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We provide funeral, life, savings and retirement products and services to South Africans from every walk of life. In everything we do, we aim to reward the trust that our clients have placed in us. We keep our promises to our stakeholders, and we are always there for our clients when it matters most
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Description
To recruit, maintain, develop sales representative and set targets within Cornerstone Regions.
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
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
Develop & Sustain Customer & Stakeholder relations
- Intervene on customer queries & concerns
- Understand impact of stakeholder policies on regional business
- Deploy the correct interactions and processes
Communication management
- Stakeholder analysis (who’s who?)
- Knowledge of different markets
- Company themes/message
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
- 6 months Insurance industry
- Atleast 6 months advice and intermediary experience in category A (Assistance business)
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Description
Main Outputs and Responsibilities
- Generate new business (TCF)
- Identify new groups and clients
- Prepare quotations
- Do presentations to market Assupol Group Schemes products & services
- Close the deal with client
- Complete relevant documentation for submission
- Check completeness & correctness of client information
- Check compliance with legislation
Grow current business (TCF)
- Build client relationships
- Follow-up on new and changed financial needs
- Advise groups and clients on retaining their Group Schemes
Communication to clients
- Provide feedback on claims ratios
- Provide information on new products, trends in the market and in the company
Compliance & Training
- Contractual agreements & addendums
- Implementation of legislative changes within binders, broker and administrators
- Ensure PST and relevant legislative training is completed.
Requirements
Knowledge and Skills
Formal Education
- FSCA Recognised Qualification
- Technical/Legal Certification
- Regulatory Examination Level 5: Representatives
- Regulatory Examination Level 1: Key Individuals
FSCA Recognised Qualification
- CPD
- COB Long Term Insurance and Investments
- Registration as a Representative and Key Individual for all Tier 1 products
Experience
- 3 Years’ Experience in Marketing of Insurance
- Management and Oversight experience
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Description
Render client services
- Adhere to client service procedures: maturities, policy contracts, loan applications, cancellations, amendments, financial and general enquiries
- Update client personal details and AIMS notes
- Provide correct and accurate advice to clients on products and services (TCF)
- Inform clients and update changes to their policy (TCF)
- Liaise with relevant departments to gather information to resolve clients’ queries
- Maintain required business retention rate
- Handle all complaints and enquiries
- Escalate complaints to Office Manager and Complaints Handling Officer
- Follow complaints procedure
- Handle all incoming calls and walk-in clients
Administrate Claims
- Verify claims documents as per standard procedure
- Assist clients with the completion of claim forms
- Submit all claims received to Head office
- Submit any outstanding documentation as per Head Office request
- Keep claims register up to date
Advise clients on cancelations
- Advise the client of the process and disadvantages of cancelation
- Retain the policy by proposing different options (loan, partial surrender paid up)
- Inform relevant Sales Manager of the intended cancelation for retention
- As per clients request follow the standard cancelation procedure
Administrate demutualization process
- Capture client information
- Inform clients of status of their shares
- Update clients information on Aims systems
- Register and forward to Head office
Office Administration
- Manage mail and fax
- Prepare statistical reports
- Communicate with office manage with regards to office logistics
Documentation and filing procedures
- Keep record systems up to date
- File and keep documentation for a period as required by the legislation
Process and administrate application forms
- Check and validate application forms for quality control
- Follow the capturing procedure
- Send incomplete applications back to Office Managers
- Process application form on system
- Follow up on outstanding documentation with Office Manager
- Liaise with New Business department on outstanding and provide feedback to Office Managers
- Email scanned successful application forms to New business department
- Capture a minimum of required policies per day
- Send captured application forms to Head Office for archiving
- Register successful applications
- Send the original application form for tick off process
- Follow up on all outstanding requirements from tick off
Requirements
FORMAL EDUCATION
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Description
Support region in terms of learning needs
- Plan and update regional training schedules according to region’s expressed needs and budget
- Perform regional needs analysis to identify performance gaps and proposed appropriate solutions
- Coach sales on identified performance gaps as per request from regional manager
- Calculate return on learning investments on request.
Implement learning intervention
- Prepare for event as per lesson plan and learning content
- Facilitate the learning intervention according to lesson plan and TCF principles
- Report errors on learning material to moderator to correct
Assess learners
- Prepare learners for assessments
- Invigilate and mark assessments
- Provide support to learners “not yet competent”
- Provide assessment feedback to learners
- Report on errors on assessment to moderator to correct
Manage learning processes
- Complete and record attendance register
- Complete and record learner results
- Complete and record facilitator report
Design learning material
- Collate relevant course content
- Develop learning material as per set requirements
- Submit learning material to line manager for moderation and approval
TCF
- Treat learners fairly when facilitating learning
- Treat learners fairly when they are assessed
Requirements
FORMAL EDUCATION
- Relevant Tertiary qualification- BCOM Degree
- Occupational Directed Education Training and Development Practitioner Qualification (ETDP) or equivalent
TECHNICAL/LEGAL CERTIFICATION
- Assessor scope with INSETA will be an advantage – this means the job incumbent must have industry experience and a relevant qualification e.g. Wealth Management NQF 5
- Certified Financial Planner as an added advantage
- Valid driver’s license
EXPERIENCE
- 2 years training and development
- 2 years in the insurance industry
- 1 year facilitation
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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)
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
go to method of application »
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)
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
go to method of application »
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)
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
Method of Application
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