Fresh Jobs 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)

Areas:

• Empangeni
• Eshowe
• Vryheid
• Mkhuze/Jozini
• Durban x 2
• PMB
• Port Shepstone

 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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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)

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Description
To provide professional first line support to clients and sales support

Render client services 

•  Adhere to client service procedures: maturities, policy contracts, loan applications, cancellations, amendments, financial and general enquiries
•  Update client personal details and AIMS notes
•  Provide correct and accurate advice to clients on products and services (TCF)
•  Inform clients and update changes to their policy (TCF)
•  Liaise with relevant departments to gather information to resolve clients’ queries
•  Maintain required business retention rate
•  Handle all complaints and enquiries 
•  Escalate complaints to Office Manager and Complaints Handling Officer 
•  Follow complaints procedure 
•  Handle all incoming calls and walk-in clients 

Administrate Claims 

•  Verify claims documents as per standard procedure 
•  Assist clients with the completion of claim forms
•  Submit  all claims received to Head office 
•  Submit any outstanding documentation as per Head Office request  
•  Keep claims register up to date 

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)
•  Inform relevant Sales Manager of the intended cancelation for retention
•  As per clients request follow the standard cancelation procedure 

Administrate demutualization process

•  Capture client information  
•  Inform clients of status of their shares 
•  Update clients information on Aims systems 
•  Register and forward to Head office 

Office Administration

•  Manage mail and fax 
•  Prepare statistical reports
•  Assist with data capturing when required 
•  Encourage clients to complete the survey 

Fit and Proper Requirements

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

Documentation and filing procedures

•  Keep record systems up to date 
•  File and keep documentation for a period as required by the legislation

Requirements
FORMAL EDUCATION

•  Matric

 TECHNICAL/LEGAL CERTIFICATION

•  Recognised Qualification as per the FSCA (Advantage)
•  RE 5
•  Registration as an Employee Representative (FSCA)
•  CPD
•  COB (Depending on DOFA)

 EXPERIENCE   

•  2 Years’ Experience in the Insurance Industry; 
•  1 Year Client Services
•  1 Years’ experience in: Category A, B, C and retail benefits (Advantage)