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1
Recruiting a permanent Sales Manager from the life insurance industry for the KZN - Ladysmith Branch, the main objective will be to recruit, maintain and develop sales representatives and brokers and set targets. Applicants must have an RE5, RE1 and 1 year of management and oversight experience in categories A, B1, B2, C, B1-A, B2-A, and retail pension funds.
Develop and maintain sales and marketing plan
Develop an integrated sales & marketing plan
Implement and align a marketing plan with regional plan and submit to managementReview and update strategic plan on a regular basicCompile report on progress made on strategic planCommunicate strategic plan to sales representatives
Perform recruitment and selection process for sales representative
Advertise and market representative positions through presentationsSelect applicants in accordance with FSCA requirements implementation of assessment selection battery
Conduct training to sales representative
Facilitate the pre-course and post-course trainingResponsible for on-the-job assessment of representatives
Conduct coaching process
Give technical support and motivation to representativesCoach representatives on improving their selling skillsProvide recognition through performance management system
Conduct training to brokers
Ensure brokers equipped with sufficient office documentation e.g., application formsHandle administration queries on behalf of dedicated brokersCheck business methods of brokers and advise accordinglyUpdate brokers on company products and services regularlyEnsure computer software for brokers are up to date in respect of company products and servicesBuild professional business relationships with brokers
Identity and develop new and current markets
Identify, penetrate, and develop new marketsNegotiate stop order marketsMaintain contacts with key decision makers and insurance industry resources (new and existing)Retain and increase market share in existing marketsManage the business retentionConduct products presentations in the market
Maintain production targets and retain business
Ensure and monitor set production targetsMaintain business retention
Comply with FAIS requirements
Supervise representative when rendering services under supervisionSubmit supervision evidence to MSSI monthlyMentor and train supervisee to ensure that they have a proper understanding of productshttps://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS80MDg4MDc1NTQ3P3NvdXJjZT1ndW10cmVl&jid=1510181&xid=4088075547
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2h
1
Recruiting a permanent Sales Manager from the life insurance industry for Ladysmith - KZN, the main objective will be to recruit, maintain and develop sales representatives and brokers and set targets. Applicants must have an RE5, RE1 and 1 year of management and oversight experience in categories A, B1, B2, C, B1-A, B2-A, and retail pension funds.
Develop and maintain sales and marketing plan
Develop an integrated sales & marketing plan Implement and align a marketing plan with regional plan and submit to managementReview and update strategic plan on a regular basicCompile report on progress made on strategic planCommunicate strategic plan to sales representatives
Perform recruitment and selection process for sales representative
Advertise and market representative positions through presentationsSelect applicants in accordance with FSCA requirements implementation of assessment selection battery
Conduct training to sales representative
Facilitate the pre-course and post-course trainingResponsible for on-the-job assessment of representatives
Conduct coaching process
Give technical support and motivation to representativesCoach representatives on improving their selling skillsProvide recognition through performance management system
Conduct training to brokers
Ensure brokers equipped with sufficient office documentation e.g., application formsHandle administration queries on behalf of dedicated brokersCheck business methods of brokers and advise accordinglyUpdate brokers on company products and services regularlyEnsure computer software for brokers are up to date in respect of company products and servicesBuild professional business relationships with brokers
Identity and develop new and current markets
Identify, penetrate, and develop new marketsNegotiate stop order marketsMaintain contacts with key decision makers and insurance industry resources (new and existing)Retain and increase market share in existing marketsManage the business retentionConduct products presentations in the market
Maintain production targets and retain business
Ensure and monitor set production targetsMaintain business retention
Comply with FAIS requirements
Supervise representative when rendering services under supervisionSubmit supervision evidence to MSSI monthlyMentor and train supervisee to ensure that they have ...
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8xMzE4NzQzMTk1P3NvdXJjZT1ndW10cmVl&jid=1510189&xid=1318743195
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23d
Ads in other locations
1
Provide professional first line support to clients and sales support
1. Render client services • Adhere to client service procedures: maturities, policy contracts, loan applications, cancellations, amendments, financial and general enquiries• Update client personal details and AIMS notes• Provide correct and accurate advice to clients on products and services (TCF)• Inform clients and update changes to their policy (TCF)• Liaise with relevant departments to gather information to resolve clients’ queries• Maintain required business retention rate• Handle all complaints and enquiries • Escalate complaints to Office Manager and Complaints Handling Officer • Follow complaints procedure • Handle all incoming calls and walk-in clients 2. Administrate Claims • Verify claims documents as per standard procedure • Assist clients with the completion of claim forms• Submit all claims received to Head office • Submit any outstanding documentation as per Head Office request • Keep claims register up to date 3. Advise clients on cancelations • Advise the client of the process and disadvantages of cancelation • Retain the policy by proposing different options (loan, partial surrender paid up)• Inform relevant Sales Manager of the intended cancelation for retention• As per clients request follow the standard cancelation procedure 4. Administrate demutualization process• Capture client information • Inform clients of status of their shares • Update clients information on Aims systems • Register and forward to Head office 5. Office Administration• Manage mail and fax • Prepare statistical reports• Assist with data capturing when required • Encourage clients to complete the survey 6. Fit and Proper Requirements• Adhere and comply to FSB board notice in terms of FAIS7. Documentation and filing procedures• Keep record systems up to date • File and keep documentation for a period as required by the legislationRequirements
FORMAL EDUCATION
• Matric
? TECHNICAL/LEGAL CERTIFICATION
• Recognised Qualification as per the FSCA (Advantage)
• RE 5
• Registration as an Employee Representative (FSCA)
• CPD
• COB (Depending on DOFA)
? EXPERIENCE
• 2 Years’ Experience in the Insurance Industry (Long Term);
• 1 Year Client Services
• 1 Years’ experience in: Category A, B, C and retail benefits (Advantage)
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8zMjg4NTkyODMyP3NvdXJjZT1ndW10cmVl&jid=1463129&xid=3288592832
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5min
1
A top insurance company is looking for a sales manager to join their Sales and Marketing department in Vryheid, KZN.
