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Potchefstroom

Town:

Potchefstroom

Position:

Sales Manager (Long Term Insurance)

Experience Needed:

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

Requirements:

Knowledge and Skills Formal Education Matric Relevant Qualification (recognized 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

Duties Include:

Additional Info:

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 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 products and services regularly Ensure computer software of brokers are up to date in respect of 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

Starting Date:

April 15, 2024

Date Created:

April 2, 2024

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