Job Opportunites at Assupol

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
Main Outputs and Responsibilities

• Generate new business (TCF)
•  Identify new groups and clients
•  Prepare quotations 
•  Do presentations to market Assupol Group Schemes products & services 
•  Close the deal with client 
•  Complete relevant documentation for submission 
•  Check completeness & correctness of client information 
•  Check compliance with legislation 

Grow current business (TCF)

•  Build client relationships 
•  Follow-up on new and changed financial needs 
•  Advise groups and clients on retaining their Group Schemes 

Communication to clients

•  Provide feedback on claims ratios 
•  Provide information on new products, trends in the market and in the company 

Compliance & Training

•  Contractual agreements & addendums
•  Implementation of legislative changes within binders, broker and administrators
•  Ensure PST and relevant legislative training is completed.

Requirements

Knowledge and Skills

Formal Education

•  FSCA Recognised Qualification
• Technical/Legal Certification
•  Regulatory Examination Level 5: Representatives
•  Regulatory Examination Level 1: Key Individuals

 FSCA Recognised Qualification

•  CPD
•  COB Long Term Insurance and Investments
•  Registration as a Representative and Key Individual for all Tier 1 products

Experience

•  3 Years’ Experience in Marketing of Insurance
•  Management and Oversight experience

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Description
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
• Communicate with office manage with regards to office logistics

Documentation and filing procedures

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

Process and administrate application forms

• Check and validate application forms for quality control
• Follow the capturing procedure
• Send incomplete applications back to Office Managers
• Process application form on system
• Follow up on outstanding documentation with Office Manager
• Liaise with New Business department on outstanding and provide feedback to Office Managers
• Email scanned successful application forms to New business department
• Capture a minimum of required policies per day
• Send captured application forms to Head Office for archiving
• Register successful applications
• Send the original application form for tick off process
• Follow up on all outstanding requirements from tick off

Requirements

FORMAL EDUCATION

• Matric

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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

• 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)

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

go to method of application »

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)

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

go to method of application »

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)

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