Job 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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Planning and developing the Project Scope.

• Develop project scope and objectives including technical feasibility; 
• Identify key stakeholders relevant to the project (internal and external);
• Identify and establish a project team comprising of Internal (Assupol) members;
• Identification of key performance metrics (analytical and non-analytical) to ensure all project objectives are appropriately met;
• Identification of key risks associated with the project. Develop mitigating actions as well as identifying key risk indicators;
• Identification of key resources (financial and non-financial) required to execute the project;
• Development of a detailed project plan outlining key checkpoints and timelines of the project;

Project management and execution

• Establish a deadline and monitor the progress of the project;
• Leading project team in line with pre-determined project plan;
• Source all technical resources relevant for the project;
• Project monitoring and evaluation against expected outcomes;
• Management of allocated resources (Incl. budget) and achieve resource utilisation efficiencies;
• Performance of regular performance evaluation of the project using appropriate systems, tools and techniques;
• Utilisation of appropriate verification techniques to manage changes in project scope, schedule and costs;
• Create and maintain comprehensive project documentation;
• Review and report on the progress of the project at relevant Committees and Forums.

Development and Management of Key Stakeholder Relationships

• Development of a Stakeholder relationship plan relevant to the Project;
• Implementation of the Stakeholder plan relevant to the Project;
• Management of all stakeholder relationships relevant to the project and ensure satisfaction of all expectations;
• Maintain technical alignment with key stakeholders
• Review and report on the Stakeholder management performance of Project at relevant Committees and Forums.

Reporting obligations

• Monthly reporting to the Assupol Holdings Executive Committee (where invited);
• Quarterly reporting to the Assupol Holdings Board Committees (where invited);
• Quarterly reporting to the Assupol Holdings Board (where invited)Requirements

FORMAL EDUCATION

• Bachelor’s degree in project management, business management, or a related field.
• Masters Degree: Masters in Business Administration (or similar) - advantage

TECHNICAL/LEGAL CERTIFICATION 

• Project Management Professional (PMP) certification is preferred

EXPERIENCE 

• 10 years’ experience in project management or senior management role;
• Experience related to skills development, with youth as a focus area;
• Experience in the interactions with Government Departments and/or Government agencies

Closing date: 14 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)

go to method of application »

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)