Purpose Statement
To recruit, maintain and develop sales representative and brokers and set targets

1. 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

2. Perform recruitment and selection process for sales representative
• Advertise and market representative positions through presentations
• Select applicants in accordance with FSB requirements implementation of assessment selection battery

3. Conduct training to sales representative
• Facilitate the pre-course and post-course training
• Responsible for on-the-job assessment of representatives

4. Conduct coaching process
• Give technical support and motivation to representatives
• Coach representatives on improving their selling skills
• Provide recognition through performance management system

5. Conduct training to sales representative
• 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 Assupol products and services regularly
• Ensure computer software of brokers are up to date in respect of Assupol products and services
• Build professional business relationships with brokers

6. Identity and develop new and current markets
• Identify, penetrate and develop new markets
• Negotiate stop order markets
• Maintain contacts with key decision makers and insurance industry resources (new and existing)
• Retain and increase market share in existing markets
• Manage the business retention
• Conduct products presentations in the market

7. Maintain production targets and retain business
• Ensure and monitor set production targets are achieved
• Maintain business retention

8. Comply with FAIS requirements
• Supervise representative when rendering services under supervision
• Submit supervision evidence to MSSI on a monthly basis
• Mentor and train supervisee to ensure that they have a proper understanding of products
• Observe meetings between representative and clients

Formal Education
• Matric
• Relevant Qualification ( recognised 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, Pension Fund Benefits)

Experience
• 1-year management and oversight experience in categories A, B1, B2, B2A, B1A, C and retail pension benefits, pension fund benefits & participatory interests in a collective investment scheme.
• 2 years Project Management
• 2 years Insurance industry
• Atleast 1 years advice and intermediary experience in category A, B1, B2,C and retail pension funds, pension fund benefits & participatory interests in a collective investment scheme.
• CPD