Job Description

Job Summary

Recruiting a permanent Sales Manager from the life insurance industry for the Eastern Cape - Queenstown, the main objective will be to recruit, maintain and develop sales representatives and brokers and set targets. Applicants must have an RE5, RE1 and 1 year of management and oversight experience in categories A, B1, B2, C, B1-A, B2-A, and retail pension funds.

Develop and maintain sales and marketing plan

• Develop an integrated sales & marketing plan
• Implement and align a 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 to 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 performance management system

Conduct training to brokers

• Ensure brokers equipped with sufficient office documentation e.g., application forms
• Handle administration queries on behalf of dedicated brokers
• Check business methods of brokers and advise accordingly
• Update brokers on company products and services regularly
• Ensure computer software for brokers are up to date in respect of company products and services
• Build professional business relationships with brokers

Identity 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 the business retention
• Conduct products presentations in the market

Maintain production targets and retain business

• Ensure and monitor set production targets
• Maintain business retention

Comply with FAIS requirements

• Supervise representative when rendering services under supervision
• Submit supervision evidence to MSSI monthly
• Mentor and train supervisee to ensure that they have a proper understanding of products
• Observe meetings between representative and clients

Compliance

• Complaints
• Number of complaints Received
• Number of complaint referred for investigation (Forensic)
• Number of complaints referred for Debarment Hearing based on outcome from debarment Committee

Training and Awareness

• Refresher Training
• New Product Training
• Record of Advice
• Financial Needs Analysis
• Completion of the 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 target

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 of 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's advice and intermediary experience in category A, B1, B2, C, B1-A, B2-A and retail pension funds

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