Provincial Sales Manager - Standard Bank South Africa Limited
(2021-09)
- Managing and oversight of Financial Planners in the Voice and Digital Advisory environment
- Servicing orphan and existing clients by doing Bi-yearly and annual Reviews
- Sales – cross and up sell solutions to existing and new clients
- Mentoring and coaching financial planners to achieve their full potential
- Internal and external Campaign management driving leads and sales initiatives
- Quality, Compliance and Accreditation, Operational, Compliance to legislation, and alignment with the FSCA, FAIS, POPI and TCF requirements
- Manage Process assurance control functions
- Risk mitigation management
- Departmental strategy and business planning
- Delivery of operational effectiveness
- Operational risk management
- Stakeholder Relations
- Reporting
Business Development Manager - AIG South Africa Limited
(2019-08 - 2021-08)
General Insurance Division
- Keep abreast of local market changes and trends
- Manage the business development process through lead generation and developing & managing existing and new distribution channel relationships
- Keep abreast of new products/product developments from competitors in the local market and provide feedback to BMC Manager and profit centres
- Regularly meet with current and potential distribution channels to explore needs, requirements and actively pursue any kind of business opportunity
- Examining risks and potentials; estimating client's/stakeholder's needs and goals
- Develop and manage internal and external Campaigns
- Distribution strategies and promoting new Accident and Health products and other products lines
- Maximize distribution channel relationships through strong, solution driven partnership strategies and action plans (cross-sell, up-sell)
- Manage personal budget and related financials
- End to end management of internal and external SLAs to meet distribution channel & client expectations of performance and efficiency
- Manage satisfactory levels of TCF principles aligned with governance and business values
- Ensure division meets all relevant audit requirements
- Keep abreast of all relevant legislation
- Manage designated, assigned distribution channels, and ensure monthly production targets are met
- Prepare & present proposals to distribution channels and bind/ underwrite business within Branch authority. Refer to Profit Centres when outside underwriting mandate
- Drive and coordinate the renewal process
- Manage the pipeline process for designated distribution channels
- Screens potential business deals by analysing market strategies, deal requirements, potential, and financials; evaluating options; resolving internal priorities; recommending equity investments
Business Development Manager - Discovery (Vitality)
(2017-10 - 2019-07)
Distribution Channel Division
- Identifies trendsetter ideas by researching industry and related events, publications, and announcements
- Locates or proposes potential business deals by contacting potential partners, discovering, and exploring opportunities
- Develops negotiating strategies and positions by studying integration of new venture with company strategies and operations
- Examining risks and potentials; estimating client's/stakeholder's needs and goals
- Develop and Manage Campaigns & Corporate wellness
- Distribution strategies of core products and new vitality products
- Manage Cost Centre budgets and related financials
- End to end management of QA, internal audits, SLA's, Risk analytics; CSI, Employee Satisfaction
- Manage satisfactory levels of TCF principles aligned with governance and business values
- Ensure division meets all relevant audit requirements
- Keep abreast of all relevant legislation
- Implement and manage a performance culture
- Screens potential business deals by analysing market strategies, deal requirements, potential, and financials; evaluating options; resolving internal priorities; recommending equity investments
Retention Manager - Discovery (Vitality)
(2016-10 - 2017-09)
Customer Retention Division
- Develop and Implement strategies for customer retention
- Analyse and save accounts from cancelation and/or dormancy
- Maintains awareness of all service matters including technical solutions implementations and activities
- Ensures compliance levels are met in accordance with all maintenance contracted service level agreements
- Implementing strategies to mitigate business Risks, SLA's Process management
- Business analysis, Resource planning
- Affinity matching
- Business analysis and Affinity matching
Learning and Development Manager - Momentum (MMI Holdings)
(2015-11 - 2016-09)
Middle Market (Retail sales) Division
- Manage a key strategy for an effective training and knowledge base
- Set and monitor standards for training and learning
- Compliance to legislation, and alignment with FAIS requirements
- Manage legislative requirements including ensuring that all staff obtain their Fit and proper qualifications
- Facilitating and manage the financial life skills program
- Evaluate training and learning and their impact on colleagues' knowledge and practice and use this to achieve continuous improvement
- Sets Regional targets and ensuring stake holder management and relationships
- Public Sector Stakeholder Engagement
- Develop and Implement Regional strategies aligned with the National Sales and Marketing strategy
Branch Manager (Key Individual) - Momentum (MMI Holdings)
(2014-10 - 2015-11)
Distribution (Middle Market) Division
- Sales and Marketing of insurance products, process implementation
- Develop and Implement Regional strategies aligning it with the National sales and marketing strategy
- Manage advisors according to company policy and procedures
- Facilitating and manage the financial life skills program
- Directing all operational aspects including distribution, customer service, human resources
- Administration and sales in accordance with the company's objectives
- Sets Regional targets and ensuring consultants achieve individual targets
- Identify, evaluate, and manage strategic risks and opportunities
- Manage daily operations, especially customer service and finance activities, and make improvements as needed
- Develop and execute branch sales strategies to maximize revenues
- Ensure coordination between sales, marketing, accounts, and administrative departments
- Manage Process assurance control functions
- Ensures compliance levels are met in accordance with all maintenance contracted service level agreements
- Implementing strategies to mitigate business Risks, SLA's Process management
- Business analysis, Resource planning
- Affinity matching
- Business analysis and Affinity matching
