Job Opportunities at Assupol

Description

• Manage the reception area
• Ensure that the entire reception area including bathrooms are neat and tidy in accordance with the corporate identity.
• Provide professional and friendly assistance to walk–in clients and staff.
• Re-direct calls as appropriate and take adequate messages when required

Manage Boardroom bookings

• Manage bookings and make sure that there isn’t clashes.
• Assist to provide refreshment to clients in the absence of Office Assistant.
• Ensure that all boardrooms are presentable and clean before every meeting.
• Manage head office client’s parking.
• Manage head office building access (closing and opening).
• Assist in the planning and preparation of meetings, conferences and conference telephone calls
• Administer Stock items
• Maintain an adequate inventory of office supplies i.e. refreshments and cleaning material
• Maintain stock level of consumables, cutlery, crockery etc.

Reporting faults

• Report any faults to IT or Facilities in order to provide efficient service to clients. (TCF)

Adhoc duties

• Provide assistance to Corporate Affairs with events.
• Assist PA’s with calls during their absence from the office.
• General admin/office assistance to Group Corporate affairs

Requirements

Formal Education:

• Matric

Technical/Legal Certification;

• Certificate in Customer Service 

Experience:

• 2 Years as a Receptionist

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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)
•  1 year Programme

Courses

•  FullTime Academic School: 0 – 1 month
•  Commissions and Finance
•  Compliance
•  Reports
•  Practical School (2 – 12 months)
•  COB Long term and Investments
•  CPD
•  Supervision (FSP 4.1);
•  Recruitment process orientation (OnBoarding)
•  MS Office (Spread over 12 months – if necessary)
•  Digital training
•  Sales reports Orientation
•  Sales performance management orientation
•  Disciplinary action

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
   

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Description
Main Outputs and Responsibilities for This Position:

Provide advice to clients

• Verify the positive identification of the client
• Provide correct and accurate advice to clients on products; premiums (monthly); beneficiaries; payments (school fund, loans; life assured on policy;  (TCF)
• Make notes on the system
• Provide assistance on demutualization enquiries

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)
• As per clients request follow the standard cancelation procedure (Refund if applicable)

Advise clients on changes to policy

• Verify the positive identification of the client
• Check policy details and status
• Advise client if request can be processed
• Makes notes on the system
• Send documents to back off for processing
• Follow up with back office if changes to policy and been processed and provide feedback to client

Fit and Proper Requirements

• Adhere and comply to FSB board notice in terms of FAIS

Requirements

Formal Education:

• Matric

Technical/Legal Certification :

• Registration as an Employee Representative (FSB)
• Relevant Qualification as per the FSB Board Notice (Depending on date of appointment in the industry)
• Regulatory Examination Level 1: Representatives (RE5)

Experience:

• 2 Years’ Experience in the Insurance Industry;
• 1 Year Client Services
• Category A, B1, B2, C and Retail Benefits  (Advantage)
   

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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