Main Purpose
To recruit, maintain, and develop sales representatives and brokers, and to 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, implementing assessment and selection battery
Conduct training for sales representatives
- Facilitate pre-course and post-course training
- Responsible for on-the-job assessment of representatives
Conduct coaching process
- Provide technical support and motivation to representatives
- Coach representatives on improving their selling skills
- Recognize performance through the performance management system
Conduct training for brokers
- Ensure brokers have sufficient documentation, e.g., application forms
- Handle administrative queries on behalf of brokers
- Review business methods of brokers and advise accordingly
- Update brokers regularly on products and services
- Ensure brokers' computer software is up to date with respect to products and services
- Build professional relationships with brokers
Identify and develop new and current markets
- Identify, penetrate, and develop new markets
- Negotiate stop order markets
- Maintain contact with key decision-makers and industry resources
- Retain and increase market share
- Manage business retention
- Conduct product presentations in the market
Maintain production targets and retain business
- Ensure and monitor achievement of set targets
- Maintain business retention
Comply with FAIS requirements
- Supervise representatives when rendering services under supervision
- Submit supervision evidence monthly to MSSI
- Mentor and train supervisees for product understanding
- Observe meetings between representatives and clients
Compliance
- Manage complaints: number received, investigations, and debarment hearings
Training and Awareness
- Refresher training
- New product training
- Record of Advice
- Financial Needs Analysis
- Completion of application forms
Other
- Adhere to code of conduct and TCF
- Comply with risk and audit requirements
- Display company values and culture
- Provide leadership to your team to help them achieve targets