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1
Main Purpose:
To sell policies, recruit, develop and train representatives to achieve the set targetTo be developed into a Sales Manager when vacancies are available (Key Individual)
- 1 year ProgrammeCourses- Full-Time Academic School: 0 – 1 month- Commissions and Finance- Compliance- Reports- Practical School (2 – 12 months)- COB Long term and Investments- CPD- Supervision (FSP 4.1);- Recruitment process orientation (On-Boarding)- MS Office (Spread over 12 months – if necessary)- Digital training- Sales reports Orientation- Sales performance management orientation- Disciplinary action
Requirements
Formal Education
• Matric• Relevant Full Qualification as per the FSCA Board Notice
Technical/Legal Certification
• Registered as an Employee Representative (FSCA)• Regulatory Examination Level 1: Representatives (RE5)• Regulatory Examination Level 1: Key Individuals (RE1)• Class of Business: Long Term Insurance & Investment (Advantage)• Updated CPD points
Experience
• 2 Years’ Experience in the Insurance Industry• Experience in Category A, B1, B2, C and Retail Benefits• Fit and Proper Rep for all Tier 1 products • Fit and Proper Rep for all Tier 2 products
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8zNDI4ODk3MDc0P3NvdXJjZT1ndW10cmVl&jid=1370742&xid=3428897074
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13d
1
Recruiting a permanent Sales Manager from the life insurance industry for the Limpopo Lephalala, 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 productsObs...
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8yMzg0OTA1MTU0P3NvdXJjZT1ndW10cmVl&jid=1500805&xid=2384905154
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13d
1
Description
Main PurposeTo recruit, maintain and develop sales representative and brokers and set targets.
Develop and maintain sales and marketing plan
Develop an integrated sales & marketing planImplement and align 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 are equipped with sufficient office documentation e.g. application formsHandle administration queries on behalf of dedicated brokersCheck business methods of dedicated brokers and advise accordinglyUpdate brokers on products and services regularlyEnsure computer software of brokers are up to date in respect of 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 targets are achievedMaintain business retention
Comply with FAIS requirements
Supervise representative when rendering services under supervisionSubmit supervision evidence to MSSI on a monthly basisMentor and train supervisee to ensure that they have a proper understanding of productsObserve meetings between representative and clients
Compliance
ComplaintsNumber of complaints ReceivedNumber of complaint referred for invest...
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8zOTc3NjUwMzMwP3NvdXJjZT1ndW10cmVl&jid=1366497&xid=3977650330
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13d
1
This is a shoutout to all Sales Managers in the Limpopo – Polokwane area from the insurance industry with advice and intermediary experience in category A (Assistance business), looking for a new and exciting opportunity.
Sales Manager: Cornerstone
Department Sales and Marketing: Cornerstone
Job Type Permanent
Work Level Skilled
Salary Market Related
Location Limpopo - Polokwane
Duties and responsibilities
Recruit, maintain, develop sales representatives, and set targets within Cornerstone Regions
Plan and Implement Sales plan at the Regional level
Develop sales plans to attain set goals/targetsCommunicate sales plan to sales teamsIdentify and agree on individual roles/ responsibilitiesRecruit resources according to HR PlanPlan for infrastructure requirements – vehicles, offices, furniture, policy books, etcParticipate in Provincial budgeting processImplement and monitor company policies and proceduresManage sales staff performance monthlyEvaluate progress against goals monthlyPrepare monthly management report
Expense Budget
Monitor expenses against budgetTrack deviation, investigate reasons and recommend corrective actionAssist with management of monitoring petty-cash requisitionsPrepare management report on deviations
Develop & Sustain Customer & Stakeholder relations
Intervene on customer queries/ concernsUnderstand impact of stakeholder policies on regional businessDeploy the correct interactions and processes
Communication management
Stakeholder analysis (who’s who?)Knowledge of different marketsCompany themes/message
Manage Regional Office, Administration & Client Services
Manage regional sales force – recruitment, selection, training & development, performance management, etc.Visits to districts/sitesEnsure that branch offices project the required image of CornerstoneOversee the regional administrative activitiesLiaise with provincial administration on training needs & supportAssist with client services and oversee sales staff & offices
FORMAL EDUCATION
MatricRelevant Qualification (recognised by the FSCA)
TECHNICAL/LEGAL CERTIFICATION
Regulatory Examination Level 5: Representatives (advantage)Regulatory Examination Level 1: Key Individuals (advantage)30 or 60 credits on NQF level 2 (Depending...
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8yMzc3NTc5MjI2P3NvdXJjZT1ndW10cmVl&jid=1311013&xid=2377579226
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13d
1
Main Purpose:
To sell policies, recruit, develop and train representatives to achieve the set targetTo be developed into a Sales Manager when vacancies are available (Key Individual)
- 1 year ProgrammeCourses- Full-Time Academic School: 0 – 1 month- Commissions and Finance- Compliance- Reports- Practical School (2 – 12 months)- COB Long term and Investments- CPD- Supervision (FSP 4.1);- Recruitment process orientation (On-Boarding)- MS Office (Spread over 12 months – if necessary)- Digital training- Sales reports Orientation- Sales performance management orientation- Disciplinary action
Requirements
Formal Education
• Matric• Relevant Full Qualification as per the FSCA Board Notice
Technical/Legal Certification
• Registered as an Employee Representative (FSCA)• Regulatory Examination Level 1: Representatives (RE5)• Regulatory Examination Level 1: Key Individuals (RE1)• Class of Business: Long Term Insurance & Investment (Advantage)• Updated CPD points
Experience
• 2 Years’ Experience in the Insurance Industry• Experience in Category A, B1, B2, C and Retail Benefits• Fit and Proper Rep for all Tier 1 products • Fit and Proper Rep for all Tier 2 products
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS80MjU5OTEyNDQ5P3NvdXJjZT1ndW10cmVl&jid=1371266&xid=4259912449
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13d
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