Talent Pool: Regional General Manager; KZN & EC MMH

Role Purpose

The Retail Regional General Manager will acquire new IFAs for Momentum, responsible for the effective placing of IFA’s in the best panel with best BC. Ensure a high-performance culture is set and maintained. Drive profitable growth through planning, execution and management of a team of BCs that builds IFA Connections.

• Qualifications:
  
  BCom degree in Business Management, Investments.
• Honours degree is an advantage.
• CFP® is an advantage.

• 5 to 8 years’ financial service industry experience with majority in risk and saving.
• 3 to 8 years’ relevant management experience.
• Momentum Myriad and Investo experience an advantage.
• Strong business acumen, with an ease to take decisions and initiating action.
• Business process experience – new business, underwriting, claims.

• Financial planning and advice process knowledge – tax, structuring, estate planning.
• Knowledge of financial services industry and Momentum products.

• Manage the team.
• Continuous drive to interview and recruit the best specialist to match the IFA base.
• Joint calls with specialists.
• Regular feedback and coaching - one-on-one and in the team.
• People that will walk through fire for their RGM.
• Effective lead team.
• Have robust relationships with all key stakeholders in MDS product houses and externally.

• Develop and execute the business plan.
• Set the performance standard by regularly attracting new IFAs.
• Set annual, quarterly and monthly sales goals for each BC.
• Develop and drive growth in sales distribution in support of strategic objectives.
• Create a great team spirit.
• Active competition and recognition.
• Ensure achievement of sales targets.
• Competition to step up further.

• Engage each of their Specialists systematically and consistently.
• Support the Continuous learning program and knowledge distribution program.
• Bring new content, product changes smoothly into the IFA market.
• Master competitor comparison.
• Develop on full value chain including service, product, and distribution including the enablers of technology, knowledge and marketing.

• Acquire new IFA Relationships.
• Take ownership for the IFA's and build meaningful and value-adding relationships between the advisers and Momentum.
• Ensure frequent engagement and marketing activities.
• Drive clear communication to IFA’s.
• Active reporting.
• Drive an engagement that are advice-led environment that focuses on best practice service delivery.
• Drive sound financial and corporate governance practices.