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South Africa: Clerk: Marketing Sales Administration (Insurance) posted by AtripleA recruitment & temps

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Job Description

About the Role

Our client in the Insurance industry is looking for a Clerk: Marketing Sales Administration to join their team in Menlyn, Pretoria. The successful candidate will be responsible for supporting the sales team and ensuring compliance with regulatory requirements.

Key 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
  • 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
  • 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
  • Comply with Supervision Processes
  • Compile and distribute welcome pack, supervision files to Sales team
  • Provide support to Sales Team
  • Liaise with various departments to support Sales Team on processes and procedures
  • Distribute 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 year’s experience in Sales
  • 1 year’s experience in Sales Administration

Qualifications

No formal education or certifications are required for this role.

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Salary & Benefits

The salary for this position is R12,500 per month.

How to Apply

Click the green “Go Apply” button below to apply directly online with the employer.

About Other Insurance Jobs in South Africa

In the context of Other Insurance positions in South Africa, it is common to find a steady demand for professionals who can manage and oversee insurance claims, policy administration, and risk management. Typically, this field operates within various industries, including financial services, technology, and manufacturing sectors.

When it comes to salaries, broad ranges can be expected, with typically starting salaries ranging from R200 000 to R300 000 per annum for junior positions, increasing to around R500 000 to R700 000 per annum for more senior roles. However, please note that actual salaries can vary widely depending on factors such as the size of the company, industry sector, experience level, and qualifications held by the individual.

To excel in an Other Insurance role, common skills include strong analytical and problem-solving abilities, excellent communication and interpersonal skills, a solid understanding of insurance policies and regulations, and experience with policy administration software. Additionally, proficiency in Microsoft Office applications, particularly Excel, is often highly valued. Proficiency in languages such as Afrikaans or isiZulu may also be an advantage in certain contexts.

Other Insurance roles can commonly be found within the financial services sector, where companies that offer insurance products to individuals and businesses need professionals to manage claims and policy administration. Technology companies and manufacturing firms also frequently require staff with expertise in this field. In general, organisations across a range of industries value the skills and experience offered by professionals in Other Insurance roles.

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Career progression for those in Other Insurance roles is generally good, with opportunities for advancement to senior positions or into specialist roles such as risk management or policy development. With experience and additional qualifications, individuals can progress into leadership roles within an organisation, or transition into related fields such as actuarial science or claims adjusting.


This information provides general career guidance. Actual salaries and requirements vary by employer.



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How to Apply

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