South Africa: Administrator: Marketing Support & Sales Intelligence (Insurance) posted by AtripleA recruitment & temps
Posted on 2025-08-28 00:00:00
| Employer | AtripleA recruitment & temps |
|---|---|
| Category | Other Insurance |
| Location | South Africa / South Africa |
Job Summary
Should you meet the above requirements, please email your CV to *****@*****.co.za – Copy of ID, qualifications and latest payslip
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 and provide feedback to Sales Managers
- Comply with FIT and Proper requirements for new recruitments
- Update appointments and terminations on the FSB register within required time frame
- Conduct bi – annual accreditations on products, legislations, code of conduct and FIT and Proper status and issue updated disclosure letters
- Maintain record keeping on all intermediaries and render support to Sales
Validate appointments of Representatives and Juristic Representatives
- Receive information from GSDM for appointments or terminations and action accordingly
- Follow up on all incomplete documentation and send back to relevant parties before pre-approval of appointments
- Pre-approve new appointments (Criminal, ITC, Fit & Proper Requirements & FSB Register)
- Identify candidates for training for Assupol Life
- Process issuing contracts, disclosure letters and code of conducts to representatives and juristic representatives
- Ensure that all contracts are signed properly before scanning and filing
- Update the appointment and termination spread sheet for uploads to FSB
- Coordinate bridging allowances to representatives within required time frame
- Recon appointments on production yearly
- Recon Group Scheme reps on a monthly basis by comparing commission with production
Assist Manager with debarment processes and procedures (TCF)
- Contribute in Identifying undesirable practices and report it to Manager or Compliance Officer
- Assist with debarment and suspension of an agent/broker when found guilty
- Add debarred representatives to appointment and termination spread sheet for uploads to FSB
- Liaise with legal for letters on termination of broker and rep agreements and place on file
Co-ordinate Training and Awareness on FAIS (Fit & Proper Requirements)
Check FSB Register
Provide support to Sales Team
Record keeping
Requirements:
- Matric
- RE 5
- 120 Credits on NQF 5 (Wealth Management)
- 1-2 year’s Sales Administration experience
- MS Office (Excel, Word, PowerPoint)
Knowledge
- Legislation: FAIS, FICA, NCA, LTIA, Financial Planning Law
- Practical Sales experience
Salary: R18 000.00 CTC per month
Click Go Apply to apply online!
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