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 basis
- Compile reports on progress made on strategic plan
- Communicate strategic plan to sales representatives
Recruitment and Training
- 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 to sales representatives
- Facilitate pre-course and post-course training
- Responsible for on-the-job assessment of representatives
- Conduct coaching processes
- Provide technical support and motivation to representatives
- Coach representatives on improving their selling skills
- Provide recognition through performance management system
Broker and Market Development
- 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 is up to date regarding Assupol products and services
- Build professional business relationships with brokers
- Identify 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 business retention
- Conduct product presentations in the market
- Maintain production targets and retain business
- Ensure and monitor set production targets are achieved
Compliance and Supervision
- Supervise representatives when rendering services under supervision
- Submit supervision evidence to MSSI monthly
- Mentor and train supervisees to ensure proper understanding of products
- Observe meetings between representatives and clients
Complaints and Training
- Monitor number of complaints received, referred for investigation, or debarment hearing
- Provide refresher training and new product training
- Maintain records of advice and financial needs analysis
- Complete application forms accurately
Other Responsibilities
- Adhere to code of conduct and TCF
- Comply with risk and audit requirements
- Display company values and culture
- Provide leadership to your team to achieve targets