Purpose
To recruit, maintain and develop sales representative brokers and set targets.to develop and maintain sales and marketing.Advertise and market representative positions through presentations.Facilitate the pre-course and post course trainingConduct coaching processConduct training to brokersIdentify and develop new and current marketsMaintain production targets and retain businessComply with FAIS requirementsComplianceTraining
Requirements
Must have a Matric
Must have relevant qualification (recognised by the FSCA)
Must have RE5: Representatives
Must have RE1: Key Individuals
Must have Class of Business (Long Term Insurance and investments)
Must have a CPD (certificate of completion)
Experience
Must have 1 year management and oversight Experience in categories A, B1, B2, C, B1-A, B2-A and retail pension funds.
Must have 2 years Project Management experience.
Must have 2 years' experience working in the insurance industry.
Must have at least 1 year advice and intermediary experience in category A, B1, B2, C, B1-A, B2-A and retail pension funds
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8yMDA5NTExNTAzP3NvdXJjZT1ndW10cmVl&jid=1745515&xid=2009511503
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12min
1
Job Description:
Are you a dynamic and results-driven professional looking to lead our sales and marketing team? We are seeking a Sales and Marketing Manager to recruit, develop, and maintain a team of sales representatives and brokers while setting and achieving targets. If you're a strategic thinker with a passion for sales and marketing, we want to hear from you.
Key Responsibilities:
Develop and implement a comprehensive sales and marketing plan.Align marketing strategies with regional objectives and present plans to the management team.Review and update the strategic plan regularly and provide progress reports.Effectively communicate and ensure the execution of the strategic plan by sales representatives.
Recruitment and Selection Process:
Promote and market representative positions through presentations.Select qualified candidates in accordance with FSCA requirements and assessment selection methods.
Training and Development:
Conduct pre-course and post-course training for sales representatives.Provide on-the-job assessment for representatives to support their growth.
Coaching and Support:
Offer technical support and motivation to representatives.Coach representatives to enhance their selling skills and implement a performance management system.
Training for Brokers:
Ensure brokers are well-equipped with essential office documentation, including application forms.Handle administrative queries for dedicated brokers and provide advice on business methods.Keep brokers updated on Assupol products and services.Ensure brokers' computer software is up to date regarding Assupol products and services.Cultivate professional business relationships with brokers.
Market Development:
Identify, penetrate, and develop new markets.Negotiate stop order markets.Maintain relationships with key decision-makers and insurance industry resources.Retain and expand market share in existing markets.Deliver compelling product presentations in the market.
Production Targets and Business Retention:
Monitor and ensure that set production targets are met.Focus on maintaining business retention.
Compliance and Quality Assurance:
Supervise representatives providing services under supervision.Submit monthly evidence of supervision to MSSI.Mentor and train supervisees to ensure a strong understanding of our products.Observe meetings between representatives and clients.Manage and resolve complaints and maintain accurate re...
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS85NDUwNDU4MzM/c291cmNlPWd1bXRyZWU=&jid=1745518&xid=945045833
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17min
1
Recruit, maintain and develop sales representative and brokers and set targets.
Develop and maintain sales and marketing plan.Perform recruitment and selection process for sales representatives.Conduct training.Conduct coaching process.Identify and develop new and current markets.Maintain production targets and retain business.Compliance.
Educational requirements:
Matric Sales qualification.
Technical Certification requirements:
RE 5RE 1COB Long Term Insurance and InvestmentsCPD
Experience:
1 year management and oversight experience in categories A, B1, B2, C, B1-A, B2-A and retail pension funds2 years project management2 years insurance industry1 year advice and intermediary experience in categories A, B1, B2, C, B1-A, B2-A and retail pension funds
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS80MDA0MDI5MjY3P3NvdXJjZT1ndW10cmVl&jid=1745514&xid=4004029267
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19min
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