Fresh Jobs at Assupol

Description
Grow the Value of New Business

• Align the National Sales Strategy with the Key Account Strategy and the implementation thereof
• Contribute to the growth of the in force book by 1% a month
• Monitoring of withdrawal performance per Market
• Monitoring of collection persistency
• Acquisition of new worksites – guided by defined client profile and strategy
• Implement retention initiatives at worksites/Markets
• Implement agreed initiatives to achieve production targets and deliverables

Distribution Management

• Management of distribution channel in line with National strategic objectives.
• Effective management of resources
• Perform opportunity assessments and monitor market share and growth
• Manage and monitor activities of the allocated Markets
• Develop a plan to penetrate markets and diversify Products as per set target
• Identify and facilitate up and cross-selling opportunities within the Group
• Stakeholder management and engagement both internally and externally

Efficiency Management

• Effective management of resources
• Effective resource planning for the region for the short and long term
• Promote the Digital drive to the Stakeholders and Clients
• Liaise and manage the Regional projects that are in line with the Key Account Management mandate

Identify and maintain worksites

• Develop and implement sales strategy for each worksite
• Conduct market research and provide guidance in terms of current and future business opportunities
• Business development and unearthing of new sales and business opportunities
• Undertake appropriate planning for new and existing markets
• Co-ordinate and direct sales and market initiatives

Manage the Regulatory requirements

• Ensure adherence to legislative requirements, Assupol and worksite processes, procedures and policies
• Quality and relationship management of the Markets
• Full compliance to legislative requirements

Reporting obligations

• Submit Monthly KAM reports
• Participation in Sales meetings

Requirements

FORMAL EDUCATION

• 3-year tertiary qualification (Business/Commercial/Management/Marketing)

TECHNICAL/ LEGAL CERTIFICATION

• RE 5 (Advantage)

EXPERIENCE

• 3-5 years’ experience in the Insurance Sector or Financial Services Industry, preferably within the worksite marketing environment.
• Market and business development experience
• 1 -2 years Sales management experience
• 2 years Internal and External Client Networking
• 2 years Key Account Management and Marketing experience.
• 2 years Stakeholder management

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Description
Support region in terms of learning needs

• Plan and update regional training schedules according to region’s expressed needs and budget
• Perform regional needs analysis to identify performance gaps and proposed appropriate solutions
• Coach sales on identified performance gaps as per request from regional manager
• Calculate return on learning investments on request.

Implement learning intervention

• Prepare for event as per lesson plan and   learning content
• Facilitate the learning intervention according to lesson plan and TCF principles
• Report errors on learning material to moderator to correct

Assess learners

• Prepare learners for assessments
• Invigilate and mark assessments
• Provide support to learners “not yet competent”
• Provide assessment feedback to learners
• Report on errors on assessment to moderator to correct

Manage learning processes

• Complete and record attendance register
• Complete and record learner results
• Complete and record facilitator report

Design learning material 

• Collate relevant course content
• Develop learning material as per set requirements 
• Submit learning material to line manager for moderation and approval

TCF

• Treat learners fairly when facilitating learning
• Treat learners fairly when they are assessed

Requirements
FORMAL EDUCATION

• Relevant Tertiary qualification- BCOM Degree
• Occupational Directed Education Training and Development Practitioner Qualification (ETDP) or equivalent 

 TECHNICAL/LEGAL CERTIFICATION 

• Assessor scope with INSETA will be an advantage – this means the job incumbent must have industry experience and a relevant qualification e.g. Wealth Management NQF 5
• Certified Financial Planner as an added advantage
• Valid driver’s license

EXPERIENCE  

• 2 years training and development
• 2 years in the insurance industry
• 1 year facilitation

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Description
Grow the Value of New Business

• Implement and maintain sales strategic plan, to ensure that department meets its set targets 
• Maintain a minimum inforce book growth of 1% a month
• Monitoring of average premium performance
• Management of expenses and derive expense efficiencies
• Monitoring of withdrawal performance
• Monitoring of collection persistency
• Oversee the Regional management of business retention 

Distribution Management

• Management of distribution channel in line with National strategic objectives;
• Effective management of resources
• Perform opportunity assessments and monitor market share and growth
• Develop a plan to penetrate markets and diversify Products as per set target
• Drive and maintain Regional stakeholder Relationships. Maintain client relationship 

Efficiency Management

• Effective management of resources
• Effective resource planning for the region for the short and long term
• Drive the Regional digital roll-out and embedding of all digital tools throughout all processes
• Oversee the Regional Training plan and the implementation thereof
• Conduct a quarterly Sales Manager performance review

