Regional Manager - KZN North
Momentum Metropolitan Holdings Limited
Momentum Metropolitan Holdings, formerly MMI Holdings, is a South African-based financial services group was established on 1 Dec 2010, through the merger of Metropolitan and Momentum. We are specialists in long and short-term insurance, asset management, savings, investments, healthcare administration, health risk management, employee benefits and rewards programmes. Our purpose is to enhance the lifetime financial wellness of people, their communities and their businesses wherever they may be in the world. Our strategy is simple to build relationships with clients by integrating financial wellness solutions into each and every engagement we may have with them. We want to understand their needs, circumstances and preferences and design holistic lifetime solutions with a personalised suite of products and services that sees to the financial wellness of the individual. At work, we strive to have a culture that is grounded in accountability, diversity, excellence , innovation, integrity and teamwork. Since we are in the business of people, we do not consider Corporate Social Investment as a nice-to-have, but as an imperative to help alleviate some of the challenges we face as a society. We are proud to proclaim our workforce a collective of social givers; employees lend their time, might and money to various projects to uplift and grow the community. MomMet has gone from strength to strength boasting an impressive 16 000 employees, six operating brands; the Multiply rewards programme; specialist cell captive insurance group Guardrisk, healthcare group Carecross, Occupational Care South Africa, property management group Eris and mobile health provider Hello Doctor. Weve also made inroads into the global investment space in the UK through Momentum Global investments. And we are now one of the largest insurers listed on the Johannesburg Stock Exchange (JSE) Role Purpose Develop and drive profitable sales through effective plans, targets and growth in support of the business's strategic objectives, maintaining compliance with regulatory requirements. Requirements Qualifications Grade 12 or equivalent qualification FAIS recognised qualification (minimum 120 credits) FAIS Key Individual Regulatory Exam Level 1 (essential) FAIS Representative Regulatory Exam Level 5 Degree in Commerce or Business Management (advantageous) Financial planning qualification (advantageous) Experience 8 -10 years experience in the insurance industry (essential) 5 - 8 years relevant managerial experience fulfilling the duties of a compliant key individual (essential) Skills and Knowledge Influencing and negotiation skills Planning and organising skills Analytical skills Interpersonal and people management skills Knowledge of the sales cycle, processes and policies Knowledge of the insurance industry Relevant product knowledge Knowledge of relevant regulatory and legislative requirements Duties & Responsibilities Internal Process Develop the necessary sales strategy and tactics to close identified business, including all necessary sales activities, prospect calls, presentations and executive meetings. Set targets and take accountability for the overall achievement of performance objectives in the business area, by driving sales performance. Provide clear direction on the strategic plan and key focus areas to ensure targets are met. Manage and drive the turnaround time in terms of targets to ensure a high sales performance. Manage the delivery of deviance reporting as and when requested, to provide recommendations and mitigating solutions to deviances that have occurred. 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 coordination 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. Coach team members on all the processes and controls and ensure understanding and commitment. Ensure team members complete all required compliance exams and attestations within specified timeframes. Client Build and maintain relationships with internal and external stakeholders. Contribute to the process of negotiating objective and realistic service level agreements, monitor appropriateness, and recommend adjustments. Define service practices that build rewarding relationships, encourage innovation and allow others to provide exceptional client service. 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 that builds rewarding relationships, facilitates feedback and provides exceptional client service. People Create a positive work climate and culture to energise employees, give meaning to work, minimise work disruption and maximise employee productivity. Demonstrate exemplary leadership behaviour, through personal involvement, commitment and dedication in support of organisational values. Select and recruit suitably qualified talent in line with Employment Equity principles and company 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. Execute effective workforce planning practices to ensure that staffing requirements are accurately forecasted. Identify employee growth and development needs and schedule interventions to enable ongoing development, training and personal growth. Effectively manage performance within the team to ensure business objectives are achieved. Encourage innovation, change agility and collaboration within the team. Finance Identify solutions to enhance cost-effectiveness and increase operational efficiency. Manage financial and other company resources under your control with due respect. 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 Business Acumen Developing Strategies Providing Insights Leading Change and Innovation Motivating and Inspiring Team Collaboration Impact and Influence Closing Date 2026/06/07
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