Recruit, maintain and develop sales representative and brokers and set targets.

• Develop and maintain sales and marketing plan.
• Perform recruitment and selection process for sales representatives.
• Conduct training.
• Conduct coaching process.
• Identify and develop new and current markets.
• Maintain production targets and retain business.
• Compliance.

Educational requirements:

• Matric
• Sales qualification.

Technical Certification requirements:

• RE 5
• RE 1
• COB Long Term Insurance and Investments
• 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
• 1 year advice and intermediary experience in categories A, B1, B2, C, B1-A, B2-A and retail pension funds

A top insurance company is looking for a sales manager to join their Sales and Marketing department in Vryheid, KZN.

Purpose

• To recruit, maintain and develop sales representative brokers and set targets.
• to develop and maintain sales and marketing.
• Advertise and market representative positions through presentations.
• Facilitate the pre-course and post course training
• Conduct coaching process
• Conduct training to brokers
• Identify and develop new and current markets
• Maintain production targets and retain business
• Comply with FAIS requirements
• Compliance
• Training

Requirements

Must have a Matric

Must have relevant qualification (recognised by the FSCA)

Must have RE5: Representatives

Must have RE1: Key Individuals

Must have Class of Business (Long Term Insurance and investments)

Must have a CPD (certificate of completion)

Experience

Must have 1 year management and oversight Experience in categories A, B1, B2, C, B1-A, B2-A and retail pension funds.

Must have 2 years Project Management experience.

Must have 2 years’ experience working in the insurance industry.

Must have at least 1 year advice and intermediary experience in category A, B1, B2, C, B1-A, B2-A and retail pension funds

Job Description:

Are you a dynamic and results-driven professional looking to lead our sales and marketing team? We are seeking a Sales and Marketing Manager to recruit, develop, and maintain a team of sales representatives and brokers while setting and achieving targets. If you’re a strategic thinker with a passion for sales and marketing, we want to hear from you.

Key Responsibilities:

• Develop and implement a comprehensive sales and marketing plan.
• Align marketing strategies with regional objectives and present plans to the management team.
• Review and update the strategic plan regularly and provide progress reports.
• Effectively communicate and ensure the execution of the strategic plan by sales representatives.

Recruitment and Selection Process:

• Promote and market representative positions through presentations.
• Select qualified candidates in accordance with FSCA requirements and assessment selection methods.

Training and Development:

• Conduct pre-course and post-course training for sales representatives.
• Provide on-the-job assessment for representatives to support their growth.

Coaching and Support:

• Offer technical support and motivation to representatives.
• Coach representatives to enhance their selling skills and implement a performance management system.

Training for Brokers:

• Ensure brokers are well-equipped with essential office documentation, including application forms.
• Handle administrative queries for dedicated brokers and provide advice on business methods.
• Keep brokers updated on Assupol products and services.
• Ensure brokers’ computer software is up to date regarding Assupol products and services.
• Cultivate professional business relationships with brokers.

Market Development:

• Identify, penetrate, and develop new markets.
• Negotiate stop order markets.
• Maintain relationships with key decision-makers and insurance industry resources.
• Retain and expand market share in existing markets.
• Deliver compelling product presentations in the market.

Production Targets and Business Retention:

• Monitor and ensure that set production targets are met.
• Focus on maintaining business retention.

Compliance and Quality Assurance:

• Supervise representatives providing services under supervision.
• Submit monthly evidence of supervision to MSSI.
• Mentor and train supervisees to ensure a strong understanding of our products.
• Observe meetings between representatives and clients.
• Manage and resolve complaints and maintain accurate records.

Training and Awareness:

• Provide refresher training.
• Conduct new product training.
• Ensure adherence to regulatory requirements such as Record of Advice and Financial Needs Analysis.
• Accurately complete application forms.

Other Responsibilities:

• Adhere to the company’s code of conduct.
• Ensure compliance with Treating Customers Fairly (TCF) principles.
• Follow risk and audit requirements.
• Promote and embody the company’s values and culture.
• Provide leadership to your team to help them achieve their targets.

Requirements:

Knowledge and Skills:

• Matric or equivalent.
• 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 the date of appointment as a Key Individual in the industry), CPD.

Experience:

• At least 1 year of management and oversight experience in relevant categories.
• 2 years of Project Management experience.
• 2 years of experience in the insurance industry.
• At least 1 year of advice and intermediary experience in relevant categories.