Main Purpose
To recruit, maintain and develop sales representative 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 on a regular basic
* Compile report on progress made on strategic plan
* Communicate strategic plan to sales representatives
Perform recruitment and selection process for sales representative
* Advertise and market representative positions through presentations
* Select applicants in accordance with FSCA requirements implementation of assessment selection battery
Conduct training to sales representative
* Facilitate the pre‑course and post‑course training
* Responsible for on‑the‑job assessment of representatives
Conduct coaching process
* Give technical support and motivation to representatives
* Coach representatives on improving their selling skills
* Provide recognition through performance management system
Conduct training to brokers
* 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
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 product presentations in the market
Maintain production targets and retain business
* Ensure and monitor set production targets are achieved
* Maintain business retention
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
Compliance
* Complaints
* Number of complaints Received
* Number of complaint referred for investigation (Forensic)
* Number of complaints referred for Debarment Hearing based on outcome from debarment Committee
Training and Awareness
* Refresher Training
* New Product Training
* Record of Advice
* Financial Needs Analysis
* Completion of the application forms
Other
* Adhere to code of conduct
* Adhere to TCF
* Comply with risk and audit requirements
* Display the values and culture
* Provide leadership to your team to assist them in achieving their target
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