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An exciting opportunity for a regional manager to join the FIA

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  • FIA

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The FIA is a trade association for intermediaries. We strive to protect and develop the professional service of our members and their employees so consumers can benefit from the value of advice, risk management and product fulfilment in today’s DIY world.

We represents members nationally and internationally with key stakeholders such as government and regulators.

We operate nationally in four regions and currently seek a regional manager to join the Centurion team in the Johannesburg region. The key purpose of the regional manager is to promote the interests of the FIA within the insurance industry, in particular the branches resulting in membership growth and overall value to members.

Primary Duties and Responsibilities

  • Representation and influence
  • Build, improve and maintain the professional image of the FIA.
  • Understand, educate and communicate the strategy and activities with branches, members and other industry stakeholders.
  • Implement and drive strategy, policies (including MOI and Rules) procedures as provided by CEO internally and externally (region, branches and individual members) and externally (local Stakeholders, inclusive of but not limited to Product Partners, Insurers, Assurers, UMA’s, Training providers etc.).
  • Align branch and member activities with the strategy and promote consistency.
  • Attend all National Exco Meetings and provide accurate input and feedback to and from branches.
  • Guide and assist branches and members with technical enquiries.
  • Being a trusted advocate of the FIA to Members providing guidance and recommendations.
  • Liaise with regional stakeholders (such as product suppliers, service providers and the like) to promote the interests of the FIA and its members.
  • Represent the FIA at all branch, member and industry functions and events.
  • Identify and communicate brand opportunities of the FIA and its Members to relevant parties.

Operational activities

  • Align annual business plan with the national strategy.
  • Provide regular feedback to CEO on relevant aspects affecting implementation of strategy and the business plan for the region.
  • Partner, co-operate and coordinate with the regional director to help and assist with building and maintaining the Region.
  • Keep the regional and branch activities within the ambit of the MOI and the Rules.
  • Coordinate branch meetings and regional meetings in cooperation with Regional Director.
  • Coordinate training and CPD events.
  • Coordinate and facilitate quarterly meetings with Stakeholders (where and when required)
  • Oversee financial management of branches in accordance with the strategy and the rules of the FIA.
  • Monitor and manage own regional budget in accordance with the strategy and the rules of the FIA.
  • Responsible to verify the minutes of branch, quarterly and regional meetings.
  • Driving branch and FIA initiatives to conclusion
  • Promoting succession planning within the region
  • Liaise and manage the relationships with Branch Committees and escalate branch challenges/issues and provide feedback
  • Providing guidance and oversight to Regional Administrator

Growth and Retention

  • Develop, review and implement an annual business plan that effectively analyse Regional SWOT and ensure maximum effectiveness of branch structures and engagement (this must include a measurement of market share, growth and retention opportunities and must be aligned with the national strategy as well as membership and retention plan).
  • Meet annual growth and retention target as set out by the Board.
  • Assist membership admin staff with renewals and following-up on returned debit orders.
  • Ensure timeous receipt of annual membership fee payments.

Essential Skills and Qualifications

  • Matric/Grade 12 (B Comm degree will be advantageous)
  • Minimum 5 years’ experience in the Financial Services Industry.
  • Minimum 3 years’ experience in Sales (Business Development).
  • Proven sales track record essential
  • Presentation and communication skills, both 1:1 and to groups.
  • Excellent knowledge of industry disciplines (Long Term insurance, Short Term Insurance, Healthcare and Employee Benefits)
  • Ability to present professionally to executives and Corporates.
  • Experience in working with Financial Intermediaries and Brokers.
  • Good understanding of regulatory requirements and challenges within Financial Services.
  • Ability to run with several projects at the same time.
  • Ability to personally implement projects as the nature of a non-profit organisation does not provide many support personnel
  • Willing to travel

Behavioral requirements and competencies

  • High degree of honesty and integrity
  • Exercises discretion and maintains confidentiality
  • High attention to detail and accuracy
  • Complies with procedures and policies
  • Service oriented
  • Ability to work under pressure
  • Deadline driven
  • Ability to use initiative and operate independently
  • Strong work ethic
  • Self-motivated and disciplined
  • Assertive

Together with the above the successful candidate will be required to sign a more detailed performance agreement upon commencing employment.

Applications close 15 June 2018 Please email – miekie@fia.org.za

 

Subscriber Terms and Conditions

  1. APPLICATION OF TERMS
    • These terms and conditions (“Subscriber Terms”) apply to the subscription by any qualifying member of the South African Underwriting Managers Association NPC (“SAUMA”) to the services and benefits offered by FIA Services (Pty) Ltd (“FIA Services”) under the SAUMA affiliation arrangement (“Subscription”).

