Sales Manager - South Africa
Recruiting a permanent Sales Manager from the life insrance industry for the Eastern Cape – Queenstown , the main objective will be to recruit, maintain and develop sales representatives and brokers and set targets. Applicants must have an RE5, RE1 and 1 year of management and oversight experience in categories A, B1, B2, C, B1-A, B2-A, and retail pension funds. Develop and maintain sales and marketing plan Develop an integrated sales & marketing plan Implement and align a 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 equipped with sufficient office documentation e.g., application forms Handle administration queries on behalf of dedicated brokers Check business methods of brokers and advise accordingly Update brokers on company products and services regularly Ensure computer software for brokers are up to date in respect of company 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 Maintain business retention Comply with FAIS requirements Supervise representative when rendering services under supervision Submit supervision evidence to MSSI monthly 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 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 of management and oversight experience in categories A, B1, B2, C, B1-A, B2-A, and retail pension funds 2 years of Project Management 2 years Insurance industry At least 1 year’s advice and intermediary experience in category A, B1, B2, C, B1-A, B2-A and retail pension funds
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