Lead the development and execution of the distribution strategy for PPS Short-Term Insurance and drive the achievement of sales targets across all channels. Collaborate with the rest of the PPS Short-Term Insurance Executive Team and PPS Group Marketing Function to deliver sustainable growth, superior stakeholder experience, and consistent brand representation.
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Minimum Requirements
Education:
A relevant bachelor's degree is essential
Certified Finance Planner would be advantageous
Meet the fit & proper requirements of FAIS
Experience:
At least 10 years Sales Management experience in sales and distribution within the Financial Services/Short Term or similar environment
3 to 5 years' experience in Insurance product sales or advice
Proven track record in people management and leading a sales team
Proven track record in achieving sales targets
Knowledge and Skills:
Deep understanding of the graduate professional market, wider South African short-term insurance market and short-term insurance products.
Expertise in sales capacity planning, production margin, acquisition costs, and their impact on business value.
Working knowledge of Treating Customers Fairly (TCF) and consistency in advice/service delivery.
Proficiency in MS Office, CRM, and short-term insurance systems.
Strategic vision, agility, confidence, assertiveness, and resourceful problem-solving.
Competencies:
Target-driven and self-starter
Persuasive and influential
Client service orientated
Team leader and team player
Self-awareness and resilience
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Duties and Responsibilities
Sales Leadership & Strategy:
Develop, implement, and monitor sales strategies, business plans, and budgets aligned to PPS Short-Term Insurance's strategic objectives.
Set and deliver ambitious but achievable sales targets, monitor performance, and drive corrective actions to address gaps.
Lead the sales and distribution functions, ensuring high productivity, effective pipeline management, and optimal conversion rates.
Take responsibility for growing premium income, member numbers, and market share.
Keep abreast of market trends, competitor activities, and regulatory changes impacting sales performance.
Develop and maintain excellent relationships with the distribution functions of all PPS entities
Collaboration with Group Marketing:
Act as the primary interface with the PPS Group Marketing Function
Co-develop integrated sales and marketing strategies, ensuring alignment of campaigns, messaging, and member engagement initiatives.
Participate in campaign planning and execution, providing field feedback and ensuring distribution channels are equipped with the right assets and training.
Ensure consistent brand representation and compliance with PPS's values and standards across all distribution activities.
Share market intelligence, sales data, and customer feedback with the PPS Group Marketing Function to inform campaign adjustments and future strategy.
Drive cross-functional initiatives, including new product launches, digital transformation, and member education.
Maintain regular communication and shared accountability for results with Group Marketing.
Operational Excellence:
Manage budgets, expenditure, and logistics.
Oversee lead generation, ensuring a robust and high-quality sales pipeline.
Work closely with the Chief Operations Officer to drive lead to sale conversion.
Monitor and report on individual and team sales performance, productivity, and adherence to quality standards.
Ensure compliance with internal business rules, regulatory requirements (FAIS), and best practices in the department
Drive continuous improvement in sales processes, intermediary engagement, member experience, and operational efficiency.
People Leadership:
Lead, motivate, and develop the external distribution team, fostering a high-performance culture.
Build strong relationships with key business partners, intermediaries, and internal stakeholders.
Promote collaboration, knowledge sharing, and professional development within the team.
Ensure succession planning and support talent acquisition and retention.
Reporting & Analytics:
Provide regular, insightful reporting on sales performance, pipeline status, campaign effectiveness, and market trends.
Use data-driven insights to inform strategy, identify opportunities, and address risks.
Risk & Compliance:
Ensure adherence to delegated authority levels, business rules, and compliance policies.
Proactively identify and mitigate risks related to sales, distribution, and member engagement.
* Support audit, risk, and governance processes as required.
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