Sales Manager

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

3. Conduct training to sales representative

• Facilitate the pre-course and post-course training
• Responsible for on-the-job assessment of representatives

4. Conduct coaching process

• Give technical support and motivation to representatives
• Coach representatives on improving their selling skills
• Provide recognition through performance management system

5. 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

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)
• 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

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
• Completion of the application forms

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

FORMAL EDUCATION

• Matric
• Relevant Qualification (recognised by the FSCA)

? TECHNICAL/ LEGAL CERTIFICATION

• Regulatory Examination Level 5: Representatives
• Regulatory Examination Level 1: Key Individual (Advantage)
• 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
• 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