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

Clerk: Marketing Sales Administration (Insurance)

Posted on 2025-01-31

Job Summary

Clerk: Marketing Sales Administration (Insurance)

Location: Menlyn, Pretoria

Salary:

R12 500 p.m.

Our client in the Insurance industry is looking for a Clerk: Marketing Sales Administration.

Key responsibilities

  1. 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
  1. 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
  1. Comply with Supervision Processes
  • Compile and distribute welcome pack, supervision files to Sales team
  1. Provide support to Sales Team
  • Liaise with various departments to support Sales Team on processes and procedures
  • Distribute of 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 years` experience in Sales
  • 1 years` experience in Sales Administration

Send your CV and latest pay slip to AtripleA recruitment & temps
Clerk: Marketing Sales Administration (Insurance) position available in South Africa, South Africa. This job position was posted by AtripleA recruitment & temps. The job has been posted as a free ad on 2025-01-31 at 16:12:31 in the Insurance And Investments category

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