Introduction
Metropolitan is one of the oldest financial services brands in South Africa. With a 125-year legacy of serving the communities in which it operates, Metropolitan represents true empowerment in serving Africa's people through affordable financial solutions that create financial growth and security.
Metropolitan operates in South Africa, but the brand is also present in 12 African countries including Namibia, Botswana, Kenya, Ghana, Nigeria, Lesotho, and Swaziland. Metropolitan provides financial wellness solutions that meet the needs of low-income clients, including funeral insurance, health, savings, hospital cash-back cover, retirement solutions, and life insurance.
Role Purpose
Develop and drive profitable sales through effective plans, targets, and growth in support of the business's strategic objectives, maintaining compliance with regulatory requirements.
Requirements
Qualifications
Grade 12 or equivalent qualification
FAIS recognised qualification (minimum 120 credits)
FAIS Key Individual Regulatory Exam Level 1 (essential)
FAIS Representative Regulatory Exam Level 5
Degree in Commerce or Business Management (advantageous)
Financial planning qualification (advantageous)
Experience
8 - 10 years experience in the insurance industry (essential)
5 - 8 years relevant managerial experience fulfilling the duties of a compliant key individual (essential)
Skills and Knowledge
Influencing and negotiation skills
Planning and organising skills
Analytical skills
Interpersonal and people management skills
Knowledge of the sales cycle, processes, and policies
Knowledge of the insurance industry
Relevant product knowledge
Knowledge of relevant regulatory and legislative requirements
Duties & Responsibilities
Internal Process
Develop the necessary sales strategy and tactics to close identified business, including all necessary sales activities, prospect calls, presentations, and executive meetings.
Set targets and take accountability for the overall achievement of performance objectives in the business area, by driving sales performance.
Provide clear direction on the strategic plan and key focus areas to ensure targets are met. Manage and drive the turnaround time in terms of targets to ensure a high sales performance.
Manage the delivery of deviance reporting as and when requested, to provide recommendations and mitigating solutions to deviances that have occurred.
Assist team members, as necessary, by interacting with clients in order to facilitate sales and/or client concerns/complaints.
Manage allocated sales budget through effective coordination of sales activities and behaviours, key accounts, and expense budget.
Communicate processes, control requirements, risk management frameworks, and regulatory requirements that impact the sales process.
Coach team members on all the processes and controls and ensure understanding and commitment. Ensure team members complete all required compliance exams and attestations within specified timeframes.
Client
Build and maintain relationships with internal and external stakeholders.
Contribute to the process of negotiating objective and realistic service level agreements, monitor appropriateness, and recommend adjustments.
Define service practices that build rewarding relationships, encourage innovation, and allow others to provide exceptional client service.
Deliver on service level agreements made with clients and internal and external stakeholders to ensure that client expectations are managed.
Make recommendations to improve client service and fair treatment of clients within area of responsibility.
Participate and contribute to a culture that builds rewarding relationships, facilitates feedback, and provides exceptional client service.
People
Create a positive work climate and culture to energise employees, give meaning to work, minimise work disruption, and maximise employee productivity.
Demonstrate exemplary leadership behaviour, through personal involvement, commitment, and dedication in support of organisational values.
Select and recruit suitably qualified talent in line with Employment Equity principles and company values.
Drive a culture that guides and directs best practice, fostering an environment of continuous learning, improvement, and cohesiveness.
Enable a learning and growth culture whereby information regarding successes, issues, trends, and ideas are actively shared between team members.
Execute effective workforce planning practices to ensure that staffing requirements are accurately forecasted.
Identify employee growth and development needs and schedule interventions to enable ongoing development, training, and personal growth.
Effectively manage performance within the team to ensure business objectives are achieved.
Encourage innovation, change agility, and collaboration within the team.
Finance
Identify solutions to enhance cost-effectiveness and increase operational efficiency.
Manage financial and other company resources under your control with due respect.
Control the budget for area, including the authorisation of expenditures and implementation of financial regulations.
Manage high-risk and problematic financial issues in area of accountability and contribute to the development of policy.
Competencies
Business Acumen
Developing Strategies
Providing Insights
Leading Change and Innovation
Motivating and Inspiring Team
Collaboration
Impact and Influence
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