Job Opportunities at Assupol

Description
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

go to method of application »

Description
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

go to method of application »

Description
To Conserve Business (Arrear Premiums)

• Contact clients with premium arrears
• Inform clients about RPAR and Cancellation received (Freshdesk)
• Persuade client not to cancel the policy
• Inform client to accept Debi Check
• Explain Payment method and Update Details
• Capturing and Processing Refunds
• Provide Bank Details and reference number for Cash Payments
• Call Persal Retired/Resigned Clients to provide new Bank Details.

Conserve Business ( Policy Continuation and CSO)

• Inform client that Policy will be changed to Single Plan
• Change Payment Method
• Notify the client about worksite feedback.

Requirements

• Formal Education
• Matric

Technical /Legal Certification

• Registration as an Employee Representative (FSCA)
• Relevant Qualification as per the FSCA Board Notice (Depending on Date of Appointment in the industry)
• Regulatory Examination Level1 Representative (RE5)
• Class Of Business: Long Term Insurance& Investment
• Updated CPD Points.

Experience

• Experience in the Insurance Industry (Advantage)
• 2 Years Client Services
• 2 Years Experience in Business Retentions
• Understand Insurance Products
• Category A, B1,B2,C and Retail Benefits (Advantage)

go to method of application »

Description
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

go to method of application »

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