Current Opportunities at Assupol

Description

To recruit, maintain, develop sales representative and set targets within Cornerstone Regions.

1. Plan and Implement Sales plan at Regional level

• Develop sales plan to attain set goals/targets
• Communicate the sales plan to sales teams
• Identify & agree on individual roles and responsibilities
• Recruit resources according to HR Plan
• Plan for infrastructure requirements – vehicles, offices, furniture, policy books, etc
• Participate in Provincial budgeting process 
• Implement & monitor company policies & procedures
• Manage sales staff performance monthly
• Evaluate progress against goals monthly
• Prepare monthly management report

2. Expense Budget

• Monitor expenses against budget
• Track deviation, investigate reasons & recommend corrective action
• Assist with management of monitoring petty-cash requisitions 
• Prepare management report on deviations 

3. Develop & Sustain Customer & Stakeholder relations 

• Intervene on customer queries & concerns
• Understand impact of stakeholder policies on regional business
• Deploy the correct interactions and processes

4. Communication management

• Stakeholder analysis (who’s who?)
• Knowledge of different markets 
• Company themes/message 

5. Manage Regional Office, Administration & Client Services 

• Manage regional sales force – recruitment, selection, training & development, performance management, etc.
• Visits to districts/sites
• Ensure that branch offices project the required image of Cornerstone
• Oversee the regional administrative activities
• Liaise with provincial administration on training needs & support
• Assist with client services and oversee sales staff & offices 

Requirements

FORMAL EDUCATION

• Matric 
• Relevant Qualification (recognised by the FSCA)

 TECHNICAL/LEGAL CERTIFICATION

• Regulatory Examination Level 5: Representatives as an advantage
• Regulatory Examination Level 1: Key Individuals as an advantage
• 30 or 60 credits on NQF level 2 (Depending on the date of appointment in the industry) or
• 60 or 120 credits on NQF level 5 (Depending on the date of appointment in the industry)

EXPERIENCE   

• 1year relevant management experience
• 6 months Insurance industry  
• At least 6 months advice and intermediary experience in category A (Assistance business)

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Main Outputs and Responsibilities for This Position:

1. Provide advice to clients

• Verify the positive identification of the client
• Provide correct and accurate advice to clients on products; premiums (monthly); beneficiaries; payments (school fund, loans; life assured on policy;  (TCF)
• Make notes on the system
• Provide assistance on demutualization enquiries

2. Advise clients on cancelations

• Advise the client of the process and disadvantages of cancelation
• Retain the policy by proposing different options (loan, partial surrender paid up)
• As per clients request follow the standard cancelation procedure (Refund if applicable)

3. Advise clients on changes to policy

• Verify the positive identification of the client
• Check policy details and status
• Advise client if request can be processed
• Makes notes on the system
• Send documents to back off for processing
• Follow up with back office if changes to policy and been processed and provide feedback to client

4. Fit and Proper Requirements

• Adhere and comply to FSB board notice in terms of FAIS

Requirements

Formal Education:

• Matric

Technical/Legal Certification :

• Registration as an Employee Representative (FSB)
• Relevant Qualification as per the FSB Board Notice (Depending on date of appointment in the industry)
• Regulatory Examination Level 1: Representatives (RE5)

Experience:

• 2 Years’ Experience in the Insurance Industry;
• 1 Year Client Services
• Category A, B1, B2, C and Retail Benefits  (Advantage)

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Description

Main Purpose: To sell policies, recruit, develop and train representatives to achieve the set target

• To be developed into a Sales Manager when vacancies are available (Key Individual)
• 1 year Programme
• Courses
• Full-Time Academic School: 0 – 1 month
• Commissions and Finance
• Compliance
• Reports
• Practical School (2 – 12 months)
• COB Long term and Investments
• CPD
• Supervision (FSP 4.1);
• Recruitment process orientation (On-Boarding)
• MS Office (Spread over 12 months – if necessary)
• Digital training
• Sales reports Orientation
• Sales performance management orientation
• Disciplinary action

Requirements

Formal Education

• Matric
• Relevant Full Qualification as per the FSCA Board Notice 

Technical/Legal Certification

• Registered as an Employee Representative (FSCA)
• Regulatory Examination Level 1: Representatives (RE5)
• Regulatory Examination Level 1: Key Individuals (RE1)
• Class of Business: Long Term Insurance & Investment (Advantage)
• Updated CPD points

Experience   

• 2 Years’ Experience in the Insurance Industry
• Experience in Category A, B1, B2, C and Retail Benefits
• Fit and Proper Rep for all Tier 1 products 
• Fit and Proper Rep for all Tier 2 products