Role Purpose\u00a0\u00a0 \u00a0<\/p>\n
\tThe Retail Regional Manager that will start up a new Retail region in JHB to build, supports and manages a team of consultants and helps them build connections with their respective Independent Financial Advisers (IFAs). The Retail Regional Manager also needs to ensure the growth of the IFA business, while achieving regional sales targets.<\/p>\n
Requirements\u00a0\u00a0 \u00a0
\nQualifications:<\/p>\n
\tBCom degree in the following fields: Financial Planning, Financial Management, Investments, Business Management.
\n\tHonours degree is an advantage.
\n\tCFA and\/or CFP\u00ae is an advantage.<\/p>\n
Experience:<\/p>\n
\t1 to 3 years start up successful business experience preference to financial services
\n\t5 to 8 years\u2019 financial service industry experience with majority in risk and saving.
\n\t3 to 5 years\u2019 relevant management experience.
\n\t3 to 5 years Momentum Leadership and Momentum Myriad and Investo experience an advantage.<\/p>\n
Knowledge:<\/p>\n
\tStrong business acumen, with an ease to take decisions and initiating action.
\n\tIndustry related business process experience \u2013 new business, underwriting, claims.<\/p>\n
Duties & Responsibilities\u00a0\u00a0 \u00a0
\nBuild new business:<\/p>\n
\tThe RGM needs to recruit, train and vest retail consultants. He\/she needs to hunt for new advisers as well as get existing contracted non-supporting advisers to partner with Momentum. He\/she needs to drive sales in the retail product lines so as to ensure target achievement. (Myriad, Investo, Health. Estate plan and Funds@work.) The RGM needs to manage panel sizes, panel penetration and ensure that he has a healthy functioning team.<\/p>\n
People mobiliser:<\/p>\n
\tManage and effectively lead a diverse team of consultants to maximise their outputs and reach their performance targets.
\n\tContinuously drive the attraction and retention of the best consultants to match the IFA base in the region.
\n\tProvide regular performance feedback and job coaching.
\n\tMobilise, motivate support the consultants through a trust relationship.
\n\tSustain and motivate a team that will support the leader and their business plan.
\n\tManage consultants and their panels according to the panel management practice.
\n\tMonitor the number of meaningful visits done by consultants weekly and monthly to ensure visibility.
\n\tBuild pivotable relationships with all key stakeholders, including the Momentum product houses and external stakeholders.<\/p>\n
High-performance culture:<\/p>\n
\tDevelop and execute the business plan outlined by Momentum Distribution Services (MDS) for the respective region.
\n\tSet and uphold performance standard in the team to continuously attract new IFAs.
\n\tSet annual, quarterly, and monthly sales targets for each consultant in the region.
\n\tDevelop and drive growth in sales distribution that are in support of strategic objectives of MDS.
\n\tCreate a team of high performers and a culture that drives growth, recognition, and competitiveness.
\n\tEnsuring the achievement of sales targets on a monthly and annual basis.<\/p>\n
Learning and Development Catalyst:<\/p>\n
\tEngage with product house specialists systematically and consistently to ensure the team is knowledgeable with the relevant Momentum products.
\n\tSupport and drive the various learning programmes that are run in MDS with the team.
\n\tFacilitate new content, product changes and enhancements to consultant and the IFA market.
\n\tConduct a product competitor comparison with the products offered by Momentum.<\/p>\n
IFA Acquisition and Connection:<\/p>\n
\tAcquire new sustainable IFA Relationships within the region.
\n\tTake ownership of the IFAs in the region to build meaningful and mutually beneficial relationships between the advisers and Momentum.
\n\tEnsure frequent engagement and marketing activities are facilitated by the team to IFAs.
\n\tDrive clear communication between IFA\u2019s and consultants.
\n\tActively monitor and report on IFA engagement and team output to the broader MDS.
\n\tEnsure advice-led and best practice principles engagements with IFA\u2019s.
\n\tDrive sound financial and corporate governance practices.<\/p>\n
Competencies\u00a0\u00a0 \u00a0<\/p>\n
\tDeciding and initiating action: Takes responsibility for actions, projects and people; takes initiative and works under own direction; initiates and generates activity and introduces changes into work processes; makes quick, clear decisions which may include tough choices or considered risks.
\n\tLeading & supervising: Provides others with a clear direction; motivates and empowers others; recruits staff of a high calibre; provides staff with development opportunities and coaching; sets appropriate standards of behaviour.
\n\tWorking with people: Shows respect for the views and contributions of other team members; shows empathy; listens, supports and cares for others; consults others and shares information and expertise with them; builds team spirit and reconciles conflict; adapts to the team and fits in well.
\n\tAdhering to principles & values: Upholds ethics and values; demonstrates integrity; promotes and defends equal opportunities, builds diverse teams; encourages organisational and individual responsibility towards the community and the environment.
\n\tLearning & researching: Rapidly learns new tasks and commits information to memory quickly; demonstrates an immediate understanding of newly presented information; gathers comprehensive information to support decision making; encourages an organisational learning approach (i.e. learns from successes and failures and seeks staff and customer feedback).
\n\tFormulating strategies & concepts: Works strategically to realise organisational goals; sets and develops strategies; identifies, develops positive and compelling visions of the organisation\u2019s future potential; takes account of a wide range of issues across, and related to, the organisation.
\n\tPlanning & organizing: Sets clearly defined objectives; plans activities and projects well in advance and takes account of possible changing circumstances; identifies and organizes resources needed to accomplish tasks; manages time effectively; monitors performance against deadlines and milestones.
\n\tDelivering results & meeting customer expectations: Focuses on customer needs and satisfaction; sets high standards for quality and quantity; monitors and maintains quality and productivity; works in a systematic, methodical and orderly way; consistently achieves project goals.
\n\tAdapting & responding to change: Adapts to changing circumstances; tolerates ambiguity; accepts new ideas and change initiatives; adapts interpersonal style to suit different people or situations; shows an interest in new experiences.
\n\tCoping with press & setbacks: Maintains a positive outlook at work; works productively in a pressurized environment; keeps emotions under control during difficult situations; handles criticism well and learns from it; balances the demands of a work life and a personal life.<\/p>\n
go to method of application \u00bb<\/p>\n
Apply via company website ( ) or<\/p>\n
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