Main Purpose
To recruit, maintain, and develop sales representatives and brokers, and 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 to improve selling skills
- Provide recognition 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 and advise on business methods of brokers
- Update brokers regularly on products and services
- Ensure brokers' 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
- Negotiate stop order markets
- Maintain contacts 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 rendering services under supervision
- Submit supervision evidence to MSSI monthly
- Mentor and train supervisees on product understanding
- Observe meetings between representatives and clients
Compliance
- Handle complaints
- Track number of complaints received, investigated, and referred for debarment
Training and Awareness
- Provide refresher and new product training
- Maintain records of advice and financial needs analysis
- Ensure completion of application forms
Other
- Adhere to the code of conduct, TCF, and risk and audit requirements
- Display company values and culture
- Provide leadership to team to achieve targets