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  • Posted: Sep 9, 2024
    Deadline: Not specified
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  • Never pay for any CBT, test or assessment as part of any recruitment process. When in doubt, contact us

    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
    Read more about this company

     

    Sales Manager (Parow)

    Description
    Develop and maintain sales and marketing plan

    • Develop an integrated sales & marketing plan
    • Implement and align marketing plan with regional plan and submit to management
    • Review and update strategic plan on a regular basic
    • Compile report on progress made on strategic plan
    • Communicate strategic plan to sales representatives
    • Perform recruitment and selection process for sales representative
    • Advertise and market representative positions through presentations
    • Select applicants in accordance with FSCA requirements implementation of assessment selection battery
    • Conduct training to sales representative
    • Facilitate the pre-course and post-course training
    • Responsible for on-the-job assessment of representatives
    • Conduct coaching process
    • Give technical support and motivation to representatives
    • Coach representatives on improving their selling skills
    • Provide recognition through performance management system
    • Conduct training to brokers
    • Ensure brokers are equipped with sufficient office documentation e.g. application forms
    • Handle administration queries on behalf of dedicated brokers
    • Check business methods of dedicated brokers and advise accordingly
    • Update brokers on Assupol products and services regularly
    • Ensure computer software of brokers are up to date in respect of Assupol products and services
    • Build professional business relationships with brokers 
    • Identity and develop new and current markets
    • Identify, penetrate and develop new markets
    • Negotiate stop order markets
    • Maintain contacts with key decision makers and insurance industry resources (new and existing)
    • Retain and increase market share in existing markets
    • Manage the business retention
    • Conduct products presentations in the market
    • Maintain production targets and retain business
    • Ensure and monitor set production targets are achieved
    • Maintain business retention 
    • Comply with FAIS requirements
    • Supervise representative when rendering services under supervision
    • Submit supervision evidence to MSSI on a monthly basis
    • Mentor and train supervisee to ensure that they have a proper understanding of products
    • Observe meetings between representative and clients 
    • Compliance
    • Complaints
    • Number of complaints Received
    • Number of complaint referred for investigation (Forensic)
    • Number of complaints referred for Debarment Hearing based on outcome from debarment Committee
    • Training and Awareness
    • Refresher Training
    • New Product Training
    • Record of Advice
    • Financial Needs Analysis
    • Completion of the application forms
    • Other
    • Adhere to code of conduct
    • Adhere to TCF
    • Comply with risk and audit requirements
    • Display the values and culture
    • Provide leadership to your team to assist them in achieving their target

    Requirements

    Knowledge and Skills 

    • Formal Education
    • Matric
    • Relevant Qualification (recognised by the FSCA)
    • Technical/Legal Certification
    • Regulatory Examination Level 5: Representatives
    • Regulatory Examination Level 1: Key Individuals
    • Class of Business (Long Term Insurance and Investments) (Depending on Date of Appointment as Key Individual in the industry)
    • CPD

    Experience

    • 1 year management and oversight experience in categories A, B1, B2, C, B1-A, B2-A and retail pension funds
    • 2 years Project Management
    • 2 years Insurance industry
    • At least 1 years advice and intermediary experience in category A, B1, B2, C, B1-A, B2-A and retail pension funds

    go to method of application »

    Sales Manager (George)

    Description
    Develop and maintain sales and marketing plan

    • Develop an integrated sales & marketing plan
    • Implement and align marketing plan with regional plan and submit to management
    • Review and update strategic plan on a regular basic
    • Compile report on progress made on strategic plan
    • Communicate strategic plan to sales representatives
    • Perform recruitment and selection process for sales representative
    • Advertise and market representative positions through presentations
    • Select applicants in accordance with FSCA requirements implementation of assessment selection battery
    • Conduct training to sales representative
    • Facilitate the pre-course and post-course training
    • Responsible for on-the-job assessment of representatives
    • Conduct coaching process
    • Give technical support and motivation to representatives
    • Coach representatives on improving their selling skills
    • Provide recognition through performance management system
    • Conduct training to brokers
    • Ensure brokers are equipped with sufficient office documentation e.g. application forms
    • Handle administration queries on behalf of dedicated brokers
    • Check business methods of dedicated brokers and advise accordingly
    • Update brokers on Assupol products and services regularly
    • Ensure computer software of brokers are up to date in respect of Assupol products and services
    • Build professional business relationships with brokers 
    • Identity and develop new and current markets
    • Identify, penetrate and develop new markets
    • Negotiate stop order markets
    • Maintain contacts with key decision makers and insurance industry resources (new and existing)
    • Retain and increase market share in existing markets
    • Manage the business retention
    • Conduct products presentations in the market
    • Maintain production targets and retain business
    • Ensure and monitor set production targets are achieved
    • Maintain business retention 
    • Comply with FAIS requirements
    • Supervise representative when rendering services under supervision
    • Submit supervision evidence to MSSI on a monthly basis
    • Mentor and train supervisee to ensure that they have a proper understanding of products
    • Observe meetings between representative and clients 
    • Compliance
    • Complaints
    • Number of complaints Received
    • Number of complaint referred for investigation (Forensic)
    • Number of complaints referred for Debarment Hearing based on outcome from debarment Committee
    • Training and Awareness
    • Refresher Training
    • New Product Training
    • Record of Advice
    • Financial Needs Analysis
    • Completion of the application forms
    • Other
    • Adhere to code of conduct
    • Adhere to TCF
    • Comply with risk and audit requirements
    • Display the values and culture
    • Provide leadership to your team to assist them in achieving their target

