Sales Manager

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 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

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