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Sales Manager: Corporate Entrepreneurship

3 weeks ago

Menlyn Park, South Africa Assupol Life Ltd. Full time

1. 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.

2. 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
- Use the designed systems for recruiting and supervision.
- Learning systems and making sure the representatives attend to CPD and Development.

3. Conduct training to sales representative
- Facilitate the pre-course and post-course training
- Responsible for on-the-job assessment of representatives
- Ongoing mentoring and training in all products to, brokers ,groups, TOP TOP.

4. Conduct coaching process
- Give technical support and motivation to representatives
- Coach representatives on improving their selling skills
- Provide recognition through performance management system
- Follow the career path and development of the representatives.
- Motivational and mentoring presentations.

5. Conduct training to brokers
- That they meet the requirements. Proper due diligence of Brokers to minimize risk.
- 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
- Update on legislation changes and make sure processes include the updates.
- Ensure computer software of brokers are up to date in respect of Assupol products and services
- Build professional business relationships with brokers
- Succession planning.

6. 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)
- Relationship building with unions and groups
- Retain and increase market share in existing markets
- Manage the business retention
- Conduct products presentations in the market

7. Maintain production targets and retain business
- Ensure and monitor set production targets are achieved
- Maintain business retention
- Make sure that the team make targets.
- Evaluate, adapt and get solutions
- Proper Risk Management tool.
- Quality assurance, checks and systems

8. 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

9. 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
- Supervision records.
- Replacements.

10. 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

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 and retail pension funds (Tier 1 products)
- 2 years Project Management
- 2 years Insurance industry
- Atleast 1 years advice and intermediary experience in category A, B1, B2, C and retail pension funds
- Experience in dealing with Group scheme (advantage)