Job Description

Job Summary
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 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 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 stop-order 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, B1-A, B2-A 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, B1-A, B2-A and retail pension funds

Benefits
Commission
Provident Fund
Pension Fund
New Beginnings Recruitment
Company