Main PurposeTo recruit, maintain and develop sales representatives and brokers and set targets.
Develop and maintain sales and marketing plan
Develop an integrated sales & marketing plan.
Implement and align marketing plan with regional plan and submit to management.
Review and update strategic plan on a regular basis.
Compile report on progress made on strategic plan.
Communicate strategic plan to sales representatives.
Perform recruitment and selection process for sales representatives
Advertise and market representative positions through presentations.
Select applicants in accordance with FSCA requirements and implement assessment selection battery.
Conduct training for sales representatives
Facilitate the pre-course and post-course training.
Responsible for on-the-job assessment of representatives.
Conduct coaching process
Give technical support and motivation to representatives.
Coach representatives on improving their selling skills.
Provide recognition through performance management system.
Conduct training for brokers
Ensure brokers are equipped with sufficient office documentation e.g. application forms.
Handle administration queries on behalf of dedicated brokers.
Check business methods of dedicated brokers and advise accordingly.
Update brokers on Assupol products and services regularly.
Ensure computer software of brokers is up to date regarding Assupol products and services.
Build professional business relationships with brokers.
Identify and develop new and current markets
Identify, penetrate and develop new markets.
Negotiate stop order markets.
Maintain contacts with key decision makers and insurance industry resources (new and existing).
Retain and increase market share in existing markets.
Manage business retention.
Conduct product presentations in the market.
Maintain production targets and retain business
Ensure and monitor set production targets are achieved.
Maintain business retention.
Comply with FAIS requirements
Supervise representatives when rendering services under supervision.
Submit supervision evidence to MSSI on a monthly basis.
Mentor and train supervisees to ensure they have a proper understanding of products.
Observe meetings between representatives and clients.
Compliance
Manage complaints.
Track number of complaints received.
Track number of complaints referred for investigation (Forensic).
Track number of complaints referred for debarment hearing based on outcome from debarment committee.
Training and Awareness
Conduct refresher training.
Provide new product training.
Maintain record of advice.
Conduct financial needs analysis.
Ensure completion of application forms.
Other
Adhere to code of conduct.
Adhere to TCF.
Comply with risk and audit requirements.
Display the values and culture.
Provide leadership to your team to assist them in achieving their targets.
Knowledge and Skills Formal Education Matric Relevant Qualification (recognised by the FSCA).
Technical/Legal Certification Regulatory Examination Level 5: Representatives Regulatory Examination Level 1: Key Individuals Class of Business (Long Term Insurance and Investments) (Depending on Date of Appointment as Key Individual in the industry) CPD.
Experience 1 year management and oversight experience in categories A, B1, B2, C, B1-A, B2-A and retail pension funds. 2 years project management experience. 2 years insurance industry experience. At least 1 year advice and intermediary experience in category A, B1, B2, C, B1-A, B2-A and retail pension funds.
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