Main Purpose
To recruit, maintain, and develop sales representatives and brokers, and set targets.
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 regularly
* Compile reports on progress made on strategic plan
* Communicate strategic plan to sales representatives
Perform recruitment and selection process for sales representatives
* Advertise and market representative positions through presentations
* Select applicants in accordance with FSCA requirements and implement assessment selection battery
Conduct training for sales representatives
* Facilitate pre-course and post-course training
* Responsible for on-the-job assessment of representatives
Conduct coaching process
* Provide technical support and motivation to representatives
* Coach representatives on improving their selling skills
* Provide recognition through performance management system
Conduct training for brokers
* Ensure brokers are equipped with sufficient documentation (e.g., application forms)
* Handle administration queries on behalf of brokers
* Check and advise on business methods of brokers
* Update brokers on products and services regularly
* Ensure brokers' software is up to date
* Build professional relationships with brokers
Identify and develop markets
* Identify, penetrate, and develop new markets
* Negotiate stop order markets
* Maintain contacts with key decision makers and industry resources
* Retain and increase market share
* Manage business retention
* Conduct product presentations in the market
Maintain production targets and business retention
* Ensure and monitor achievement of set targets
* Maintain business retention
Comply with FAIS requirements
* Supervise representatives rendering services under supervision
* Submit supervision evidence monthly
* Mentor and train supervisees
* Observe meetings between representatives and clients
Compliance
* Handle complaints and investigations
* Manage complaints referred for debarment hearings
Training and Awareness
* Refresher and new product training
* Record of Advice
* Financial Needs Analysis
* Complete application forms
Other
* Adhere to code of conduct, TCF, and risk/audit requirements
* Display company values and culture
* Provide leadership to team to achieve targets
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