Administrator: Marketing Support & Sales Intelligence

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

• Matric
• RE 5
• 120 Credits on NQF 5 (Wealth Management)
• 1-2 year's Sales Administration experience
• MS Office (Excel, Word, Power Point) Knowledge Legislation: FAIS, FICA, NCA, LTIA, Financial Planning Law
• Practical Sales experience

Salary

R CTC per month