Job Description
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 for sales representativeFacilitate the pre-course and post-course trainingResponsible for on-the-job assessment of representativesConduct coaching processGive technical support and motivation to representativesCoach representatives on improving their selling skillsProvide recognition through the performance management systemConduct training for 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 company products and services regularlyEnsure the computer software of brokers is up to date with respect to company products and servicesIdentity and develop new and current marketsIdentify, penetrate and develop new markets
Negotiate stop-order marketsMaintain contacts with key decisionMaintain production targets and retain businessEnsure 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 supervisors to ensure that they have a proper understanding of productsObserve meetings between representatives and clientsRequirements
Education
MatricRelevant Qualification (recognised by the FSCA)Regulatory Examination Level 5 : RepresentativesRegulatory Examination Level 1 : Key IndividualsClass of Business (Long Term Insurance and Investments) (Depending on the Date of Appointment as Key Individual in the industry)Experience
1 year management and oversight experience in categories A, B1, B2, C, B1-A, B2-A and retail pension funds2 years of Project Management2 years Insurance industryAt least 1 year advice and intermediary experience in category A, B1, B2, C, B1-A, B2-A and retail pension fundsBenefits
Commision
Provident Fund
Pension Fund
Requirements
Education Legal Degree / relevant LLB Degree Admitted Attorney (advantage) Compliance Certificate (Advantage) Experience 2-3 years experience in Risk management and Compliance 2-3 years of Insurance Industry experience