Regional Sales Manager - Tied Financial Advisory Services * Neg
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BA Personal as a specialist in our field of expertise with extensive experience in placing niche and specialized roles both Nationally and Globally, is known for attracting and representing high caliber candidates. Our clients are diverse Leaders in their respective Industries and Representatives across all business sectors.
Excellent opportunity for a highly experienced Distribution Sales Manager: TIED FINANCIAL ADVISORY SERVICES with vast product experience to meet growth objectives in all distribution channels in the Life and Wealth, Personal lines and Commercial Lines channels.
Duties & ResponsibilitiesLeadership and Direction
- Identify and communicate the actions needed to implement the function's strategy and business plan within the business area or department; explain the relationship to the broader organization's mission, vision and values; motivate people to commit to these and to doing extraordinary things to achieve local business goals.
- Develop tactical plans for optimizing resources and assets being managed to deliver on the Tied Financial Advisory Services strategy to meet business growth requirements.
- Effectively align channel objectives to overall organizational / business objectives in order to meet profit targets.
Business Planning
- Develop and propose annual business plans for the Tied Financial Advisory Services ensuring alignment with strategy.
- Meet growth objectives in all distribution channels in the Life and Wealth, Personal lines and Commercial Lines channels.
- Recommend financial and headcount budgets; propose business targets (e.g., revenues or other key performance indicators); and schedule key activities/projects, ensuring integration with other elements of the organization.
Stakeholder Engagement (Internal and External)
- Identify and manage stakeholders up to top management level, finding out their needs/issues/concerns and reacting to these by leading and coordinating the development of stakeholder engagement plans to support the communication of business information and decisions.
Promoting Customer Focus
- Manage, monitor and ensure that exceptional customer service is delivered across the distribution channels in the Life and Wealth, Personal lines and Commercial Lines.
Organizational Capability Building
- Evaluate the capabilities of individuals within the department to identify gaps and prioritize development activities. Implement the organization's formal development frameworks within the area of responsibility.
- Coach and mentor others to support the development of the organization's talent pool.
Compliance
- Accountable for planning, monitoring and controlling the Risk and Governance of the distribution channels in the Life and Wealth, Personal lines and Commercial Lines.
- Drive the application of good governance principles and legislative compliance within the environment.
Performance Management
- Manage and report on the performance of the function / business area; set appropriate performance objectives for direct reports and hold them accountable for achieving these; take appropriate corrective action where necessary to ensure the achievement of annual business objectives.
Personal Capability Building
- Maintain external accreditations and in-depth understanding of current and emerging technologies, external regulation, and industry best practices through continuing professional development, attending conferences, and reading specialist media.
- Sell complex, often customized products and services to significant customers and/or manage a significant sales department.
General Education
- Grade 12/ SAQA Accredited Equivalent (Essential); FAIS accredited NQF5 (120 credits) (Essential); KI Regulatory Examination (Essential); Full product holding accreditation (Essential); CFP (Advantageous); Business Related Degree (Advantageous); Management and/or coaching qualification (Advantageous)
General Experience
- 8 or more years' experience managing a sales-driven team or multi-teams in the financial sector (Essential); Experience within life and wealth long-term insurance industry (Essential); Previous Tied Agent Experience (Advantageous)
Managerial Experience
- 5 or more years' regional or multi-team managerial experience within a financial services environment (Essential)
Manager – Financial Services Advisory
Posted 22 days ago
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Join to apply for the Manager – Financial Services Advisory role at BDO South Africa
Join to apply for the Manager – Financial Services Advisory role at BDO South Africa
At BDO, we believe in investing in our people to help them grow, both professionally and personally. The foundation of our business is strong relationship, with colleagues, clients and other stakeholders and we work hard every day to make this a reality. Our commitment is to create unlimited growth by giving our people continuous opportunities.
BDO’s global organisation extends across 167 countries and territories, with 88,120 people working out of 1,617 offices - and we’re all working towards one goal: to provide our clients with exceptional service. Our firms across the organisation cooperate closely and comply with consistent operating principles and quality standards.
BDO South Africa has vacancies for Managers to join our Financial Services Advisory Division in our Johannesburg Offices.
The Manager manages work assignments to completion within the allocated time frame and to an appropriate standard (quality). In addition to managing client engagements, the Manager should be able to effectively mentor and coach team members, while having a strong focus on business development and internal initiatives.
Main Duties And Responsibilities
- Take ownership of, and manages work assignments to completion within the allocated time frame and to an appropriate standard (quality), through:
- proper planning before the assignment,
- appropriate coaching during the assignment,
- attention to quality of the deliverable and the supporting documentation, adequately completing provisions,
- managing the WIP appropriately and within budget, where applicable, billing the engagement, and
- closing the engagement.
- Is an effective project manager
- Track any delays and overruns and raises these at the relevant partner catch-ups and client meetings. Get immediate and timely agreement from the client to overruns.
- Reviews written documents to ensure that they are organised, well-written, referenced and easy to follow.
- Establish effective working relationships directly with key clients and broader BDO stakeholders.
- Bring industry insights and recommendations to the client during client discussions. Ensures value-added delivery to the client driving sustainability of client relationship and work allocation
- Coordinate and lead meetings with the key client stakeholders and internal senior stakeholders in the absence of the partner.
- Assess and manage project risks, processes, and controls.
- Develop a comprehensive understanding of the client’s processes and methodologies, including the reviews of process flows.
- Develops a more strategic view of the business and participates in strategic initiatives through the coaching of the partners.
- Able to lead initiatives from commencement to conclusion with minimal coaching and mentoring. Understands when to request input or assistance.
- Takes on operational role/s within the business, in addition to allocated client assignments
- Participate in proposal development as and when required
- Participate in training efforts
- Bcom Internal Audit
- Bcom Information Systems/Informatics
- Bsc Computer Science
- CISA, CA(SA) or CRISC
- 5 to 6 years of IT Audit Experience
- Knowledge of General IT Controls, Application Controls, Data Analytics, ISAE 3402 reviews, Business process analysis
- General IT Controls, Application Controls, Data Analytics, ISAE 3402 reviews, Business process analysis
- Effective Communication Skills, both written and verbal.
- Problem-solving techniques and effective conflict management skills.
- People management skills
- Ability to engage with top management and clients.
- Ability to establish and maintain strong relationships.
- Mentoring and coaching skills
- Relationships and Collaboration
- Exceptional Client Service
- Business Growth
- Engaging people
- Leadership
- Quality, Risk management and Operational performance
Only short-listed candidates will be contacted.
#NR Seniority level
- Seniority level Mid-Senior level
- Employment type Full-time
- Job function Other
- Industries Accounting
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