Job Description

Key Responsibilities:
1. Plan and Implement Sales Plan at Regional Level
- Develop sales plan to attain set goals/targets
- Communicate the sales plan to sales teams
- Identify and agree on individual roles and responsibilities
- Recruit resources according to HR Plan
- Plan for infrastructure requirements (vehicles, offices, furniture, policy books, etc.)
- Participate in Provincial budgeting process
- Implement and monitor company policies and procedures
- Manage sales staff performance monthly
- Evaluate progress against goals monthly
- Prepare monthly management report
2. Expense Budget:
- Monitor expenses against budget
- Track deviation, investigate reasons, and recommend corrective action
- Assist with management of monitoring petty-cash requisitions
- Prepare management report on deviations
3. Develop and Sustain Customer and Stakeholder Relations:
- Intervene on customer queries and concerns
- Understand impact of stakeholder policies on regional business
- Deploy the correct interactions and processes
4. Communication Management:
- Stakeholder analysis (who's who?)
- Knowledge of different markets
- Company themes/message
5. Manage Regional Office, Administration, and Client Services:
- Manage regional sales force (recruitment, selection, training, and development, performance management, etc.)
- Visits to districts/sites
- Ensure that branch offices project the required image of Cornerstone
- Oversee the regional administrative activities
- Liaise with provincial administration on training needs and support
- Assist with client services and oversee sales staff and offices
Requirements:
- Formal Education:
- Matric
- Relevant Qualification (recognized by the FSCA)
- Technical/Legal Certification:
- Regulatory Examination Level 5: Representatives (an advantage)
- Regulatory Examination Level 1: Key Individuals (an advantage)
- 30 or 60 credits on NQF level 2 (depending on the date of appointment in the industry) or 60 or 120 credits on NQF level 5 (depending on the date of appointment in the industry)
- Experience:
- 1 year relevant management experience
- 6 months Insurance industry experience
- At least 6 months advice and intermediary experience in Category A (Assistance business