Share this post on
To apply, click on the link at the end of the posts and all the best with your applications.
- SENIOR CLERK: FIELD BROKER SUPPORT (KROONSTAD)
- SENIOR CLERK: FIELD BROKER SUPPORT (MITCHELLS PLAIN)
- TEAM LEADER: EVENTS, CSI, RECEPTION AND PROMOSHOP (MENLYN)
- CALL CENTRE AGENTS (MENLYN)
- ADMINISTRATOR: MARKETING SUPPORT & SALES INTELLIGENCE (MENLYN)
- SENIOR SALES DEVELOPMENT CONSULTANT (VEREENIGING)
SENIOR CLERK: FIELD BROKER SUPPORT (KROONSTAD)
Description
To provide administrative support to the sales team in the region
1. Provide administrative support to the brokers & representatives
• Handling telephone enquiries from brokers & reps
• Prepare quotations for brokers and reps in the sales managers’ absence.
• Verify the completeness of policy applications from brokers only
• Distribute correspondence to brokers and reps
• Distribute and handle enquiries regarding commission statements
2. Administrate new business
• Collate new business and distribute to various data capturers
• Distribute queries to various sales managers and/or brokers and reps in their absence
3. Provide general administration
• Keep record and escalate Representatives and Brokers client services queries
• Assist SM with general Admin Duties.
• Assist SM with Quarterly Meetings.
• Order stationery and distribute to various sales managers
• Daily production stats updates,
• Compiling of weekly car and office marketer roster
• Compiling weekly car usage stats and submitting to H/O
• Distribution of internal mail
Requirements
FORMAL EDUCATION
• Matric
TECHNICAL/LEGAL CERTIFICATION
• Regulatory Examination Level 1: Representatives (Advantage)
EXPERIENCE
• At least 2 year’s administrative experience
SENIOR CLERK: FIELD BROKER SUPPORT (MITCHELLS PLAIN)
Description
To provide administrative support to the sales team in the region
1. Provide administrative support to the brokers & representatives
• Handling telephone enquiries from brokers & reps
• Prepare quotations for brokers and reps in the sales managers’ absence.
• Verify the completeness of policy applications from brokers only
• Distribute correspondence to brokers and reps
• Distribute and handle enquiries regarding commission statements
2. Administrate new business
• Collate new business and distribute to various data capturers
• Distribute queries to various sales managers and/or brokers and reps in their absence
3. Provide general administration
• Keep record and escalate Representatives and Brokers client services queries
• Assist SM with general Admin Duties.
• Assist SM with Quarterly Meetings.
• Order stationery and distribute to various sales managers
• Daily production stats updates,
• Compiling of weekly car and office marketer roster
• Compiling weekly car usage stats and submitting to H/O
• Distribution of internal mail
Requirements
FORMAL EDUCATION
• Matric
TECHNICAL/LEGAL CERTIFICATION
• Regulatory Examination Level 1: Representatives (Advantage)
EXPERIENCE
• At least 2 year’s administrative experience
TEAM LEADER: EVENTS, CSI, RECEPTION AND PROMOSHOP (MENLYN)
TLCSI121
Description
1. Events Management
Management and execution of functions and events
Create and manage events calendar
Create, compile and distribute internal and external communications and documentations
Plan, organise and support sponsorship activities
Liaise with subsidiaries, external service providers and all key role players
Manage and participate in identified projects and communicate with the team
Development of, and adherence to, efficient and detailed event timelines to ensure successful execution. Event timelines include such things as timeframes for events/sponsorship, marketing, production time, participant/speaker notice, event agenda, and location.
