To recruit, maintain, develop sales representative and set targets within Cornerstone Regions

1.Plan and Implement Sales plan at Regional level

•Develop sales plan to attain set goals/targets
•Communicate the sales plan to sales teams
•Identify & agree on individual roles and responsibilities
•Recruit resources according to HR Plan
•Plan for infrastructure requirements – vehicles, offices, furniture, policy books, etc
•Participate in Provincial budgeting process
•Implement & monitor company policies & procedures
•Manage sales staff performance monthly
•Evaluate progress against goals monthly
•Prepare monthly management report

2.Expense Budget

•Monitor expenses against budget
•Track deviation, investigate reasons & recommend corrective action
•Assist with management of monitoring petty-cash requisitions
•Prepare management report on deviations

3.Develop & Sustain Customer & Stakeholder relations

•Intervene on customer queries & concerns
•Understand impact of stakeholder policies on regional business
•Deploy the correct interactions and processes

4.Communication management

•Stakeholder analysis (who’s who?)
•Knowledge of different markets
•Company themes/message

5.Manage Regional Office, Administration & Client Services

•Manage regional sales force – recruitment, selection, training & development, performance management, etc.
•Visits to districts/sites
•Ensure that branch offices project the required image of Cornerstone
•Oversee the regional administrative activities
•Liaise with provincial administration on training needs & support
•Assist with client services and oversee sales staff & offices

FORMAL EDUCATION
•Matric
•Relevant Qualification (recognised by the FSCA)

TECHNICAL/LEGAL CERTIFICATION
•Regulatory Examination Level 5: Representatives as an advantage
•Regulatory Examination Level 1: Key Individuals as an advantage
•30 or 60 credits on NQF level 2 (Depending on the date of appointment in the industry) or
•60 or 120 credits on NQF level 5 (Depending on the date of appointment in the industry)

EXPERIENCE
•1year relevant management experience
•6 months Insurance industry
•Atleast 6 months advice and intermediary experience in category A (Assistance business)