Portfolio Sales Manager

Through our client-facing brands Metropolitan and Momentum, with Momentum Multiply (our wellness and lifestyle rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings, protect what matters to them and invest for the future. We help companies and organizations care for and reward their employees and members. Through our own network of advisers or via independent brokers and utilizing new platforms Momentum Metropolitan provides practical financial solutions for people, communities, and businesses.

Visit us at www.momentummetropolitan.co.za

Disclaimer As an applicant, please verify the legitimacy of this job advert on our company career page.

Role Purpose

Craft and deliver on sales strateg ies to increase sales / new business volumes and drive key business outcomes.

Requirements

Formal Qualification

• Grade 12 or equivalent qualification
• Bachelors' Degree in Commerce or Business Management
• Relevant legislative/regulatory exams or qualifications
• Financial planning qualification
  
  

Experience

• 5+ years' experience in life insurance sales and distribution (essential)
• 2-3 years' people management experience (essential)
• Leads management experience (essential)
• Business process optimisation experience (essential)
• Call centre or client sales/service experience (essential)
  
  

Knowledge

• Knowledge of the financial services industry
• Knowledge of relevant legislation
• Knowledge of the sales process
• Relevant product knowledge within the industry
  
  

Skills

• Interpersonal skills
• Communication skills
• Planning and organising skills
• Problem solving skills
• Presentation skills
• Coaching and development
  
  

Duties & Responsibilities

INTERNAL PROCESS

• Manage a team of FSCA registered professionals to achieve monthly sales targets by implementing and monitoring sales measures.
• Give input to and implement the sales strategy to increase product uptake, encourage cross selling and enable product engagement.
• Keep abreast with trends, legislation and best practices within the sales and financial planning industry to contribute to optimising the function.
• Give input into the revenue targets for the products and setting key performance indicators. Conduct industry benchmarking to inform quality standards and initiatives within the sales environment.
• Develop, oversee and monitor the implementation quality assurance assessments, reporting processes and policies in line with business, compliance advice and client requirements.
• Provide direct supervision and coaching to employees, ensuring they meet Fit and Proper and performance expectations.
• Understand key business metrics and establish metrics to monitor and report on the effectiveness of business processes and practices in area of responsibility.
• Setup and report regularly on the team’s performance, ensuring performance is in alignment with strategic goals.
• Develop client retention strategies with the enablement team that focus on engagements that encourage clients to retain their product(s).
• Analyse client retention trends and make recommendations to enhance products, service offering or service delivery to the client based on feedback.
• Enable your team by understanding all systems used in the business, including their functionality, impact, and how to optimise their use for performance.
• Enhance system capability and usability within your team to drive sales effectiveness and productivity.
• Provide support to marketing and sales campaigns to ensure optimal uptake and influence of these initiatives.
• Manage the selection and distribution of appropriate leads in line with campaigns requirements within the agreed timeframes.
• Contribute to the development and evolution of the PFP (Pay-for-Performance) model, monitoring feasibility, performance alignment, and ensuring agent understanding.
  
  

CLIENT

• Build and maintain relationships with clients and internal and external stakeholders.
• 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 which builds rewarding relationships, facilitates feedback and provides exceptional client service.
  
  

PEOPLE

• Coach and develop team members key skills, competencies and knowledge to remain fit and proper and competent in the role.
• Create a positive work climate and culture to energise employees, give meaning to work, minimise work disruption and maximise employee productivity.
• Foster a culture of responsible sales, ensuring that the sales team adheres to company values and guidelines.
• Promote adaptability to changes in the sales process, focusing on customer service and advice excellence.
• Team Cohesion: Ensure smooth collaboration across departments, aligning everyone with the department's goals.
• Select and recruit suitably qualified talent in line with fairness and equity principles and Momentum Group culture.
• Drive a culture that guides and directs best practice, fostering an environment of continuous learning, improvement and cohesiveness.
• Understand and manage both your own responsibilities and those of your team, focusing on profitability and achieving business goals.
• Contribute to the development of the digital client journey, ensuring a seamless and effective experience.
• Take initiative in identifying opportunities, making improvements, and driving results beyond standard expectations.
  
  

FINANCE

• Identify solutions to enhance cost effectiveness and increase operational efficiency.
• Manage financial and other company resources under your control with due respect., diligence and care
• 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

• Providing Insights
• Developing Strategies
• Making Decisions
• Directing People
• Team Working
• Upholding Standards
• Developing a business
• Passionate about sales
• Seizing Opportunities
• Pursuing Goals