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 regionalplan 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
Recruitment and selection
- Perform recruitment and selection process for sales representative
- Advertise and market representative positions through presentations
- Select applicants in accordance with FSCArequirements implementation of assessment selectionbattery
Conduct training to sales representative
- Facilitate the pre-course and post-course training
- Responsible for on-the-job assessment ofrepresentatives
Conduct coaching process
- Give technical support and motivation torepresentatives
- Coach representatives on improving their selling skills
- Provide recognition through performancemanagement system
Conduct training to brokers
- Ensure brokers are equipped with sufficient officedocumentation e.g. application forms
- Handle administration queries on behalf of dedicatedbrokers
- Check business methods of dedicated brokers andadvise accordingly
- Update brokers on Assupol products and servicesregularly
- Ensure computer software of brokers are up to datein 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 andinsurance industry resources (new and existing)
- Retain and increase market share in existing markets
- Manage the business retention
- Conduct products presentations in the market
Maintain production targets and retain business
- Ensure and monitor set production targets areachieved
- Maintain business retention
Comply with FAIS requirements
- Supervise representative when rendering servicesunder supervision
- Submit supervision evidence to MSSI on a monthlybasis
- Mentor and train supervisee to ensure that they havea 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 onoutcome 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 inachieving their target