Description:
- Develop and maintain sales and marketing plan
- Develop an integrated sales and marketing plan
- Implement and align marketing plan with regional plan and submit t management
- Review and update strategic plan on a regular basic
- Select applicants in accordance with FSCA requirements implementation of assessment selection battery
- Conduct training to sales representative
- Build professional business relationships with brokers
- Comply with FAIS requirements
- Supervise representative when rendering services under supervision
- Submit supervision evidence to MSSI on a monthly basis
- Deal and resolve queries and complaints
- Financial needs analysis
- Adhere to TCF
Requirements:
- Matric
- Relevant qualification (Recognised by the FSCA)
- 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
- 1 - year management and oversight experience in categories A,B1,B2, C and retail pension funds
- 2 years Project Management
- 2 Years insurance industry experience
- At least 1 years advice and intermediary experience in category A, B1, B2, C and retail pension fund
23 Dec 2021;
from:
gumtree.co.za