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Regional Head Johannesburg IFA Channel

Date: 13-Jul-2021

Location: Johannesburg GAU ZA, ZA

Company: Liberty Group Limited

At Liberty, we employ more than 6 000 people across 7 businesses in 18 African countries. Every day, our employees grow their knowledge by working with diverse groups of people who specialise in a wide range of skills across insurance, asset management, investment and health products. We continually seek to engage, develop, recognise and reward the people who make our business great.


To develop tactical strategy and delivery plans, integrate practice formulation and to ensure operational implementation and adaption across multiple practices i.t.o. corporate sales methodology, governance and delivery objectives.

The delivery plans will include overall accountability for Liberty Corporate's intermediated new business umbrella production and the management of the existing book of business across the greater Johannesburg IFA footprint.

This includes ultimate responsibility for umbrella new business targets, upsell on existing umbrella schemes and retention of the existing umbrella book.

In addition a key deliverable is the growth of the IFA Corporate footprint in the greater Johannesburg region.


Critical Job

- Must have 10 Years' Experience in Similar Environment and 5-8 years  in Management.

- Responsible: for Intermediated and New Business across the IFA Johannesburg Region.

- Responsible: New Umbrella Sales, Upselling on existing schemes and Retention Targets.

- Accountability: for team of  up to 20- Sales, Servicing and Retention Staff and Two managers.

- Understand the various regulatory aspects affecting the environment such as the Pension Funds Act.

- Full understanding of workings of a Corporate umbrella; Pricing and Risk business; full Investment proposition; Including default annuities; In-Fund Preservation.

- Must have good Presentation skills- Present at Executive level, with the ability to chair Trustee meetings.

- Must be able to Motivate and Manage team.

- Strong Relationship Management through the entire Value Chain- Employers, IFA's, IFA Management Structures and Internal stakeholders.




FAIS Requirements

- RE 1 (Key Individual)

Minimum Qualifications

Bachelor`s Degrees and Advanced Diplomas [NQF Level 07] in Office Administration

Additional Minimum Qualifications

- CFP (Advantageous)

- Honours Degree in Finance or Marketing (Advantageous)

- Legal and Compliance (Advantageous)




  • Communicate a meaningful tactical context that guides and directs best practice integration and process alignment with service delivery objectives.
  • Identify financial targets and track accomplishment and develop and implement solutions to minimise costs and increase sales/revenue.
  • Ensure effective communication and sales force understanding of org. brand messages, products and services to achieve sales targets and goals.
  • Identify sales targets, track accomplishment thereof and implement solutions to ensure sales targets are achieved.
  • Manage the implementation of customer service plans and operational tactics, policies, practices, services that will retain and increase sales revenue.
  • Accountable for strategy implementation through the integration and optimisation of operational activities to practices and systems across an internal value chain.
  • Proactively identify interconnected tactical problems, determine the impact, patterns and trends to identify alternatives and best practice solutions, anticipating future challenges.
  • Plan for the management of work outputs across various functional activities, integrating interdependent practices, processes or systems and addressing and balancing the demands of different priorities to optimise efficiency.


  • Build and maintain stakeholder relationships for the purposes of expectation management, knowledge sharing and integration.
  • Build strong customer-centric relationships and develop service level agreements that promote the organisation with stakeholders aligned to Treating the Customer Fairly (TCF) principles.


  • Compile an operational or business area budget aligned with the delivery plans, and ensure the implementation and monitoring of financial controls, management of costs and corporate governance to optimise cost savings and/or profit margins.

Learning and Growth

  • Balance, optimise and manage human resources across disciplines through executed human capability plans.


  • Implement the governance management model, framework and policy in own practice and/or tactical areas to identify and manage governance and risk exposure liability pro-actively.


Liberty Values

    Technical Competencies

    • Legal Compliance (Sales) (Proficient)
    • Risk Awareness (Proficient)
    • Sales life cycle management (Proficient)
    • Conflict Resolution (Proficient)
    • Business Interaction (Proficient)
    • Efficiency improvement (Proficient)
    • Strategic Planning (Proficient)
    • Policy implementation (Proficient)
    • Functional Policies and Procedures (Proficient)
    • Developing sales (Advanced)
    • Product and/or Service Knowledge (Proficient)
    • Sales management (Proficient)
    • Budgeting and Expenditure Control (Proficient)

    Behavioural Competencies

    • Persuading and Influencing (Proficient)
    • People Management and Empowerment (Proficient)
    • Interpersonal Effectiveness (Proficient)
    • Problem Solving and Analysis (Proficient)
    • Strategic Insight and Capability (Proficient)
    • Teamwork and Cooperation (Proficient)
    • Judgment and decision making (Proficient)
    • Communicating with Impact (Proficient)
    • Relationship Management and Networking (Proficient)
    • Customer Orientation (Proficient)

    We put our knowledge and insight acquired over the past 60 years, to serving a pan-African market of the future.  Liberty has received its eighth certification as a Top Employer from the Top Employers Institute. See details here link

    Job Segment: Liability, Strategic Planning, Relationship Manager, Insurance, Strategy, Customer Service