To recruit, maintain, develop sales representative and set targets within Cornerstone Regions.
1. Plan and Implement Sales plan at Regional level
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
2. Expense Budget
Monitor expenses against budget
Track deviation, investigate reasons & recommend corrective action
Assist with management of monitoring petty-cash requisitions
Prepare management report on deviations
3. Develop & Sustain Customer & Stakeholder relations
Intervene on customer queries & concerns
Understand impact of stakeholder policies on regional business
Deploy the correct interactions and processes
4. Communication management
Stakeholder analysis (who’s who?)
Knowledge of different markets
Company themes/message
5. Manage Regional Office, Administration & Client Services
Manage regional sales force – recruitment, selection, training & development, performance management, etc.
Visits to districts/sites
Ensure that branch offices project the required image of Cornerstone
Oversee the regional administrative activities
Liaise with provincial administration on training needs & support
Assist with client services and oversee sales staff & offices
FORMAL EDUCATION
Matric
Relevant Qualification (recognised by the FSCA)
TECHNICAL/ LEGAL CERTIFICATION
Regulatory Examination Level 5: Representatives as an advantage
Regulatory Examination Level 1: Key Individuals as an 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)
EXPERIENCE
1year relevant management experience
6 months Insurance industry
Atleast 6 months advice and intermediary experience in category A (Assistance business)