Administrator: Marketing Support Sales Intelligence at Assupol

Duties & Responsibilities:

Comply with FAIS Regulation

• Comply with Marketing Sales Administration manual in accordance with legislative, industry and regulatory body requirements
• Comply with FIT and Proper requirements for new recruitments
• Update appointments and terminations on the FSCA register within required time frame
• Conduct monthly checks and maintain Rep Register, Competence Register and compare records on the FSCA and MSA

Validate appointments of Representatives

• Ensure that the numeracy, language and e-assessment results are received
• Check if ID number is not blacklisted on MSA before proceeding with pre-approval checks
• Pre-approve new appointments (Criminal, ITC, Fit & Proper Requirements & FSCA Register)
• Supervisor to sign-off pre-approval feedback
• Identify candidates eligible for training
• Create a folder on the Marketing Admin and add the candidates eligible for training on the nomination list
• Training list to be submitted by the Supervisor to the Regional Learning Administrator/ Regional Learning Facilitator.
• Process issuing of contracts, supervision addendum, disclosure letters, appointment letters and FSCA and Assupol code of conducts to representatives
• Process contract as per classroom training attended.
• Appointment and disclosure letters to be signed-off by the Supervisor and Manager
• Update the FSCA representative register and in-house systems
• Coordinate bridging allowances to representatives within required due date and ensure that the correct bridging amount is provided.

Assist and support other departments with debarment process

• Contribute in Identifying undesirable practices and report it to Manager or Compliance Officer  
• Assist with debarment and suspension of  representative when found guilty
• Remove debarred representatives from FSCA representative register and in-house systems and ensure that the commission indicators are removed
• Liaise with the relevant departments for letters on termination of  representative agreements and place on file
• Provide Intermediary & Services with required documents for debarment process within 24 hours
• Provide Forensics with required documents for investigations within 24 hours

Comply with Supervision Processes

• Request monthly supervision reports from the Sales Manager
• Send monthly reminders to the Sales Managers
• Update supervision records on a continuous basis on in – house system and save the records on the S’drive in the representatives file
• Prepare and pack supervision files for new representatives rendering services under supervision and courier to the respective Sales Manager.

Compliance and Audit

• Provide the required documents within 24 hours
• Actions to be implemented as per the set date

Record keeping

• Maintain accurate and neatness of record keeping on all representatives.
• Scanning and filing of representative agreements, addendums, recruitment documents, qualifications, MIE consent form credit & crim checks etc.
• Send original files to Metro file in a box that is marked and update the Metro file list on the Marketing Admin SharePoint folder.

. Provide support to Sales Team

• Emails to be attended to within the same day in a professional manner
• Answer telephone calls within 3 rings
• Check and respond to telephone calls within the same day

Requirements

Formal Education

• Grade 12
• RE5 (advantage)
• FSCA recognized qualification (advantage)

Experience

• 3 years’ experience in Sales
• 2 year’s Sales Administration