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 and assessment selection battery implementation
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 selling skills
- Recognize performance through the management system
Conduct training for brokers
- Ensure brokers have sufficient documentation (e.g., application forms)
- Handle administrative queries for brokers
- Check and advise on business methods of brokers
- Update brokers on products and services regularly
- Ensure brokers' software is up to date
- Build professional relationships with brokers
Identify and develop markets
- Identify, penetrate, and develop new markets
- Negotiate stop order markets
- Maintain contacts with industry decision makers
- Retain and increase market share
- Manage business retention
- Conduct product presentations
Maintain production targets and business retention
- Ensure achievement of set production targets
- Maintain business retention
Comply with FAIS requirements
- Supervise representatives rendering services
- Submit supervision evidence monthly
- Mentor and train supervisees
- Observe meetings with clients
Compliance
- Handle complaints and investigations
- Manage debarment procedures
Training and Awareness
- Provide refresher and new product training
- Maintain records of advice and financial needs analysis
- Ensure proper completion of application forms
Other responsibilities
- Adhere to the code of conduct, TCF, and risk/audit requirements
- Display company values and culture
- Provide leadership to the team