We provide funeral, life, savings and retirement products and services to South Africans from every walk of life. In everything we do, we aim to reward the trust that our clients have placed in us. We keep our promises to our stakeholders, and we are always there for our clients when it matters most
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Description
- To recruit, maintain, develop sales representative and set targets within Cornerstone Regions.
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
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
Develop & Sustain Customer & Stakeholder relations
- Intervene on customer queries & concerns
- Understand impact of stakeholder policies on regional business
- Deploy the correct interactions and processes
Communication management
- Stakeholder analysis (who’s who?)
- Knowledge of different markets
- Company themes/message
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)
go to method of application »
Description
- To recruit, maintain, develop sales representative and set targets within Cornerstone Regions.
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
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
Develop & Sustain Customer & Stakeholder relations
- Intervene on customer queries & concerns
- Understand impact of stakeholder policies on regional business
- Deploy the correct interactions and processes
Communication management
- Stakeholder analysis (who’s who?)
- Knowledge of different markets
- Company themes/message
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)
go to method of application »
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
go to method of application »
Description
- To manage and direct the marketing and sales function within Cornerstone.
Identify and Develop marketing policy and strategy
- Marketing business plan – expansion of distribution channel, sales targets, etc
- Sales budget – setting of targets according to uniform criteria
- Resource requirements
- Obtain approval from CEO
- To review & update strategy & plan
- Communicate plan to employees
- Financial budget for all resources
Sales Process and targets
- Formulation of sales policies & procedures
- Manage sales staff performance
- Reporting of statistics & results
Customer Relations
- Report from provinces & GSA
- Interacts with the Ombudsman
People Management
- Management of the Regions provincial structures, training & development, performance management, etc.
- Visits to provinces within the Region
Develop a communication strategy & plan
- Stakeholder analysis
- Understanding Markets
Stakeholder relations
- Gain understanding of stakeholder impact on business
- Understand impact of stakeholder policies on business
- Deploy the correct interactions and processes
Requirements
FORMAL EDUCATION
- Matric
- Relevant qualification
TECHNICAL/LEGAL CERTIFICATION
- RE 5
- RE1
- Driver's license
EXPERIENCE
- 5 years in Insurance
- 5 years in Sales Management
- 3 years in People Management
- At least 1 year experience in category A
go to method of application »
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
Method of Application
Use the link(s) below to apply on company website.
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