Area Sales Manager, TSF

Job Objective

• Responsible for overseeing sales operations, meeting targets and managing the sales teams within his/her area.
• Upskill and motivate Advisors and Business Managers towards effectively implementing sales strategies for retail insurance sales.

Responsibilities

• Analyse and interpret financial statements and sales data.
• Achieve growth and hit sales targets by successfully managing the sales team whilst meeting other key performance indicators set out per year.
• Build and promote strong, long-lasting customer relationships by partnering with them and understanding their needs.
• Identify and source new channels for recruitment and engagement of Advisors.
• Supervise (includes coaching and mentoring), train, motivate and develop Advisors/Business Managers.
• Formulate sales strategies for life and health insurance products and achieve set sales targets.
• Review Business Managers' sales reports to establish trends and identify areas of improvement.
• Identify viable sales strategies to be implemented by Business Managers.
• Manage and maintain weekly, monthly and all required sales reports.
• Identify trends in Retail business and proactively advise Group Head on potential actions to take.
• Identify and escalate actual and/or potential operational and administrative issues to the Group Head.
• Assist in identifying required resources and personnel to achieve the revenue budget of the Group.
• Present Area performance at the Monthly Divisional MPR, QBR & Budget meetings.
• Seek approval for accepting/processing transactions when required.
• Negotiate rates with underwriters when required.

Education / Professional Qualification

• Bachelor's degree in any field from a reputable tertiary institution.
• Professional qualifications (i.e. CII, CIIN or other of similar equivalence) will be an advantage.

Experience

• Minimum 8 years' experience in Financial Services, of which 4 years should be in the Insurance Business (Underwriting, Sales or Operations).