Sales Manager

Formal Education and Experience

• Grade 12
• NQF Level 6 Qualification (recognised by the FSB) (Non Negotiable)
• Regulatory Examination Level 5: Representatives (Non Negotiable)
• Regulatory Examination Level 1: Key Individuals (Advantage)
• 120 credits on NQF level 5 (Depending on the date of appointment in the industry
• 2 year relevant management experience
• 2 years Project Management
• 2 years Insurance industry
• Atleast 1 years advice and intermediary experience in category
• A,B,C and retail benefits

MAIN OUTPUTS AND RESPONSIBILITIES FOR THIS POSITION

• 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 FSB requirements implementation of assessment selection battery 10%
• 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 sales representative
• 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 company products and services regularly
• Ensure computer software of brokers are up to date in respect of company products and services
• Build professional business relationships with brokers 15% Sales Manager
• 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

PLEASE NOTE THAT FEEDBACK WILL BE GIVEN TO SHORTLISTED CANDIDATES ONLY. For more info, please email us at