To recruit, maintain, and develop sales representatives and brokers, and set targets.
Develop and maintain sales and marketing plans
- Develop an integrated sales & marketing plan
- Implement and align the marketing plan with the regional plan and submit it to management
- Review and update the 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 batteries
Conduct training for sales representatives
- Facilitate pre-course and post-course training
- Responsible for on-the-job assessment of representatives
Conduct coaching processes
- Provide technical support and motivation to representatives
- Coach representatives on improving their 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 dedicated brokers
- Check business methods of dedicated brokers and advise accordingly
- Update brokers regularly on Assupol products and services
- Ensure brokers' computer software is up to date regarding Assupol products and services
- Build professional business relationships with brokers
Identify and develop new and current markets
- Identify, penetrate, and develop new markets
- Maintain contacts with key decision makers and insurance industry resources (new and existing)
- Retain and increase market share in existing markets
- 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
- Monitor number of complaints received
- Number of complaints referred for investigation (forensic)
- Number of complaints referred for debarment hearings based on outcomes from the debarment committee
Training and Awareness
- Refresher training
- New product training
- Record of Advice
- Completion of application forms
Other
- Adhere to the code of conduct
- Adhere to TCF
- Comply with risk and audit requirements
- Display the values and culture
- Provide leadership to your team to help them achieve their targets