Events budget management
Source gifts for events
2. Boardroom and reception management 10%
Manage and oversee boardrooms and reception areas to ensure they are well maintained
Manage admin personnel and office assistants
Manage events team
3. CSI
Create and manage CSI strategy, create calendar and ensure execution thereof
Manage CSI and sponsorship activities
Manage CSI team
4. Promo Shop Management
Promo Shop administration
•L Liaison with sales and employees
• Stock ordering, management and forecasting
• Statistical Analysis
• Manage the promo shop team
Requirements
FORMAL EDUCATION
Degree/Diploma in Events Management
EXPERIENCE
3 – 5 years’ Events Management Experience (Financial Industry)
2 Years Project Management (Advantage)
CLOSING DATE: 14 MARCH 2024
CALL CENTRE AGENTS (MENLYN)
Call Centre Agent- Menlyn
Description
1. Market products and achieve sales target (TCF)
- Sell policies (in and out bound)
- Apply product knowledge
- Capture policy on system
- Attend to client queries
- Process amendments on policies
- Responsible for own policy retention
2. Fit and Proper Requirements
Adhere and comply to FSB board notice in terms of FAIS
Requirements
Formal Education:
- Matric
Call Centre Certificate
Technical/Legal Certification :
- RE 5 (Advantage)
- Registration as an Employee Representative (Advantage)
- Recognised qualification as per FSB (Advantage)
Experience:
- 1 Years’ Experience as a call centre agent (outbound)
- Insurance Industry
ADMINISTRATOR: MARKETING SUPPORT & SALES INTELLIGENCE (MENLYN)
AMSSI2
Description
Duties & Responsibilities:
Comply with FAIS Regulation
- Comply with Marketing Sales Administration manual in accordance with legislative, industry and regulatory body requirements
- Comply with FIT and Proper requirements for new recruitments
- Update appointments and terminations on the FSCA register within required time frame
- Conduct monthly checks and maintain Rep Register, Competence Register and compare records on the FSCA and MSA
Validate appointments of Representatives
- Ensure that the numeracy, language and e-assessment results are received
- Check if ID number is not blacklisted on MSA before proceeding with pre-approval checks
- Pre-approve new appointments (Criminal, ITC, Fit & Proper Requirements & FSCA Register)
- Supervisor to sign-off pre-approval feedback
- Identify candidates eligible for training
- Create a folder on the Marketing Admin and add the candidates eligible for training on the nomination list
- Training list to be submitted by the Supervisor to the Regional Learning Administrator/ Regional Learning Facilitator.
- Process issuing of contracts, supervision addendum, disclosure letters, appointment letters and FSCA and Assupol code of conducts to representatives
- Process contract as per classroom training attended.
- Appointment and disclosure letters to be signed-off by the Supervisor and Manager
- Update the FSCA representative register and in-house systems
- Coordinate bridging allowances to representatives within required due date and ensure that the correct bridging amount is provided.
Assist and support other departments with debarment process
- Contribute in Identifying undesirable practices and report it to Manager or Compliance Officer
- Assist with debarment and suspension of representative when found guilty
- Remove debarred representatives from FSCA representative register and in-house systems and ensure that the commission indicators are removed
- Liaise with the relevant departments for letters on termination of representative agreements and place on file
- Provide Intermediary & Services with required documents for debarment process within 24 hours
- Provide Forensics with required documents for investigations within 24 hours
Comply with Supervision Processes
- Request monthly supervision reports from the Sales Manager
- Send monthly reminders to the Sales Managers
- Update supervision records on a continuous basis on in – house system and save the records on the S’drive in the representatives file
- Prepare and pack supervision files for new representatives rendering services under supervision and courier to the respective Sales Manager.
Compliance and Audit
- Provide the required documents within 24 hours
- Actions to be implemented as per the set date
Record keeping
- Maintain accurate and neatness of record keeping on all representatives.
- Scanning and filing of representative agreements, addendums, recruitment documents, qualifications, MIE consent form credit & crim checks etc.
- Send original files to Metro file in a box that is marked and update the Metro file list on the Marketing Admin SharePoint folder.
. Provide support to Sales Team
- Emails to be attended to within the same day in a professional manner
- Answer telephone calls within 3 rings
- Check and respond to telephone calls within the same day
Requirements
Formal Education
Grade 12
RE5 (advantage)
FSCA recognized qualification (advantage)
Experience
3 years’ experience in Sales
2 year’s Sales Administration
SENIOR SALES DEVELOPMENT CONSULTANT (VEREENIGING)
Reference Number
SSDC Vereeniging
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)
• Regulatory Examination Level 1: Key Individuals (RE1)
• 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
All the best with your applications
Leave a Reply