Main Purpose
To recruit, maintain and develop sales representative and brokers and set targets.
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
Perform recruitment and selection process for sales representative
Advertise and market representative positions through presentationsSelect applicants in accordance with FSCA requirements implementation of assessment selection batteryConduct training to sales representative
Facilitate the pre-course and post-course trainingResponsible for on-the-job assessment of representativesConduct coaching process
Give technical support and motivation to representativesCoach representatives on improving their selling skillsProvide recognition through performance management systemConduct training to brokers
Ensure brokers are equipped with sufficient office documentation e.g. application formsHandle administration queries on behalf of dedicated brokersCheck business methods of dedicated brokers and advise accordinglyUpdate brokers on Assupol products and services regularlyEnsure computer software of brokers are up to date in respect of Assupol products and servicesBuild professional business relationships with brokersIdentity and develop new and current markets
Identify, penetrate and develop new marketsNegotiate stop order marketsMaintain contacts with key decision makers and insurance industry resources (new and existing)Retain and increase market share in existing marketsManage the business retentionConduct products presentations in the marketMaintain production targets and retain business
Ensure and monitor set production targets are achievedMaintain business retentionComply with FAIS requirements
Supervise representative when rendering services under supervisionSubmit supervision evidence to MSSI on a monthly basisMentor and train supervisee to ensure that they have a proper understanding of productsObserve meetings between representative and clientsCompliance
ComplaintsNumber of complaints ReceivedNumber of complaint referred for investigation (Forensic)Number of complaints referred for Debarment Hearing based on outcome from debarment CommitteeTraining and Awareness
Refresher TrainingNew Product TrainingRecord of AdviceFinancial Needs AnalysisCompletion of the application formsOther
Adhere to code of conductAdhere to TCFComply with risk and audit requirementsDisplay the values and cultureProvide leadership to your team to assist them in achieving their target