Develop and maintain sales and marketing plan

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 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

Conduct training for 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 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

Identify, penetrate and develop new markets

Comply with FAIS requirements

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

Education

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

Experience

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

Commission

Provident Fund

Pension Fund

Sales Manager - Pietretief