Branch Manager

Area Manager | Life Insurance



R----- - R----- Per Annum



The focus of this roles the sales delivery, strategic execution, people development, and regulatory compliance.



Leadership and Direction



Communicate the actions needed to implement the function''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''s strategy and business plan within the team; 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.



Functional Strategy Formation & Implementation



Develop tactical plans for optimizing resources and assets being managed within Tied Financial Advisory Services to meet business growth requirements.



Business Planning



Contribute to the development of annual and longer-term business plans; forecast performance against business key performance indicators; develop business cases for key activities/projects; and estimate the financial and human resources required to deliver performance targets.



Stakeholder Engagement



Develop stakeholder engagement through identifying stakeholders, finding out their needs/issues/concerns and reacting to these to support the communication of business information and decisions.





Operational Compliance



Monitor and review performance and behaviors within area of responsibility to identify and resolve non-compliance with the organization''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''s policies and relevant regulatory codes and codes of conduct.

Performance Management



Manage and report on the performance of a substantial, diverse team; set appropriate performance objectives for direct reports or project / account team members and hold them accountable for achieving these; take appropriate corrective action where necessary to ensure the achievement of team / personal objectives.



Sales Management

Sell complex, often customized products and services to significant customers and/or manage a significant sales department.

Policy and Regulation

Knowledge of the Insurance Act, Insurance principles , Business processes, New business development, Channel distribution, start up strategies, Compliance & regulatory risk management.

EDUCATION

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)
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