Sales Manager: Life and Wealth

RESPONSIBILITIES

Leadership and Direction

Explain the action plan to support the sales agents in their understanding of what needs to be done and how this relates to the broader business plan and the organisations strategy, mission and vision; motivate people to achieve business goals.

Performance Management

Monitor the performance of the team; allocate work and review completion, take appropriate corrective action to ensure timeliness and quality; contribute to formal individual performance management and appraisal.

Organisational Capability Building

Use the organisations formal development framework to identify the teams individual development needs. Plan and implement actions to build their capabilities. Provide training or coaching to others throughout the organisation in own area of expertise to enable others to improve performance and fulfill personal potential.

Customer Relationship Management (CRM) Data

Ensure that the sales agents maintain up-to-date customer relationship management data, identifying and resolving issues.

Organisational Risk Management

Ensure the organisation is not exposed to undue risks by using risk management systems to achieve specific goals within a designated area of the business.

Operational Compliance

Identify, within the team, instances of non-compliance with the organisations policies and procedures and/or relevant regulatory codes and codes of conduct, reporting these and escalating issues as appropriate.

Personal Capability Building

Maintain an understanding of accreditation, external regulation, and industry best practices through ongoing assessments, training and education.

Data Collection and Analysis

Collate and analyze data using pre-set tools, methods and formats. Involves working independently.

BEHAVIORAL COMPETENCIES

Being Resilient

Rebounds from setbacks and adversity when facing difficult situations. For example, has excellent composure and professionalism, even in very difficult situations; acts as a steadying force or role model for others. Skillfully overcomes obstacles, learns from failures, and uses these lessons to improve subsequent efforts.

Communicates Effectively

Develops and delivers multi-mode communications that convey a clear understanding of the unique needs of different audiences. For example, tailors communication content and style to the needs of others. Pays attention to others input and perspectives, asks questions, and summarizes to confirm understanding.

Directs Work

Provides direction, delegating, and removing obstacles to get work done. For example, delegates tasks, providing generally clear expectations to staff. Coordinates and integrates the teams work, reducing duplication. Measures team progress using the right indicators; recognizes when problems or shortfalls occur.

Instills Trust

Gains the confidence and trust of others through honesty, integrity, and authenticity. For example, is consistently honest and straightforward; shares uncomfortable information in a clear and helpful manner. Maintains high ethical standards and professional codes of conduct.

Ensures Accountability

Holds self and others accountable to meet commitments. For example, measures and tracks teams and own performance, and helps the team learn from success, failure, and feedback. Adheres to, and enforces, goals, policies, and procedures.

Plans and Aligns

Plans and prioritizes work to meet commitments aligned with organizational goals. For example, strengthens alignment and coordination between own work and others, providing well sequenced activities and exact time frames. Foresees and resolves many potential bottlenecks and delays.

Interpersonal Savvy

Relates openly and comfortably with diverse groups of people. For example, picks up on group interpersonal dynamics and finds ways to work effectively within these parameters; resolves difficult interpersonal situations within the team; works to build greater group harmony. Coaches team members on interpersonal skills.

Collaborates

Builds partnerships and works collaboratively with others to meet shared objectives. For example, readily involves others to accomplish goals; stays in touch and shares information; discourages "us versus them" thinking; shows appreciation for others ideas and input.

Optimizes Work Processes

Knows the most effective and efficient processes to get things done, with a focus on continuous improvement. For example, pays close attention to a variety of metrics and benchmarks; determines both major and subtle ways to optimize processes. Swiftly resolves process breakdowns; takes steps to ensure that problems do not recur.

Manages Complexity

Makes sense of complex, high quantity, and sometimes contradictory information to effectively solve problems. For example, looks at complex issues from multiple angles; explores issues to uncover underlying issues and root causes; sees the main consequences and implications of different options.

SKILLS

Verbal and Written Communication

Apply comprehensive knowledge and provide guidance and training to others on how to use clear and effective verbal and written communication skills to express ideas, request actions and formulate plans or policies.

Action Planning

Provide technical guidance when required to develop appropriate plans or perform necessary actions based on recommendations and requirements.

Planning and Organising

Plan, organise, prioritise and oversee activities to efficiently meet business objectives. Provide technical guidance when required.

Computer skills

Support business processes and understand and effectively use standard office equipment and standard software packages, while providing technical guidance as needed.

Sales Planning and Coordination

Work with guidance to plan and coordinate effective sales campaigns and related initiatives to achieve the best possible returns.

Policy and Regulation

Work with guidance to interpret and apply knowledge of laws, regulations and policies in area of expertise.

Policy and procedures

Provides technical guidance when required to monitor, interpret and understand policies and procedures, while making sure they match organizational strategies and objectives.

Presentation skills

Communicates with other people without requiring supervision and provides technical guidance when required on speaking in a clear, concise and compelling manner.

Resourcing

Works without supervision and provides technical guidance when required on ensuring the organisation can recruit business partners in the independent advisory space with the skills it needs to achieve competitive advantage, while also balancing its resources in order to meet short-term and long-term strategic goals.

EDUCATION

General Education

Grade 12/ SAQA Accredited Equivalent (Essential)

FAIS recognised qualification or Wealth Management Qualification (Essential);

RE 5 (Advantageous);

Degree/ Diploma in Business Management (Advantageous)

EXPERIENCE

General Experience

3 or more years experience in a sales and advisory environment (Essential);

2 years Long-term Insurance experience (Essential)

Managerial Experience

3 or more years experience supervising and directing people (Advantageous)

ADDITIONAL INFORMATION

*SAQA Accredited Equivalent - it is the onus of the applicant to provide 1Life and its subsidiaries with certified evidence that their qualification(s) meet the equivalent NQF level required for this role at time of application. *Financial Sector Conduct Authority (FSCA) competency requirements: FAIS recognised qualifications / Regulatory Examinations / Class of Business Certification and / or CPD according to your DOFA (where applicable). As a registered Financial Service Provider, we are mandated to ensure that all our representatives are and remain fit and proper at all times. By applying for this role, you consent to having your relevant qualification and or accreditation or confirm that you are working towards meeting the competency requirements. You further consent to the relevant information being verified.