Permanent
Clerk: Marketing Sales Administration (Insurance)
Unknown, Unknown
unknown
Closing date not listed
About this role
Insurance and Investments - Other Insurance
South Africa
FULL TIME
Job Summary
Clerk: Marketing Sales Administration (Insurance)
Location: Menlyn, Pretoria
Salary: R12 500 p.m.
Our client in the Insurance industry is looking for a Clerk: Marketing Sales Administration.
Key responsibilities
1. 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
* Comply with FIT and Proper requirements for new recruitments
* Update appointments and terminations on the FSB list within required time frame
* Conduct yearly accreditations on products, legislations, code of conduct and FIT and Proper status
* Maintain record keeping (scanning and filing system) on all intermediaries
1. Assist with validation on appointments of Representatives
* Assist pre-approvals of new appointments (Criminal, ITC, Fit & Proper Requirements & FSB Register) of representatives
* Scan and save contracts and code of conducts of representatives on server
* Update in-house systems
1. Comply with Supervision Processes
* Compile and distribute welcome pack, supervision files to Sales team
1. Provide support to Sales Team
* Liaise with various departments to support Sales Team on processes and procedures
* Distribute of business guides and marketing material to Sales Team
* Monitor sales activities according to FAIS bi-yearly
Requirements
* Matric
* RE5
* 120 Credits on NQF Wealth Management
* 1 years' experience in Sales
* 1 years' experience in Sales Administration
Send your CV and latest pay slip to
ATripleA Recruitment and Temps
www.aaaa.co.za
AtripleA recruitment & temps
Recruiter