Main Purpose
To recruit, maintain and develop sales representative and brokers and set targets.
Develop and maintain sales and marketing plan Develop an integrated sales & marketing planImplement and align marketing plan with regional plan and submit to managementReview and update strategic plan on a regular basicCompile report on progress made on strategic planCommunicate strategic plan to sales representativesPerform recruitment and selection process for sales representative Advertise and market representative positions through presentationsSelect applicants in accordance with FSCA requirements implementation of assessment selection batteryConduct training to sales representative Facilitate the pre-course and post-course trainingResponsible for on-the-job assessment of representativesConduct coaching process Give technical support and motivation to representativesCoach representatives on improving their selling skillsProvide recognition through performance management systemConduct training to brokers Ensure brokers are equipped with sufficient office documentation e.g. application formsHandle administration queries on behalf of dedicated brokersCheck business methods of dedicated brokers and advise accordinglyUpdate brokers on Assupol products and services regularlyEnsure computer software of brokers are up to date in respect of Assupol products and servicesBuild professional business relationships with brokers Identity and develop new and current markets Identify, penetrate and develop new marketsMaintain contacts with key decision makers and insurance industry resources (new and existing)Retain and increase market share in existing marketsManage the business retentionConduct products presentations in the marketMaintain production targets and retain business Ensure and monitor set production targets are achievedMaintain business retention Comply with FAIS requirements Supervise representative when rendering services under supervisionSubmit supervision evidence to MSSI on a monthly basisMentor and train supervisee to ensure that they have a proper understanding of productsObserve meetings between representative and clients Compliance ComplaintsNumber of complaints ReceivedNumber of complaint referred for investigation (Forensic)Number of complaints referred for Debarment Hearing based on outcome from debarment CommitteeTraining and Awareness Refresher TrainingNew Product TrainingRecord of AdviceCompletion of the application formsOther Adhere to code of conductAdhere to TCFComply with risk and audit requirementsDisplay the values and cultureProvide leadership to your team to assist them in achieving their target Requirements 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
2 years Insurance industry
At least 1 years advice and intermediary experience in category A, B1, B2, C, B1-A, B2-A and retail pension funds
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