Sales Manager

Description

**Main** Purpose**
To recruit, maintain and develop sales representative 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 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**
- 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 are up to date in respect of Assupol 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 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 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

**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

**Requirements**:
**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 Insurance industry
At least 1 years advice and intermediary experience in category A, B1, B2, C, B1-A, B2-A and retail pension funds

Work Level

Management

Job Type

Permanent

Salary

Market Related

EE Position

No

Location

Burgersfort