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 basic
- Compile report on progress made on strategic plan
- Communicate strategic plan to sales representatives
Perform recruitment and selection process for sales representative
- Advertise and market representative positions through presentations
- Select applicants in accordance with FSCA requirements implementation of assessment selection battery
- Conduct training for sales representative
- Facilitate the precourse and postcourse training
- Responsible for onthejob assessment of representatives
- Conduct coaching process
- Give technical support and motivation to representatives
- Coach representatives on improving their selling skills
- Provide recognition through the 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 company products and services regularly
- Ensure the computer software of brokers is up to date with respect to company products and services
- Identity and develop new and current markets
Identify penetrate and develop new markets
- Negotiate stoporder markets
- Maintain contacts with key decision
- Maintain production targets and retain business
- Ensure and monitor set production targets are achieved
- Maintain business retention
Comply with FAIS requirements
- Supervise representative when rendering services under supervision
- Submit supervision evidence to MSSI on a monthly basis
- Mentor and train supervisors to ensure that they have a proper understanding of products
- Observe meetings between representatives and clients
Requirements
Education
- Matric
- Relevant Qualification (recognised by the FSCA)
- Regulatory Examination Level 5: Representatives
- Regulatory Examination Level 1: Key Individuals
- Class of Business (Long Term Insurance and Investments) (Depending on the Date of Appointment as Key Individual in the industry)
- CPD
Experience
- 1 year management and oversight experience in categories A B1 B2 C B1A B2A and retail pension funds
- 2 years of Project Management
- 2 years Insurance industry
- At least 1 year advice and intermediary experience in category A B1 B2 C B1A B2A and retail pension funds
Benefits
Commision
Provident Fund
Pension Fund
-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)
Education
-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