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 the strategic plan
- Communicate the strategic plan to sales representatives
Perform recruitment and selection processes for sales representatives
- Advertise and market representative positions through presentations
- Select applicants in accordance with FSCA requirements and implement assessment and selection battery
Conduct training for sales representatives
- Facilitate pre-course and post-course training
- Conduct on-the-job assessments of representatives
Conduct coaching processes
- Provide technical support and motivation to representatives
- Coach representatives to improve their selling skills
- Recognize performance through the performance management system
Conduct training for brokers
- Ensure brokers are equipped with sufficient documentation, e.g., application forms
- Handle administrative queries on behalf of brokers
- Check business methods of brokers and advise accordingly
- Update brokers regularly on products and services
- Ensure brokers' computer software is up to date regarding products and services
- Build professional relationships with brokers
Identify and develop new and current markets
- Identify, penetrate, and develop new 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 production targets
- Maintain business retention
Comply with FAIS requirements
- 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
Compliance
- Handle complaints
- Track number of complaints received
- Track complaints referred for investigation (forensic)
- Track complaints referred for debarment hearings based on debarment committee outcomes
Training and awareness
- Refresher training
- New product training
- Record of Advice
- Completion of application forms
Other
- Adhere to the code of conduct
- Adhere to Treating Customers Fairly (TCF)
- Comply with risk and audit requirements
- Display company values and culture
- Provide leadership to your team to help them achieve targets