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 assessment selection battery
Conduct training for sales representatives
- Facilitate pre-course and post-course training
- Conduct on-the-job assessments of representatives
Conduct coaching process
- Provide technical support and motivation to representatives
- Coach representatives to improve selling skills
- Recognize performance through the management system
Conduct training for brokers
- Ensure brokers have necessary documentation
- Handle administration queries
- Check and advise on business methods
- Update brokers on products and services
- 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
- Retain and increase market share
- Manage business retention
- Conduct product presentations
Maintain production targets and business retention
- Ensure targets are achieved
- Maintain business retention
Comply with FAIS requirements
- Supervise representatives rendering services
- Submit supervision evidence monthly
- Mentor and train supervisees
- Observe client meetings
Compliance
- Handle complaints and investigations
- Manage debarment processes
Training and Awareness
- Refresher and new product training
- Record of Advice and Financial Needs Analysis
- Complete application forms
Other
- Adhere to code of conduct and TCF
- Comply with risk and audit requirements
- Display company values and culture
- Provide leadership to the team