Current Opportunities at Assupol

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

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Duties & Responsibilities:

Contribute to the efficient and effective fulfilment of the Regulatory function

• Comply with the law and industry requirements for Assupol
• Prevent legal and regulatory risk by keeping up with changes and development to legislation
• Assist in drafting, maintaining and updating policies and procedures to ensure regulatory compliance

Provide legal services for effective communication

• Assist  in changing complex language into plain language (TCF) (letters, contracts, application forms)
• Promote effective communication to clients 

Draft legal documentation for the Assupol Group

• Draft contracts, application forms and letters according to client specifications and legislative requirements

Provide general legal services

• Consult and liaise with stakeholders (clients) on general legal requirements (check lease agreements, group scheme documents, ombud cases)
• Provide overall legal assistance, guidance and advice to Assupol Group of Companies
• Assist with Dispute Resolution
• Assist with debarment, CCMA and Financial Services Tribunal matters
• Review & sign-off of lease agreement for the Assupol Group of Companies
• Promote effective communication to clients 

Promote awareness on regulatory matters (TCF)

• Promote knowledge and awareness in Assupol Group of Companies with law requirements (emails, presentations, one-one)
• Inform employees about relevant legal aspects

Requirements

Formal Education:

• LLB Degree
• Admitted attorney

Experience:

• 2-3 years’ experience in commercial law or litigation
• Insurance Experience (Advantage)

Closing date: 15 August 2023

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Description

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

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

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 

Develop & Sustain Customer & Stakeholder relations 

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

Communication management

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

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  
• Atleast 6 months advice and intermediary experience in category A (Assistance business)