Job Advert Summary As the regional representative for PPS Internal Distribution, the role will motivate and lead the team of planning, advisory and sales specialists and at all times maintain the PPS brand. The incumbent of this role will report to the National Head: Internal Distribution and will be closely involved in the translation of the channel's distribution strategy into execution. As a member of the Internal Distribution Exco, the incumbent will be required to contribute to the formulation of Internal Distribution strategies, budgets and business plans in line with the mandate given to the channel.
Minimum Requirements Education: • Bachelors degree or equivalent tertiary or NQF 6 qualification in Commerce/Business Management or related field
CFP compulsory Experience: At least 10 years experience in a sales and distribution related role within Financial services or similar background would be preferred 5 years experience in Investment product sales 5 years experience in Insurance product sales Proven track record in people management and leading and directing a sales and distribution team of professionals Experience in leading a regional team and/or a large team managing individual client accounts Proven track record in achieving sales revenue targets Experience in leading and managing culturally diverse teams The establishment of a good network and/or collaborative relationships with professional associations and industry bodies to support achievement of sales targets Knowledge and Skills (maximum of 10): Knowledge and understanding of the dynamics of the graduate professional client market Knowledge of best practices in the financial planning and financial advisory services Knowledge and understanding of sales activity and productivity management processes Knowledge and understanding of the financial drivers of a sales and distribution model with specific reference to sales capacity, product margin and acquisition cost and how these drivers impact on the value of new business as a contributor to the success of the Internal Distribution channel Knowledge and appreciation of the need for consistency in advice and service delivery across the Internal Distribution channel to mitigate against reputational and misspelling risk Ability to develop and implement new sales and distribution methods as required Competencies: Leadership Skills, including the ability to motivate and develop people Exceptional interpersonal, communication and relationship building skills Confident assertive and persuasive ability Target driven and a self-starter with an entrepreneurial mindset Sales skills/orientation A solid work ethic is important Problem Solving ability Adaptability Flexibility, open minded and a "can do" approach Technology Acumen Interpersonal and Intrapersonal: SkillConfidence and assertiveness Target-Driven Self-starter Motivated and motivational Persuasive and influential Client Service Orientated Team-leader and team player Self-awareness Resilient Responsible & accountable Duties and Responsibilities Direct, monitor and lead the development of regional business sales strategies, business plan, and budget in line with Internal Distribution strategy, targets and growth objects Develop, monitor and lead the sales and distribution functions performance against pre-defined performance targets in line with PPS Group and Internal Distribution strategy and targets Design, implement and monitor corrective action to address shortcomings in achieving regional sales targets and revenues Propose new initiatives, plans and programmes to improve the effectiveness of the distribution function Accountable to deliver annual sales profitability, target and volume through appropriate sales and distribution channels Keep abreast with market trends and monitor competitor activities in so far that they impact achievement of PPS sales targets Develop and maintain appropriate relationships with key contacts within the business for opportunities to promote the PPS offering and identify new leads (e.g. Group Marketing and Stakeholder management) Actively engage with, and build strong relationships with key business partners Ensure the effective resourcing of the teams to ensure alignment between required capability and sales performance Lead, motivate and drive performance Effectively mitigate and manage risk and governance requirements
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