Main Propose
To recruit, maintain and develop brokers and achieve set targets
Main Outputs and Responsibilities
1. Develop and maintain sales and marketing plan
• Develop and implement an integrated sales & marketing plan
• Review progress and compile report on progress made
2. Recruit Brokers
• Grow distribution channel by sourcing and selecting appropriate brokers
• Prepare and present appropriate documentation of Brokers for the CCC
3. Provide support to brokers
• Ensure brokers are equipped with sufficient 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
4. Offer training to brokers and their sub-agents
• Facilitate product training
• Facilitate any other form of training that will enhance the broker’s production
• Keep record of training interventions
• Forward all relevant training info to Head Office
5. Identity and develop new and current markets
• Identify 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
6. Maintain production targets and retain business
• Identify and develop new markets
• Ensure and monitor set production targets are achieved
• Maintain business retention
Requirements
Knowledge and Skills
Formal Education
• Matric
• Diploma/Degree/Long Term Insurance qualification (a qualification that is recognised by the FSCA)
Technical/Legal Certification
• Regulatory Examination Level 1: Representatives
• Regulatory Examination Level 1: Key Individual (Advantage)
Experience
• 2 years Project Management
• 2 years’ experience in the Long-Term Insurance industry
• Atleast 1 years advice and intermediary experience in category A,B,C and retail benefits
• 1 year’s management experience in the insurance industry
COMPETENCIES
KNOWLEDGE
Life Industry
Legislation FAIS, NCA, FSCA, LTIA
Financial Management Products
