Description
- To support the Regional Manager in driving the performance, growth, and governance of the Distribution Division by ensuring that recurring premium, single premium, and group scheme sales targets are achieved through effective leadership of sales teams, development of distribution channels, and execution of strategic sales initiatives.
- The role ensures sustainable production growth, talent development, regulatory compliance, and strong stakeholder relationships across the region.
MAIN OUTPUTS AND RESPONSIBILITIES
Strategic Distribution Management
- Provide input into the regional and national sales strategy.
- Implement and maintain the Distribution Strategic Plan.
- Ensure achievement of Annual Premium Income (API), policy count, and product mix targets.
- Monitor and drive production performance across distribution channels.
- Align regional distribution execution with organisational strategic objectives.
Budget Planning and Financial Oversight
- Develop and manage the Divisional Sales Budget.
- Ensure efficient allocation and utilisation of resources.
- Monitor production costs and expense management.
- Ensure divisional operations remain within approved financial parameters.
Distribution Channel Development
- Lead the recruitment, development, and retention of sales talent.
- Develop sustainable distribution channels including brokers and financial advisors.
- Coach and support Sales Managers and Broker Consultants.
- Ensure productivity, capability development, and succession readiness across the distribution structure.
Market Development and Expansion
- Identify and develop new markets and business opportunities.
- Conduct research to identify potential growth segments and distribution opportunities.
- Develop strategic initiatives to increase market penetration.
Negotiate and implement commercial stop-order facilities with institutions and organisations.
- Sales and Marketing Administration
- Provide leadership and direction in regional sales meetings.
- Liaise with Marketing and Sales Administration teams.
- Oversee business submission processes.
- Ensure accurate reporting and feedback on production activities.
- Support marketing initiatives aligned with regional growth objectives.
Performance Reporting
- Provide regular sales progress reports to the Regional Manager.
- Monitor key performance indicators including:
- Production
- Conversion ratios
- Policy retention
- Distribution productivity
- Provide insights and recommendations to improve performance.
FAIS Governance and Regulatory Compliance
- Ensure compliance with regulatory requirements including:
- FAIS Fit and Proper Requirements
- FSCA Board Notice 194
- Regulatory Examination standards
Responsibilities include:
- Ensuring brokers and representatives have a clear understanding of products.
- Monitoring regulatory compliance across the distribution network.
- Ensuring Financial Advisors meet licensing and competency requirements.
Compliance and Risk Management
Ensure adherence to compliance and governance standards including:
- Complaints Management
- Monitor complaints received.
- Oversee investigations and escalation processes.
- Manage referrals for forensic investigation.
- Participate in debarment processes where required.
- Training and Compliance Awareness
- Product training
- Refresher training
- Regulatory awareness
- Advice Quality
- Record of Advice compliance
- Financial Needs Analysis completion
- Accurate application documentation
Leadership and Culture
- Lead by example in demonstrating organisational values.
- Promote a culture of accountability, integrity, and customer centricity.
- Motivate and develop sales teams to achieve high performance.
- Support transformation and talent development initiatives.
Governance and Conduct
- Adhere to the organisational Code of Conduct.
- Ensure adherence to Treating Customers Fairly (TCF) principles.
- Comply with risk management and audit requirements.
- Promote ethical and responsible business practices.
Requirements
JOB EVALUATION CRITERIA
KNOWLEDGE AND SKILLS
- Formal Education
- Matric / Grade 12
- 120 credits on NQF Level 5 or a Bachelor's Degree recognised by the Financial Sector Conduct Authority (FSCA)
- Technical / Legal Certification
- Regulatory Examination Level 5 – Representatives (RE5)
- Regulatory Examination Level 1 – Key Individuals (RE1)
Experience
- Minimum 5 years experience in the insurance industry
- Minimum 3 years sales management experience
- Minimum 2 years project or strategic initiative management
OTHER SPECIAL REQUIREMENTS
- Valid driver’s licence
- Willingness to travel extensively within the region
- Ability to work flexible hours when required
- Ability to manage multiple sales offices and teams
- Strong stakeholder engagement capability
- Experience in managing broker and advisor distribution channels
- Proficiency in CRM and sales performance systems
Closing date: 8 April 2026
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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
Closing Date: 08 April 2026
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