Sales Manager at Assupol (Port Elizabeth) for Skilled Candidates

Closing date: 2025/05/06

Reference Number

Sales Manager: PE

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 plan

• Implement and align marketing plan with regional plan and submit to management

• Review and update strategic plan on a regular basic

• Compile report on progress made on strategic plan

• Communicate strategic plan to sales representatives

Perform recruitment and selection process for sales representative

• Advertise and market representative positions through presentations

• Select applicants in accordance with FSCA requirements implementation of assessment selection battery

Conduct training to sales representative

• Facilitate the pre-course and post-course training

• Responsible for on-the-job assessment of representatives

Conduct coaching process

• Give technical support and motivation to representatives

• Coach representatives on improving their selling skills

• Provide recognition through performance management system

Conduct training to brokers

• Ensure brokers are equipped with sufficient office documentation e.g. application forms

• Handle administration queries on behalf of dedicated brokers

• Check business methods of dedicated brokers and advise accordingly

• Update brokers on Assupol products and services regularly

• Ensure computer software of brokers are up to date in respect of Assupol products and services

• Build professional business relationships with brokers 

Identity and develop new and current markets

• Identify, penetrate and develop new markets

• Negotiate stop order markets

• Maintain contacts with key decision makers and insurance industry resources (new and existing)

• Retain and increase market share in existing markets

• Manage the business retention

• Conduct products presentations in the market

Maintain production targets and retain business

• Ensure and monitor set production targets are achieved

• Maintain business retention 

Comply with FAIS requirements

• Supervise representative when rendering services under supervision

• Submit supervision evidence to MSSI on a monthly basis

• Mentor and train supervisee to ensure that they have a proper understanding of products

• Observe meetings between representative and clients 

Compliance

• Complaints

• Number of complaints Received

• Number of complaint referred for investigation (Forensic)

• Number of complaints referred for Debarment Hearing based on outcome from debarment Committee

Training and Awareness

• Refresher Training

• New Product Training

• Record of Advice

• Financial Needs Analysis

• Completion of the application forms

Other

• Adhere to code of conduct

• Adhere to TCF

• Comply with risk and audit requirements

• Display the values and culture

• Provide leadership to your team to assist them in achieving their target

Requirements

Knowledge and Skills Formal

Education

Matric

Relevant Qualification (recognised by the FSCA)

Technical/Legal Certification

Regulatory Examination Level 5: Representatives

Regulatory Examination Level 1: Key Individuals

Class of Business (Long Term Insurance and Investments) (Depending on Date of Appointment as Key Individual in the industry)CPD

Experience

1 year management and oversight experience in categories A, B1, B2, C, B1-A, B2-A and retail pension funds

2 years Project Management

2 years Insurance industry

At least 1 years advice and intermediary experience in category A, B1, B2, C, B1-A, B2-A and retail pension funds

Work Level

Management

Job Type

Permanent

Salary

Market Related

EE Position

No

Location

Port Elizabeth

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