<< Back to Careers Administrator: Marketing Support & Sales Intelligence (Insurance)

Menlo Park
Permanent
R18000

Our client in the Insurance industry is seeking Administrator: Marketing Support & Sales Intelligence to join their team in Pretoria East.

 

Should you meet the above requirements, please email your CV to hilda@aaaa.co.za  - Copy of ID, qualifications and latest payslip

Responsibilities: 

Comply with FAIS Regulation

Comply with Marketing Sales Administration manual in accordance with legislative, industry and regulatory body requirements Screen and select candidates effectively and efficiently and provide feedback to Sales Managers Comply with FIT and Proper requirements for new recruitments Update appointments and terminations on the FSB register within required time frame Conduct bi - annual accreditations on products, legislations, code of conduct and FIT and Proper status and issue updated disclosure letters Maintain record keeping on all intermediaries and render support to Sales

 

Validate appointments of Representatives and Juristic Representatives

Receive information from GSDM for appointments or terminations and action accordingly Follow up on all incomplete documentation and send back to relevant parties before pre-approval of appointments Pre-approve new appointments (Criminal, ITC, Fit & Proper Requirements & FSB Register) Identify candidates for training for Assupol Life Process issuing contracts, disclosure letters and code of conducts to representatives and juristic representatives Ensure that all contracts are signed properly before scanning and filing Update the appointment and termination spread sheet for uploads to FSB Coordinate bridging allowances to representatives within required time frame Recon appointments on production yearly Recon Group Scheme reps on a monthly basis by comparing commission with production

Assist Manager with debarment processes and procedures (TCF)

Contribute in Identifying undesirable practices and report it to Manager or Compliance Officer Assist with debarment and suspension of an agent/broker when found guilty Add debarred representatives to appointment and termination spread sheet for uploads to FSB Liaise with legal for letters on termination of broker and rep agreements and place on file

Co-ordinate Training and Awareness on FAIS (Fit & Proper Requirements)

Check FSB Register Provide support to Sales Team Record keeping  

Requirements:

Matric RE 5 120 Credits on NQF 5 (Wealth Management) 1-2 year’s Sales Administration experience MS Office (Excel, Word, PowerPoint)

Knowledge

Legislation: FAIS, FICA, NCA, LTIA, Financial Planning Law Practical Sales experience

Salary: R18 000.00 CTC per month

 

Posted 2024-02-21

Please provide ALL the information requested below, to submit your CV:

Your first name:

Your surname:

Your email address

Attach the files below

Files must be:

Smaller than 3 megabytes each Either MS Word, PDF, Jpeg images or text (txt) files Attach your CV:

Attach a copy of your ID:

Attach a recent payslip:
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