Permanent
Administrator: Marketing Support & Sales Intelligence (Insurance)
Unknown, Unknown
unknown
Closing date not listed
About this role
Insurance and Investments - Other Insurance
South Africa
FULL TIME
Job Summary
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 - 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:
1. Matric
2. RE 5
3. 120 Credits on NQF 5 (Wealth Management)
4. 1-2 year's Sales Administration experience
5. MS Office (Excel, Word, PowerPoint)
Knowledge
* Legislation: FAIS, FICA, NCA, LTIA, Financial Planning Law
* Practical Sales experience
Salary: R18 000.00 CTC per month
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