Position: Regional Manager

Location: KZN

Do you love being out and about, meeting new people? Do you want to write your own cheque on a monthly basis? Are you fantastic at coaching and leading your team to success? Are you hungry for Sales and willing to go the extra mile to reach target? Then raise your hand because WE'RE HIRING!!

It’s our mission to unleash the potential in our team, and we know that teams perform best when they are diverse and each individual feels that they belong. That’s why we want you to join us in the capacity of Regional Manager. This role plays an integral part in our team, as you will ensure the business growth and client satisfaction throughout, whilst managing your teams in such a manner so as to achieve success.

Great, so who is a good fit?

A specialist with an affinity for people and the ability to drive teams. Someone who is target and deadline driven and who has the ability to “get things done”. This person needs to generate a high-performance sales team who is able to reach sales targets and increase branch profits.

So what will such a fantastic individual’s duties and responsibilities include?

• 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.

Are there any specific skills and attributes required?

• 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.

Take a look at the what the requirements for this amazing job are:

• 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.