Sales Manager (Insurance)

Our client in the insurance space is looking for an experienced insurance salesperson t o recruit, maintain, develop sales representative and set targets .

1. 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
• Evaluate progress against goals monthly
• Prepare monthly management report

2. 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

3. Develop & Sustain Customer & Stakeholder relations

• Understand impact of stakeholder policies on regional business
• Deploy the correct interactions and processes

4. Communication management

• Stakeholder analysis (who’s who?)
• Knowledge of different markets
• Company themes / message

5. Manage Regional Office, Administration & Client Services

• 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

Requirements

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
• 30 or 60 credits on NQF level 2 (Depending on the date of appointment in the industry) or
• 60 or 120 credits on NQF level 5 (Depending on the date of appointment in the industry)