Responsibilities
- Recruit, maintain and develop sales representatives and set targets within Cornerstone Regions.
- Plan and implement sales plan at regional level.
- Develop sales plan to attain set goals / targets.
- Communicate the sales plan to sales teams.
- Identify & agree on individual roles and responsibilities.
- Recruit resources according to HR Plan.
- Plan for infrastructure requirements – vehicles, offices, furniture, policy books, etc.
- Participate in Provincial budgeting process.
- Implement & monitor company policies & procedures.
- Manage sales staff performance monthly.
- Evaluate progress against goals monthly.
- Prepare monthly management report.
- Expense Budget – Monitor expenses against budget, track deviation, investigate reasons & recommend corrective action.
- Assist with management of monitoring petty‑cash requisitions.
- Prepare management report on deviations.
- Develop & sustain Customer & Stakeholder relations.
- Intervene on customer queries & concerns.
- Understand impact of stakeholder policies on regional business.
- Deploy the correct interactions and processes.
- Communication management – Stakeholder analysis (who's who?).
- Knowledge of different markets.
- Company themes / message.
- Manage Regional Office, Administration & Client Services.
- Manage regional sales force – recruitment, selection, training & development, performance management, etc.
- Visits to districts / sites.
- Ensure that branch offices project the required image of Cornerstone.
- Oversee the regional administrative activities.
- Liaise with provincial administration on training needs & support.
- Assist with client services and oversee sales staff & offices.
Formal Education
- Matric.
- Relevant Qualification (recognised by the FSCA)?
Technical / Legal Certification
- Regulatory Examination Level 5 : Representatives as an advantage.
- Regulatory Examination Level 1 : Key Individuals as an advantage credits on NQF level 5 (Depending on the date of appointment in the industry)?
Experience
- 1 year relevant management experience, managing Financial Advisors.
- 6 months Insurance industry with funeral experience.
- At least 6 months advice and intermediary experience in category A (Assistance business).