  2. NATURE OF SUBSCRIPTION
    • A Subscription under this arrangement:
      • does not constitute membership of FIA NPC;
      • does not confer any voting rights or governance participation in FIA NPC; and
      • is governed solely by the contractual relationship between the Subscriber and FIA Services.

  1. ELIGIBILITY
    • To qualify for the Subscription, the applicant must, at the time of application, be a current paid-up member of SAUMA.
    • FIA Services will verify the applicant’s SAUMA membership status with SAUMA prior to activation, and may re-verify such status periodically.
    • If a Subscriber ceases to be a paid-up member of SAUMA, the Subscription will correspondingly be terminated.
    • Applicants are required to authorise FIA Services to confirm their SAUMA membership status with SAUMA as part of the application process.

  1. SERVICES
    • The Subscription entitles the Subscriber to the following benefits:
      • Complimentary access to the FIA CPD Platform;
      • Complimentary access to the FIA Insight Magazine (digital edition);
      • Advertising opportunities on FIA platforms at a discounted rate of 15% (fifteen percent) off the prevailing published rates; and
      • Invitations to attend FIA Technical Webinars annually.
    • FIA Services reserves the right to update, vary or substitute the Services from time to time, provided that the overall value and nature of the benefits remain materially the same.

  1. FEES AND PAYMENT
    • The monthly subscription fee is R260.00 (two hundred and sixty rand) for up to seven registered individuals (Key Individuals and Representatives), and R36.00 (thirty-six rand) per additional registered individual thereafter, excluding VAT.
    • The Subscriber shall provide FIA Services with the required details of each individual to be registered under the Subscription for the purposes of activation and billing.
    • All fees are exclusive of VAT, which shall be charged at the prevailing statutory rate.
    • Subscription fees are reviewed annually in March and may be adjusted with effect from 1 April.
    • Any changes to the Subscription, including but not limited to the number of Representatives and Key Individuals registered under the Subscription, may only be effected once annually during the annual review period in March of each year, with such changes taking effect from 1 April.
    • Subscription fees shall be billed monthly in arrears, unless the Subscriber elects an annual billing cycle at the time of application.
    • The Subscriber shall ensure that all billing information (including contact details, authorised signatories and bank account details) is kept accurate and up to date.
    • Non-payment of subscription fees may result in suspension of access to the Services until such fees are brought up to date.
    • The Subscriber acknowledges and agrees that all subscription fees payable under these Subscriber Terms may be collected by way of debit order, which shall be processed by the holding company, FIA NPC (The Financial Intermediary Association of South Africa), on behalf of FIA Services. Payment to FIA NPC shall be deemed to constitute valid and sufficient discharge of the Subscriber’s payment obligations to FIA Services under these Subscriber Terms.

  1. ONBOARDING
    • Onboarding will be conducted as a Subscription with FIA Services under the SAUMA affiliation arrangement.
    • Onboarding will not confer FIA NPC membership status or any associated rights.
    • Onboarding is conditional on confirmation of the Subscriber’s current SAUMA membership at the time of application

  1. DATA PROTECTION
    • FIA Services will process all personal information in accordance with the Protection of Personal Information Act 4 of 2013 (POPIA) as set out in our POPIA policies.
    • By subscribing, the Subscriber authorises FIA Services to confirm their SAUMA membership status with SAUMA and to process personal information for the purposes of fulfilling the Subscription.

  1. TERMINATION
    • The Subscriber may terminate the Subscription by giving FIA Services one calendar month’s written notice.
    • FIA Services may terminate the Subscription on one calendar month’s written notice, or immediately if the Subscriber breaches these Subscriber Terms and fails to remedy such breach within 14 (fourteen) days of receiving written notice.
    • Termination of the SAUMA–FIA Services affiliation agreement shall not automatically terminate these Subscriber Terms.
    • Termination by the Subscriber shall not relieve the Subscriber of liability for any subscription fees accrued up to the effective date of termination.
    • FIA Services may suspend or terminate the Subscription with immediate effect in the event of non-payment of fees by the Subscriber.

  1. GENERAL
    • These Subscriber Terms are governed by the laws of the Republic of South Africa.
    • Any disputes arising under these Subscriber Terms shall be dealt with in accordance with the dispute resolution provisions contained in the FIA NPC membership terms and conditions, as modified to reflect that the contractual relationship is with FIA Services.
    • Any notices required under these Subscriber Terms may be validly delivered by email to the addresses provided in the Subscriber’s application form, and such notices shall be deemed received on the day of transmission if sent during business hours.
    • The Subscriber may not assign, cede or transfer any of its rights or obligations under these Subscriber Terms without the prior written consent of FIA Services.
    • No variation of these Subscriber Terms shall be of any force or effect unless reduced to writing and signed by both FIA Services and the Subscriber.