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To apply, click on the link at the end of the posts and all the best with your applications
Sales Manager: Cornerstone (North West)
Reference Number
SM: Rustenburg
Description
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
Requirements
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 required (Managing Financial Advisors)
• 6 months Insurance industry in Funeral (Cat A)
• Atleast 6 months advice and intermediary experience in category A (Assistance business)
Click here to apply
Sales Manager: Cornerstone (Gauteng North)
Reference Number
SM: Pretoria
Description
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
Requirements
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)
Click here to apply
Sales Manager: Cornerstone (Kempton Park)
Reference Number
SM: Kempton Park
Description
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
Requirements
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 (Managing Financial Advisors)
• 6 months Insurance industry in Funeral (Category A)
• Atleast 6 months advice and intermediary experience in category A (Assistance business)
Click here to apply
Sales Manager: Cornerstone (Soweto)
Reference Number
SM: Maponya Mall
Description
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
Requirements
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 (Managing Financial Advisors)
• 6 months Insurance industry in Funeral (Category A)
• Atleast 6 months advice and intermediary experience in category A (Assistance business)
Click here to apply
Sales Manager: Cornerstone (Lephalale)
Reference Number
SM: LP
Description
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
Requirements
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 ( Managing Financial Advisors)
• 6 + months Insurance industry (Category A)
• 6 months + advice and intermediary experience in category A (Assistance business)
Click here to apply
Sales Manager (Kroonstad)
Reference Number
SM-Kroonstad
Description
Main Purpose
To recruit, maintain and develop sales representative and brokers and set targets.
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 FSCA requirements implementation of assessment selection battery
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 brokers
- 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 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
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
Compliance
- Complaints
- Number of complaints Received
- Number of complaint referred for investigation (Forensic)
- Number of complaints referred for Debarment Hearing based on outcome from debarment Committee
Training and Awareness
- Refresher Training
- New Product Training
- Record of Advice
- Financial Needs Analysis
- Completion of the application forms
Other
- Adhere to code of conduct
- Adhere to TCF
- Comply with risk and audit requirements
- Display the values and culture
- Provide leadership to your team to assist them in achieving their target
Requirements
Knowledge and Skills
Formal Education
Matric
Relevant Qualification (recognised by the FSCA)
Technical/Legal Certification
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
Experience
1 year management and oversight experience in categories A, B1, B2, C, B1-A, B2-A and retail pension funds
2 years Project Management
2 years Insurance industry
At least 1 years advice and intermediary experience in category A, B1, B2, C, B1-A, B2-A and retail pension funds
Click here to apply
Broker Consultant (Phuthaditjhaba)
Reference Number
BC Phuthaditjhaba
Description
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
SKILLS
Communication Verbal and written
Presentation
Research
Network
Facilitation
Coaching
Recruitment
Marketing
Report Writing
Planning and organising
ATTRIBUTES
Perseverance
People centric
Click here to apply
Sales Manager:EL (East London)
Reference Number
Sales Manager_EL
Description
Main Purpose
To recruit, maintain and develop sales representative and brokers and set targets.
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 FSCA requirements implementation of assessment selection battery
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 brokers
- 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 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
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
Compliance
- Complaints
- Number of complaints Received
- Number of complaint referred for investigation (Forensic)
- Number of complaints referred for Debarment Hearing based on outcome from debarment Committee
Training and Awareness
- Refresher Training
- New Product Training
- Record of Advice
- Financial Needs Analysis
- Completion of the application forms
Other
- Adhere to code of conduct
- Adhere to TCF
- Comply with risk and audit requirements
- Display the values and culture
- Provide leadership to your team to assist them in achieving their target
Requirements
Knowledge and Skills
Formal Education
Matric
Relevant Qualification (recognised by the FSCA)
Technical/Legal Certification
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
Experience
1 year management and oversight experience in categories A, B1, B2, C, B1-A, B2-A and retail pension funds
2 years Project Management
2 years Insurance industry
At least 1 years advice and intermediary experience in category A, B1, B2, C, B1-A, B2-A and retail pension funds
Click here to apply
Senior Sales Development Consultant_WDC (Centurion)
Reference Number
SSDC_WDC25
Description
Main Purpose: To sell policies, recruit, develop and train representatives to achieve the set target
To be developed into a Sales Manager when vacancies are available (Key Individual)
– 1 year Programme
Courses
– Full-Time Academic School: 0 – 1 month
– Commissions and Finance
– Compliance
– Reports
– Practical School (2 – 12 months)
– COB Long term and Investments
– CPD
– Supervision (FSP 4.1);
– Recruitment process orientation (On-Boarding)
– MS Office (Spread over 12 months – if necessary)
– Digital training
– Sales reports Orientation
– Sales performance management orientation
– Disciplinary action
Requirements
Formal Education
• Matric
• Relevant Full Qualification as per the FSCA Board Notice
Technical/Legal Certification
• Registered as an Employee Representative (FSCA)
• Regulatory Examination Level 1: Representatives (RE5)
• Class of Business: Long Term Insurance & Investment (Advantage)
• Updated CPD points
Experience
• 2 Years’ Experience in the Insurance Industry
• Experience in Category A, B1, B2, C and Retail Benefits
• Fit and Proper Rep for all Tier 1 products
• Fit and Proper Rep for all Tier 2 products
Click here to apply
We wish you all the best with your applications
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