Direct Sales Manager (Key Individual) - Alexander Forbes
(2013-07 - 2014-09)
Distribution (Retail Sales) Division
- Develop a sales strategy to achieve organizational sales goals and revenues
- Performance of quality assurance control of new business including New Business Sales and Retention volumes
- Compliance to legislation, and alignment with FAIS requirements
- Facilitating and manage the financial life skills program
- Manage the annual, quarterly, and monthly sales forecasts and revenue
- Manage, co-ordinate and monitor online sales activity
- Cultivate effective business relationships with executive decision makers in key accounts
- Formulate sales policies and procedures
- Prepare budgets, control expenses, and monitor budgets
- Represent the company at attend trade meetings and industry conventions
FAIS Sales Manager (Key Individual) - Iemas Financial Services
(2011-06 - 2013-06)
Distribution (Insurance Sales) Division
- Effectively managing a sales team ensuring sales targets are met, manage advisers with reaching their sales targets
- Ensure day to day running of the teams dealing with all employee management
- Support the team in developing sound product knowledge and in their specialist consulting roles(training and coaching)
- Designing and implementing a strategic sales plan
- Present sales, revenue and expenses reports and realistic forecasts to the management team
- Identify emerging markets and market shifts while being fully aware of new products and competition status
- Analyse sales data and recommend changes or improvements for better customer satisfaction and future revenue
- Interact with sales representatives, team leaders/managers, and executives to evaluate sales strategy and results
Business Development Manager - Sanlam Connect
(2010-02 - 2011-06)
Distribution (Insurance Sales) Division
- Identify, procure & develop key strategic relationships with Advisors
- Develop and drive a distribution strategy
- Forecasting: Collaborate with marketing executives to ensure that new products reach the right markets at the optimal time
- Drive and present awareness and strategic understanding of external influences such as legislation, financials, costs, and environmental pressures to ensure consultants deliver on their targets at a high and efficient standard
- Working with managers in different departments to help them prepare presentations and manage contract negotiation
- Research markets and create strategies for expanding in their company's current markets and for finding new ones
- Work in collaboration with multiple internal departments to share real-time market information and voice of the customer with a focus on a team-based approach to territory and business growth
- Proactively identify areas of growth and improvement
District Manager - Avbob
(2008-04 - 2010-01)
Insurance Sales (Marketing) Division
- Manage strategies for Source Marketing
- Provides input to strategic decisions that affect the functional area of responsibility
- Give input into developing the budget and then ensures that project/department goals are met by adhering to approved budgets
- Recruits, trains, and monitors the performance of new insurance agents
- Provides updates to the regional manager regarding operating results, insurance trends, and competitor methods
- Lead sales operations within the insurance company
- Create and implement business strategies and goals including the development of sales quotas
- Present sales strategies and deliver high level reports
- Identifying new areas of business risk as they arise and ensuring appropriate risk mitigation mechanisms are in place
Financial Advisor - Liberty Life
(2007-04 - 2008-03)
- Contacting clients and setting up meetings, either within an office environment or in clients' homes or business premises
- Conducting in-depth reviews of clients' financial circumstances, current provision and future aims
- Analysing information and preparing plans best suited to individual clients' requirements completing risk analyses
- Researching the marketplace and providing clients with information on new and existing products and services
- Designing financial strategies
- Assisting clients to make informed decisions
- Researching information from various sources, including providers of financial products reviewing and responding to clients changing needs and financial circumstances
- Promoting and selling financial products to meet given or negotiated sales targets
- Negotiating with product suppliers for the best possible rates
- Liaising with head office and financial services providers
- Communicating with other professionals, such as estate agents, solicitors, and values
- Keeping up to date with financial products and legislation
- Producing financial reports
- Contacting clients with news of new financial products or changes to legislation that may affect their savings and investments
- Meeting the regulatory aspects of the role, e.g., requirements for disclosure, costs of the services provided and the advised products
Client Liaison - Tracker
(2005-04 - 2007-03)
- Receive and respond to client calls ensuring all telephone interactions are promptly responded to in an efficient and empathetic manner utilising superior telephone etiquette and communication skills
- Redirect inbound calls to the relevant service divisions within the business as necessary
- Contribute actively to the ongoing systems development and quality improvement activities
- Ensure administrative assistance provided to community service managers is timely and supportive and delivered in a professional and courteous manner
- Ensure data entry and information processing is attended to contemporaneously and diligently to ensure information accuracy and data integrity
- Provide operational and project support as required
- Meet key performance indicators in relation to quantitative, qualitative, and behavioural measures (e.g., number of calls answered, maintaining call quality and punctuality, flexibility, and reliability of agreed adhered to times) to ensure work performance is consistent
- Creating an environment of optimal Performance, motivation, and fun
- Manage own corporate sales
Senior Sales Consultant Short-term insurance - Telesure
(2001-09 - 2005-03)
- Manage own sales targets for various Personal and Commercial products
- Cross selling initiatives to manage customer retentions
- Up selling of additional products, e.g., Satellite Trackers
- Inspecting of clients' vehicles
- Finalizing of claims from capture of claims to decision making of claims and investigating of claims, including authorizations
- Supervising and coaching new staff
- End to end management of customer queries and complaints
