DescriptionMain PurposeTo recruit, maintain and develop sales representative and brokers and set targets.Develop and maintain sales and marketing planDevelop an integrated sales & marketing planImplement and align marketing plan with regional plan and submit to managementReview and update strategic plan on a regular basicCompile report on progress made on strategic planCommunicate strategic plan to sales representativesPerform recruitment and selection process for sales representativeAdvertise and market representative positions through presentationsSelect applicants in accordance with FSCA requirements implementation of assessment selection batteryConduct training to 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 performance management systemConduct training to brokersEnsure 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 products and services regularlyEnsure computer software of brokers are up to date in respect of products and servicesBuild professional business relationships with brokersIdentity and develop new and current marketsIdentify, 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 businessEnsure and monitor set production targets are achievedMaintain business retentionComply with FAIS requirementsSupervise 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 clientsComplianceComplaintsNumber of complaints ReceivedNumber of complaint referred for investigation (Forensic)Number of complaints referred for Debarment Hearing based on outcome from debarment CommitteeTraining and AwarenessRefresher TrainingNew Product TrainingRecord of AdviceFinancial Needs AnalysisCompletion of the application formsOtherAdhere 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 targetRequirementsKnowledge and Skills Formal EducationMatricRelevant Qualification (recognized by the FSCA)Technical/Legal CertificationRegulatory Examination Level 5: RepresentativesRegulatory Examination Level 1: Key IndividualsClass of Business (Long Term Insurance and Investments) (Depending on Date of Appointment as Key Individual in the industry)CPDExperience1 year management and oversight experience in categories A, B1, B2, C, B1-A, B2-A and retail pension funds2 years Project Management2 years Insurance industryAt least 1 years advice and intermediary experience in category A, B1, B2, C, B1-A, B2-A and retail pension funds
