Sales Manager (Insurance)

Watershed Consulting; Cape Town; On-site; ZAR 400 000 - 600 000; Full time

Job summary

A leading company in Cape Town is seeking a Sales Manager to implement strategic sales plans and oversee a team of representatives. The ideal candidate will have a recognized degree and relevant financial services experience. Responsibilities include coaching, compliance management, and performance reporting.

Qualifications

• 2 years of Financial services experience.

Responsibilities

• Implement and maintain a sales strategic plan.
• Manage recruitment and development of the team.
• Coach representatives on improving their selling skills.

Education

FSCA recognized Degree

120 credits on NQF level 5

Job description

• Implement and maintain a sales strategic plan, to ensure that the team meets its set targets
• Monitoring of collection persistence
• Oversee the teams management of business retention
• Give technical support and motivation to representatives
• Coach representatives on improving their selling skills
• Manage recruitment, development, and maintenance of the team
• Manage the onboarding of Quality Brokers and Financial Advisors position
• Ensure brokers are equipped with sufficient office documentation e.g. application forms
• Handle administration queries on behalf of dedicated brokers
• Manage the supervision of Financial Advisors
• Oversee that the rendering of the financial services is conducted in accordance to FAIS
• Manage Compliance of the impacting legislation within the team
• Manage the complaints resolution process
• Manage the quality assurance process
• Prepare performance reports for Regional Monthly Sales meetings
• Participation in Regional Sales meetings

Qualification

FSCA recognized Degree

TECHNICAL / LEGAL CERTIFICATION

Regulatory Examination Level 5 : Representatives

Regulatory Examination Level 1 : Key Individuals

120 credits on NQF level 5

EXPERIENCE

2 years of Financial services experience