Regional Sales Manager

The Regional Sales Manager will lead the field management team of his / her assigned branches to expand the company's manpower and business. He / she will oversee the execution of agreed strategic and tactical action plans to ensure delivery of the objectives for the short to medium term.

Responsibilities :

1. Branch planning and monitoring : Ensure that every NBO goes through a business review, goal-setting and action planning and progress monitoring that is aligned to company objectives & practices.

2. Manpower expansion : Drive initiatives that will enable the NBOs to achieve their manpower target. Initiatives shall include, but not limited to : BOFs, recruitment & selection clinics, activity monitoring, MC & UM appointment, ISO expansion.

3. Productivity improvement : Drive initiatives that will improve productivity of advisors (i.e. activity ratio, case count & case size, PLAN B qualification). Initiatives shall include, but not limited to : segmented interventions, moving up programs, customer engagement activities (e.g. FP and client forum), and activity management.

4. Execution discipline : Strengthen the execution discipline of the branch management teams. Enable NBOs to implement established business practices and guidelines consistently (e.g. JFW, unit meetings, market conduct standards, etc.).Resource management : Utilize available resources to achieve cluster objectives.

5. Manage team performance through resource & execution planning, business & performance review, mentoring and coaching, and staff engagement activities.

Preferred skills :

• In-depth knowledge of agency fundamentals : sales & management process, rewards & recognition, performance management, compensation
• In-depth knowledge and skills in management : visioning and goal-setting, business review and planning, execution and monitoring, managing resources, managing change, managing conflict
• Basic knowledge in financial products & personal financial planning
• Basic knowledge : actuarial & product development, underwriting & policy administration, investment, agency compliance, government regulations relating to insurance sales

Qualifications :

Work set up : Hybrid

Work schedule : Dayshift

Location : Makati / Greenhills