Sales Manager (Insurance)

Responsibilities 1) Advance and maintain a sales marketing plan

•Implement and align a marketing plan with a regional plan

•Update and renew the strategic plan on a regular basis

•Strategic plan progress reporting

•Translate the strategic plan to sales representatives

2) Initiate/Manage the recruitment process for Sales Representatives

•Advertise & market positions

•Accept application/s in accordance with FSCA requirements

3) Sales representative training

•Pre-course and post-course training

•On-the-job assessment of representatives

4) Initiate Coaching processes

•Motivate representatives & provide technical support

•Coaching to representatives

•Performance management

5) Broker training

•Manage administration queries

•Check business methods of dedicated brokers and advise accordingly

•Update brokers on products & services

•Ensure computer software is up to date

•Foster professional business relationships with brokers

6) Advance & identify new/ current markets

•Negotiate stop order markets

•Sustain contacts with key decision makers (new & old)

•Grow and retain market share

•Facilitate product presentations to market

7) Retain business & maintain production targets

• Ensure production targets are achieved

8) Comply with FAIS requirements

•Manage representatives when rendering services

•Submit supervision evidence to MSSI on a monthly basis

•Mentor and train to ensure a proper understanding of products

•Observe meetings between representative and clients

9) Compliance
•Manage complaints - numbers received, referred for investigation, (Forensic) and number of complaints referred for Debarment Hearing

10) Training

•Awareness & refresher training

11) New Product

•Application form completion

•Financial Needs Analysis

•Record of Advice
Ad hoc

• Ensure adherence to code of conduct & TCF

• Compliance to risk and audit requirements

• Display values and culture

• Assist team in achieving target/s