Clerk: Marketing Sales Administration (Insurance)

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

 

2. 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

 

3. Comply with Supervision Processes

 

• Compile and distribute welcome pack, supervision files to Sales team

 

4. 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 hilda@aaaa.co.za

ATripleA Recruitment and Temps

www.aaaa.co.za