Job Description

Metropolitan is one of the oldest financial services brands in South Africa. With a 125-year legacy of serving the communities in which it operates, Metropolitan represents true empowerment in serving Africa's people through affordable financial solutions that create financial growth and security. Metropolitan operates in South Africa, but the brand is also present in 7 African countries including, Namibia, Botswana, Kenya, Ghana and Lesotho. Metropolitan provides financial wellness solutions that meet the needs of low-income clients, including funeral insurance, health, savings, hospital cash-back cover, retirement solutions and life insurance. www.metropolitan.co.za
Disclaimer As an applicant, please verify the legitimacy of this job advert on our company career page.
Role PurposeFormulate, develop and execute key growth sales strategies for the Business Area, through sales teams to ensure annual sales targets are achieved.
Requirements

• B-Degree in Commerce or Business Management
• Grade 12 or equivalent qualification
• Honours degree
• Certified Financial Planner (CFP)
• Relevant regulatory exams or qualifications
• 7 - 10 years experience in a sales environment (essential)
• 3 - 5 years people management experience (essential)
• Experience in financial services industry (essential)
• Exposure to IFA development and portfolio management (desirable)

Duties & ResponsibilitiesInternal processes:

• Develop the necessary sales strategy and tactics to close identified business, including all necessary sales activity, prospect calls and correspondence into the account, presentations and executive meetings.
• Explain and agree targets and take accountability for the overall achievement of performance objectives in the business area. Facilitate achievement of set targets by driving sales performance.
• Provide clear direction on the Business Area strategic plan and key focus areas; ensure understanding and buy-in by explaining their expected contribution to achievement of business objectives (goal alignment).
• Manage and drive the turnaround time in terms of targets to ensure a high sales performance.
• Manage the delivery of deviance reporting monthly / as and when requested, to provide recommendations and mitigating solution to deviances that have occurred (e.g. sales targets not met).
• Assist team members, as necessary, by interacting with clients in order to facilitate sales and/or client concerns/complaints.
• Manage allocated sales budget through effective co-ordination of sales activities and behaviours, key accounts and expense budget.
• Communicate processes, control requirements, risk management frameworks and regulatory requirements that impact the sales process; ensure understanding by all team members.
• Coach team members on all the processes and controls they must execute in their daily work and ensure they understand the reasons for the controls and the consequences for failing to adhere to the prescribed processes.
• Ensure team members complete all required compliance exams and attestations within specified timeframes.

Client:

• Build and maintain relationships with clients and stakeholders that promote cross delivery practice solutions.
• Contribute to sustaining a competitive edge through external networking and benchmarking and representation on related forums.
• Define fair and innovative client service practices which build rewarding relationships and allows team to provide exceptional client service.
• Engage with key internal and external stakeholders to identify changing client needs and make recommendations to align service offering with client needs.
• Manage a client service excellence culture which builds enduring relationships and allows team to provide exceptional client service.
• Manage the introduction of new channels for client interaction in order to improve client services against service expectations.

People:

• Be a member of and make positive contributions to Professional Bodies and Stakeholder Groups
• Create a positive work climate and culture to energise employees, give meaning to work, minimise work disruption and maximise employee productivity.
• Develop, implement and manage a People Capability plan that ensures that the function has the human resources and skills required to deliver on the strategy for the short-, medium- and long-term.
• Identify, attract, appoint, grow, engage, reward and retain top talent to drive strategic execution.
• Demonstrate exemplary leadership behaviour, through personal involvement, commitment and dedication in support of organisational values.
• Drive a culture that guides and directs best practice, fostering an environment of continuous learning, improvement and cohesiveness.
• Enable a learning and growth culture whereby information regarding successes, issues, trends and ideas are actively shared between team members.
• Identify employee growth and development needs and schedule interventions to enable ongoing development, training and personal growth.
• Effectively manage performance within the team in order to ensure business objectives are achieved.
• Ensure that employees are effectively recognised and rewarded in line with organisational practice and governance set by the REM committee.
• Encourage innovation, change agility and collaboration within the team.

Finance:

• Implement and compile budgets to minimise expenditure in alignment with tactical delivery plans.
• 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.
• Implement and manage financial risk methodologies, techniques and systems and use to monitor and report on financial activities.
• Implement and provide feedback on the effectiveness of financial policy, practice and procedures: preventing illegal, unethical or improper conduct.
• Implement risk management, governance and compliance policies in own practice area, to identify and manage governance and risk exposure liability.
• Investigate reported wilful acts of non-compliance to organisation policy and practice and report on findings.

Competencies

• Generating Ideas
• Exploring Possibilities
• Developing Strategies
• Making Decisions
• Empowering Individuals
• Embracing Change
• Upholding Standards
• Seizing Opportunities

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