In this role you will be required to recruit, maintain and develop sales representative and brokers and set targets.
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Develop and maintain sales and marketing plan
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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 basic
- Compile report on progress made on strategic plan
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Communicate strategic plan to sales representatives
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Perform recruitment and selection process for sales representative
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Advertise and market representative positions through presentations
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Select applicants in accordance with FSB requirements implementation of assessment selection battery
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Conduct training to sales representative
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Facilitate the pre-course and post-course training
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Responsible for on-the-job assessment of representatives
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Conduct coaching process
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Give technical support and motivation to representatives
- Coach representatives on improving their selling skills
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Provide recognition through performance management system
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Conduct training to sales representative
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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 products and services regularly
- Ensure computer software of brokers are up to date in respect of products and services
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Build professional business relationships with brokers
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Identity and develop new and current markets
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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 the business retention
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Conduct products presentations in the market
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Maintain production targets and retain business
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Ensure and monitor set production targets are achieved
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Maintain business retention
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Comply with FAIS requirements
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Supervise representative when rendering services under supervision
- Submit supervision evidence to MSSI on a monthly basis
- Mentor and train supervisee to ensure that they have a proper understanding of products
- Observe meetings between representative and clients
Formal Education
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Matric & Relevant Qualification ( recognised by the FSCA)
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Regulatory Examination Level 5: Representatives
- Regulatory Examination Level 1: Key Individuals
- Class of Business (Long Term Insurance and Investments, Pension Fund Benefits)
Experience
- 1-year management and oversight experience in categories A, B1, B2, B2A, B1A, C and retail pension benefits, pension fund benefits & participatory interests in a collective investment scheme.
- 2 years Project Management
- 2 years Insurance industry
- Atleast 1 years advice and intermediary experience in category A, B1, B2,C and retail pension funds, pension fund benefits & participatory interests in a collective investment scheme.
- CPD
Kindly note that following is required should you be keen on the role: Matric, RE1 AND RE5, DOFA, Sales Manager as a KI (Key individual) – must provide registration as a KI with the FSCA in addition to the requested qualification as per the spec.
Desired Skills:
- RE1
- RE5
- DOFA
- Insurance
- Project Management
- PENSION FUNDS
- PENSION FUNDS BENEFIT
Desired Qualification Level:
- Diploma