Administrator: Marketing Support & Sales Intelligence (Insurance)

AtripleA Recruitment & Temps

South Africa
R18,000 per month
Permanent
Full-time

29 days ago

Job Summary Menlo Park
Permanent
R18000Our 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 - Copy of ID, qualifications and latest payslipResponsibilities: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 RegisterProvide support to Sales TeamRecord keepingRequirements:

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 monthAtripleA recruitment & tempsRecruiter

Job Mail

Apply Now