Compile and Manage Regional Budget

• Structure and manage sales budget to meet sales targets 
• Oversee the Regional sponsorship to drive Sales targets
• Manage the Regional Training budget to ensure the development of Representatives, Brokers and Sales Managers

Develop and maintain Regional distribution 

• Oversee recruitment, development and maintenance of the Region
• Oversee the on-boarding and development of Sales Manager 
• Oversee the on-boarding of Quality Brokers and Representatives

Oversee the Regulatory requirements

• Manage the supervision of Sales Managers 
• Oversee the supervision process of reps under supervision 
• Manage that the rendering of the financial services that are conducted in accordance to FAIS
• Manage Compliance of the impacting legislation 
• Manage the complaints resolution process 
• Oversee the management of the quality assurance process 
• Manage the Market Conduct requirement
• Ensure that marketing encompasses the fair treatment of clients
• Oversee the complaints process
• Oversee the adherence of the Representative supervision
• Oversee the adherence of the completion of the FNA conducted and Completion of ROA through sampling of application forms 
• Oversee the management of business submission  
• Comply with risk and audit requirements 

Sales Administration and Reporting obligations

• Submit Monthly Sales Committee reports 
• Participation in Sales and Operational Committee meetings
• Oversee the liaison with Marketing and Sales Support Intelligence (MSSI)

Requirements

KNOWLEDGE AND SKILLS

• FORMAL EDUCATION FSCA recognised Degree
• TECHNICAL/
• LEGAL CERTIFICATION Regulatory Examination Level 5: Representatives
• Regulatory Examination Level 1: Key Individuals
• 120 credits on NQF level 5 
• CPD
• EXPERIENCE    8-10 years relevant Management experience
• 5 years Financial services experience

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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)

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Description
Main Purpose

• To recruit, maintain and develop sales representative and brokers and set targets.
• Develop and maintain sales and marketing plan
• Develop an integrated sales & marketing plan
• Implement and align marketing plan with regional plan and submit to management
• Review and update strategic plan on a regular basic
• Compile report on progress made on strategic plan
• Communicate strategic plan to sales representatives
• Perform recruitment and selection process for sales representative
• Advertise and market representative positions through presentations
• Select applicants in accordance with FSCA requirements implementation of assessment selection battery
• Conduct training to sales representative
• Facilitate the pre-course and post-course training
• Responsible for on-the-job assessment of representatives
• Conduct coaching process
• Give technical support and motivation to representatives
• Coach representatives on improving their selling skills
• Provide recognition through performance management system
• Conduct training to brokers
• Ensure brokers are equipped with sufficient office documentation e.g. application forms
• Handle administration queries on behalf of dedicated brokers
• Check business methods of dedicated brokers and advise accordingly
• Update brokers on Assupol products and services regularly
• Ensure computer software of brokers are up to date in respect of Assupol products and services
• Build professional business relationships with brokers 
• Identity and develop new and current markets
• Identify, penetrate and develop new markets
• Negotiate stop order markets
• Maintain contacts with key decision makers and insurance industry resources (new and existing)
• Retain and increase market share in existing markets
• Manage the business retention
• Conduct products presentations in the market
• Maintain production targets and retain business
• Ensure and monitor set production targets are achieved
• Maintain business retention 
• Comply with FAIS requirements
• Supervise representative when rendering services under supervision
• Submit supervision evidence to MSSI on a monthly basis
• Mentor and train supervisee to ensure that they have a proper understanding of products
• Observe meetings between representative and clients 

Compliance

Complaints

• Number of complaints Received
• Number of complaint referred for investigation (Forensic)
• Number of complaints referred for Debarment Hearing based on outcome from debarment Committee

Training and Awareness

• Refresher Training
• New Product Training
• Record of Advice
• Financial Needs Analysis
• Completion of the application forms

Other

• Adhere to code of conduct
• Adhere to TCF
• Comply with risk and audit requirements
• Display the values and culture
• Provide leadership to your team to assist them in achieving their target

Requirements

Knowledge and Skills 

• Formal Education
• Matric
• Relevant Qualification (recognised by the FSCA)

Technical/Legal Certification

• Regulatory Examination Level 5: Representatives
• Regulatory Examination Level 1: Key Individuals
• Class of Business (Long Term Insurance and Investments) (Depending on Date of Appointment as Key Individual in the industry)
• CPD

Experience

• 1 year management and oversight experience in categories A, B1, B2, C, B1-A, B2-A and retail pension funds
• 2 years Project Management
• 2 years Insurance industry
• At least 1 years advice and intermediary experience in category A, B1, B2, C, B1-A, B2-A and retail pension funds