to persuade individuals so as to see reason;
- Successful creation and implementation of negotiation strategy;
- Ability to take accountability, when required;
- Ability to remain calm in a situation of conflict;
- Ability to create logical and thorough financial reports.
- Minimum matric, Degree or diploma preferred;
- RE 5 (non-negotiable), RE1 (advantageous);
- NQF 5 or 120 credits in Wealth Management, Financial Planning or a similar field;
- CFP (advantageous);
- At least 5 years financial services industry experience;
- Well versed in Excel and MS Office;
- Ability to perform Financial Needs Analysis;
- 2 years’ experience in management;
- Strong administration skills;
- Experience in Client services.