To recruit, maintain and develop sales representative and brokers and set targets.
6.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
7.Maintain production targets and retain business
- Ensure and monitor set production targets are achieved
- Maintain business retention
8.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
9.Compliance
Number of complaints Received
Number of complaint referred for investigation (Forensic)
Number of complaints referred for Debarment Hearing based on outcome from debarment Committee
Refresher Training
New Product Training
- Record of Advice
- Financial Needs Analysis
- Completion of the application forms
10.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