    Requirements

    Knowledge and Skills 

    • Formal Education
    • Matric
    • Relevant Qualification (recognised by the FSCA)
    • Technical/Legal Certification
    • Regulatory Examination Level 5: Representatives
    • Regulatory Examination Level 1: Key Individuals
    • Class of Business (Long Term Insurance and Investments) (Depending on Date of Appointment as Key Individual in the industry)
    • CPD

    Experience

    • 1 year management and oversight experience in categories A, B1, B2, C, B1-A, B2-A and retail pension funds
    • 2 years Project Management
    • 2 years Insurance industry
    • At least 1 years advice and intermediary experience in category A, B1, B2, C, B1-A, B2-A and retail pension funds

    go to method of application »

    Senior Clerk: Business Retentions (Menlyn)

    Description
    To Conserve Business (Arrear Premiums)

    • Contact clients with premium arrears
    • Inform clients about RPAR and Cancellation received (Freshdesk)
    • Persuade client not to cancel the policy
    • Inform client to accept Debi Check
    • Explain Payment method and Update Details
    • Capturing and Processing Refunds
    • Provide Bank Details and reference number for Cash Payments
    • Call Persal Retired/Resigned Clients to provide new Bank Details.

    Conserve Business ( Policy Continuation and CSO)

    • Inform client that Policy will be changed to Single Plan
    • Change Payment Method
    • Notify the client about worksite feedback.

    Requirements

    • Formal Education
    • Matric

    Technical /Legal Certification

    • Registration as an Employee Representative (FSCA)
    • Relevant Qualification as per the FSCA Board Notice (Depending on Date of Appointment in the industry)
    • Regulatory Examination Level1 Representative (RE5)
    • Class Of Business: Long Term Insurance& Investment
    • Updated CPD Points.

    Experience

    • Experience in the Insurance Industry (Advantage)
    • 2 Years Client Services
    • 2 Years Experience in Business Retentions
    • Understand Insurance Products
    • Category A, B1,B2,C and Retail Benefits (Advantage)

    go to method of application »

    Sales Manager: Cornerstone (Bethlehem)

    Description
    Develop and maintain sales and marketing plan

    • Develop an integrated sales & marketing plan
    • Implement and align marketing plan with regional plan and submit to management
    • Review and update strategic plan on a regular basic
    • Compile report on progress made on strategic plan
    • Communicate strategic plan to sales representatives
    • Perform recruitment and selection process for sales representative
    • Advertise and market representative positions through presentations
    • Select applicants in accordance with FSCA requirements implementation of assessment selection battery
    • Conduct training to sales representative
    • Facilitate the pre-course and post-course training
    • Responsible for on-the-job assessment of representatives
    • Conduct coaching process
    • Give technical support and motivation to representatives
    • Coach representatives on improving their selling skills
    • Provide recognition through performance management system
    • Conduct training to brokers
    • Ensure brokers are equipped with sufficient office documentation e.g. application forms
    • Handle administration queries on behalf of dedicated brokers
    • Check business methods of dedicated brokers and advise accordingly
    • Update brokers on Assupol products and services regularly
    • Ensure computer software of brokers are up to date in respect of Assupol products and services
    • Build professional business relationships with brokers 
    • Identity and develop new and current markets
    • Identify, penetrate and develop new markets
    • Negotiate stop order markets
    • Maintain contacts with key decision makers and insurance industry resources (new and existing)
    • Retain and increase market share in existing markets
    • Manage the business retention
    • Conduct products presentations in the market
    • Maintain production targets and retain business
    • Ensure and monitor set production targets are achieved
    • Maintain business retention 
    • Comply with FAIS requirements
    • Supervise representative when rendering services under supervision
    • Submit supervision evidence to MSSI on a monthly basis
    • Mentor and train supervisee to ensure that they have a proper understanding of products
    • Observe meetings between representative and clients 
    • Compliance
    • Complaints
    • Number of complaints Received
    • Number of complaint referred for investigation (Forensic)
    • Number of complaints referred for Debarment Hearing based on outcome from debarment Committee
    • Training and Awareness
    • Refresher Training
    • New Product Training
    • Record of Advice
    • Financial Needs Analysis
    • Completion of the application forms
    • Other
    • Adhere to code of conduct
    • Adhere to TCF
    • Comply with risk and audit requirements
    • Display the values and culture
    • Provide leadership to your team to assist them in achieving their target

    Requirements

    Knowledge and Skills 

    • Formal Education
    • Matric
    • Relevant Qualification (recognised by the FSCA)
    • Technical/Legal Certification
    • Regulatory Examination Level 5: Representatives
    • Regulatory Examination Level 1: Key Individuals
    • Class of Business (Long Term Insurance and Investments) (Depending on Date of Appointment as Key Individual in the industry)
    • CPD

    Experience

    • 1 year management and oversight experience in categories A, B1, B2, C, B1-A, B2-A and retail pension funds
    • 2 years Project Management
    • 2 years Insurance industry
    • At least 1 years advice and intermediary experience in category A, B1, B2, C, B1-A, B2-A and retail pension funds

    go to method of application »

    Specialist: Group Schemes (Menlyn)

    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

    Method of Application

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