Sales Manager

Queenstown, Eastern Cape, South Africa

Job Description

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Description

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
  • 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 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
  • 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

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

Queenstown

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Job Detail

  • Job Id
    JD1292717
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Queenstown, Eastern Cape, South Africa
  • Education
    Not mentioned