Sales Manager

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

• Provide 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

• Provide refresher training
• Conduct 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
2 years in the Insurance industry
At least 1 year of advice and intermediary experience in category A, B1, B2, C, B1-A, B2-A and retail pension funds