RESPONSIBILITIES
Leadership and DirectionExplain the action plan to support the sales agents in their understanding of what needs to be done and how this relates to the broader business plan and the organization's strategy, mission and vision; motivate people to achieve business goals.
Performance ManagementMonitor the performance of the team; allocate work and review completion, take appropriate corrective action to ensure timeliness and quality; contribute to formal individual performance management and appraisal.
Organizational Capability BuildingUse the organization's formal development framework to identify the team's individual development needs. Plan and implement actions to build their capabilities. Provide training or coaching to others throughout the organization in own area of expertise to enable others to improve performance and fulfil personal potential.
Customer Relationship Management (CRM)Ensure that the sales agents maintain up-to-date customer relationship management data, identifying and resolving issues.
Operational ComplianceIdentify, within the team, instances of non-compliance with the organization's policies and procedures and/or relevant regulatory codes and codes of conduct, reporting these and escalating issues as appropriate.
Personal Capability BuildingMaintain an understanding of accreditation, external regulation, and industry best practices through ongoing assessments, training and education. Data Collection & Analysis: Collate and analyze data using pre-set tools, methods and formats. Involves working independently.
TECHNICAL COMPETENCIES
Verbal CommunicationApply comprehensive knowledge and provide guidance and training to others on how to use clear and effective verbal communications skills to express ideas, request actions and formulate plans or policies.
Action PlanningProvide technical guidance when required to develop appropriate plans or perform necessary actions based on recommendations and requirements.
Planning and OrganizingPlan, organize, prioritize and oversee activities to efficiently meet business objectives. Provide technical guidance when required.
Computer SkillsSupport business processes and understand and effectively use standard office equipment and standard software packages, while providing technical guidance as needed.
Sales Planning and CoordinationWork with guidance to plan and coordinate effective sales campaigns and related initiatives to achieve the best possible returns. Policy and Regulation: Work with guidance to interpret and apply knowledge of laws, regulations, and policies in area of expertise.
Policy and ProceduresProvides technical guidance when required to monitor, interpret, and understand policies and procedures, while making sure they match organizational strategies and objectives.
General Education
Grade 12/ SAQA Accredited Equivalent (Essential)
FAIS recognised qualification or Wealth Management Qualification (Essential)
RE 5 (Advantageous)
Degree/ Diploma in Business Management (Advantageous)
General Experience
3 or more years' experience in a sales and advisory environment (Essential)
2 years Long-term Insurance experience (Essential)
LEVEL 5 Managerial Experience: 3 or more years' experience supervising and directing.
#J-18808-Ljbffr
