Responsibilities
- Develop sales plan to attain set goals/targets
- Communicate the sales plan to sales teams
- Identify & agree on individual roles and responsibilities
- Recruit resources according to HR Plan
- Plan for infrastructure requirements - vehicles, offices, furniture, policy books, etc
- Participate in Provincial budgeting process
- Implement & monitor company policies & procedures
- Manage sales staff performance monthly
- Evaluate progress against goals monthly
- Prepare monthly management report
- Monitor expenses against budget
- Track deviation, investigate reasons & recommend corrective action
- Assist with management of monitoring petty-cash requisitions
- Prepare management report on deviations
- Intervene on customer queries & concerns
- Understand impact of stakeholder policies on regional business
- Deploy the correct interactions and processes
- Stakeholder analysis
- Knowledge of different markets
- Company themes/message
- Manage regional sales force - recruitment, selection, training & development, performance management, etc.
- Visits to districts/sites
- Ensure that branch offices project the required image
- Oversee the regional administrative activities
- Liaise with provincial administration on training needs & support
- Assist with client services and oversee sales staff & offices
- Matric
- Relevant Qualification (recognised by the FSCA)
- Regulatory Examination Level 5: Representatives advantage
- Regulatory Examination Level 1: Key Individuals advantage
- 30 or 60 credits on NQF level 2 (Depending on the date of appointment in the industry) or
- 60 or 120 credits on NQF level 5 (Depending on the date of appointment in the industry)
- 1 year of relevant management experience
- 6 months Insurance industry
- At least 6 months of advice and intermediary experience in category A (Assistance business)
