Main Purpose To 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 in respect of 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 that they have a proper understanding of products
Observe meetings between representatives and clients
Compliance
Complaints
Number of complaints received
Number of complaints referred for investigation (Forensic)
Number of complaints referred for debarment hearing based on outcome from debarment committee
Training and Awareness
Refresher training
New product training
Record of advice
Financial needs analysis
Completion of the 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 target
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 year advice and intermediary experience in category A, B1, B2, C, B1-A, B2-A and retail pension funds
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