Assupol Vacancies

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To apply, click on the link at the end of the posts and all the best with your applications

Sales Manager: Cornerstone (North West)

Reference Number

SM: Rustenburg

Description

To recruit, maintain, develop sales representative and set targets within Cornerstone Regions.

1. 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

2. 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

3. Develop & Sustain Customer & Stakeholder relations

• Intervene on customer queries & concerns
• Understand impact of stakeholder policies on regional business
• Deploy the correct interactions and processes

4. Communication management

• Stakeholder analysis (who’s who?)
• Knowledge of different markets
• Company themes/message

5. 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 required (Managing Financial Advisors)
• 6 months Insurance industry in Funeral (Cat A)
• Atleast 6 months advice and intermediary experience in category A (Assistance business)

Click here to apply

Sales Manager: Cornerstone (Gauteng North)

Reference Number

SM: Pretoria

Description

To recruit, maintain, develop sales representative and set targets within Cornerstone Regions.

Requirements

FORMAL EDUCATION

• Matric
• Relevant Qualification (recognised by the FSCA)

TECHNICAL/LEGAL CERTIFICATION

EXPERIENCE

• 1year relevant management experience
• 6 months Insurance industry
• Atleast 6 months advice and intermediary experience in category A (Assistance business)

Click here to apply

Sales Manager: Cornerstone (Kempton Park)

Reference Number

SM: Kempton Park

Description

To recruit, maintain, develop sales representative and set targets within Cornerstone Regions.

Requirements

FORMAL EDUCATION

• Matric
• Relevant Qualification (recognised by the FSCA)

TECHNICAL/LEGAL CERTIFICATION

EXPERIENCE

• 1year relevant management experience (Managing Financial Advisors)
• 6 months Insurance industry in Funeral (Category A)
• Atleast 6 months advice and intermediary experience in category A (Assistance business)

Click here to apply

Sales Manager: Cornerstone (Soweto)

Reference Number

SM: Maponya Mall

Description

To recruit, maintain, develop sales representative and set targets within Cornerstone Regions.

Requirements

FORMAL EDUCATION

• Matric

• Relevant Qualification (recognised by the FSCA)

TECHNICAL/LEGAL CERTIFICATION

EXPERIENCE

Click here to apply

Sales Manager: Cornerstone (Lephalale)

Reference Number

SM: LP

Description

To recruit, maintain, develop sales representative and set targets within Cornerstone Regions.

Requirements

FORMAL EDUCATION

• Matric
• Relevant Qualification (recognised by the FSCA)

TECHNICAL/LEGAL CERTIFICATION

EXPERIENCE

• 1year relevant management experience ( Managing Financial Advisors)
• 6 + months Insurance industry (Category A)
• 6 months + advice and intermediary experience in category A (Assistance business)

Click here to apply

Sales Manager (Kroonstad)

Reference Number

SM-Kroonstad

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

Click here to apply

Broker Consultant (Phuthaditjhaba)

Reference Number

BC Phuthaditjhaba

Description

Main Propose

To recruit, maintain and develop brokers and achieve set targets

Main Outputs and Responsibilities

1. Develop and maintain sales and marketing plan
• Develop and implement an integrated sales & marketing plan
• Review progress and compile report on progress made

2. Recruit Brokers
• Grow distribution channel by sourcing and selecting appropriate brokers
• Prepare and present appropriate documentation of Brokers for the CCC

3. Provide support to brokers
• Ensure brokers are equipped with sufficient 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

4. Offer training to brokers and their sub-agents
• Facilitate product training
• Facilitate any other form of training that will enhance the broker’s production
• Keep record of training interventions
• Forward all relevant training info to Head Office

5. Identity and develop new and current markets
• Identify 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

6. Maintain production targets and retain business
• Identify and develop new markets
• Ensure and monitor set production targets are achieved
• Maintain business retention

Requirements

Knowledge and Skills

Formal Education
• Matric
• Diploma/Degree/Long Term Insurance qualification (a qualification that is recognised by the FSCA)

Technical/Legal Certification
• Regulatory Examination Level 1: Representatives
• Regulatory Examination Level 1: Key Individual (Advantage)

Experience
• 2 years Project Management
• 2 years’ experience in the Long-Term Insurance industry
• Atleast 1 years advice and intermediary experience in category A,B,C and retail benefits
• 1 year’s management experience in the insurance industry

COMPETENCIES

KNOWLEDGE
Life Industry
Legislation FAIS, NCA, FSCA, LTIA
Financial Management Products

SKILLS
Communication Verbal and written
Presentation
Research
Network
Facilitation
Coaching
Recruitment
Marketing
Report Writing
Planning and organising

ATTRIBUTES
Perseverance
People centric

Click here to apply

Sales Manager:EL (East London)

Reference Number

Sales Manager_EL

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)

Click here to apply

Senior Sales Development Consultant_WDC (Centurion)

Reference Number

SSDC_WDC25

Description

Main Purpose: To sell policies, recruit, develop and train representatives to achieve the set target
To be developed into a Sales Manager when vacancies are available (Key Individual)

– 1 year Programme
Courses
– Full-Time Academic School: 0 – 1 month
– Commissions and Finance
– Compliance
– Reports
– Practical School (2 – 12 months)
– COB Long term and Investments
– CPD
– Supervision (FSP 4.1);
– Recruitment process orientation (On-Boarding)
– MS Office (Spread over 12 months – if necessary)
– Digital training
– Sales reports Orientation
– Sales performance management orientation
– Disciplinary action

Requirements

Formal Education

• Matric
• Relevant Full Qualification as per the FSCA Board Notice

Technical/Legal Certification

• Registered as an Employee Representative (FSCA)
• Regulatory Examination Level 1: Representatives (RE5)
• Class of Business: Long Term Insurance & Investment (Advantage)
• Updated CPD points

Experience

• 2 Years’ Experience in the Insurance Industry
• Experience in Category A, B1, B2, C and Retail Benefits
• Fit and Proper Rep for all Tier 1 products
• Fit and Proper Rep for all Tier 2 products