• 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
  

• Advertise and market representative positions through presentations
  
• Select applicants in accordance with FSCA requirements implementation of assessment selection battery
  
• Conduct training for 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 the performance management system
  

• 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 company products and services regularly
  
• Ensure the computer software of brokers is up to date with respect to company products and services
  
• Identity and develop new and current markets
  

• Negotiate stop-order markets
  
• Maintain contacts with key decision
  
• Maintain production targets and retain business
  
• Ensure and monitor set production targets are achieved
  
• Maintain business retention
  

• Supervise representative when rendering services under supervision
  
• Submit supervision evidence to MSSI on a monthly basis
  
• Mentor and train supervisors to ensure that they have a proper understanding of products
  
• Observe meetings between representatives and clients
  

Requirements

• Matric
  
• Relevant Qualification (recognised by the FSCA)
  
• Regulatory Examination Level 5: Representatives
  
• Regulatory Examination Level 1: Key Individuals
  
• Class of Business (Long Term Insurance and Investments) (Depending on the Date of Appointment as Key Individual in the industry)
  
• CPD
  

• 1 year 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 advice and intermediary experience in category A, B1, B2, C, B1-A, B2-A and retail pension funds
  

Benefits